Nexxen’s widely attended CMD on 16 June highlighted compelling prospects for the end-to-end platform and upgraded FY26 net revenue guidance, which leads us to upgrade FY26E and FY27E net revenue by +1%. The CMD highlighted why Nexxen achieved record Q1 revenue with +14% yoy programmatic growth, and why it is excellently positioned to accelerate revenue, EBITDA, and EFCF growth, as the expanding capabilities of the platform resonate with customers. The industry-first Smart TV home screen solution ....
