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Integral Ad Science (IAS)
NASDAQ:IAS
Earnings Data
Report Date
May 08, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
0.03Last Year’s EPS
-0.01Same Quarter Last Year
Moderate Buy
Based on 9 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 28, 2025
|% Change Since: 6.32%
|Next Earnings Date:May 08, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted strong revenue growth, robust EBITDA margins, and successful global expansion efforts, particularly into China. They demonstrated strong product innovation and customer retention. However, there were some challenges, such as political headwinds and the need for investment in mid-market expansion. Overall, the positive aspects of revenue growth, profitability, and strategic advancements outweigh the challenges.Company Guidance
In the 2024 fiscal year, Integral Ad Science Holding Corp. reported a 12% increase in total revenue, reaching $530.1 million, with a 36% adjusted EBITDA margin. For the fourth quarter, revenue saw a 14% growth to $153 million, surpassing the previous outlook of $148-$150 million, with an adjusted EBITDA margin of 40%. The company's net income for Q4 was $15.3 million, translating to $0.09 per share. In terms of revenue distribution, the measurement segment grew by 12% to $59.1 million, optimization revenues by 11% to $70.6 million, and publisher revenues surged 30% to $23.4 million. For 2025, IAS forecasts a revenue increase to $588-$600 million, representing 12% growth, with an adjusted EBITDA expected between $202 million and $210 million at a 35% margin. The company anticipates a gross margin of 77%-79% for the full year, alongside stock-based compensation expenses between $77 million and $81 million. Integral Ad Science continues to expand globally, with 31% of 2024 revenue derived from outside the Americas, and is planning strategic expansions, including in the Chinese market.Double-Digit Revenue Growth
Fourth quarter revenue increased by 14% to $153 million, with a full-year revenue growth of 12% to $530.1 million.
Strong Adjusted EBITDA Margin
Achieved a 40% adjusted EBITDA margin in Q4 and a 36% margin for the full year 2024.
Expansion in Global Markets
32% of Q4 revenue came from markets outside the Americas, with plans to expand into China.
Growth in Publisher Revenue
Publisher revenue increased by 30% in Q4, driven by Publica products and political spend.
Major Customer Wins and Renewals
Secured renewals and expansions with major brands like Renault Nissan Mitsubishi, Marriott, EssilorLuxottica, and Prada.
Innovations and Product Launches
Launched new capabilities like TMQ, pre-bid optimization, and a quality attention measurement product.
Reduction in Wasted Ad Spend
Achieved a 71% reduction in wasted ad spend on unsuitable content on Meta during testing.
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IAS Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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IAS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 28, 2025 | $9.65 | $10.52 | +9.02% |
| Nov 12, 2024 | $12.62 | $10.79 | -14.50% |
| Aug 01, 2024 | $9.92 | $11.33 | +14.21% |
| May 09, 2024 | $8.38 | $9.53 | +13.72% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Integral Ad Science (IAS) report earnings?
Integral Ad Science (IAS) is schdueled to report earning on May 08, 2025, TBA Not Confirmed.
What is Integral Ad Science (IAS) earnings time?
Integral Ad Science (IAS) earnings time is at May 08, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is IAS EPS forecast?
IAS EPS forecast for the fiscal quarter 2025 (Q1) is 0.03.
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