Oppenheimer says Integral Ad to benefit from Meta content moderation changes

Oppenheimer believes Integral Ad Science (IAS) could be a significant beneficiary from Meta‘s (META) announcement that it will be ending 3P fact-checking in the U.S., lifting topic restrictions allowing for more speech and allowing political content back on the platform. In short, Meta is adopting the X approach to content moderation in the U.S. using Community Notes. The firm thinks this has the potential to be a significant tailwind to Integral Ad Science’s brand safety and suitability products, most notably TMQ, or Total Media Quality. While Meta’s changes will be gradual, it could be a second half of the year revenue tailwind for Integrated Ad Science, says Oppenheimer. The firm has an Outperform rating on Integral Ad Science.