Core Insights - Integral Ad Science (IAS) reported revenue of $134.07 million for the quarter ended March 2025, reflecting a year-over-year increase of 17.1% [1] - The earnings per share (EPS) for the quarter was $0.05, a significant improvement from -$0.01 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $129.66 million by 3.40%, while the EPS surpassed the consensus estimate of $0.03 by 66.67% [1] Revenue Breakdown - Optimization revenue reached $64.81 million, exceeding the average estimate of $60.56 million by four analysts, marking a year-over-year increase of 23.4% [4] - Publisher revenue was reported at $20.89 million, surpassing the average estimate of $19.30 million, with a year-over-year growth of 32.2% [4] - Measurement revenue totaled $48.37 million, slightly below the average estimate of $49.82 million, but still showing a year-over-year increase of 4.5% [4] Stock Performance - Shares of Integral Ad Science have returned +14.7% over the past month, outperforming the Zacks S&P 500 composite's +3.8% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Integral Ad Science (IAS) came out with quarterly earnings of $0.05 per share, beating the Zacks Consensus Estimate of $0.03 per share. This compares to loss of $0.01 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 66.67%. A quarter ago, it was expected that this digital advertising verification company would post earnings of $0.12 per share when it actually produced earnings of $0.09, delivering a surprise of -25%.Over the la ...

Financial Data and Key Metrics Changes - The company reported a 17% year-over-year revenue growth in Q1 2025, exceeding the prior outlook of 13% [5][24] - Adjusted EBITDA for Q1 was $41.5 million, with a margin of 31%, an increase from 29% in the prior year [6][29] - Net income for Q1 was $8 million, or $0.05 per share, compared to a net loss of $1.3 million, or $0.01 per share, in Q1 2024 [29] Business Line Data and Key Metrics Changes - Optimization revenue increased by 24% to $64.8 million, driven by verticals such as financial services, retail, and travel [25] - Measurement revenue grew by 4% to $48.4 million, with social media revenue increasing by 15% [26] - Publisher revenue rose by 33% to $20.9 million, attributed to the adoption of new Publica products [27] Market Data and Key Metrics Changes - Revenue outside of The Americas increased by 18% to $42.7 million, representing 32% of total revenue [28] - Social media accounted for 58% of measurement revenue and 21% of total revenue in Q1 [26] - Video revenue increased by 14%, driven by growth in social media [27] Company Strategy and Development Direction - The company is focusing on three priorities for its 2025 product roadmap: performance, reach, and innovation [7][22] - A strategic emphasis on AI-backed technology and partnerships is being leveraged to enhance product offerings and customer value [6][16] - The company is expanding its reach in mid-market segments and investing in automation to simplify product activation for these clients [14][70] Management's Comments on Operating Environment and Future Outlook - Management expects double-digit profitable growth in Q2 and for the full year 2025, raising the revenue outlook based on strong Q1 performance [33][34] - The current macroeconomic environment is being closely monitored, with a focus on customer feedback regarding brand spend and product value [31][87] - The company is optimistic about its growth trajectory, particularly in performance-oriented solutions amid a competitive digital advertising landscape [48][49] Other Important Information - The company is investing in growing media channels, including audio and gaming, with new partnerships and product launches [15][105] - The company has secured several new wins and renewals in key verticals, reinforcing its leadership in the luxury goods sector [20][21] Q&A Session Summary Question: Can you discuss advertiser demand in the current digital advertising market? - Management noted that the focus on performance-oriented solutions is driving demand, with a 24% growth in optimization reflecting the value offered to brands [48][49] Question: How is the open web measurement business performing? - There is softness in the open web display business, but social measurement growth remains strong at 15% [51][52] Question: What are the expectations for second quarter growth by discipline? - Anticipated double-digit growth in total advertiser revenue, with optimization growth expected to be below Q1 levels [56][58] Question: Can you elaborate on the mid-market strategy? - The mid-market strategy focuses on performance-based marketers, with investments in automation and a dedicated sales team to drive growth [70][132] Question: How is the company leveraging AI in its products? - AI is integral to the company's operations, enhancing product performance and driving measurable outcomes for customers [16][106]

Q1 2025 INVESTOR PRESENTATION DISCLAIMER Important Information About This Presentation This presentation is for informational purposes and does not constitute an offer to sell, a solicitation to buy, or a recommendation to purchase any equity, debt or other financial instruments of Integral Ad Science Holding Corp. ("IAS," "we," "us," or the "Company") or any of its affiliates. The listing of customers and associated marks provided in this presentation are meant to represent a sampling of customers that use ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ______________ to ______________ Commission File Number: 001-40557 INTEGRAL AD SCIENCE HOLDING CORP. (Exact name of registrant as specified in its charter) Delaware 83-0 ...

IAS Reports First Quarter 2025 Financial Results Total revenue increased 17% to $134.1 million Net income of $8.0 million at a 6% margin; adjusted EBITDA of $41.5 million at a 31% margin Raises midpoint of full-year revenue and adjusted EBITDA outlook • TikTok Social Optimization Expansion - In April, IAS announced an expansion of Social Optimization for TikTok to include pre-bid Video Level Exclusion Lists. Paired with TikTok's Inventory Filter, advertisers applying pre-bid Video Level Exclusion Lists bene ...

In its upcoming report, Integral Ad Science (IAS) is predicted by Wall Street analysts to post quarterly earnings of $0.03 per share, reflecting an increase of 400% compared to the same period last year. Revenues are forecasted to be $129.66 million, representing a year-over-year increase of 13.2%.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timefram ...

Advertisers Can Now Benefit from Curated Pre-Screen Exclusion Lists across Google's Search Partner Network InventoryNEW YORK, May 8, 2025 /PRNewswire/ -- Integral Ad Science (Nasdaq: IAS), a leading global media measurement and optimization platform, today announced the launch of IAS Pre-Screen Brand Safety Solution for Search Partner Network (SPN). IAS will now drive performance and protection across SPN by providing advertisers with greater control over their advertising investments before their ads are s ...

Core Insights - Integral Ad Science (IAS) has expanded its Social Optimization for TikTok by introducing pre-bid Video Exclusion Lists, allowing advertisers enhanced control over their ad placements to preserve brand equity and improve performance [1][2][4] Group 1: Product Features - The pre-bid Video Exclusion Lists enable advertisers to implement granular exclusions tailored to brand-specific needs, enhancing suitability and contextual requirements for ad placements on TikTok [2][6] - IAS's AI-driven Total Media Quality (TMQ) can be combined with Social Optimization for post-bid measurement, providing comprehensive brand safety, viewability, and invalid traffic detection across over 75 markets in more than 30 languages [3][6] - The new features allow advertisers to avoid unsuitable content, create custom suitability profiles, and ensure a comprehensive global solution for their advertising strategies on TikTok [6] Group 2: Strategic Partnerships - The partnership between IAS and TikTok aims to innovate beyond traditional suitability standards, empowering advertisers with greater control and confidence in their investments [4][6] - This expansion builds on IAS's ongoing collaboration with TikTok, which began with the launch of a pre-bid optimization product in 2021 and has since included enhancements to Total Media Quality [4][5]

The complaint further alleges that "[a]s a result of Defendants' wrongful acts and omissions, and the precipitous decline in the market value of the Company's shares, Plaintiff and putative class members have suffered significant losses and damages." If you are a long-term stockholder of IAS, have information, would like to learn more about these claims, or have any questions concerning this announcement or your rights or interests with respect to these matters, please contact Brandon Walker or Marion Passm ...