Ad-tech platform Perion Q3 adjusted EPS beats estimates

Perion Network

12/11/2025 12:12

Overview

Perion Q3 2025 revenue grows 8% yr/yr, driven by CTV and Digital out of home (DOOH) growth

Adjusted EPS for Q3 beats consensus, reflecting strong operational performance

Company expands share repurchase program to $200 mln, reflecting confidence in growth

Outlook

Perion reiterates FY 2025 revenue guidance of $430 mln to $450 mln

Perion expects FY 2025 adjusted EBITDA of $44 mln to $46 mln

Result Drivers

CTV GROWTH - CTV revenue surged 75% YoY, contributing significantly to overall revenue growth

DOOH GROWTH - DOOH revenue rose 26% YoY, supporting revenue increase

AI SOLUTIONS - Launch of AI-driven SODA and DOOH Player expected to enhance revenue predictability and growth

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Adjusted EPS
Beat
$0.28
-$0.01 (6 Analysts)
Q3 EPS
-$0.10
Q3 Adjusted Net Income
Beat
$12.50 mln
-$635,000 (6 Analysts)
Q3 Net Income
-$4.10 mln
Q3 Adjusted EBITDA
Beat
$12.10 mln
$11.32 mln (6 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the software peer group is "buy"

Wall Street's median 12-month price target for Perion Network Ltd is $14.00, about 32.1% above its November 11 closing price of $9.50

The stock recently traded at 324 times the next 12-month earnings vs. a P/E of 199 three months ago

Press Release: ID:nBw1xLvpba

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)