AUGUST 2023 Important Information About This Presentation We include statements and information in this presentation concerning our industry ranking and the markets in which we operate, including our general expectations and market opportunity, which are based on information from the Company's internal estimates and research, independent industry organizations and other third-party sources (including a third-party market study, industry publications, surveys and forecasts). While IAS believes these Company ...

Financial Data and Key Metrics Changes - Total revenue in Q2 2023 increased by 13% to $113.7 million, exceeding the prior outlook of $111 million to $113 million [21][16] - Adjusted EBITDA rose to $37.4 million, ahead of the prior outlook of $35 million to $37 million, with a margin of 33% [21][61] - Net income for Q2 was $7.7 million or $0.05 per share, which includes a $23.5 million stock-based compensation expense [41][61] - Cash and cash equivalents at the end of Q2 were $99 million, with long-term debt reduced by $20 million to $195 million [43] Business Line Data and Key Metrics Changes - Optimization revenue grew 10% year-over-year to $52.8 million, reflecting maturing Context Control growth and new client wins [38] - Measurement revenue increased to $44.9 million, a 23% year-over-year increase, driven by social media product adoption and higher CTV volumes [57] - Social media revenue grew 33%, representing 47% of measurement revenue in Q2, up from 43% in Q1 2023 [58] - Publisher revenue increased to $15.9 million, representing 14% of total revenue [59] Market Data and Key Metrics Changes - International revenue excluding the Americas grew 10% year-over-year, with Europe performing particularly well, resulting in a 12% increase in EMEA revenue [59] - The number of large advertising customers with annual revenue over $200,000 increased to 208, up from 173 last year [42][118] Company Strategy and Development Direction - The company is focusing on expanding its partnerships and product offerings, particularly in social media and CTV [24][55] - A refreshed brand strategy was unveiled, emphasizing IAS's role as a leading global media measurement and optimization platform [23] - The company is investing in differentiated technology to drive growth and meet evolving customer needs [55][128] Management's Comments on Operating Environment and Future Outlook - Management noted increased scrutiny on media quality and ROI, with marketers being more disciplined in their spending [14][78] - The company is cautiously optimistic about the second half of the year, expecting continued revenue growth and strong profitability [21][46] - The midpoint of the full-year revenue outlook has been raised to $462 million, reflecting ongoing business momentum [21][63] Other Important Information - IAS has received the industry's first accreditation for CTV viewable impressions from the Media Rating Council [33] - The company is actively developing sustainability initiatives, including partnerships to provide transparency in carbon emissions reporting [35][36] Q&A Session Summary Question: What is the coverage evolution for large clients on the platform? - Clients typically launch measurement first and then optimization, with ongoing investments in innovation and prioritization in large tech platforms [48] Question: What are the trends in optimization segment pricing and volume? - Optimization volumes continued at Q1 levels, with a slight decline in average CPM due to shifts in product mix [69] Question: How is the macro environment affecting performance? - Marketers are focused on efficiency and ROI, with strong contributions from platforms like Meta and TikTok driving social growth [78] Question: What is the expected revenue contribution from new partnerships? - Revenue from new product lines like Meta Reels is anticipated to ramp in 2024, with ongoing product adoption in the back half of 2023 [85][95] Question: How is the company addressing the mid-market initiative? - The company is seeing a nice uptick in mid-market penetration, particularly with Context Control products [131] Question: What is the impact of the MediaMath bankruptcy? - There was no material impact from the MediaMath bankruptcy on the company's performance in Q2 [88]

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 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) For the quarterly period ended June 30, 2023 (State or othe ...

Integral Ad Science Holding Corp. (NASDAQ:IAS) Q1 2023 Earnings Conference Call May 4, 2023 5:00 PM ET Company Participants Jonathan Schaffer – Vice President-Investor Relations Lisa Utzschneider – Chief Executive Officer Tania Secor – Chief Financial Officer Conference Call Participants James Heaney – Jefferies Matt Cost – Morgan Stanley Jason Helfstein – Oppenheimer Brian Fitzgerald – Wells Fargo Mark Kelley – Stifel Andrew Marok – Raymond James Justin Patterson – KeyBanc Raimo Lenschow – Barclays Jason K ...

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, 2023 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 OR 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 ...

We include statements and information in this presentation concerning our industry ranking and the markets in which we operate, including our general expectations and market opportunity, which are based on information from the Company's internal estimates and research, independent industry organizations and other third-party sources (including a third-party market study, industry publications, surveys and forecasts). While IAS believes these Company internal and third-party sources to be reliable as of the ...

Integral Ad Science Holding Corp. (NASDAQ:IAS) Q4 2022 Earnings Conference Call March 2, 2023 5:00 PM ET Company Participants Jonathan Schaffer – Vice President-Investor Relations Lisa Utzschneider – Chief Executive Officer Tania Secor – Chief Financial Officer Conference Call Participants Jason Helfstein – Oppenheimer Mark Kelley – Stifel James Heaney – Jefferies Brian Fitzgerald – Wells Fargo Andrew Marok – Raymond James Ian Peterson – Evercore Operator Thank you for standing by, and welcome to IAS Fourt ...

Digital Advertising Market - The digital advertising market is projected to reach $835 billion in global spend by 2026, growing at a compound annual growth rate (CAGR) of 8% from 2022 to 2026[24]. - U.S. CTV ad spend is expected to more than double from $21.2 billion in 2022 to $43.6 billion in 2026[29]. - Advertisers are projected to lose approximately $100 billion in annual ad spend to ad fraud by 2024, up from approximately $42 billion in 2019[27]. Company Performance - Revenue for the year ended December 31, 2022, was $408.3 million, representing a 26.3% increase from $323.5 million in 2021[485]. - Operating income for 2022 was $15.2 million, compared to a loss of $33.0 million in 2021, indicating a significant turnaround[485]. - Net income for 2022 was $15.4 million, compared to a net loss of $52.4 million in 2021, marking a substantial improvement[485]. Customer Metrics - Net revenue retention rates for advertising customers were 118%, 128%, and 108% for the years ended December 31, 2022, 2021, and 2020, respectively[24]. - The company has an average customer tenure of 7.8 years for its top 100 customers from 2012 through 2022[43]. - As of December 31, 2022, the company had 2,103 advertising customers, with a strong historical net revenue retention rate of 118%, 128%, and 108% for the years 2022, 2021, and 2020 respectively[84]. Market Opportunities - The global market opportunity for ad verification solutions is estimated to be $9.5 billion, expected to grow at a CAGR of 16.2% from 2021 to 2025[33]. - The global market opportunity for ad measurement and effectiveness solutions is estimated to be $6.3 billion, expected to grow at a CAGR of 20.5% from 2021 to 2025[34]. Technology and Solutions - The company processes over 100 billion daily web transactions on average, providing real-time insights and analytics[23]. - The IAS Signal platform provides real-time analytics and reporting, enabling clients to optimize their media spend effectively[53]. - The company employs a three-pillar approach for ad fraud detection, utilizing machine learning, rules-based detection, and malware analysis[66]. Financial Position - Total assets increased to $1,168.7 million as of December 31, 2022, compared to $1,129.5 million in 2021, reflecting a growth of approximately 3.5%[484]. - Cash and cash equivalents rose to $86.9 million in 2022, up from $73.2 million in 2021, representing an increase of about 18.5%[484]. - Long-term debt decreased to $223.3 million in 2022 from $242.8 million in 2021, a reduction of about 8.0%[484]. Employee Metrics - The employee headcount increased by 75 from December 31, 2021, to December 31, 2022, with approximately 35% of employees in research and development[101]. - The company has generated strong customer relationships, with an average customer tenure of 7.8 years for its top 100 customers since 2012[84]. Compliance and Regulations - The company is subject to various data privacy laws, including GDPR and CCPA, which may require modifications to data processing practices and incur substantial compliance costs[110]. - The company is classified as an "emerging growth company" and will remain so until it meets certain revenue or market value thresholds[116]. Investment and Capital Expenditures - The company incurred software development costs of $15,379, $13,654, and $9,380 for the years ended December 31, 2022, 2021, and 2020, respectively, indicating a year-over-year increase of 12.0% from 2021 to 2022[565]. - Capitalized costs for internal use software increased from $9,380 in 2020 to $15,379 in 2022, reflecting a growth of 64.0% over the two-year period[565]. Debt and Interest - Interest rates applicable to borrowings increased to 6.2% as of December 31, 2022, compared to 2.2% in the previous year[472]. - The company had total outstanding debt of $225.0 million under its Revolver as of December 31, 2022[472].

☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ______________ to ______________ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q For the quarterly period ended September 30, 2022 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 OR Commission File Number: 001-40557 INTEGRAL AD SCIENCE HOLDING CORP. (Exact name of registrant as specified in its charter) Delaware ...

Financial Data and Key Metrics Changes - The company reported a strong revenue growth of 34% to $100.3 million, exceeding prior guidance of $97 million to $99 million [31][28] - Adjusted EBITDA for the second quarter increased 23% year-over-year to $31.6 million, maintaining a margin of 31% [39][28] - Net income for the quarter was $2 million, marking the second consecutive quarter of profitability [39][28] Business Line Data and Key Metrics Changes - Programmatic revenue grew 51% year-over-year, representing 57% of total revenue from advertisers [32][31] - Context Control, a contextual avoidance solution, accounted for 45% of total programmatic revenue, up from 41% in the previous quarter [32][10] - Advertiser Direct revenue increased by 4% year-over-year, with video accounting for 48% of total Advertiser Direct revenue, up from 45% [33][34] Market Data and Key Metrics Changes - International revenue represented 31% of total revenue for the second quarter, with a 7% increase in international revenue [19][35] - Revenue from the Americas was $68.7 million, up 51%, while EMEA and APAC revenues were $23.6 million and $8 million, respectively [36] Company Strategy and Development Direction - The company is focusing on expanding its product offerings, including new solutions for social media and CTV, and has launched partnerships with platforms like TikTok and Spotify [17][15] - IAS is investing in emerging markets, including LatAm and Southeast Asia, to enhance its global reach [19][20] - The company is revising its full-year outlook to reflect macroeconomic headwinds but remains optimistic about long-term growth [28][27] Management's Comments on Operating Environment and Future Outlook - Management noted softness in some verticals and longer sales cycles due to macroeconomic conditions, expecting these trends to continue into Q4 [27][28] - The company anticipates achieving full-year revenue growth of approximately 24% and maintaining adjusted EBITDA margins at around 31% [28][42] Other Important Information - IAS has appointed Thomas Joseph as the new Chief Technology Officer to lead tech innovation [49][48] - The company is experiencing a significant uptick in the adoption of its Context Control solution, with a 25% increase in targeting customers quarter-over-quarter [58][57] Q&A Session Summary Question: Reason for guidance down - Management indicated that the guidance down is due to observed softness in the market, including lower marketer spend and longer sales cycles [52][51] Question: Strength in the Americas - The growth in the U.S. is attributed to the strong adoption of Context Control, which has accelerated programmatic business [53][52] Question: Update on targeting adoption for Context Control - There has been a 25% increase in targeting customers quarter-over-quarter, with 86 of the top 100 accounts using Context Control for avoidance [58][57] Question: Decline in large customers - The decline was due to a few large advertisers dipping below the $200,000 threshold, not significant losses [61][60] Question: Digital advertising and recession - Management noted that marketers focus more on ROI and media quality during soft economies, which could impact certain verticals more than others [67][66] Question: Social media share from open web - Social media is gaining share, with 43% of Advertiser Direct revenue coming from social platforms, up from 40% [78][77] Question: Competitive environment - The company is seeing an uptick in win rates, now slightly above 80%, with strong performance in both U.S. and international markets [80][79] Question: Macroeconomic weakness - The weakness is attributed to lower marketer spend and delayed activations, with expectations for continued impact into Q4 [88][87] Question: Impact of Google's cookie deprecation delay - The delay raises awareness of the shift to contextual targeting, providing marketers more time to plan [90][89] Question: Client renewals and negotiations - Over 90% of renewals are evergreen, and pricing is expected to hold steady [96][95] Question: Areas for growth - The company is focused on expanding into new total addressable markets (TAMs) such as audio and gaming [99][98]