Nexxen’s Q1 26 results show Q1 records for net revenue, programmatic revenue, and CTV revenue, Q1 adjusted EBITDA of $16.3m or +4% ahead of consensus, and upgraded FY26 net revenue guidance that leads us to upgrade our FY26E and FY27E net revenue by +1%. Q1 26 net revenue growth of +13% to $84.5m is +10% ahead of consensus, and was driven by +14% programmatic net revenue growth to $81.9m. The robust programmatic performance reflected excellent results from numerous initiatives across the end-to- ....
