Perion Network Q1 Earnings Call Highlights

6 hours ago 1

MarketBeat

Wed, May 20, 2026 astatine 9:07 AM CDT 7 min read

Key Points

Interested successful Perion Network Ltd? Here are 5 stocks we similar better.
Perion reported 1% year-over-year gross growth to $90.4 cardinal successful Q1, but adjusted EBITDA fell to $0.5 cardinal arsenic the institution accrued go-to-market spending tied to its semipermanent maturation plan.
The institution is progressively focused connected Perion One and its AI cause Outmax, with full Perion One walk up 6% and absorption saying the level volition beryllium the main KPI going guardant arsenic it shifts toward a channel-agnostic advertizing model.
Growth was strongest successful CTV, integer out-of-home, and retail media, portion hunt gross roseate 21% but hunt publication ex-TAC dropped sharply arsenic Perion moves distant from its Microsoft statement and lower-margin hunt economics.

Three AI Trades That Could Double This Year

Perion Network (NASDAQ:PERI) reported humble first-quarter gross maturation portion absorption highlighted rising adoption of its Perion One level and Outmax AI cause arsenic the institution continues to displacement distant from bequest web and hunt economics toward channel-agnostic advertizing infrastructure.

On the company’s first-quarter 2026 net call, Chief Executive Officer Tal Jacobson said 2025 marked “year 1 for the caller Perion Network,” portion 2026 is focused connected advancing caller technologies and accelerating lawsuit adoption. He said the institution saw increases crossed its maturation engines during the quarter, with connected TV and integer out-of-home outgrowing the market, retail media gaining adoption and Outmax becoming “a meaningful portion of Perion One.”

→ Why Applied Optoelectronics Stock May Be Near a Turning Point

Perion Network Is Monetizing The Internet And Delivering Value

Chief Financial Officer Elad Tzubery said first-quarter results were “largely arsenic we expected,” reflecting the seasonally debased 4th for the industry. Revenue roseate 1% twelvemonth implicit twelvemonth to $90.4 million. Contribution ex-TAC was level astatine $39.7 million, with a 44% margin, accordant with the prior-year period. Adjusted EBITDA declined to $0.5 cardinal from $1.8 cardinal a twelvemonth earlier, which Tzubery attributed chiefly to higher go-to-market investments tied to the company’s three-year maturation plan.

Perion One walk rises arsenic institution shifts reporting absorption

Management emphasized that spend, alternatively than transmission revenue, volition go a cardinal metric for evaluating the company’s strategical progress. Tzubery said Perion volition nary longer supply transmission gross breakdowns arsenic a superior KPI, citing the company’s modulation toward “a genuinely channel-agnostic platform” centered connected Outmax.

→ Is Everspin Technologies the Next AI Edge Breakout?

Read Entire Article