Perion Network Ltd Stock Price, News & Analysis

Perion (NASDAQ: PERI) reported Q3 2025 results with total revenue $110.5M (+8% YoY) and contribution ex-TAC $51.0M (+7% YoY). Adjusted EBITDA rose 63% YoY to $12.1M and non-GAAP EPS was $0.28. Growth engines showed strength: CTV +75% to $16.6M, DOOH +26% to $24.1M, and Retail Media +40% to $29.4M. The board approved expanding the share repurchase program to $200M (subject to approvals). The company reiterated full-year 2025 guidance of $430–$450M revenue and $44–$46M Adjusted EBITDA.

Perion (NASDAQ: PERI) announced the launch of the Perion DOOH Player on November 4, 2025, completing its full‑stack Marketing Operating System for Digital‑Out‑of‑Home (DOOH) and Retail Media.

The solution integrates with Perion’s Ad Server, Header Bidder, and SSP to enable unified ad delivery, optimization, screen management, and monetization across direct and programmatic channels. Key capabilities include dynamic ad serving, programmatic buying support, smart offline pacing, hardware and OS agnostic deployment, and advanced network management for synchronized multi‑screen playback.

Perion (NASDAQ: PERI) announced participation in three investor conferences in New York in November and December 2025, offering one-on-one and small-group investor meetings with CEO Tal Jacobson and CFO Elad Tzubery.

Events: Craig-Hallum Alpha Select on November 18 (one-on-one/small group), ROTH Technology on November 19 (one-on-one/small group), and Raymond James TMT & Consumer on December 8 (one-on-one/small group plus a fireside chat with CEO Tal Jacobson at 1:40 pm ET). A live webcast for Raymond James is available at the provided link for registrants.

Perion (NASDAQ: PERI) will release its third-quarter 2025 financial results before U.S. market open on Wednesday, November 12, 2025.

Perion said CEO Tal Jacobson and CFO Elad Tzubery will host a conference call to discuss results at 8:30 a.m. ET the same day. A registration link for the earnings call is provided and a replay plus transcript will be posted on Perion’s Investors page at www.perion.com/investors within approximately 24 hours of the live event.

Perion Network (NASDAQ: PERI) has announced a strategic partnership with Albertsons Media Collective, the retail media arm of Albertsons Companies. The collaboration enables advertisers to leverage Albertsons' first-party data to reach over 100 million verified shoppers through Perion's high-impact display and Digital Out-Of-Home (DOOH) advertising formats.

The partnership provides access to purchase-based audiences across Albertsons' 2,200+ store locations and 37 million weekly shoppers. Advertisers will benefit from high-impact, cross-channel activation featuring personalized creative, real-time offers, and AI-driven optimizations with closed-loop measurement capabilities.

Perion Network (NASDAQ: PERI) has launched SODA (Supply Optimization & Demand Amplification), an advanced AI-powered technology suite designed for publishers. The solution features a next-generation AI algorithm for Supply Path Optimization (SPO) that aims to maximize efficiency and monetization across ad impressions.

SODA's key features include a Smart Mediation Layer for evaluating bid requests, demand-side synergy with Perion's algorithm, revenue growth capabilities, supply transparency, and optimized site performance. The technology has already been adopted by Mediatransports, a leading Digital-Out-Of-Home advertising company in France, for optimizing DOOH campaigns in transport environments.

This launch complements Perion's existing AI innovations, including Wave, SORT, and GreenBids (Now Perion Algo), advancing their vision of unifying performance and sustainability in digital advertising.

Perion Network (NASDAQ: PERI) reported Q2 2025 financial results, marking a significant transition period. Total revenue reached $103.0 million, down 5% year-over-year, with Advertising Solutions growing 8% YoY - its first increase since Q3'23. The company saw strong performance in specific channels, with DOOH revenue increasing 35% to $17.6 million and Web revenue growing 5% to $53.1 million.

Notable developments include the launch of a Performance CTV Solution targeting the $36B+ streaming ad market, expansion into Korea through partnerships with KT Corporation and NHN AD, and strategic EMEA DOOH partnerships. The company maintained its FY 2025 guidance of $430-450 million in revenue and $44-46 million in Adjusted EBITDA. During Q2, Perion repurchased 3.6 million shares for $33.4 million as part of its expanded $125 million share repurchase program.

Perion Network (NASDAQ & TASE: PERI) has launched its Performance CTV Solution within the Perion One unified platform, targeting the rapidly growing Connected TV advertising market projected to reach $36+ billion by 2026. The solution enables advertisers to run data-driven campaigns across premium streaming platforms like Hulu, HBO Max, and Disney+.

The new offering combines AI-powered creative optimization and attribution technology with premium inventory, transforming CTV into a full-funnel, ROI-focused channel. This strategic launch aims to capitalize on the streaming ad market's 15.6% CAGR (2024-2028) and addresses marketers' growing demand for outcome-driven solutions that connect media investment to tangible KPIs like conversion and ROAS.

Perion Network (NASDAQ:PERI) has announced its participation in three major investor conferences in August and September 2025. CEO Tal Jacobson will lead fireside chats at the Canaccord Genuity 45th Annual Growth Conference on August 12 and the Oppenheimer 28th Annual Technology Conference on August 13.

Additionally, CEO Jacobson and CFO Elad Tzubey will attend the Lake Street BIG 9 Conference on September 11 in New York for one-on-one investor meetings. Live webcasts will be available for the Canaccord and Oppenheimer presentations.