Perion Network Q4 Earnings Call Highlights

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MarketBeat

Wed, February 18, 2026 astatine 9:50 AM CST 7 min read

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Strategic reset — Perion One: Management called 2025 "year one" of a large reset, gathering an AI‑native execution level (Perion One) with Outmax arsenic the cross‑channel execution cause and caller partnerships with Amazon, Walmart and Mastercard to integrate assemblage and acquisition data.
Q4 results and currency strength: Q4 gross was $137.1M (+6% YoY) with Contribution ex‑TAC $65.2M (+19%) and Adjusted EBITDA $24.3M (+53%), implying a 37% borderline connected Contribution ex‑TAC; operating currency travel was $21.8M and year‑end nett currency totaled $313M aft ~$24M of stock repurchases.
Guidance, buybacks and 2028 targets: FY‑2026 guidance calls for Contribution ex‑TAC $215–235M and Adjusted EBITDA $50–54M, buyback authorization was raised to $200M (≈$118M executed), and absorption targets Perion One show walk CAGR ≥25%, Contribution ex‑TAC CAGR ≥20% and 28% Adjusted EBITDA margins by 2028.
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Perion Network (NASDAQ:PERI) utilized its fourth-quarter and full-year 2025 net telephone to item what executives described arsenic a large concern reset and the aboriginal results of its “Perion One” strategy, positioning the institution arsenic an AI-native execution infrastructure for integer advertising.

Chief Executive Officer Tal Jacobson said 2025 was “a defining year” for Perion, calling it “year 1 for the caller Perion” aft changes to the company’s mission, strategy, technology, organizational structure, and enforcement team. Jacobson said the institution spent 2025 gathering Perion One arsenic a centralized level for marketers by integrating technologies, expanding strategical partnerships, and introducing innovations intended to thrust growth.

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Perion Network Is Monetizing The Internet And Delivering Value

Jacobson described Perion One arsenic designed to code fragmentation crossed the advertizing ecosystem, with an AI-powered execution furniture intended to allocate spend, negociate pacing, and optimize campaigns successful existent time. He said the institution is present moving into the “next phase” of Perion One by “deepening our exertion and becoming an AI-native execution infrastructure,” with Outmax serving arsenic Perion’s AI execution cause crossed channels specified arsenic CTV, YouTube, social, retail media, and integer out-of-home.

Chief Financial Officer Elad Tzubery said fourth-quarter results represented a “turning point,” pointing to maturation successful Contribution ex-TAC, Adjusted EBITDA, and operating currency flow. For the 4th quarter, Perion reported:

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