Research analysts who have asked questions during Perion Network earnings calls.
Andrew Marok
Raymond James Financial
6 questions for PERI
Also covers: BMBL, DSP, DV +10 more
Eric Martinuzzi
Lake Street Capital Markets
6 questions for PERI
Also covers: APEI, ASPU, ASUR +24 more
Jason Helfstein
Oppenheimer & Co. Inc.
6 questions for PERI
Also covers: ANGI, BLDE, CART +23 more
JM
Jeff Martin
ROTH Capital Partners
6 questions for PERI
Also covers: BBSI, BGSF, BWMN +6 more
Laura Martin
Needham & Company, LLC
5 questions for PERI
Also covers: CTV, CURI, DSP +10 more
JG
Jason Greyer
Craig Holland Capsule Group
2 questions for PERI
MK
Mark Kelley
Stifel, Nicolaus & Company, Incorporated
1 question for PERI
Also covers: CRTO, DV, ETSY +6 more
Recent press releases and 8-K filings for PERI.
Perion Network Discusses Strategic Pivot to AI-Driven Ad Optimization and Share Buyback Increase
PERI
Product Launch
New Projects/Investments
Share Buyback
- Perion has undergone a significant pivot in 2025 to unify digital advertising solutions into a centralized platform called Perion One, aiming to optimize advertising from the advertiser's perspective across various channels.
- A core component of Perion One is the Outmax AI algorithm, which optimizes media investments in real-time and has demonstrated up to 40% better yield for customers on the same budget.
- The company is focusing on performance-driven advertising across all its products, including Connected TV (CTV), which saw 75% growth in Q3 (compared to 14% market growth), and out-of-home advertising, by leveraging dynamic creative optimization (DCO) and attribution.
- CEO Tal Jacobson stated that 2025 was a pivotal year for restructuring and pivoting the business, 2026 is dedicated to product building, and 2027 will focus on scaling the new platform.
- Perion announced an increase in its share buyback program to $200 million, with over half of this amount already executed in 2025, reflecting the company's profitability and belief that its stock is "extremely cheap".
Jan 14, 2026, 2:30 PM
Perion Network Discusses Strategic Pivot to Performance-Driven Ad Platform and Capital Allocation
PERI
Product Launch
New Projects/Investments
Share Buyback
- Perion's CEO, Tal Jacobson, detailed a significant strategic pivot initiated in 2025 towards a unified, performance-driven advertising platform called Perion One, which leverages AI algorithms like Outmax to optimize ad spend across various channels, including walled gardens.
- The company reported strong growth in its Connected TV (CTV) segment, with 75% growth in Q3, significantly outpacing the market's 14% growth, attributed to its performance-focused approach and new CTV products.
- Perion increased its share buyback program to $200 million, with over half already purchased in 2025, indicating management's view that the stock is undervalued and reflecting the company's strong cash generation.
- This pivot involved a major internal restructuring, including replacing nine out of ten executives in the past year and a half, and a strategic shift away from its previous "Open Web" focus to concentrate on advertiser performance across all media types.
Jan 14, 2026, 2:30 PM
Perion Network Pivots to Advertiser-Centric AI Platform, Reports Strong CTV Growth, and Announces Share Buyback
PERI
Product Launch
Revenue Acceleration/Inflection
Share Buyback
- Perion Network has undergone a significant strategic pivot in 2025, focusing on an advertiser-centric, performance-driven platform called Perion One, which leverages AI algorithms like Outmax for real-time campaign optimization across various digital advertising channels.
- The company reported strong growth in its Connected TV (CTV) segment, with revenue increasing by 75% in Q3, significantly outpacing the market's 14% growth.
- Perion is executing a $200 million share buyback program, with over half already completed in 2025, reflecting management's view that the stock is undervalued.
- A major internal restructuring in 2025 included replacing nine out of ten executives and streamlining the cost structure to align with the new strategic direction.
- Management anticipates 2026 to be a year for scaling new product offerings, with a goal for significant further scale in 2027.
Jan 14, 2026, 2:30 PM
Perion Discusses AI-Driven Platform, Growth in Key Segments, and Capital Allocation
PERI
Product Launch
Revenue Acceleration/Inflection
Share Buyback
- Perion is leveraging its AI-driven Perion One Platform to address the complexity of digital advertising, enabling brands to manage media investments across various channels efficiently.
- The company is observing a significant shift in advertiser focus towards ROI-driven performance over brand awareness, with Perion repositioning its offerings, including Outmax and SODA, to be outcome-driven.
- Perion reported strong growth in key segments, with Connected TV (CTV) growing 75% year-over-year in Q3 and retail media growing 40% in Q3.
- Perion has increased its share buyback program to $200 million, with $125 million expected to be completed by the end of the current year, alongside plans for internal investment and synergetic acquisitions.
- For 2026, Perion aims for a "year of acceleration," focusing on ex-TAC growth and improving efficiency by scaling revenue through technology rather than increasing headcount.
Dec 8, 2025, 6:40 PM
Perion CEO Highlights AI-Driven Platform, Growth, and Share Buyback
PERI
Product Launch
Revenue Acceleration/Inflection
Share Buyback
- Perion's CEO, Tal Jacobson, emphasized the company's AI-driven Perion One platform as a solution to simplify digital advertising for high-tier brands by unifying various channels and technologies. The company is strategically shifting towards outcome-driven advertising, prioritizing sales and ROI over brand awareness.
- The company reported strong growth in key segments, with CTV growing 75% year-over-year in Q3 and retail media growing 40% in Q3. Perion also launched a digital out-of-home player, positioning itself as a full-stack operator in this market.
- Financially, Perion is focused on ex-TAC growth and efficiency, aiming to scale revenue faster than costs through automation and technology.
- Perion increased its share buyback program to $200 million, with $125 million expected to be completed by the end of 2025.
Dec 8, 2025, 6:40 PM
Perion Discusses AI-Driven Platform, Growth Segments, and Capital Allocation
PERI
Product Launch
Revenue Acceleration/Inflection
Share Buyback
- Perion is leveraging its AI-driven Perion One platform to unify digital advertising channels, addressing industry inefficiency and driving performance for advertisers.
- The company is strategically aligning with the market shift towards ROI-driven advertising, with its platforms and algorithms focused on delivering measurable sales outcomes.
- Perion reported strong growth in key segments, with CTV growing 75% year-over-year in Q3 and Retail Media growing 40% in Q3. The company also launched a Digital Out-of-Home player to capture a larger share of that growing market.
- Financially, Perion aims for ex-TAC growth and improved efficiency, evidenced by a 63% increase in Q3 EBITDA. The company also announced an increased share buyback program of $200 million, with $125 million expected to be completed by year-end.
Dec 8, 2025, 6:40 PM
Perion Network Ltd. Integrates Perion One Platform with Amazon DSP
PERI
Product Launch
New Projects/Investments
- On December 8, 2025, Perion Network Ltd. announced the integration of its Perion One Platform with Amazon DSP.
- This collaboration enables advertisers to leverage Amazon's first-party insights with Perion's AI-powered creative optimization solution to drive stronger measurable performance.
- Perion's CEO, Tal Jacobson, stated that this integration will accelerate the company's ability to serve commerce-centric and retail brands, where attribution and ROI accountability are critical.
- The integration is considered a milestone in Perion's growth roadmap and long-term strategy to scale the Perion One platform, expanding access to commerce-oriented budgets.
Dec 8, 2025, 12:05 PM
Perion Network Ltd. Announces Annual General Meeting Agenda and Proposals
PERI
Executive Compensation
Board Change
Share Buyback
- Perion Network Ltd. will hold its Annual General Meeting of Shareholders on December 18, 2025, in Tel Aviv, Israel.
- The agenda includes the re-election of directors Mr. Eyal Kaplan and Mr. Amir Guy, the renewal of the compensation policy for directors and officers, and the reappointment of Kost Forer Gabbay & Kasierer as independent public auditors for the year ending December 31, 2025.
- Shareholders will vote on a proposed grant of Restricted Share Units (RSUs) to CEO Mr. Tal Jacobson, valued at approximately $4.8 million assuming maximum performance share unit (PSU) achievement, which would represent 1.2% of the Company's issued and outstanding ordinary shares as of November 5, 2025, if all performance criteria are met. This vote is binding under Israeli law.
- As of November 5, 2025, the Company's share dilution rate was 9.9% on a fully diluted basis, and it has repurchased 11,333,815 ordinary shares under its share repurchase program.
- The Board strongly recommends voting against a proposed amendment to the Company's Articles of Association that would require shareholder approval for any future adoption of a shareholder rights plan.
Nov 13, 2025, 9:05 PM
Perion Announces Q3 2025 Results and Strategic Updates
PERI
Earnings
Guidance Update
Share Buyback
- PERI reported Q3 2025 Revenue of $110.5 million, an 8% year-over-year (YoY) growth, with Adjusted EBITDA reaching $12.1 million, a 63% YoY increase, and Diluted Non-GAAP EPS of $0.28.
- The company's growth engines demonstrated strong performance in Q3 2025, with CTV revenue growing 75% YoY to $16.6 million, Retail Media revenue increasing 40% YoY to $29.4 million, and DOOH revenue up 26% YoY to $24.1 million.
- PERI's partnership with InMedia360 for Ford Turkey achieved 12 points improvement in viewability, a 33% reduction in carbon intensity, and a 22% drop in CPM through AI-based carbon-aware bidding. The company also launched its Perion One strategy and acquired AI-first company Greenbids in FY 2025 to enhance optimization and performance.
- The share repurchase program accumulated $94.2 million in spend by Q3 2025, with a current plan of $125 million expected to complete by year-end 2025, and a $75 million expansion planned for 2026. PERI reiterated its FY 2025 guidance for Revenue between $430-450 million and Adjusted EBITDA between $44-46 million.
Nov 12, 2025, 1:30 PM
Perion Network Reports Q3 2025 Results and Expands Share Repurchase Program
PERI
Earnings
Share Buyback
Revenue Acceleration/Inflection
- Perion Network reported Q3 2025 revenue of $110.5 million, an 8% year-over-year increase, and adjusted EBITDA of $12.1 million, a 63% year-over-year increase, marking the first year-over-year growth in both revenue and contribution ex-TAC since Q1 2024.
- The company's key growth engines, CTV, retail media, and Digital Out-of-Home, achieved year-over-year growth of 75%, 40%, and 26% respectively, with these channels now comprising 37% of total revenue.
- Perion expanded its share repurchase program by an additional $75 million to a total of $200 million, reflecting confidence in its long-term value and cash generation.
- The company reiterated its full-year 2025 guidance for revenue at $430-$450 million and adjusted EBITDA at $44-$46 million.
Nov 12, 2025, 1:30 PM
Quarterly earnings call transcripts for Perion Network.
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