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Perion (PERI) Launches SORT Campaign, Keeps 2022 View Intact

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Perion Network (PERI - Free Report) recently announced the launch of an integrated campaign to raise awareness about its proprietary SORT platform. This cookie-less solution enhances privacy for users.

Perion also announced that it is keeping its 2022 guidance unchanged, given robust performance in the first half of the year. The company still expects revenues between $620 million and $640 million, indicating 32% year-over-year growth at the mid point. Adjusted EBITDA is expected between $98 million and $102 million, indicating 44% year-over-year growth at mid point.

Addition of the cookie-less SORT technology bodes well for Perion as it will help the company attract privacy-conscious users. SORT leverages machine learning to analyze millions of data combinations to create cookie-less targeting groups. The technology enables advertisers to reach audiences without browser and device limitations.

What Awaits Perion Shares in 2022?

Perion shares have been down 19.8% on a year-to-date basis outperforming the Zacks Computer & Technology sector, which was down 30.1%.

Israel-based Perion delivers online advertising solutions and search monetization to brands and publishers in North America, Europe and internationally. Perion’s top-line growth is riding on strong contributions from Video and CTV, including Vidazoo, significant growth in average deal size, revenue retention, and continued growth in the daily average number of monetizable searches.
 

 

Perion is riding on strong advertising revenue growth. Recovery in advertiser spending and a spike in e-commerce-related ad spending are key catalysts. Perion is expected to benefit from the robust performance of its Search business, driven by strong advertiser demand.

Zacks Rank & Upcoming Earnings to Watch Out For

Perion currently has a Zacks Rank #3 (Hold).

The Zacks Consensus Estimate for second-quarter 2022 earnings is currently pegged at 41 cents per share, unchanged in the past 30 days. For 2022, the consensus mark remains unchanged at $1.77 per share over the same timeframe.

The consensus mark for Perion’s second-quarter 2022 revenues is currently pegged at $146.50 million, suggesting 33.57% growth from the figure reported in the year-ago quarter. For 2022, the consensus estimate is $630.11 million, indicating 31.69% growth from the figure reported in 2021.

Investors interested in the Zacks Computer & Technology sector are eagerly awaiting earnings releases from players like Aspen Group (ASPU - Free Report) , SAP SE (SAP - Free Report) and FormFactor (FORM - Free Report) .

Aspen, a Zacks Rank #2 (Buy) stock, is scheduled to release fourth-quarter fiscal 2022 results on Jul 19. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

The Zacks Consensus Estimate for Aspen’s fourth-quarter fiscal 2022 loss has been steady at 7 cents per share in the past 30 days.

SAP, carrying a Zacks Rank #2, is set to report second-quarter 2022 results on Jul 21.

The Zacks Consensus Estimate for SAP’s second-quarter 2022 earnings is pegged at $1.19 per share, down 2.5% in the past 30 days.

Another Zacks Rank #2 stock, FormFactor is likely to report second-quarter 2022 results on Jul 27.

The consensus mark for FormFactor’s second-quarter 2022 earnings is pegged at 43 cents per share, unchanged in the past 30 days.


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