Nexxen International Ltd. (NEXN) Q2 2024 Earnings Call Transcript Summary
Nexxen International Ltd. (NEXN) Q2 2024 Earnings Call Transcript Summary
Adjusted The following is a summary of the Nexxen International Ltd. (NEXN) Q2 2024 Earnings Call Transcript:
以下是爱文思控股有限公司（NEXN）2024年第二季度业绩会交易记录摘要：
Financial Performance:
金融业绩：
Nexxen International Ltd. reported strong financial results for Q2 2024 with programmatic revenue at $78.6 million, a 3% growth YoY and 20% from Q1 2024.
Contribution ex-TAC was $83.1 million, showing a 4% increase YoY and 19% from the previous quarter.
Adjusted EBITDA reached $26.8 million, a 27% rise YoY and 126% from Q1, showcasing significant margin improvements.
CTV revenue marked a 14% YoY growth at $28.2 million and a remarkable 50% growth from Q1, constituting 36% of programmatic revenue.
爱文思控股有限公司报告了2024年第二季度强劲的财务业绩，程序化营业收入为7860万美元，同比增长3%，比2024年第一季度增长20%。
去除TAC的贡献为8310万美元，同比增长4%，比上一季度增长19%。
调整后的EBITDA达到了2680万美元，同比增长27%，比第一季度增加了126%，展示出显著的利润率改善。
CTV营业收入以2820万美元实现了14%的同比增长，比第一季度增长了惊人的50%，占程序化营业收入的36%。
Business Progress:
业务进展：
Nexxen successfully integrated Amobee, enhancing sales executions and broadening their data capabilities.
Launched Nexxen Data Platform, featuring unified identity graph and advanced TV data access, significantly strengthening competitive positioning.
Announced strategic partnerships with Stagwell, LG, and Kinective Media, underpinning the expansion in commerce media and enhancing customer data solutions.
爱文思控股成功整合了Amobee，加强了销售执行力并拓展了他们的数据能力。
推出了Nexxen数据平台，提供统一的身份图和先进的电视数据访问，极大地加强了竞争地位。
宣布与Stagwell、LG和Kinective Media建立战略合作伙伴关系，支持商业媒体拓展并增强客户数据解决方案。
Opportunities:
机会：
Expanded into commerce media through a partnership with United Airlines' Kinective Media, leveraging Nexxen Data Platform for offsite media network revenue streams.
New data licensing partnerships, particularly with The Trade Desk for exclusive ACR data, have opened additional revenue channels.
Political ad spend is anticipated to increase, particularly in Q4 due to the U.S. election cycle, likely boosting CTV revenue and related data applications.
通过与联合大陆航空的Kinective Media合作进入商业媒体领域，利用Nexxen数据平台为离线媒体网络的收入流打造了基础。
与The Trade Desk等独家合作伙伴建立了新的数据许可合作伙伴关系，特别是ACR数据，开启了额外的营收渠道。
预计由于美国选举周期，政治广告支出预计将增加，特别是在Q4，可能会推动CTV营收和相关数据应用的增长。
Risks:
风险：
Increased competition from other AdTech companies and dependency on continuous technological innovation to sustain growth.
Potential volatility in financial expenditure due to scaling up sales, marketing, and GenAI integration initiatives.
面临着来自其他AdTech公司的日益激烈的竞争，并且依赖不断的技术创新来保持增长。
由于推广销售、营销和GenAI集成项目的扩大规模，财务支出可能存在潜在的波动性。
Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：本文由AI生成。文章内容的准确性无法完全保证。有关更全面的详细信息，请参阅IR网站。本文只是为投资者提供参考，没有任何指导或推荐建议。
