Observed Signal · Nov 12, 2026 · Earnings & Financials · Source: Nexxen · Impact: 4/5
Nexxen Reports Record Third Quarter 2026 Financial Results
Nexxen International Ltd. (NASDAQ: NEXN) announced record Q3 2026 financial results on November 12, 2026, with Contribution ex-TAC of $100.3 million (up 8% YoY), programmatic revenue of $97.8 million (up 9% YoY), and CTV revenue of $34.1 million (up 39% YoY). Adjusted EBITDA rose 22% to $34.5 million, and the company reaffirmed its full-year 2026 guidance after three top-line increases. Nexxen also extended its $40 million share repurchase authorization, expects to resume buybacks in H2 Q4 2026, and highlighted momentum in enterprise, CTV, and AI-driven agentic capabilities.
Nexxen's record Q3 results and reaffirmed guidance signal strong momentum in CTV and AI-driven advertising, reinforcing its competitive position in the AdTech market. The expansion of agentic AI capabilities and enterprise growth highlight strategic differentiation.
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Key Takeaways & Evidence Grounding
- Record Q3 2026 Contribution ex-TAC of $100.3 million, up 8% year-over-year.
- Programmatic revenue reached $97.8 million, up 9% YoY; CTV revenue grew 39% YoY to $34.1 million.
- Adjusted EBITDA increased 22% YoY to $34.5 million, with a 34% margin on Contribution ex-TAC.
- Full-year 2026 guidance reaffirmed: Contribution ex-TAC $388-$402M, programmatic revenue $380-$393M, Adjusted EBITDA $122-$132M.
- Extended $40 million share repurchase authorization; expects to resume buybacks in H2 Q4 2026.
- Completed $15 million additional investment in V (formerly VIDAA), total $60 million for ~6% equity.
- Launched first-party data onboarding with 24-hour activation and enhanced Unified Identity Graph.
- Several live in-platform AI agents; eight agency/holding company partners testing agentic capabilities.
- Nexxen TV Home Screen expanded to EMEA with partners including V, TCL, TiVo Ads.
- Integrated with Shopify and deepened partnership with Omnicom's Acxiom.
- Completed wind-down of RhythmInfluence, non-programmatic influencer business.
- October 2026 believed to be best top-line month ever; Q4 expected to be record quarter.
Connected Companies & Entities
“The company reporting record Q3 2026 financial results and reaffirming guidance.”
“Integrated with Shopify to enable advertisers to connect first-party e-commerce purchase and conversion signals to Nexxen's platform.”
“Expanded CTV media footprint through integrations with premium partners including Disney, Sling TV, and others.”
“Part of the expanded CTV media footprint through recent integrations.”
“Nexxen TV Home Screen programmatic access is supported through The Trade Desk among other platforms.”
“Independent advertising effectiveness measurement provider cited in third-party studies highlighting Nexxen's performance improvements.”
“Nexxen TV Home Screen programmatic access is supported through StackAdapt.”
Ontology Mapping & Concepts
Related Market Signals & Shifts
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6-K Financial Filing Analysis for Nexxen (2026-08-12)
On August 12, 2026, Nexxen International Ltd. submitted a Form 6-K furnishing an announcement regarding its record second quarter 2026 financial results for the period ended June 30, 2026. Alongside its financial release, the independent adtech platform disclosed an executive leadership transition, promoting former Chief Commercial Officer Chance Johnson to President of the Company. Certain unaudited IFRS interim financial statements from the release were incorporated by reference into the company's active Form S-8 registration statements.
Nexxen Empowers Snooze Australia to Reach 767K+ Incremental Households with ACR-Powered TV Intelligence
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