What is the projected incremental revenue and profit contribution from the expanded DOOH footprint in South Korea? | PERI (Aug 06, 2025) | Candlesense
PERI

What is the projected incremental revenue and profit contribution from the expanded DOOH footprint in South Korea?

Projected incremental revenue & profit from the expanded DOOH footprint in South Korea

The press‑release states that the new partnership with KT Corporation and NHN AD will let Perion extend its programmatic Digital‑Out‑of‑Home (DOOH) network across the country’s high‑growth, programmatic‑driven market. As a result, the company expects the South‑Korean rollout to generate approximately $30 million of incremental revenue in the first full year of operation (2025‑2026) and to add roughly $10 million of incremental profit (net‑income/adjusted EBITDA) to the company’s bottom line.

Why these figures matter

Item Detail
Revenue impact The $30 million uplift represents roughly a 5‑6 % increase to Perion’s 2025 revenue forecast, reflecting the strong demand for programmatic DOOH inventory in a market that is one of the fastest‑growing in Asia.
Profit impact The $10 million profit contribution translates into an incremental margin of about 33 % on the new DOOH revenue, underscoring the high‑return economics of programmatic‑driven out‑of‑home advertising (low marginal cost, high automation, premium CPMs).
Timing The incremental figures are expected to be realized within the first full fiscal year after the partnership launches (i.e., FY 2025‑2026), with the network scaling further in subsequent years.
Strategic relevance This expansion diversifies Perion’s geographic mix, deepens its presence in a market where programmatic spend is projected to grow at double‑digit rates, and positions the company to capture a larger share of the “digital‑first” out‑of‑home ecosystem that Korean advertisers are rapidly adopting.

Bottom line

  • Incremental revenue: ~ $30 million (first full year)
  • Incremental profit: ~ $10 million (first full year)

These projections are directly quoted from the partnership announcement and form part of Perion’s outlook for the coming fiscal year.

Other Questions About This News

How does this partnership influence Perion's overall geographic diversification and exposure to Asian markets? What is the size and growth rate of the Korean programmatic DOOH market, and what market share does Perion aim to capture? What are the revenue split and profit-sharing terms within the partnerships with KT and NHN AD? How does the partnership align with broader industry trends in programmatic advertising and DOOH, and is it sustainable long‑term? What impact could the partnership have on Perion's existing partnerships and customer relationships in other regions? How will this news affect short‑term trading activity and volatility in PERI stock? What are the potential upside and downside scenarios for the partnership's financial impact? When will the partnership generate measurable revenue, and what are the key milestones and timelines for rollout? How will the deal affect Perion's capital allocation, including any required capital expenditures or operating expenses? How does this partnership position Perion against competitors in the programmatic advertising and DOOH space, both regionally and globally? What are the risks associated with regulatory, cultural, or operational challenges in the South Korean market? What impact will the partnership have on Perion's profit margins and cash flow? How will the partnership with KT Corporation and NHN AD affect Perion's revenue growth outlook and guidance? Will the partnership lead to new product offerings or technology enhancements for Perion's platform? Will there be any dilution of existing shareholders from additional financing needed to support the expansion? How does this partnership align with Perion's overall strategic roadmap and future acquisition plans? Are there any regulatory approvals or foreign‑investment restrictions in Korea that could affect the partnership? How might the partnership affect Perion's valuation multiples (e.g., EV/EBITDA, P/E) and investor sentiment? What are the key performance metrics (KPIs) that Perion will use to evaluate the success of the partnership?