Slide 1: Nexxen Second Quarter 2026 Earnings Call
Nexxen Second Quarter 2026 Earnings Call AUGUST 12, 2026 © 2026 Nexxen International. All rights reserved. Confidential information of Nexxen.
Slide 2: Introduction to Speakers & Safe Harbor Statement
Introduction to Speakers & Safe Harbor Statement 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 Ac
Slide 3: Record Q2 Results and Growth Outlook
Nexxen delivered record Q2 results, highlighted by all-time record quarterly CTV revenue; well-positioned for near & long-term success END-TO-END nexAI ENTERPRISE CTV MOBILE PLATFORM Strong, differentiated Expanding in-platform Accelerating adoption Strengthening In-app expansion value proposition;
Slide 4: Integrated, Differentiated Platform Offering
Integrated, Enhancements Driving Improved Accelerating Enterprise Differentiated Stronger Performance Enterprise Go-To- Adoption & Growing Platform Offering & Value Proposition Market Execution Platform Utilization DATA SUPPLY PLATFORM PLATFORM © 2026 Nexxen International. All rights reserved. Confi
Slide 5: Record Quarterly CTV Revenue
Generated all-time record quarterly CTV revenue in Q2 (+33% YoY), with YoY momentum carrying into Q3 Well-positioned to expand end-to-end CTV revenue footprint over the long-term © 2026 Nexxen International. All rights reserved. Confidential information of Nexxen.
Slide 6: Mobile In-App Strategy Execution
Execution against mobile in-app strategy delivered significant YoY mobile revenue growth in Q2, with YoY momentum carrying into Q3 Direct SDK integrations strengthening AI-resilience & expanding platform-wide monetization opportunities © 2026 Nexxen International. All rights reserved. Confidential i
Slide 7: nexAI and Agentic Interoperability
nexAI is emerging as an important growth & efficiency driver, with expanding in-platform agentic capabilities & interoperability strengthening Nexxen’s competitive positioning AI Agents Available Across Nexxen Today Performance Visualization Audience Campaign Troubleshooting Reporting Research QA Up
Slide 8: Long-Term Growth and Value Positioning
Nexxen is well-positioned to deliver durable long-term growth & value in the next generation of programmatic advertising DIFFERENTIATED END-TO-END nexAI, PROPRIETARY DATA ACCELERATING ENTERPRISE VALUE PROPOSITION & EXCLUSIVE MEDIA & PUBLISHER ADOPTION STRENGTHENING CTV MOBILE IN-APP COMMERCIAL LEADE
Slide 9: Q2 2026 Financial Highlights
$97.8 M RECORD Q2 Contribution +11% YoY ex-TAC Q2 2026 $95.2 M RECORD Q2 Programmatic Financial +12% YoY Revenue Highlights $37.8 M ALL-TIME RECORD Q2 CTV Revenue +33% YoY Record Q2 results driven by continued programmatic strength, $27.6 M highlighted by all-time record Adjusted quarterly CTV reven
Slide 10: Operating Cash Flow and Liquidity
$61.3 M $132.0 M $0.23 Q2 2026 Operating Cash Flow Cash & Cash Equivalents Q2 2026 Non-IFRS Diluted EPS as of 06/30/2026 $50 M undrawn on Nexxen’s revolving credit facility alongside no long-term debt © 2026 Nexxen International. All rights reserved. Confidential information of Nexxen.
Slide 11: Capital Allocation
Capital Allocation V (FORMERLY VIDAA) CORE EVALUATING STRATEGIC SHARE REPURCHASES INVESTMENT INVESTMENTS OPPORTUNITIES Authorized for new Additional $15 M to be AI, data, infrastructure, Focused on program of up to $40 M invested in V in Q3 2026; go-to-market strengthening mobile total investment =
Slide 12: FY 2026 Guidance
Raising FY 2026 Contribution ex-TAC & Programmatic Revenue Guidance For the Third Time This Year; Reaffirming Adjusted EBITDA Guidance LATEST FY 2026 GUIDANCE Contribution ex-TAC $388 - $402 M $375 - $390 M +8% YoY growth ( 1 ) +12% YoY growth ( 1 ) Programmatic Revenue $380 - $393 M $367 – $381 M +
Slide 13: Thank you
Thank you © 2026 Nexxen International. All rights reserved. Confidential information of Nexxen.
Slide 14: Appendix
Appendix © 2026 Nexxen International. All rights reserved. Confidential information of Nexxen.
Slide 15: Adjusted EBITDA Reconciliation
Reconciliation of Total Comprehensive Income (Loss) to Adjusted EBITDA Three months ended June 30 Six months ended June 30 2026 2025 % 2026 2025 % ($ in thousands) Total comprehensive income (loss) 4,212 11,256 (63%) (1,245) 13,647 (109%) Foreign currency translation differences for foreign operatio
Slide 16: Contribution ex-TAC Reconciliation
Reconciliation of Revenue to Contribution ex-TAC Three months ended June 30 Six months ended June 30 2026 2025 % 2026 2025 % ($ in thousands) Revenue 100,518 90,948 11% 187,360 169,278 11% Cost of revenue (exclusive of depreciation and amortization) (18,793) (12,057) (35,226) (23,256) Depreciation a
Slide 17: Non-IFRS Net Income Reconciliation
Reconciliation of Net Income (Loss) to Non-IFRS Net Income Three months ended June 30 Six months ended June 30 2026 2025 % 2026 2025 % ($ in thousands) Net income (loss) 3,640 8,666 (58%) (1,675) 10,299 (116%) Amortization of acquired intangibles 5,890 5,912 11,767 11,782 Restructuring 1,323 - 1,323