科技公司 Affle 3i Ltd 周日宣布，将以约 4.2 亿美元的隐含股权价值收购以色列广告技术公司 Perion Network Limited，Perion 股东将在全现金交易中获得每股 11.70 美元。
Technology firm Affle 3i Ltd on Sunday said it will acquire Israel-based advertising technology company Perion Network Limited for an implied equity value of approximately $420 million, with Perion shareholders set to receive $11.70 per share in an all-cash transaction, the company announced on Sunday .Affle's Israel-based step-down subsidiary, Affle 3iL Ltd., has signed a definitive agreement to acquire 100% of Perion's issued and outstanding shares, including unvested equity awards as per their vesting schedule.
Affle 位于以色列的下属子公司 Affle 3iL Ltd. 已签署最终协议，收购 Perion 100% 的已发行和流通股份，包括根据归属时间表计算的未归属股权奖励。
The transaction has been approved by the boards of directors of both companies and is subject to closing conditions, including regulatory clearances and approval from Perion shareholders.
该交易已获双方董事会批准，尚需满足交割条件，包括监管审批和 Perion 股东批准。交易包含在寻求股东批准前为 Perion 设立的“主动寻找报价期”，预计将于 2027 年初完成交割。
The deal includes a go-shop period for Perion before seeking shareholder approval and is expected to close in early 2027. Five reasons why Affle 3i shares have seen the biggest single day gain in four yearsPerion is an Israeli technology company headquartered in Tel Aviv, with a significant presence in North America and listings on Nasdaq and the Tel Aviv Stock Exchange.
Perion 是一家总部位于特拉维夫的以色列科技公司，在北美拥有重要业务，并在纳斯达克和特拉维夫证券交易所上市。其人工智能驱动的技术平台提供全渠道广告解决方案，覆盖零售媒体、联网电视、数字户外广告及其他数字渠道。
Its artificial intelligence -powered technology platform offers omnichannel advertising solutions across retail media, connected TV , digital out-of-home and other digital channels. Over the last three years, Perion has completed three strategic acquisitions and brought its expanding business segments together under the Perion One platform.
过去三年，Perion 完成了三项战略收购，并将不断扩大的业务板块整合到 Perion One 平台之下。战略理由此次收购将把 Perion 在发达市场上游数字广告渠道的布局，与 Affle 在新兴市场的深度移动营销能力及 AI 驱动的绩效导向消费者转化能力相结合。
Strategic RationaleThe acquisition will combine Perion's presence across upper-funnel digital advertising channels in developed markets with Affle's capabilities in deeper-funnel mobile marketing and AI-powered performance-led consumer conversions in emerging markets. Affle 3i says AdColony acquisition strengthens growth path, eyes bigger global dealsAffle said the deal would expand the addressable market for its cost per converted user business globally.
Affle 表示，该交易将在全球范围内拓展其“每转化用户成本”业务的可触达市场。
Its CPCU-powered solutions are expected to enable consumer conversion outcomes such as CTV-to-Cart and DOOH-to-Cart retail commerce for Perion's advertisers.
其由CPCU驱动的解决方案预计将为Perion的广告主带来消费者转化成果，例如CTV到购物车（CTV-to-Cart）和DOOH到购物车（DOOH-to-Cart）的零售商务。此次收购完成后，Affle预计将运营一个全球全渠道平台，为100多个国家多元化行业垂直领域的数千家广告主提供服务。Perion的财务状况截至2026年9月30日，Perion没有财务债务，现金余额约为2.28亿美元。
Following the acquisition, Affle expects to operate a global omnichannel platform serving thousands of advertisers across diversified industry verticals in more than 100 countries. Perion's Financial PositionPerion has no financial debt and had a cash balance of approximately $228 million as of September 30, 2026. Affle plans to finance the acquisition through a combination of committed bank financing and available cash resources.
Affle计划通过承诺的银行融资和可用现金资源的组合来为此次收购提供资金。该交易将通过反向三角合并的方式执行，根据该方式，Affle的一家全资子公司将与Perion合并，Perion将作为Affle的全资子公司存续。Affle 3i第三季度利润增长19%，用户转化业务推动增长交易完成后，Perion的普通股将从纳斯达克和特拉维夫证券交易所退市，而该公司将继续以Perion品牌运营。
The transaction will be executed through a reverse triangular merger, under which a wholly owned subsidiary of Affle will merge with Perion, with Perion surviving as a wholly owned subsidiary of Affle. Affle 3i Q3 profit rises 19%, as user conversion business drives growthFollowing the completion of the transaction, Perion's ordinary shares will be delisted from Nasdaq and the Tel Aviv Stock Exchange, while the company will continue operating under the Perion brand. Affle said it would remain net debt-free immediately after the acquisition and expects to achieve a revenue run rate of more than $700 million in financial year 2028.
Affle表示，收购完成后其将立即保持净无债务状态，并预计在2028财年实现超过7亿美元的收入运行率。盈利展望Affle计划审查Perion的业务合同，并根据拟议的向CPCU模式的战略转型更新其收入确认。该公司预计，计划中的商业模式变化、技术协同效应以及对盈利能力的关注将改善Perion的底线利润。Affle预计，该收购将在交易完成后第一年年底前对每股收益产生增值作用。
Earnings OutlookAffle plans to review Perion's business contracts and update its revenue recognition in line with the proposed strategic transformation towards the CPCU model. The company expects the planned business model changes, technology synergies and focus on profitability to improve Perion's bottom line. Affle expects the acquisition to become accretive to earnings per share by the end of the first year after the transaction closes. Affle India bets on AI and efficiency for FY26 profit boostThe company said its acquisition strategy focuses on businesses that complement its technology capabilities, expand customer and market access, and can be integrated into its platform ecosystem.
Affle India押注人工智能和效率以推动2026财年利润增长该公司表示，其收购战略专注于能够补充其技术能力、扩大客户和市场准入、并可整合到其平台生态系统中的业务。
Affle also cited its track record of delivering more than 20% annual organic growth and maintaining EBITDA growth of over 20%.AdvisorsLUMA Partners LLC is serving as the financial advisor to Affle, while Barnea Jaffa Lande & Co. is its legal advisor.
Affle 还引用了其实现每年超过 20% 有机增长并保持 EBITDA 超过 20% 增长的业绩记录。
Citibank is the financing bank for the transaction.
顾问方面，LUMA Partners LLC 担任 Affle 的财务顾问，Barnea Jaffa Lande & Co. 担任其法律顾问。花旗银行是本次交易的融资银行。
Anuj Khanna Sohum, the Chairperson, MD and CEO of Affle, said, "We are excited to welcome the Perion family on board as we continue to strengthen the foundations of our AI-powered Consumer Platform Tech Stack. Through this acquisition, we are bringing together our highly complementary tech capabilities, innovation culture and unique IP to global scale.
Affle 的董事长、董事总经理兼首席执行官 Anuj Khanna Sohum 表示：“我们很高兴迎来 Perion 家族的加入，在我们继续强化 AI 驱动的消费者平台技术栈基础上，通过此次收购，我们将把高度互补的技术能力、创新文化和独特知识产权带到全球规模。Affle 在移动营销方面的强大领导力与 Perion 在零售媒体、CTV、DOOH 以及其他数字渠道的既有布局相结合，将使我们能够在智能互联设备上的全渠道消费者旅程中实现更大的协同效应。”
The combination of Affle’s strong leadership in mobile marketing with Perion’s established presence across Retail Media, CTV, DOOH and other digital channels will enable us to drive greater synergies across the omnichannel consumer journey on intelligent connected devices."
Perion 首席执行官 Tal Jacobson 说：“在过去的几年里，我们将 Perion 打造成一家差异化的广告技术公司，这得益于团队实力、技术创新以及对广告主可衡量业务成果的关注。通过 Perion One 和我们的 Outmax AI 代理，我们持续推动广告绩效在各渠道的执行与优化，确保为客户的媒体投资实现最佳投资回报率。与 Affle 的协议标志着 Perion 的一个重要里程碑。”
Tal Jacobson, CEO of Perion, said, “Over the past several years, we have transformed Perion into a differentiated advertising technology company, driven by the strength of our team, technological innovation, and our focus on measurable business outcomes for advertisers.Through Perion One and our Outmax AI agent, we continue to advance how advertising performance is executed and optimised across channels to ensure the best ROI on media investments for our customers. Our agreement with Affle marks an important milestone for Perion."
Affle 3i Ltd 的股价在孟买证券交易所收于 1,345.00 印度卢比，下跌 37.60 印度卢比，跌幅 2.72%。
Shares of Affle 3i Ltd ended at ₹1,345.00, down by ₹37.60, or 2.72%, on the BSE.