Q3 2025 Perion Network Ltd Earnings Call Transcript

Nov 12, 2025 / 01:30 PM GMT

Release Date Price: €9.02 (+10.24%)

Transcript

Key Points

Positve

Perion Network Ltd (PERI) reported a 63% year-over-year increase in adjusted EBITDA, reaching $12.1 million, indicating strong operational efficiency.
The company's core growth engines, CTV, retail media, and digital out of home, showed impressive growth rates of 75%, 40%, and 26% respectively.
Perion Network Ltd (PERI) expanded its share repurchase program to $200 million, reflecting confidence in its long-term value and cash generation capabilities.
The introduction of new strategic products like Outmax, Soda, and the digital out of home player under the Perion One vision is expected to drive future growth.
Perion Network Ltd (PERI) formed a strategic partnership with Albertson's Media Collective, enhancing its position in the $60 billion US retail media market.

Negative

Web revenue declined by 11% year-over-year, attributed to lower advertiser demand for standard display and video formats.
The company faces challenges in the open web segment, with expectations of continued decline due to shifts towards closed gardens like Meta and TikTok.
Despite strong growth in other areas, the guidance range for Q4 remains wide, indicating uncertainty in holiday season performance.
Perion Network Ltd (PERI) is still investing heavily in sales and marketing, which may impact short-term profitability.
The company reported a GAAP net loss of $4.1 million for the third quarter, highlighting ongoing financial challenges.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

PERI.OQ - Perion Network Ltd
Q3 2025 Perion Network Ltd Earnings Call
Nov 12, 2025 / 01:30PM GMT

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Presentation
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Unidentified_1 [1]
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Hello everybody and welcome to the Perian Network, 3rd quarter 2025 earnings conference call. Today's conference call is being recorded and an archive of the webcast will be posted on the company website.

The press release detailing the financial results is available on the company's website at ww.perion.com.

Before we begin, I'd like to read the following Safe harbor statement.

Today's discussion includes forward-looking statements. These statements reflect the company's current views with respect to future events. These forward-looking statements involve known and unknown risks, uncertainties, and other factors, including those discussed under the heading risk factors and elsewhere in the company's annual

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