# EDGAR Filing Document

**Accession Number:** 0001338940
**File Stem:** 0001178913-26-003353
**Filing Date:** 2026-6
**Character Count:** 41598
**Document Hash:** 77b9d9a44095667b25bf7d7762b75846
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001178913-26-003353.hdr.sgml**: 20260629

**ACCESSION NUMBER**: 0001178913-26-003353

**CONFORMED SUBMISSION TYPE**: 6-K

**PUBLIC DOCUMENT COUNT**: 82

**CONFORMED PERIOD OF REPORT**: 20260629

**FILED AS OF DATE**: 20260629

**DATE AS OF CHANGE**: 20260629

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Perion Network Ltd.
- **CENTRAL INDEX KEY:** 0001338940
- **STANDARD INDUSTRIAL CLASSIFICATION:** SERVICES-COMPUTER PROGRAMMING SERVICES [7371]
- **ORGANIZATION NAME:** 06 Technology
- **EIN:** 000000000
- **STATE OF INCORPORATION:** L3
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 6-K
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-42587
- **FILM NUMBER:** 261131291

**BUSINESS ADDRESS:**
- **STREET 1:** 2 LEONARDO DA VINCI ST., 24TH FLOOR
- **CITY:** TEL AVIV
- **STATE:** L3
- **ZIP:** 6473309
- **BUSINESS PHONE:** 972-73-398-1000

**MAIL ADDRESS:**
- **STREET 1:** 2 LEONARDO DA VINCI ST., 24TH FLOOR
- **CITY:** TEL AVIV
- **STATE:** L3
- **ZIP:** 6473309

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Perion Networks Ltd.
- **DATE OF NAME CHANGE:** 20111108

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** IncrediMail Ltd.
- **DATE OF NAME CHANGE:** 20050916

#### <br>

### UNITED STATES

### SECURITIES AND EXCHANGE COMMISSION

#### Washington, D.C. 20549
FORM 6-K

#### Report of Foreign Private Issuer

#### Pursuant to Rule 13a-16 or 15d-16

#### under the Securities Exchange Act of 1934
For the month of June 2026

Commission File Number: 000-51694

<u>Perion Network Ltd.</u>

(Translation of registrant's name into English)

#### 2 Leonardo Da Vinci Street, 24th Floor

#### Tel Aviv, Israel 6473309
(Address of principal executive offices)

Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F.

Form 20-F ☒ Form 40-F ☐

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#### Explanatory Note
On June 29, 2026, Perion Network Ltd. (the "**Registrant**") published an updated investors presentation on its website, a copy of which is furnished as [Exhibit 99.1](exhibit_99-1.htm) to this Report of Foreign Private Issuer on Form 6-K and incorporated herein by reference.

This Report of Foreign Private Issuer on Form 6-K and the information incorporated herein by reference, including the exhibit attached hereto, are incorporated by reference into the Registrant's Registration Statements on Form S-8 (File Nos. [333-262260](https://www.sec.gov/Archives/edgar/data/1338940/000117891322000172/zk2227083.htm), [333-266928](https://www.sec.gov/Archives/edgar/data/1338940/000117891322003160/zk2228339.htm), [333-272972](https://www.sec.gov/Archives/edgar/data/1338940/000117891323002314/zk2329922.htm), [333-279055](https://www.sec.gov/Archives/edgar/data/1338940/000117891324001553/zk2431379.htm), [333-282649](https://www.sec.gov/Archives/edgar/data/1338940/000117891324003311/zk2432141.htm), [333-284011](https://www.sec.gov/Archives/edgar/data/1338940/000117891324004033/zk2432485.htm), [333-287426](https://www.sec.gov/Archives/edgar/data/1338940/000117891325001889/zk2533221.htm), and [333-295041](https://www.sec.gov/Archives/edgar/data/1338940/000117891326002112/zk2635071.htm)).

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#### Signature
Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.

PERION NETWORK LTD.<br>By: <u>/s/ *Elad Tzubery*</u><br> Name: Elad Tzubery<br> Title: Chief Financial Officer<br>

Date: June 29, 2026

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## Exhibit 99.1

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**<u>Exhibit 99.1</u>**<br>

****

<br> ****

<br> <u>![](exhibit_99-1slide1.jpg)

Investor Presentation June 2026

------</u> <u><u>‹#› Forward Looking Statements This presentation contains historical information and forward-looking statements within the meaning of the Securities Act of 1933, as amended, the Securities Exchange Act of 1934, as amended, and the safe- harbor provisions of the Private Securities Litigation Reform Act of 1995 with respect to the business, financial condition and results of operations of Perion. The words "will," "believe," "expect," "intend," "plan," "should," "estimate" and similar expressions are intended to identify forward-looking statements. Such statements reflect the current views, assumptions and expectations of Perion with respect to future events and are subject to risks and uncertainties. All statements other than statements of historical fact included in this presentation are forward-looking statements. Many factors could cause the actual results, performance or achievements of Perion to be materially different from any future results, performance or achievements that may be expressed or implied by such forward-looking statements, or financial information, including, but not limited to, political, economic and other developments (including the current war between Israel and Hamas and other armed groups in the region), the failure to realize the anticipated benefits of companies and businesses we acquired and may acquire in the future, risks entailed in integrating the companies and businesses we acquire, including employee retention and customer acceptance, the risk that such transactions will divert management and other resources from the ongoing operations of the business or otherwise disrupt the conduct of those businesses, and general risks associated with the business of Perion including, loss of, or reduction in our business with, key customers or other partners that are material to our business, the impact of the rapid development and broad adoption of generative AI on our business, the transformation in our strategy, intended to unify our business units under the Perion brand (Perion One), intense and frequent changes in the markets in which the businesses operate and in general economic and business conditions (including the fluctuation of our share price), armed conflicts with Iran and other parties, the outcome of any pending or future proceedings against Perion, data breaches, cyber-attacks and other similar incidents, unpredictable sales cycles, competitive pressures, market acceptance of new products and of the Perion One strategy, changes in applicable laws and regulations as well as industry self-regulation, negative or unexpected tax consequences, inability to meet efficiency and cost reduction objectives, changes in business strategy and various other factors, whether referenced or not referenced in this presentation. We urge you to consider those factors, together with the other risks and uncertainties described in our most recent Annual Report on Form 20-F for the year ended December 31, 2025 as filed with the Securities and Exchange Commission (SEC) on March 16, 2026, and our other reports filed with the SEC, in evaluating our forward-looking statements and other risks and uncertainties that may affect Perion and its results of operations. Perion does not assume any obligation to update these forward-looking statements. Investors should read this presentation together with our respective quarterly press release furnished to the SEC. Non-GAAP Measures Non-GAAP financial measures consist of GAAP financial measures adjusted to exclude certain items. This press release includes certain non-GAAP measures, including Contribution ex-TAC, Adjusted EBITDA, Adjusted free cash flow, Non-GAAP net income and non-GAAP diluted earnings per share. Contribution ex-TAC presents revenue reduced by traffic acquisition costs and media buy, reflecting a portion of our revenue that must be directly passed to publishers or advertisers and presents our revenue excluding such items. We believe Contribution ex-TAC is a useful measure in assessing the performance of the Company because it facilitates a consistent comparison against our core business without considering the impact of traffic acquisition costs and media buy related to revenue reported on a gross basis. Adjusted Earnings Before Interest, Taxes, Depreciation and Amortization ("Adjusted EBITDA") is defined as GAAP income (loss) from operations excluding stock-based compensation expenses, retention and other acquisition-related expenses, unusual legal costs, gains and losses recognized with respect to changes in fair value of contingent consideration, amortization of acquired intangible assets, restructuring costs and other charges as well as depreciation. Adjusted free cash flow is defined as net cash provided by (or used in) operating activities less cash used for the purchase of property and equipment, net of sales and capitalized software development costs, but excluding the purchase of property and equipment related to our new corporate headquarter office, the portion of the cash payment of contingent consideration in excess of the acquisition date fair value and retention payment related to acquisitions, as we do not view either of those expenses as reflective of our normal on-going expenses. It is important to note that these expenses are in fact cash expenditures. Non-GAAP net income and non-GAAP diluted earnings per share are defined as GAAP net income (loss) and GAAP net earnings (loss) per share excluding stock-based compensation expenses, amortization of acquired intangible assets and the related taxes thereon, retention and other acquisition-related expenses, unusual legal costs, gains and losses recognized with respect to changes in fair value of contingent consideration, restructuring costs and other charges as well as foreign exchange gains and losses associated with ASC-842 The purpose of such adjustments is to give an indication of our performance exclusive of non-cash charges and other items that are considered by management to be outside of our core operating results. These non-GAAP measures are among the primary factors management uses in planning for and forecasting future periods. Furthermore, the non-GAAP measures are regularly used internally to understand, manage and evaluate our business and make operating decisions, and we believe that they are useful to investors as a consistent and comparable measure of the ongoing performance of our business. However, our non-GAAP financial measures are not meant to be considered in isolation or as a substitute for comparable GAAP measures and should be read only in conjunction with our consolidated financial statements prepared in accordance wi<u> </u>th GAAP. Additionally, these non-GAAP financial measures may differ materially from the non-GAAP financial measures used by other companies. Due to the high variability and difficulty in making accurate forecasts and projections of some of the information excluded from these projected measures, together with some of the excluded information not being ascertainable or accessible, we are unable to quantify certain amounts that would be required for such presentation without unreasonable effort. Consequently, no reconciliation of the forward-looking non-GAAP financial measures is included in this presentation. A reconciliation between results on a GAAP and non-GAAP basis is provided in the appendix attached to this presentation.</u> 

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![](exhibit_99-1slide3.jpg)

Perion at a Glance NASDAQ (PERI) Perion One Pro-Forma5 $439.9MRevenue $203.4MContribution ex-TAC1 $45.2MAdjusted EBITDA1 FY 2025 $40.2MAdjusted Free cash Flow1 2028 Growth Targets 619 Employees worldwide as of Mar. 31, 2026 40+ Operates in countries worldwide $142M returned to Shareholders through a share repurchase program4 $293M Net cashas of Mar. 31, 2026 See glossary at the appendix to this presentation 1 Contribution ex-TAC (Revenue excluding Traffic Acquisition Costs and media buy), Adjusted Free Cash Flow and Adjusted EBITDA are non-GAAP measures. See reconciliation of GAAP to non-GAAP measures at the appendix to this presentation. 2 Implies a revenue range of $460 - 490 million. 2026 Guidance: Contribution ex-TAC1 Adjusted EBITDA1 Adj. EBITDA/Cont. ex-TAC3 $215M - $235M2 $50M - $54M 23% +11% YoY +15% YoY 3 Calculated at Contribution ex-TAC and Adjusted EBITDA guidance midpoint. 4 Since initiation, as of March 31, 2026. Total authorized program of $200 million. 5 Pro forma numbers exclude search and discontinued legacy. 6 Adjusted EBITDA to Contribution ex-TAC. 25%+3-YR Spend CAGR 20%+3-YR Contribution Ex-TAC1 CAGR 28%+Adj. EBITDA Margin6(From 22% FY'25) ‹#›

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![](exhibit_99-1slide4.jpg)

Perion is an Advanced Technology Company Redefining Digital Advertising Through AI-Native Execution Infrastructure ‹#›

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![](exhibit_99-1slide5.jpg)

Solving The $1T Advertising Challenge Marketers are navigatinga fragmented universe of screens, creative formats, and placements, trying to connect the dots and drive business results. Advertiser Google Spotify DOOH Pinterest TikTok CTV Apple Reddit Amazon Netflix Open Web Bing YouTube Meta ‹#›

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![](exhibit_99-1slide6.jpg)

Perion OneOur unified multi-channel platform that plans, activates, optimizes, and measures advertising across CTV, DOOH, Retail Media, Social, and the Open Web. Outmax The proprietary AI agent at the core of Perion One, continuously optimizing advertiser outcomes across channels and walled gardens in real time. CTV - Connected TV DOOH - Digital out of Home See glossary at the appendix to this presentation ‹#›

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![](exhibit_99-1slide7.jpg)

Serving 52 out of the Fortune 100 CompaniesAcross Key Industry Verticals 17 of the 19 largest Consumer & Retail companies 4 of the 4 largest Telecommunications companies 2 of the 3 largest Airline companies 6 of the 16 largest Insurance companies 5 of the 6 largest Pharmaceutical companies 4 of the 11 largest Financial companies 1 of the 3 largest Automotive companies 6 of the 10 largest Technology & Media companies ‹#›

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![](exhibit_99-1slide8.jpg)

From Vision to Execution: What We Built in Year One AI-Driven ExecutionIntroduced Outmax, our AI-agent, available on Tiktok, Youtube, Meta and more. AI is integrated in our internal processes & customer solutions. Growth Engines AcceleratedHigh double-digit growth across CTV, DOOH, and Retail - outpacing the market by more than 2x. Operational ReadinessRestructured the organization for faster execution and cost optimization. Clear StrategyPerion One Platform established as an AI execution platform for marketers. Financial MomentumOutmax spend scaling rapidly, growth engines continue to accelerate, Perion One spend growing YoY, Positive cash flow and adjusted free cash flow. Ecosystem partnershipsRetail media, data integrations, and international partnerships, to accelerate adoption, reach, and channel coverage. Capital Return$200M Share Repurchase plan authorized; $142.2M executed. Successful M&AHighly successful acquisition and integration of Hivestack and Greenbids. ‹#›

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![](exhibit_99-1slide9.jpg)

‹#›

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![](exhibit_99-1slide10.jpg)

The Performance OS for Modern Marketers AI execution layer Multiple Open Web DSPs CTV - Display - Web Multiple Open Web SSPs CTV - Display - Web DOOH DSP / SSP pDOOH - Perion-owned Perion-Owned Open ecosystem - unlimited connections Outmax AI Agent One DSP TikTok DSP Meta Multiple Audience Data and Measurement integrations including Perion owned SORT DSP YouTube Advertiser DSP - Demand Side Platform SSP - Supply Side Platform pDOOH - Programmatic Digital out of Home See glossary at the appendix to this presentation ‹#›

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![](exhibit_99-1slide11.jpg)

Perion One Our intelligent AI infrastructure powers advertiser execution and outcomes, continuously optimizing in real time. Unified Campaign Orchestration Intelligent Insights In Real-Time Creative Discovery & Innovation Results That Matter ‹#›

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![](exhibit_99-1slide12.jpg)

Perion Outmax The intelligent AI agentinside Perion One that optimizes outcomesacross channels and walled gardens. Every Channel One Agent ‹#›

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![](exhibit_99-1slide13.jpg)

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![](exslide1.jpg)

Agentic Self Served App Ask ‹#›

Agentic Self Served App Ask 14

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![](exhibit_99-1slide15.jpg)

With Flexible Activations & Integrations with Leading Partners DSPs DMPs MEASUREMENT Proprietary Tech & AI Ad Builder SORT® Audience Targeting Publisher Platform Dynamic Creative Ad Server SSPs DMP - Data Measurement Platform See glossary at the appendix to this presentation ‹#›

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![](exhibit_99-1slide16.jpg)

CTV/Video Web DOOH 1 A selection of inventory across Perion's supply partners Audio Perion's Supply Path partners: Ensuring Brands Appear In The Right Context1 ‹#›

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![](exhibit_99-1slide17.jpg)

‹#› ◉ Awareness ◉ Consideration ◉ Sales Relaxes & watches last night's Real Housewives episode on CTV Browses favorite entertainment / fashion sites for in-style winter shoes Heads to site to finalize cart before deals run out Checks upcoming week's weather on her phone Puts on streaming radio to get ready for the day Drives to Work Opens work emails & opens an article sent to her Puts on a Podcast Researches healthy dinner meals Rebecca's Journey Every Touchpoint. One Execution Layer ‹#›

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![](exhibit_99-1slide18.jpg)

Turning Personalized Stories into Cross-Channel Impact A weather-alignedreminder during a snowy morning commute. A family-friendly commercial while she's winding down at the endof the day. The location-driven pushshe needs while she's outon the town.

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![](exhibit_99-1slide19.jpg)

Personalized Experiences For Every Brand & Consumer Moment Weather triggered promotions Weather aligned CTAs Actionable ordering from all screens Daytime aligned messaging Local Offers & Nearby Locations Weather Aligned Messaging & CTAs Weather Triggered Product Promotion Daytime & Location Messaging ‹#›

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![](exslide2.jpg)

Display Adhesion (Expandable Or Non-Expandable) Interstitial Inline Social Display Enhanced & Performance Standard Full spectrum of high-impact, adaptable formats - engineered to balance performance, scale, and creative innovation. ‹#›

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![](exhibit_99-1slide21.jpg)

Commercial Break Stay Live Pause Screen Own every CTV watching moment. CTV Video ‹#›

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![](exhibit_99-1slide22.jpg)

Drives scale and engagement with hyper-targeted, animated storytelling experiences. ‹#›

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![](exhibit_99-1slide23.jpg)

DOOH Impactful experiences that reach your audience while they're on the go. ‹#›

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![](exhibit_99-1slide24.jpg)

Organic Growth Land & Expand model ‹#›

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![](exhibit_99-1slide25.jpg)

2023 2024 2025 $40M $0 $30M $20M $10M YouTube$50K YouTube $4.5M YouTube+ Meta $20M Performance drives trust, trust drives scale. From a $50K YouTube test to $20M cross-channel in under 3 years, earned through measurable results at every stage. Organic budget growth. Expansion driven by AI-delivered outcomes exceeding benchmarks, not sales pressure. Repeatable pattern. Test → prove → expand is how Perion One grows wallet share across the enterprise base. Outmax Land and Expand - Spend, Geos & Channels $50K to $20M spend in 24 months ‹#›

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![](exhibit_99-1slide26.jpg)

DOOH Fullstack Land and Expand 200 Euro → 506k Euro Spend a month in 90 days May 2025 Jun 2025 Jul 2025 Aug 2025 Sep 2025 Oct 2025 Nov 2025 Dec 2025 0 100k 200k 300k 400k 500k 600k Spend Implementation of DOOH Player Dec 2025 Spend: EUR€ 506,078 Platform adoption accelerates revenue.€200 to €500K+/month in 90 days after integrating Perion's DOOH Player as the publisher's operating system. Repeatable across formats. Not an isolated win — the same Perion One execution model works across digital and physical environments. Bilateral stickiness. The platform that scales advertiser spend also scales publisher monetization, building network effects on both sides. ‹#›

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![](exhibit_99-1slide27.jpg)

Organic Growth Partnerships ‹#›

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![](exhibit_99-1slide28.jpg)

Amazon DSP New Partnership This partnership brings together Perion's unique creative capabilities and premium inventory with Amazon's exclusive audience data. New Premium Demand Channel: Commerce brands using Amazon as their DSP can now access Perion's solutions Clear differentiation: Pairs Perion's AI-driven creative and premium inventory with Amazon's unique audiences and measurement Growth signal: Strengthens Perion's platform reach and long-term programmatic revenue potential + ‹#›

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![](exhibit_99-1slide29.jpg)

Walmart Connect New Partnership Combining Walmart Connect's powerful omnichannel media solutions with Perion's AI-driven creative and performance capabilities empowers advertisers to: Help reach shoppers more effectivelythrough omnichannel touchpoints Connect media exposure to actual saleswith closed-loop measurement Better personalize campaigns at scalethrough advanced optimization + ‹#›

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![](exhibit_99-1slide30.jpg)

Mastercard New Partnership Mastercard Services data is now integrated into the Perion platform across Europe and the U.S Advertisers can now activate aggregated purchase insights based on real consumer spend data directly within the platform Makes it easier than ever to reach high-intent audiences across key industries and drive measurable impact Transaction data is aggregated & anonymized - no PII, with independent third-party anonymization + + ‹#›

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![](exhibit_99-1slide31.jpg)

BestBuy Canada New Partnership Best Buy Canada has selected Perion as its end-to-end technology partner to power and monetize its programmatic in-store digital signage network, creating one of the largest SSP-enabled DOOH media networks in the Canadian market. Extends Perion's retail media footprint by transitioning Best Buy Canada's in-store screens to a programmatic-first model Deploys Perion's complete Ad Server, SSP, and Header Bidding suite, deepening platform integration and share of wallet Establishes a repeatable playbook for modernizing retail media networks globally, building more predictable, infrastructure-level revenue streams + ‹#›

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![](exhibit_99-1slide32.jpg)

Albertsons Media Collective Exclusive Partnership + Expanding into a $60B Retail Media Market Growing at ~15% CAGR1 Partnership with one of the largest grocery retailers in the U.S. Integrates Albertsons' first-party data with Perion's proprietary media technology Enables measurable, commerce-connected campaigns aligned with market demand for ROI accountability Positions Perion to capture share in one of the fastest-growing ad categories globally 1Source: eMarketer, Retail Media U.S. Ad Spending, 2024–2029 Primo Case Study: 5.5% Sales Lift Click Here to Watch the Video ‹#›

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![](exhibit_99-1slide33.jpg)

McSorely Media & Mediamark Exclusive Partnership + Exclusive AI Advertising Partnership Across Africa to drive growth. New high-growth market: Outmax now available across Africa through exclusive partnership with McSorely Media and Mediamark, addressing a programmatic market forecast to reach $6.5B by 2029 (15.3% CAGR) Clear differentiation: Pairs Perion's Outmax real-time AI optimization and programmatic DOOH with McSorely and Mediamark's unmatched agency footprint across the continent, a capability not currently available in the region Growth signal: Creates a new recurring revenue channel and expands Perion's commercial footprint ‹#›

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![](exhibit_99-1slide34.jpg)

Case Studies ‹#›

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![](exhibit_99-1slide35.jpg)

AI Optimizations Drove Efficiencies in CPA Week over Week 9/25-10/1 10/2-10/8 10/9-10/15 10/16-10/22 $4.61 $1.94 $1.09 $0.53 Case Study Outmax CTV CPA in 4 weeks (Cost per Acquisition) 89% ↓ Site visitation Rate 1.8% ↑

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![](exhibit_99-1slide36.jpg)

Case Study Outmax FTTH Acquisition Cost Reduction -34% Campaign Carbon Intensity -51% Bouygues Telecom Improved Acquisition Efficiency and Reduced Carbon Intensity with Perion Outmax Bouygues Telecom partnered with Perion to optimize Meta campaigns using the Outmax AI agent, improving acquisition efficiency while reducing campaign carbon intensity through real-time optimization. ‹#›

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![](exhibit_99-1slide37.jpg)

Lift in Brand Ad Recall 4.1% Lift in Brand Awareness 20.7% Skippable View Rate (80% higher than benchmark) +80% Case Study Outmax C4 Energy Elevates YouTube Performance with Perion's Outmax High-impact YouTube creative, combined with Outmax's real-time optimization, helped C4 Energy strengthen brand awareness, ad recall, and view performance across premium YouTube inventory. ‹#›

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![](exhibit_99-1slide2.jpg)

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Case Study Outmax Completion Rate (vs. 90% benchmark) 96% Viewability 97% C4 Energy Elevates YouTube Performance with Perion's Outmax Leveraging Perion Outmax, Wepner delivered standout performance across YouTube and Meta, driving both awareness and traffic at scale while improving media efficiency and sustainability. CTR 0.94% Engagement Rate +7.65% -27%Reduction in Carbon Intensity CTR - Click-Through Rate See glossary at the appendix to this presentation ‹#›

![](exhibit_99-1slide39.jpg)

Case Study DOOH Uber's Real-Time DOOH Campaign Drives Safety Feature Adoption Through Cultural Relevance Partnering with OMD, Uber leveraged Perion's programmatic DOOH capabilities during Mexico City's iconic Catrinas Parade to connect its PIN Code safety feature to a culturally relevant moment. By combining real-time DOOH activation with broader media amplification, the campaign increased awareness, consideration, and adoption of one of Uber's most important rider safety features. Increase in PIN code usage +9% Impressions +162% Ad recall +4.5pp ‹#›

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![](exhibit_99-1slide40.jpg)

Case Study Outmax Viewability improvements +12 points Reduction in CPM 22% Ford's Outmax-Powered Campaign Improved Media Performance While Reducing Environmental Impact Leveraging Perion Outmax, Ford delivered stronger YouTube performance while reducing the carbon footprint of its media investment. Through AI-powered carbon-aware bidding, the campaign improved visibility and cost efficiency. -33%Reduction in Carbon Intensity CPM - Cost Per Mille See glossary at the appendix to this presentation ‹#›

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![](exhibit_99-1slide41.jpg)

Case Study DOOH How Vaseline turned live UV data into real-time skin protection messaging leveraging programmatic DOOH Live UV-index data integrated directly into DOOH creative, dynamically updating throughout the day to signal real-time exposure risk: A clear color-coded system displayed: Green for low exposure Orange for moderate exposure Red for high exposure MILD MODERATE HIGH ‹#›

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![](exhibit_99-1slide42.jpg)

A Trusted Partner of The Most Recognized Brands & Agencies ‹#›

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![](exslide3.jpg)

2025 Building the Perion One Platform Launched Perion One strategy, unifying all technologiesand brands under a singleplatform vision. Executed leadership reorganization to align with platform strategy and operational excellence. Acquired AI-first company - Greenbids, to automate optimization & improvewalled garden performance. Began sales & go-to-market transformation, focusing on vertical solutions & enterprise client growth. 2026 - 2028 Scaling Platform, Intelligence & technology Perion One orchestrates planning, activation, & measurement across allmajor digital channels. Transition to platform-led company, increasing shareof recurring, high-margin revenue streams. Expanded AI-agent capabilities, self-service tools, & creative automation to improve speed and efficiency. Deepen global adoption across brands, agencies and retailers, unlocking long-term growthand margin leverage. 2024 Resetting the Businessfor Platform-Led Growth Acquired Hivestack to enter the fast-growing DOOH market & establish its platform as the backbone of Perion One. Launched full-scale planning & integration efforts across business lines. Appointed key global executives to lead platform strategy. Our Path Forward Executing Our Transformation Plan ‹#›

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![](exslide4.jpg)

25%+ Perion One pro forma1 spend 3-Y CAGR 1 Pro forma numbers exclude Search and discontinued legacy. 2 Contribution ex-TAC and Adjusted EBITDA are non-GAAP measures. See reconciliation of GAAP to non-GAAP measures at the appendix to this presentation. 2028 targets first introduced Q4 2025; reaffirmed Q1 2026. 2028 Targets Perion 2028: Scaling Perion Onewith Profitable Growth AI AI-driven operating leverage: Automation across delivery & optimization. Capital Disciplined capital deployment: Focused GTM & investment in innovation. Performance Shift to performance advertising to capture larger budgets. Land & ExpandIncrease customer stickiness with cross-channel AI-Driven solutions for CTV, DOOH, YouTube, Meta & Web. 20%+ Perion One pro forma1Contribution ex-TAC2 3-Y CAGR 28% Perion Adj. EBITDA2 toContribution ex-TAC2 Plan Catalysts ‹#›

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![](exhibit_99-1slide45.jpg)

Perion 2028 Targets Perion One Platform Pro forma2 Spend Surge Perion One Platform Spend Surges Search & Legacy1 expected to remain stable Perion One Spend 2022-2025 CAGR: 34% 2025-2028 CAGR: 25%+ $1.2B $0.2B $0.6B 1 Includes Search and discontinued low-margin historical activities 2 Pro forma numbers exclude search and discontinued legacy. See Perion One and spend definitions in Appendix ‹#›

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![](exslide5.jpg)

Perion 2028 Targets Perion One Platform Pro forma1 Contribution ex-TAC Contribution ex-TAC2 2022-2025 CAGR: 19% 2025-2028 CAGR: 20%+ Perion One platform 2026 Contribution ex-TAC reflects 85-90% of total. 20%+ CAGR 19% CAGR 1 Pro forma numbers exclude search and discontinued legacy. 2 Contribution ex-TAC and Adjusted EBITDA are non-GAAP measures. See reconciliation of GAAP to non-GAAP measures at the appendix to this presentation 46 <br>

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![](exhibit_99-1slide47.jpg)

Disciplined Cost Management to drive operational leverage Invest to Scale 2026 investment in technology and go-to-market Operational Efficiency to drive decrease in G&A and COGS expenses Investments Efficiency Catalysts Target Perion consolidated Adjusted EBITDA/Contribution ex-TAC1 margin of 28% Perion 2028 Targets Perion Consolidated Adjusted EBITDA1 Margin Growth 1 Contribution ex-TAC and Adjusted EBITDA are non-GAAP measures. See reconciliation of GAAP to non-GAAP measures at the appendix to this presentation ‹#›

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![](exhibit_99-1slide48.jpg)

Financial KPIs Q1 2026 ‹#›

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![](exhibit_99-1slide49.jpg)

Spend and Contribution ex-TAC are the true indicators of our underlying growth, reflecting platform adoption and scale Spend (Represents Customer Adoption) Revenue Contribution EX-TAC (Net Revenue) Spend What it is: Total media budgets running through the platform. Why it leads: Provides early indications of platform adoption, customer trust, and long-term scale. Contribution EX-TAC What it is: Revenue excluding traffic acquisition costs. Why it leads: The main profit driver. It better represents top-line performance than revenue alone. 1 Non-GAAP metrics. Please see the Appendix to this presentation for definitions and a reconciliation to the nearest GAAP metric See glossary at the appendix to this presentation How We Measure our Business Spend and Contribution ex-TAC1 ‹#›

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![](exhibit_99-1slide50.jpg)

Spend Perion Total Spend ($M) Perion Spend by Product Lines ($M) Perion One + Legacy represent Advertising Solutions Legacy includes low-margin historical activities Numbers may not add due to rounding ‹#›

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![](exhibit_99-1slide51.jpg)

Advertising Solutions revenue is comprised of Perion One + Legacy Legacy includes low-margin historical activities Numbers may not add due to rounding Revenue ‹#› Perion Total Revenue ($M) Perion Revenue by Product Lines ($M)

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![](exhibit_99-1slide52.jpg)

1 Non-GAAP metrics. Please see the Appendix to this presentation for a reconciliation of each to the nearest GAAP metric. Legacy includes low-margin historical activities Numbers may not add due to rounding See glossary at the appendix to this presentation Perion Contribution ex-TAC ($M) & Margin (%) Contribution ex-TAC1 Perion One Contribution ex-TAC grew 7% YoY representing 81% of total contribution ex-TAC in Q1'26, up from 75% in Q1'25 Perion Contribution ex-TAC by Category ($M) ‹#›

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![](exhibit_99-1slide53.jpg)

Growth Engines Perion's primary growth drivers consistently outpacing the broader market growth1 on CTV and DOOH channels, Retail Media vertical, alongside the adoption of our AI Agent technology, Outmax. ‹#› 1 Source: eMarketer data, June 2026 See glossary at the appendix to this presentation

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![](exhibit_99-1slide54.jpg)

CTV Channel grew 68% YoY in Q1'26 Vs 17.5% Expected Market Growth in 2026 Growth Engines - CTV Spend ($M) ‹#› 1 Source: eMarketer data, June 2026 See glossary at the appendix to this presentation

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![](exhibit_99-1slide55.jpg)

DOOH channel grew 29% YoY in Q1'26 Vs 16.3% Expected Market Growth in 2026 Growth Engines - DOOH Spend ($M) ‹#› 1 Source: eMarketer data, June 2026 See glossary at the appendix to this presentation

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![](exhibit_99-1slide56.jpg)

Retail Media grew 27% YoY in Q1'26 Vs 20.3% Expected Market Growth in 2026 Growth Engines - Retail Media Spend ($M) (Market vertical; includes CTV, DOOH, DIsplay and other channels) ‹#› 1 Source: eMarketer data, June 2026 See glossary at the appendix to this presentation

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![](exhibit_99-1slide57.jpg)

Outmax AI Agent nearly doubled from 2024 to 2025 and grew 316% YoY in Q1'26 Growth Engines - Outmax Spend1 ($M) (AI Agent Tech Solution; includes CTV, Social, DIsplay and other channels) ‹#› 1 On a pro forma basis Numbers may not add due to rounding See glossary at the appendix to this presentation

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![](exhibit_99-1slide58.jpg)

Financial Results& Outlook Q1 2026 ‹#›

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Growth Engines Q1 Business & Financial Highlights Results 1 Non-GAAP metrics. Please see the Appendix to this presentation for a reconciliation of each to the nearest GAAP metric 2 On a proforma basis See glossary at the appendix to this presentation Channels Vertical Technology $90.4MRevenue $7.0MAdjusted free cash flow1 $0.5MAdjusted EBITDA1 $39.7MContribution ex-TAC1 68%YoY Spend growth CTV 29%YoY Spend growth DOOH 27%YoY Spend growth Retail Media 316%YoY Spend growth2 Outmax AI Agent Highlights Outmax ExpansionLaunched on TikTok -generated $1M in spend Reseller InitiativeSouth Africa - Mediamark & McSorely Media 2028 Target Plan on track Perion One spend increased +6% YoY Perion One Cont. ex-TAC increased +7% YoY 59 Balanced, disciplined capital allocation2.5M shares repurchased in Q1'26 ($24.1M) <br>

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![](exhibit_99-1slide60.jpg)

Q1 2026 Key Financial Highlights $90.4M Revenue Adjusted EBITDA1 Cash Flow from Operations Net Cash2 Contribution ex-TAC1 $0.5M $6.7M $293.0M $39.7M Vs. $1.8M LY Share Repurchase $24.1M 1 Non-GAAP metrics. Please see the Appendix to this presentation for a reconciliation of each to the nearest GAAP metric 2 Includes cash, cash equivalents, short term deposits and marketable securities 1% YoY growth 44% Margin Adj. FCF1 $7.0M ‹#›

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![](exhibit_99-1slide61.jpg)

Adjusted EBITDA1 ($M) and Margins 1 Non-GAAP metrics. Please see the Appendix to this presentation for a reconciliation of each to the nearest GAAP metric. Excluding FX impact of $1.4M ‹#›

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![](exhibit_99-1slide62.jpg)

GAAP and Non-GAAP1 Net Income (Loss) ($M) & EPS ($) 1 Non-GAAP metrics. Please see the Appendix to this presentation for a reconciliation of each to the nearest GAAP metric. GAAP Net Income (Loss) & EPS Non-GAAP Net Income & EPS1 GAAP Net Income (Loss) Non-GAAP Net Income ‹#›

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![](exhibit_99-1slide63.jpg)

1 Non-GAAP metrics. Please see the Appendix to this presentation for a reconciliation of each to the nearest GAAP metric. Cash from Operations & Adjusted Free Cash Flow1 ($M) Continued Momentum Drives Higher Spend Highlighting the cash-generative nature of our business model Cash from Operations Adjusted Free Cash Flow1 ‹#›

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![](exhibit_99-1slide64.jpg)

1 Non-GAAP metrics. Please see the Appendix to this presentation for a reconciliation of each to the nearest GAAP metric. FY2026E CapEx includes corporate headquarters investment ‹#› Disciplined Cash Deployment Low CapEx, Strong FCF1, Aggressive Shareholder Returns ($M) Investing in Growth While Maximizing Shareholder Returns

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![](exhibit_99-1slide65.jpg)

1 Includes cash, cash equivalents, short term deposits and marketable securities Generating cash from operations Returning cashto shareholders Investing in Organic growth Net Cash1 ($M) Creating Value to Shareholders ‹#›

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Share Repurchase Program Accumulated spend ($M) Number of shares repurchased (M) & Average Share Price ($) ‹#›

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![](exhibit_99-1slide67.jpg)

FY2026 Financial Outlook 1 Implies a revenue range of $460 - 490 million 2 Contribution ex-TAC and Adjusted EBITDA are non-GAAP measures. See reconciliation of GAAP to non-GAAP measures at the appendix to this presentation 3 Calculated at Contribution ex-TAC and Adjusted EBITDA guidance midpoint Contribution ex-TAC Adjusted EBITDA2 Adj. EBITDA/Contribution ex-TAC3 2025A 2026E $203.4M $45.2M $215M - $235M1 $50M - $54M 22% 23% ‹#›

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![](exhibit_99-1slide68.jpg)

Why Invest Large OmnichannelGrowth OpportunityStrong focus on high-growth channels and market verticals: CTV, DOOH & Retail Media, through integrated cross-channel execution Unified Media Performance with Perion OneA single platform to plan, activate, optimize & analyze across channels, bridging creative and media with actionable insights for performance-driven outcomes AI as the OS of AdvertisingAI-native execution infrastructure for modern advertising, with a proprietary AI agent embedded into Perion One Profitability & Cash Generation1Over a decade of positive annual Adjusted EBITDA & Operating Cash Flow, combined with efficient operations with scalable technology foundation Global FootprintPresence in North America, South America, EMEA & APAC; Allows us to follow advertiser budgets across geographies and capture spend wherever it flows Experienced ManagementLed by a highly experienced, global management team with a track record of delivering innovation and value 1 Annually, on a non-GAAP basis ‹#›

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Appendix. ‹#›

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Glossary Definitions of the key terms used throughout this presentation Spend Gross advertiser and media dollars activated through Perion. A measure of scale and adoption. Revenue Total reported revenue, recognized on either a gross or net basis in accordance with GAAP accounting principles, depending on Perion's specific role in the transaction. TAC & Media Buy Traffic acquisition costs and media buy; represents amounts paid to publishers, media owners, and advertising partners in transactions where revenue is recorded on a gross basis. Contribution ex-TAC Revenue excluding TAC and media buy. This represents the portion of revenue retained by Perion and serves as a primary metric for evaluating core value creation. Contribution ex-TAC margin Contribution ex-TAC divided by Revenue. Adjusted EBITDA margin Adjusted EBITDA divided by Revenue, and Adjusted EBITDA divided by Contribution ex-TAC Perion One Perion's unified, AI-native execution platform. The company's go-forward business. Legacy Historical, lower-margin business activities that are monitored and managed separately from the core Perion One platform. Walled Gardens Closed advertising ecosystems (e.g., Meta, Google, Amazon, TikTok) where the platform controls data, targeting, and measurement within its own environment. ‹#›

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![](exhibit_99-1slide71.jpg)

Glossary Definitions of the key terms used throughout this presentation Outmax Perion's proprietary AI agent embedded within Perion One. It automatically optimizes advertiser campaigns across channels and walled gardens in real time, driving outcome-based performance. DSP Demand-Side Platform, technology that enables advertisers and agencies to buy digital ad inventory programmatically across multiple sources through a single interface. SSP Supply-Side Platform, technology that enables publishers to manage and sell their ad inventory programmatically, maximizing yield across multiple demand sources. DMP Data Management Platform, a system that collects, organizes, and activates audience data from multiple sources to improve ad targeting and personalization. CPA Cost Per Action, a pricing model where the advertiser pays only when a user completes an action, such as a purchase, sign-up, or download. CTR Click-Through Rate, the percentage of users who click on an ad after seeing it. Calculated as clicks divided by impressions. CPM Cost per Mille, the cost an advertiser pays per 1,000 ad impressions served. The standard pricing unit for display and video advertising. ‹#›

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Condensed Consolidated Balance Sheets ‹#›

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Condensed Consolidated Statements of Cash Flows ‹#›

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Reconciliation of GAAP to Non-GAAP Results ‹#›

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Reconciliation of GAAP to Non-GAAP Results ‹#›

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Reconciliation of GAAP to Non-GAAP Results ‹#›

------</u> <u>Reconciliation of GAAP to Non-GAAP Full Year 2026 Guidance ‹#›

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Perion One Spend - Distribution by Channel ($M) ‹#› Numbers may not add due to rounding Social includes activities driven by the Outmax AI agent

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Thank you PERION