Nexxen Share Discussion Threads

[tractorhead] 05/11/2024 21:09

Hey gadgie, thanks for links. We are busy innovating that is for sure. Will it have been enough to raise revenue this last quarter though... rather than jam tomorrow.

I don't have a vote so am not giving my preference/choice on US election... just my gut feel for who is gonna win. But I know nothing.

[john09] 05/11/2024 21:02

Ooooo gadgiepoooooossssss we love youuuuu

[gadgie2] 05/11/2024 20:57

All our peers start reporting weds thurs including stagwell interested to see all results ... we are big into stagwell cloud and some new interesting launches by nexxen last couple of days see https://nexxen.com/curated-marketplace-brands/https://nexxen.com/curated-marketplace-publishers/https://nexxen.com/curated-marketplace/I have to disagree on Trump Buddy almost as bad as J09

[tractorhead] 05/11/2024 20:15

Very quiet on the board today. Anyone out there? Nice little rise on NASDAQ but on very little volume.

Who is going to win US election? Does it matter to Nexxen? My bet is on Trump.

Not long till our results. In my naivity I have beenn hoping for a big jump in revenues and boost to confidence for investors... followed by huge rerate. But these are really only dreams. Just because it happened before doesn't mean it will ever happen again.

[john09] 05/11/2024 11:12

Great insights from tractor as per

[tractorhead] 05/11/2024 09:39

Volume is impressive. Not.

[midasx] 04/11/2024 08:15

The new $50 million buyback should be approved shortly. Should be a formality as we paid off the $100 million debt.

[john09] 04/11/2024 08:02

Gadgiepoos have you got any more insights or nonsense to regurgitate ?

[john09] 04/11/2024 07:46

They’ll talk about this non event for days here lol

[gadgie2] 04/11/2024 07:32

Yeah also finished for now let's see how it goes minus buyback .... All our peers start reporting this week

[wheeze] 04/11/2024 07:30

buyback ramped up to 160k on Friday- looks like they mean business!

[tsmith2] 01/11/2024 16:26

certainly looks like cheap shares have/are running out

[barkbooo] 01/11/2024 13:42

I’m happy - and I am usually lucky.

[tapa7] 01/11/2024 10:39

All the big players have now posted their results. Here's how they did in Q3 in terms of adtech YoY growth:

Google 12%
Meta +19%
Amazon +19%
Msft +18%
Reddit +68%
Snap 15%

Nexxen is expected to announce 13% YoY growth and a significant decrease (yet again) in earnings, correct me if I am wrong driven by a loss of ctv share in terms of the overall business (thanks to the great Amobee acquisition). Given that the expectations are for earnings to shrink, it would be good to beat the analysts earnings estimation at the very least, that could make the stock bounce up.

[mikh1] 31/10/2024 23:34

Hi Gadgie, that was in reply to your post - excellent auto-correct!

[mikh1] 31/10/2024 23:09

Hi Badge, Is this an updated version if the cross planning tool that was initially hyped quite a bit? I did ask IR about the cross planning tool some months ago and they said they were still excited about it but focusing on the data offering as it had momentum. Best, Mike

[barkbooo] 31/10/2024 20:37

Listen - there are some great contributors on here - there are also some slippery players.

Never listen to advice - the best contributors don’t give it - the knowledgable don’t need it.

Cor tuum sequeris.

[gadgie2] 31/10/2024 17:00

Nexxen has launched its TV Planner in Australia, a tool that aims to enhance the efficiency of advertisers’ linear and digital TV campaigns.

Powered by automatic content recognition (“ACR”) data, Nexxen’s TV Planner features detailed planning insights across campaign elements, such as market (metro cities), seasonality (monthly trends) and demographics (age groups), allowing for a strategic and comprehensive approach to targeting and engagement.

The tool supports large-scale planning, thanks to its ACR data from 1.3 million opt-in devices, representing the largest planning panel in Australia. It also utilises artificial intelligence to recommend budget allocation across linear and digital TV environments, enabling advertisers to refine their investment strategies by analysing ad spend and co-viewership.

As one component of Nexxen’s TV Intelligence, the TV Planner is supported by a full suite of activation and measurement solutions, available to execute and validate planning insights

[gadgie2] 31/10/2024 16:53

agree Ragos this is it ...let's see

[ragos] 31/10/2024 16:47

Gadgie,
They FU before and nothing says these guys are spending real dollars with nexxen or that nexxen hasn't fu again.

We'll know soon enough and as tractor says, its been a long wait and the numbers won't lie!


R

[ragos] 31/10/2024 16:42

1gw,
RNS of May7th.
The repurchase program will begin on 7 May 2024 and will continue until the earlier of 1 November 2024, or until it has been completed.

So you are right! Nov 1st is earlier!

R

[gadgie2] 31/10/2024 16:38

Surely they can't go wrong ?

LG Premium Ads
Roku
Tinuiti
Stagwell
Vevo
United Airlines
Peerlogix
The Trade Desk
Vidaa

US Election spend .... let's see

[ragos] 31/10/2024 16:24

1gw,
There is nothing stopping the company asking Cavendish to continue buybacks to use up allocated funds.


R

[tractorhead] 31/10/2024 16:07

1gw, markets all off today. Lots of doom and gloom abounding about global economy. Depressing.

I find it hard to believe that Nexxen might produce stellar results and there has been no leak; no increase in volume; no run up in shareprice.

This has been such a long journey. So nearly there a few years back when revenues were exploding. But since then disappointment after disappointment. And revenue gone sideways or down.

I will only believe good results when I see them. And I have become hardened to bad news and massive sell offs. I wonder what their excuses will be this time.