Transcript • May. 20, 2026 12:30 PM • Perion Network Ltd. (PERI)
Transcript
May. 20, 2026 12:30 PM
Perion Network Ltd. (PERI)
Emily Davis: Hello, everybody, and welcome to the Perrion Network. Hello, everybody, and welcome to the Perrion Network. Today's conference call is being recorded. Today's conference call is being recorded. And an archive of the webcast will be posted. The press release detailing the financial results is available on the Perrion website at www.perrion.com. Before we begin, I'd like to read the following statements. Before we begin, I'd like to read the following statements. Before we begin, I'd like to read the following statements. Before we begin, I'd like to read the following statements. The company does not undertake to update any future events, future events, as in prior quarters, as in prior quarters, the results will be analysed, the results will be analysed, the results will be analysed, Whilst mentioning EBITDA, we will be referring to a detailed reconciliation in our app, which will be available on our website, which will be available on our website, and is also in file form. Hosting the call today is called today. Thank you for joining us.
Jane Doe: Thank you for joining us. In the first quarter of 2026, we saw an increase in all our growth, our fastest growing channel, our fastest-growing channel, out of the market, out of the market, out of the market. We experienced a significant growth that allowed us to share it.
Sarah Lee: I'm also happy to share it.
Jane Doe: I'm also happy to share it.
John Smith: I'm also happy to share it. A few important data points. The billion one product line. The billion one product line is seeing an increase in marketing. This is an encouraging number. This is a very fast number.
Jane Doe: As we see a fast-tracking out-of-max AI agent, the out-of-max AI agent, you can also go to acquisition.
John Smith: You can also go to acquisition. We're extremely successful. We're extremely successful. is both out of home and out of quarter after quarter. This represents our ability to acquire high-quality companies. Varian 1 is designed to solve the complex issues of global advertising and marketing.
Jane Doe: That is, those marketers, marketers, marketers, marketers, marketers, marketers, marketers, marketers, marketers,
Michael Chen: This is the core challenge we've been focused on. This is the core challenge we've been focused on.
Jane Doe: We're building Pellion 1.
John Smith: We're building Pellion 1. We're building Pellion 1.
Jane Doe: Thank you. Transcription by CastingWords
John Smith: is the most advanced part of the development, is the AIH growth, is the AIH growth, is the AIH growth, is to be the one AIH, is to be the one AIH, whether it's YouTube, Instagram, whether it's YouTube, Facebook, Instagram, MPC, MPC, MPC,
Jane Doe: that ensures every dollar and its maximum potential is working and gets attention and replaces it with a rhythm that is designed to allocate slant. It is designed to allocate slant and manage material outcomes in real-world management outcomes. We're continuously expanding our channel. This quarter, we announced Outmax for Tick, which is already showing great results. Tick is one of the fastest growing advertising platforms for the world's billion users. billion, 1.6 billion, projected, projected, projected, outmatched, outmatched, outmatched, outmatched, outmatched, outmatched, outmatched, outmatched, outmatched, outmatched, outmatched, and a new high-growth channel and a global path that will allow us to scale across more customers.
John Smith: This quarter, we enter into an exclusive partnership. We need to be growing Outmax, AI Outmax, AI Agile. This new partnership unlocks a programmatic market.
Jane Doe: We forecast $26.25 million at a 15.3% K. The value this partnership brings is in a period of automatic, in a period of automatic, with our partners, with our partners, with our partners, with our partners, with our partners, Our technology expands, billions of billions of billions of billions of billions of billions of billions of billions of billions of billions of billions of billions of billions
John Smith: Thank you. Thank you.
Jane Doe: Thank you.
Analyst 4: Thank you.
Jane Doe: Thank you. Thank you. is is
Analyst 4: is is
Analyst 5: Thank you.
Jane Doe: Thank you. Thank you. Thank you.
Laura Brown: Thank you.
Analyst 8: Thank you.
Analyst 7: Thank you. Thank you.
Analyst 6: Thank you. Thank you.
Analyst 7: Thank you.
Analyst 6: Thank you. Avengers, Avengers, Avengers.
Analyst 8: Thank you. Thank you. Thank you.
Analyst 6: Thank you. Thank you.
Analyst 8: Thank you. Thank you. Thank you.
Analyst 6: Thank you.
Analyst 8: Thank you. Thank you. Thank you.
Analyst 6: Thank you.
Analyst 8: Thank you. We'll be right back. Thank you. Thank you. Thank you. Thank you very much. ... ... ... ... ...
Analyst 7: Thank you. Thank you.
Emily Davis: We will now begin the Q&A. If you would like to ask a question, we will now begin the Q&A. If you would like to ask a question, we will now begin the Q&A.
Analyst 2: mercy, mercy, mercy, mercy, mercy, mercy, mercy,
Analyst 4: Um, yes, yes, so, um, yes, um, yes, um, yes, um, yes, um, yes, um, yes, um, yes,
Analyst 5: Thank you.
John Smith: Thank you. Thank you.
Analyst 2: Thank you.
Analyst 8: Thank you. Thank you. Thank you. Thank you. Thank you.
Michael Chen: Thank you. Yes, thank you.
Analyst 1: Thank you.
Analyst 8: um um Insert, insert, insert. Thank you. So we saw a minor error. So we saw a minor error. We saw a minor error. We saw a minor error. We saw a minor error. We saw a minor error. We saw a minor error. . . I said please. I said please. I said please. I said please. I said please. I said please. I said please. I said please. I said please. I said please.
Analyst 1: Thank you. Thank you. Thank you.
Analyst 8: . . . Thank you. Thank you. Thank you. Thank you. Thank you.
Analyst 1: Our next question today comes from Matthew. Our next question today comes from Matthew. Our next question today comes from Matthew.
Matthew Johnson: Thank you.
Analyst 3: . . . Thank you.
Analyst 2: Thank you.
Laura Brown: Thank you.
Matthew Johnson: is is Thank you.
Analyst 4: Thank you.
Michael Chen: Thank you. Thank you. Thank you. . . . . . Thank you.
Analyst 8: I would think that would be the answer. Thank you. Thank you. Thank you. Thank you.
Matthew Johnson: Thank you.
Laura Brown: Maybe I'll just follow up.
Michael Chen: Maybe I'll just follow up. Is there anything?
Laura Brown: Thank you. Thank you.
Matthew Johnson: Thank you.
Analyst 5: Thank you. Thank you.
Matthew Johnson: Thank you. .
Analyst 3: . .
Emily Davis: Thank you. Thank you. Here we go. Here we go.
Analyst 4: Thank you. . . . . . . .
Laura Brown: We just announced.
Emily Davis: Thank you. Our next question comes from Eric.
Sarah Lee: Thank you.
Analyst 4: . . . . . uh
Analyst 8: Thank you. Thank you. um sorry You're sorry, sorry. is is And we'll see you tomorrow. . . Thank you. Thank you. Thank you. Thank you.
Sarah Lee: So, uh...
Analyst 8: Thank you. Thank you. Thank you.
Sarah Lee: Thank you. Thank you. Thank you. Thank you. So, so, so, so,
Analyst 8: . . . . . . . . . . I don't know. I don't know. I don't know. I don't know. . . . . Thank you.
Analyst 4: This concludes Q&A. Yeah.
Emily Davis: You may now disconnect.
