Perion Network Slashes Q2, FY24 Outlook Amid Microsoft Bing Ad Pricing Changes, Stock Tumbles
Portfolio Pulse from Lekha Gupta
Perion Network Ltd. (NASDAQ:PERI) has lowered its Q2 and FY24 financial guidance due to changes in Microsoft Bing ad pricing and a decline in revenue from standard video and display formats. The company expects significant impacts on its revenue and EBITDA, leading to a 24.4% drop in its stock price.

June 10, 2024 | 12:39 pm
News sentiment analysis
Sort by:
Ascending
NEGATIVE IMPACT
Perion Network Ltd. has significantly lowered its Q2 and FY24 financial guidance due to changes in Microsoft Bing ad pricing and a decline in revenue from standard video and display formats. This has led to a 24.4% drop in its stock price.
The significant reduction in financial guidance and the immediate 24.4% drop in stock price indicate a strong negative impact on Perion Network's short-term stock performance.
CONFIDENCE 100
IMPORTANCE 100
RELEVANCE 100
NEUTRAL IMPACT
Microsoft Corporation's changes in Bing ad pricing have led to a significant reduction in Perion Network's financial guidance. This indicates Microsoft's influence on its partners' revenue streams.
While the changes in Bing ad pricing have negatively impacted Perion Network, the direct impact on Microsoft's stock is less clear. However, it highlights Microsoft's significant influence on its partners.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 50