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Nexxen International Ltd.（NEXN）2024年第二季度業績會交易記錄摘要：
Financial Performance:
金融業績：
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.
Nexxen International Ltd.報告2024年第二季度強勁的財務業績，程序化營業收入爲7860萬美元，同比增長3%，環比增長20%。
去除TAC的貢獻爲8310萬美元，同比增長4%，環比增長19%。
調整後的EBITDA達到2680萬美元，同比增長27%，比去年第一季度增長126%，顯示出顯著的利潤率提高。
CTV營業收入以2820萬美元的14%同比增長，自第一季度增長了驚人的50%，構成程序化營業收入的36%。
Business Progress:
業務進展：
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.
Nexxen成功整合了Amobee，增強了銷售執行力並擴大了其數據能力。
推出了Nexxen數據平台，具有統一身份圖和高級電視數據訪問功能，顯著增強了競爭地位。
宣佈與Stagwell、LG和Kinective Media建立戰略合作伙伴關係，爲商務媒體的擴展和客戶數據解決方案的增強提供支持。
Opportunities:
機會：
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.
通過與聯合大陸航空公司Kinective Media的合作進軍商務媒體，利用Nexxen數據平台爲場外媒體網絡收入流提供支持。
與The Trade Desk等公司的新數據許可合作伙伴關係，特別是獨家ACR數據，打開了額外的營業收入渠道。
預計政治廣告支出將增加，尤其是在美國選舉週期的第四季度，可能會提高CTV的營業收入和相關數據應用。
Risks:
風險：
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.
來自其他AdTech公司的競爭增加，對持續技術創新的依賴以維持增長。
由於擴大銷售、營銷和GenAI整合舉措，財務支出可能出現波動。
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。文章內容的準確性無法完全保證。有關更全面的詳細信息，請參閱IR網站。本文只是爲投資者提供參考，沒有任何指導或推薦建議。