Perion Network Ltd. announced that its Perion One platform will now integrate with Amazon’s Demand‑Side Platform, allowing advertisers to combine Perion’s AI‑driven creative optimization with Amazon’s first‑party audience insights and premium inventory. The move gives brands and agencies a unified solution for activating high‑intent, commerce‑centric campaigns across Amazon’s ecosystem.
The partnership is a key element of Perion’s broader transformation toward a centralized, AI‑powered platform that unifies planning, activation, and measurement across digital channels. By leveraging Amazon’s data, Perion can deliver more precise targeting and attribution for retail and e‑commerce brands, reinforcing its focus on full‑funnel, omnichannel performance marketing.
Perion’s most recent quarterly results, released for the third quarter of 2025, showed revenue of $110.5 million, an 8% year‑over‑year increase, and a GAAP net loss of $4.1 million. Earnings per share of $0.28 beat consensus estimates of $0.25, a $0.03 or 12% lift. The revenue growth was driven by a 75% jump in Connected‑TV (CTV) revenue and a 26% rise in Digital Out‑of‑Home (DOOH) revenue, while the company maintained disciplined cost management that helped offset the broader decline in video and display revenue caused by changes in Microsoft Bing’s advertising platform.
CEO Tal Jacobson said the Amazon DSP integration “gives our advertisers what they’ve been asking for: the ability to activate Amazon’s powerful audience insights while leveraging Perion One’s differentiated, AI‑driven creative technology.” He added that the partnership will accelerate Perion’s ability to serve commerce‑centric and retail brands, where attribution and ROI accountability are critical and demand remains strong.
Management guided for full‑year 2025 revenue of $430 million to $450 million and adjusted EBITDA of $44 million to $46 million, an increase from prior guidance. The company also expanded its share repurchase program to $200 million, signaling confidence in its cash‑flow generation. While Perion faces headwinds from the ongoing impact of Microsoft Bing’s changes and a decline in legacy video and display revenue, the company’s AI‑powered platform, coupled with the Amazon DSP partnership, positions it to capture growth in high‑margin CTV and DOOH segments and to deepen its commerce‑centric offering.
The Amazon DSP integration is expected to accelerate adoption of Perion One among commerce‑focused brands, strengthen the company’s competitive position in the programmatic media space, and support the continued expansion of its AI‑driven, full‑funnel solution.
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