Nexxen International Ltd. · NASDAQ:NEXN
Nexxen International — Investor Day (June 2026)
63 slides from Nexxen International's investor day presentation, Jun 16, 2026
Slide 1: Investor Day 2026
INVESTOR DAY 2026 TUESDAY, JUNE 16 © 2026 Nexxen International. All rights reserved. Confidential information of Nexxen.
Slide 2: Welcome, Agenda & Forward-Looking Statements
BILLY ECKERT Vice President Investor Relations Welcome, Agenda & Forward-Looking Statements © 2026 Nexxen International. All rights reserved. Confidential information of Nexxen.
Slide 3: Agenda
Agenda Strategic Vision Break Ofer Druker, Chief Executive Officer Growth & Financial Momentum Nexxen DSP: The Gateway to Nexxen’s Sagi Niri, Chief Financial Officer Enterprise End-to-End Value Proposition Kara Puccinelli, Chief Customer Officer Strong Foundations. Significant Opportunity Ahead. AI-
Slide 4: Forward-Looking Statements
Forward-Looking Statements This presentation has been prepared by Nexxen International Ltd. (the "Company" or "Nexxen"). This presentation and the accompanying oral presentation contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These state
Slide 5: Strategic Vision: Nexxen Strongly Positioned for the Future of Advertising
OFER DRUKER Chief Executive Officer Strategic Vision: Nexxen Strongly Positioned for the Future of Advertising © 2026 Nexxen International. All rights reserved. Confidential information of Nexxen.
Slide 6: Nexxen DSP: The Gateway to Nexxen's Enterprise End-to-End Value Proposition
KARA PUCCINELLI Chief Customer Officer Nexxen DSP: The Gateway to Nexxen’s Enterprise End-to-End Value Proposition © 2026 Nexxen International. All rights reserved. Confidential information of Nexxen.
Slide 7: Nexxen DSP: A Unified Programmatic Buying Platform
Nexxen DSP: A Unified Programmatic Buying Platform Built for Full-Funnel Performance & Efficiency, Powered by nexAI, Unique Data & Premium Media nexAI & unique data embedded throughout the platform Comprehensive capabilities spanning the entire advertiser workflow Direct access to premium media via
Slide 8: Enterprise Customers Need Integrated Platforms, Not Point Solution DSPs
Enterprise Customers Need Integrated Platforms, Not Point Solution DSPs One-sided DSPs rely on fragmented ecosystems & external partners Measurement Fragmentation creates inefficiencies, higher costs & lower returns (up to 50% audience reach loss) Point solutions offer less workflow support & value
Slide 9: Built Differently: Nexxen's Integrated Platform Drives Superior Performance
Built Differently: Nexxen’s Integrated Platform Drives Superior Performance Nexxen’s integrated platform connects the dots across the campaign lifecycle, delivering stronger performance, greater efficiency & better outcomes Jen Dass, Chief Media Officer, WPP Data Onboarding Discovery Planning +35% *
Slide 10: Better Together: Workflow Connectivity Strengthens Customer Value
Better Together: Workflow Connectivity Strengthens Customer Value & Nexxen’s Economics CREATE AUDIENCES, ENRICH DATA & MAXIMIZE REACH ADVERTISERS ONBOARD FIRST-PARTY MAP DATA TO NEXXEN’S DATA DATA ECOSYSTEM TV INTELLIGENCE EXCLUSIVE ACR DATA CLEAN ROOM DIRECT UPLOAD DISCOVERY ID RESOLUTION Eliminate
Slide 11: Unique Capabilities Strengthen Nexxen's DSP
Unique Capabilities Strengthen Nexxen’s DSP & Create Added Value for Enterprise Customers PLATFORM ADVANTAGES + + + + Together, these capabilities create greater customer value, drive stronger outcomes, deepen enterprise adoption & reinforce Nexxen’s long-term competitive advantages © 2026 Nexxen In
Slide 12: Driving Success for Toyota Across Nexxen's Full Enterprise Stack
Driving Success for Toyota Across Nexxen’s Full Enterprise Stack Expanding beyond the DSP to Nexxen’s end-to-end platform unlocked significantly stronger ROAS, cost 2.7X ROAS* efficiencies & incremental sales 62% Cost Per Vehicle Sold* Deeper platform adoption strengthened Toyota’s outcomes while en
Slide 13: Enterprise Adoption Drives Durable Growth, Profitability & Resilience
Enterprise Adoption Drives Durable Growth, Profitability & Resilience ENTERPRISE CUSTOMERS Strategic end-to-end Bigger budgets, longer-term Economics across the value enterprise focus supports relationships & higher retention chain drives larger Contribution growth & reduces SPO risk ex-TAC opportun
Slide 14: Early Results Validate the Enterprise Strategy
Early Results Validate the Enterprise Strategy is Working & Scaling ENTERPRISE CUSTOMERS / BRANDS VIA ENTERPRISE (> $1M ANNUAL SPEND) >1,600 100% of enterprise customers selected Nexxen SSP as a preferred SSP Enterprise Customers Recent enterprise wins support end-to- Brands Activated Through end gr
Slide 15: Innovation Continues to Strengthen Nexxen's Enterprise Value Proposition
Innovation Continues to Strengthen Nexxen’s Enterprise Value Proposition nexAI DSP assistant enhancing performance, efficiency & usability New UI reducing onboarding & training times by ~50% while lowering barriers to entry Deeper data integration fueling smarter workflows & stronger AI-driven outco
Slide 16: Multiple Growth Drivers Support Continued Enterprise DSP Adoption
Multiple Growth Drivers Support Continued Enterprise DSP Adoption & End-to-End Expansion Expand enterprise customer wallet share & platform utilization Attract new enterprise customers DEMAND PLATFORM Accelerate brand-direct & performance advertising growth Capitalize on differentiated data, media &
Slide 17: AI-Resilient Media: Key Growth & Durability Driver
KEN SUH Chief Strategy Officer AI-Resilient Media: Key Growth & Durability Driver © 2026 Nexxen International. All rights reserved. Confidential information of Nexxen.
Slide 18: LLMs Are Reshaping Consumer Engagement
LLMs Are Reshaping Consumer Engagement ~60% ~85-90% ~12% of Google searches of mobile internet U.S. CTV ad spend CAGR, with now end without a time spent in apps, home screen emerging as a click to any website* not browsers** key engagement layer** Consumer attention is structurally shifting toward l
Slide 19: AI Is Reallocating Ad Dollars (Not Reducing Them)
AI Is Reallocating Ad Dollars (Not Reducing Them) Logged-In + High Premium + High-Attention + Data-Enriched + Optimized Engagement Measurable Supply Mobile CTV Curated / Monetization is shifting toward more In-App Addressable durable, data-rich environments as Supply advertisers increasingly priorit
Slide 20: Nexxen Strategically Expanded into Mobile In-App
Nexxen Strategically Expanded into Mobile In-App, Driving Incremental Monetization Across the Platform Mobile SDK Layer and others 3rd-Party DSPs GROWING END-TO-END REVENUE OPPORTUNITIES MORE PUBLISHER INVENTORY MORE ADVERTISER DEMAND © 2026 Nexxen International. All rights reserved. Confidential in
Slide 21: Early Mobile In-App Success with Significant Growth Runway Ahead
Early Mobile In-App Success with Significant Growth Runway Ahead Mobile In-App Spend: Mobile in-app spend +43% increasing with growing (Q3 2025 – Q1 2026) momentum in 2026 Represents meaningful high- margin SSP, DSP & end-to- end revenue opportunity in 2026 & beyond Q3 2025 Q4 2025 Q1 2026 Future *
Slide 22: Mobile In-App Expansion Strengthens Nexxen's CTV Opportunity
Mobile In-App Expansion Strengthens Nexxen’s CTV Opportunity Performance-oriented mobile in-app buyers are naturally expanding into CTV, increasing Nexxen's opportunity to capture cross-channel & full-funnel spend © 2026 Nexxen International. All rights reserved. Confidential information of Nexxen.
Slide 23: Nexxen Is Already Strongly Positioned Across CTV
Nexxen Is Already Strongly Positioned Exclusive Smart TV Home Screen Across CTV monetization Full stack CTV tech, media & Linear / CTV data solutions cross-planning Major OEM partnerships & Exclusive ACR data premium supply from V (formerly VIDAA) CTV Revenue: +12% y/o/y in Q1 2026; of Nexxen’s prog
Slide 24: Smart TV Home Screens: A Large, Under-Monetized Surface
Smart TV Home Screens: A Large, Under-Monetized, High- Attention Surface Fragmented OEM Home Manual, Low-Fill Screen Ad Environment Monetization + Advertisers CTV OEMs Direct Deals + Ad Servers ~10.5 Minutes per day spent deciding what to watch* indicate a high-attention environment where ad & OEM m
Slide 25: Nexxen TV Home Screen Creates a New Programmatic CTV Category
Nexxen TV Home Screen Creates a New, Scalable Programmatic CTV Category Programmatic Smart Programmatic Home TV Home Screen Screen Ad Buying Monetization Advertisers CTV OEMs Programmatic access to Smart TV Home Screen inventory fuels a scalable long-term DSP, SSP & end-to-end CTV revenue growth opp
Slide 26: Nexxen is Aligned with the Future of Media
Nexxen is Aligned with the Future of Media Expanding end-to-end monetization within AI- resilient media channels Strengthening enterprise strategy through differentiated, exclusive supply Reinforcing differentiation & long-term competitive advantages through end-to-end CTV solutions, including Nexxe
Slide 27: Product Investments, Innovation & nexAI Strategy
KARIM RAYES Chief Product Officer Product Investments, Innovation & nexAI Strategy © 2026 Nexxen International. All rights reserved. Confidential information of Nexxen.
Slide 28: Recent Success Across Platform Initiatives
Recent Success Across Platform Initiatives Fueling Growth Today & Positioning for Future Acceleration DSP Nexxen Data Platform enhancements upgrades nexAI 2.0 AI-resilient media supply expansion Nexxen TV Home Screen Curated Marketplace Infrastructure investments Platform investments are driving str
Slide 29: Strong Early ROI
Strong Early ROI More enterprise customers Increasing end-to-end onboarded YTD in 2026 platform utilization than in all of 2025 Growing data tools Expanding differentiated adoption & monetization media partnerships & publisher adoption >2X platform capacity growth CTV & mobile revenue growth acceler
Slide 30: nexAI: Powering the Agentic, Data-Driven Future of Advertising
nexAI: Powering the Agentic, Data-Driven Future of Advertising © 2026 Nexxen International. All rights reserved. Confidential information of Nexxen.
Slide 31: Why Nexxen & nexAI Win
Why Nexxen & nexAI Win in the AI Era of Programmatic Advertising End-to-End platform, connected infrastructure & unified data + media + activation enables AI to optimize across the campaign Open interoperability & AI transparency keep customers in control Ability to support both buyers & sellers cre
Slide 32: What Agentic AI Enables
What Agentic AI Enables Interpretation Orchestration Automation Presentation Natural language → One prompt → Scheduled, standing Synthesis into machine action multi-step workflow instructions actionable output “Show me how my CTV “Troubleshoot this deal” → “Every Monday, send me Media plan generated
Slide 33: nexAI Operating Principles
nexAI Operating Principles Humans in Control Open & Interoperable Transparent Data Responsible © 2026 Nexxen International. All rights reserved. Confidential information of Nexxen.
Slide 34: nexAI's Agentic Capabilities Are Native & Open
nexAI’s Agentic Capabilities Are Native & Open An AI-powered platform built for users that want intelligent campaign IN-PLATFORM management. Customers describe their goal & the nexAI assistant takes Natural In-platform Automated language action (with human oversight). agents workflows processing INT
Slide 35: nexAI Agentic Capabilities
nexAI Agentic Capabilities LIVE TODAY Agents available across Nexxen today Performance Visualization Troubleshooting Reporting Campaign QA Audience Research Studio Essentials – Creative Automation © 2026 Nexxen International. All rights reserved. Confidential information of Nexxen.
Slide 36: What's Next for nexAI?
What’s Next for nexAI? IN DEVELOPMENT Agents currently in development — expanding what the platform handles autonomously Media Planning Audience Creation Optimization Advanced Creative Automation Use uploaded briefs to Take a brief & automatically Monitor campaigns, flag generate plan build segments
Slide 37: What's Next for nexAI: Media Planning
What’s Next for nexAI: Media Planning User uploads RFP or 1 describes campaign Planner generates draft 2 plan – targeting, flights, budget & formats 3 User refines via natural language chat © 2026 Nexxen International. All rights reserved. Confidential information of Nexxen.
Slide 38: What's Next for nexAI: Media Planning
What’s Next for nexAI: Media Planning Planner forecasts 4 inventory, assesses feasibility & recommends budget allocation User exports to 5 respond to RFP Plan activated as a 6 live DSP campaign © 2026 Nexxen International. All rights reserved. Confidential information of Nexxen.
Slide 39: nexAI Interoperability: Enabling Agentic Trading
nexAI Interoperability: Enabling Agentic Trading Direct connectivity to brands’ & agencies’ AI workflows positions Nexxen for future growth MCP & CLIENTS’ AGENTIC AGENT-TO-AGENT WORKFLOWS INTEROPERABILITY PLANNING ACTIVATION OPTIMIZATION REPORTING MEASUREMENT Deal Creation Media Campaign Creation De
Slide 40: Driving Interoperability with Simplicity. Connect in Three Steps.
Driving Interoperability with Simplicity. Connect in Three Steps. Ask in Plain Language. 1 2 3 Customer adds Nexxen as a Log in with Nexxen credentials Start asking questions connector to preferred MCP- REPORTING compatible assistant CUSTOMER How is the Acme Summer Push doing this week? "nexxen": {
Slide 41: Nexxen Positioned to Lead in Agentic, AI-Powered Advertising
Nexxen Positioned to Lead in the New Era of Agentic, AI-Powered Advertising ENTERPRISE Agent-to-Agent & MCP Interoperability PUBLISHERS CUSTOMERS Differentiated Value Proposition Stronger Customer Performance Full Campaign Unique Data & Exclusive Lifecycle Support Deep AI Moat Premium Media Increase
Slide 42: Growth & Financial Momentum
SAGI NIRI Chief Financial Officer Growth & Financial Momentum © 2026 Nexxen International. All rights reserved. Confidential information of Nexxen.
Slide 43: Raising 2026 Contribution ex-TAC & Programmatic Revenue Guidance
Raising 2026 Contribution ex-TAC & Programmatic Revenue Guidance for the Second Time in a Month UPDATED FULL YEAR 2026 GUIDANCE PRIOR FULL YEAR 2026 GUIDANCE Contribution ex-TAC $385 - $400 M $382 - $397 M +11% Y/O/Y GROWTH (1) +10% y/o/y growth ( 1 ) Programmatic Revenue $377 - $391 M $374 – $388 M
Slide 44: Execution on 2026 Strategic Priorities Driving Outperformance
Execution on 2026 Strategic Priorities Driving Outperformance Growing enterprise Mobile / in-app CTV revenue growth, Data products adoption & end-to- revenue expansion Nexxen TV Home Screen momentum end spend expected to support H2 acceleration Demand is broadening across multiple Incremental 2026 g
Slide 45: 2026 Growth Drivers
2026 Growth Drivers $392.5 M ** CTV Momentum: Q1 2026: +12% y/o/y Q2 2026E: >20% y/o/y Mobile Momentum: Q1 2026: +18% y/o/y Q2 2026E: >15% y/o/y +11%** y/o/y growth (+13%** programmatic) New & Existing Customers Mobile / In-App CTV / Nexxen TV Home Screen DSP & SSP New Formats $353.1 M Performance-B
Slide 46: Business, Customer & Channel Mix Evolution
Business, Customer & Channel Mix Evolution Driving Higher-Quality, More Durable Growth © 2026 Nexxen International. All rights reserved. Confidential information of Nexxen.
Slide 47: Customer Retention & Spend Expansion Fuel Long-Term Growth
Customer Retention & Spend Expansion Fuel Long-Term Growth Increasing retention & Contribution ex-TAC per customer through enterprise strategy CONTRIBUTION EX-TAC PER ACTIVE CUSTOMER In Thousands +31% Contribution ex-TAC Integrated & Strong Powerful Differentiated High-touch per active customer CAGR
Slide 48: Growing Enterprise Self-Service Adoption
Growing Enterprise Self-Service Adoption to Expand Recurring Revenue & Accelerate End-to-End Platform Utilization Self-Service vs. Managed End-to-End as a % of Service Spend Contribution ex-TAC ~25% 37% ~35% 63% 45% 55% ~65% ~75% 2025 Long-Term 2025 Long-Term Self-Service End-to-End Managed Service
Slide 49: Shift Toward High-Growth, High-Value Channels
Shift Toward High-Growth, High-Value Channels Supports Long-Term Revenue Durability Other* ~5% Other * ~7% Data Products ~4% ~10% Data Products ~5% Desktop Desktop ~19% ~40% Mobile Mobile ~39% ~40% CTV ~31% CTV 2025 Long-Term Growth increasingly concentrated in higher-quality, more resilient channel
Slide 50: Video Focus with CTV Native Reinforcing Display
Video Focus with CTV Native Reinforcing Display Other * ~7% ~5% Other * ~20% Display Display ~25% Video ~75% Video ~68% 2025 Long-Term Long-term (3 - 5 years) based on internal estimates & actual results may differ materially Percentages shown as a % of Contribution ex-TAC * Other includes audio & d
Slide 51: Understanding 2026 Profitability & Margin Progression
Understanding 2026 Profitability & Margin Progression Strategic growth & partnership investments, F/X headwinds & difficult comps impacted H1 profitability. Accelerating growth, cost normalization, operating leverage & AI-driven efficiencies are expected to support stronger H2 profitability & cash g
Slide 52: Operating Leverage, Margin Expansion & Cash Generation
Operating Leverage, Margin Expansion & Cash Generation Expected to Accelerate Through 2026 Cash & Cash Generation ADJUSTED EBITDA / MARGIN ~$127 M * Adj. EBITDA (32% Margin**) Q1 2026 operating cash flow impacted by collections timing; normalization in Q2 2026 FCF expected to improve through 2026 St
Slide 53: 2026 Capital Allocation Framework
2026 Capital Allocation Framework Share +$15 M Platform Repurchases Investment in V Reinvestment ($60 M total, ~6% of s/o) Evaluating potential <$100M strategic opportunities to enhance mobile in-app, CTV & data capabilities © 2026 Nexxen International. All rights reserved. Confidential information
Slide 54: Progress Against Long-Term Targets
Progress Against Long-Term Targets: Increasing Contribution ex-TAC CAGR Expectations from Previous Investor Day On track to generate ~11% ~40% ~40% ~65% Contribution ex- CTV Adjusted EBITDA FCF / Adjusted TAC CAGR Revenue* Margin* EBITDA Conversion (previously ~10%) Growth & Margin Expansion Driven
Slide 55: One Platform. Multiple Paths to Growth & Profitability.
One Platform. DEMAND DATA SUPPLY PLATFORM PLATFORM PLATFORM Multiple Paths to Growth & Hybrid Publisher Managed DSP Service DSP Monetization Data Profitability. Data Products Self- Licensing CTV OEM Service DSP Creative Solutions Monetization Economics Across Full Campaign Lifecycle + Data Onboardin
Slide 56: Strong Foundations. Significant Opportunity Ahead.
CHANCE JOHNSON Chief Commercial Officer Strong Foundations. Significant Opportunity Ahead. © 2026 Nexxen International. All rights reserved. Confidential information of Nexxen.
Slide 57: The Strategy is Working
The Strategy is Working The building blocks for durable end-to-end growth are already in place Growing Enterprise Differentiated AI, Unique Data Accelerating Financial Adoption AI-Resilient Media & Automation Performance Together, these building blocks are translating Nexxen’s strategic transformati
Slide 58: Why Nexxen Wins and Will Keep Winning
Why Nexxen Wins and Will Keep Winning Differentiated assets reinforce one another across the platform, driving greater customer value Interoperability: MCP & Agent-to-Agent End-to-End Platform + Unique Data + Exclusive Premium Media = Better Outcomes Strong Customer Growing Enterprise & Greater End-
Slide 59: Nexxen's Largest Growth Opportunities Remain Ahead
Nexxen’s Largest Growth Opportunities Remain Ahead Enterprise, End- Growing Data Revenue CTV & Nexxen nexAI: Agentic AI-Resilient to-End Growth Publisher Momentum TV Home & Interoperable Media Adoption Screen Expansion Our investments & execution across enterprise, AI, data & premium media position
Slide 60: The Nexxen Flywheel
The Nexxen Stronger Customer Value Proposition Flywheel Our integrated Platform Greater Enterprise & platform creates a Reinvestment Publisher Adoption self-reinforcing cycle that drives customer adoption, durable long-term growth, expanding profitability & cash generation Operating Leverage & Growi
Slide 61: Closing Remarks
OFER DRUKER Chief Executive Officer Closing Remarks © 2026 Nexxen International. All rights reserved. Confidential information of Nexxen.
Slide 62: Q&A
Q&A OFER DRUKER SAGI NIRI KARIM RAYES CHANCE JOHNSON Chief Executive Chief Financial Chief Product Chief Commercial Officer Officer Officer Officer © 2026 Nexxen International. All rights reserved. Confidential information of Nexxen.
Slide 63: Thank You!
Thank You! © 2026 Nexxen International. All rights reserved. Confidential information of Nexxen.