Nexxen International LtdNEXN
Price$9.07Intrinsic value$7.7714% below price

Qualitative Analysis

Business overview

Business Overview

Nexxen International Ltd. (formerly Tremor International Ltd.) is a global, unified advertising technology platform with deep expertise in data and advanced TV. The company provides a flexible, full-funnel technology stack that includes a demand-side platform (DSP), a supply-side platform (SSP), an ad server, and a data management platform (DMP). Nexxen serves advertisers, agencies, digital publishers, and broadcasters, enabling them to buy, sell, and monetize digital ad inventory across connected TV (CTV), mobile, desktop, and other digital channels. Headquartered in Israel, the company maintains a strong operational footprint across North America, Europe, and the Asia-Pacific region.

Research as of 19 Jun 2026

Strategic Initiatives

Growth programs, investments, and their expected impact

AI-assisted
Nexxen TV Home Screen Solution ScalingGrowth

Driving adoption of Nexxen's programmatic Smart TV home screen ad activation solution across leading demand-side platforms (DSPs), agencies, and CTV OEMs, including integrations with The Trade Desk (Ventura ecosystem), StackAdapt, Basis, H/L, TCL FFALCON, and TiVo Ads.

Expected impact: Establishes a highly differentiated, high-margin programmatic CTV inventory channel and reduces reliance on third-party DSP partners.

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TimelineOngoing throughout 2026
AI-Native DSP Platform OverhaulInnovation

Launching and scaling the AI-native DSP user interface (UI) and expanding nexAI DSP Assistant capabilities to optimize full-funnel performance and efficiency.

Expected impact: Significantly reduces onboarding and training time, lowers barriers to entry, and accelerates enterprise customer spend.

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TimelineLaunched April 2026; scaling throughout 2026
Mobile In-App Footprint ExpansionExpansion

Strengthening mobile in-app positioning through direct software development kit (SDK) integrations with major platforms, including Unity.

Expected impact: Accelerates monetization, improves signal quality, and drives durable revenue growth across both DSP and SSP business lines in an AI-resilient channel.

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TimelineOngoing throughout 2026
Sources: 1

Mergers, Acquisitions & Partnerships

Recent deals and strategic collaborations

AI-assisted

Strategic Partnerships

V (formerly VIDAA)Exclusive CTV Media, Data, and Equity Partnership

Extends Nexxen's exclusive global access to VIDAA's ACR data and grants exclusive rights to monetize CTV and native display advertising on VIDAA media in North America through at least 2029.

Terms: Nexxen invested an additional $35 million in VIDAA (with $20 million deployed in Q3 2025 and the remaining $15 million expected in Q3 2026), bringing its total cumulative investment to $60 million for an approximate 6% equity ownership stake.

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The Trade DeskDSP Integration and Ventura Ecosystem Partnership

Integrates Nexxen's programmatic Smart TV home screen inventory and proprietary data into The Trade Desk's new Ventura platform, strengthening enterprise demand and resolving historical DSP spend headwinds.

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Sources: 3
AI-assisted, source-linked narrative; figures from company filings (SEC EDGAR) and market data. Dates shown per section. Not investment advice. Terms of Use.