Integral Ad Science (IAS) closed the last trading session at $10.77, gaining 0.3% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $15 indicates a 39.3% upside potential.The mean estimate comprises 14 short-term price targets with a standard deviation of $1.84. While the lowest estimate of $12 indicates an 11.4% increase from the current price level, the most optimistic analyst expe ...

Financial Data and Key Metrics - Q3 2024 revenue increased by 11% YoY to $133.5 million, driven by growth in optimization, measurement, and publisher businesses [6][34] - Adjusted EBITDA margin reached a record 38% in Q3, exceeding expectations, and is expected to maintain this level in Q4 [9][40] - Net income for Q3 was $16.1 million, compared to a $13.7 million loss in Q3 2023 [41] - Q4 2024 revenue is expected to grow 11% YoY to $148-$150 million, representing 28% of full-year revenue [8][44] - Full-year 2024 revenue guidance is updated to $525-$527 million, with adjusted EBITDA expected at $185-$187 million [46] Business Line Performance - Optimization revenue grew 7% YoY to $61.1 million in Q3, driven by increased adoption of context control avoidance offerings [35] - Measurement revenue increased 11% YoY to $52.9 million, primarily due to higher adoption of the premium TMQ offering on global social platforms [35] - Social media revenue grew 21% YoY, accounting for 55% of measurement revenue and 22% of total revenue [36] - Publisher revenue increased 26% YoY to $19.5 million, outperforming expectations due to scaling of new Publica CTV products and political advertising [37] Market Performance - International revenue grew 11% YoY, contributing 31% ($41 million) of total Q3 revenue, with 44% of measurement revenue coming from outside the Americas [38] - The company won over 75 new Oracle customers since June, representing a 72% win rate on Oracle opportunities [15] - New Oracle wins include major brands like Peacock, Heineken, and Emirates, as well as platforms such as The Trade Desk and publishers like Dow Jones [16][17][18] Strategy and Industry Competition - The company is investing in CTV, aiming to unlock a projected $40 billion ad spend market by 2027 [29] - Strategic partnerships with prominent data providers are being pursued to enrich first-party media quality signals and expand monetization potential [31] - The company launched first-to-market pre-bid optimization solutions on Meta, TikTok, LinkedIn, and X, doubling the size of its social opportunity [27][26] - IAS Curation on Google Ad Manager was launched, allowing advertisers to consolidate bidding on high-quality inventory and target contextually relevant content [28] Management Commentary on Operating Environment and Future Outlook - Near-term revenue growth was limited by a slowdown in volume growth, particularly in CPG and retail verticals, due to budget cuts and delays in digital media spending [7][34] - The company expects double-digit revenue growth in 2025, driven by scaling of 2024 product launches, adoption of pre-bid optimization in social media, and full-year contributions from Oracle business [48][49] - Adjusted EBITDA margin in 2025 is expected to remain similar to 2024, keeping the company above the rule of 40 for the fifth consecutive year since IPO [50] Other Important Information - The company hired over 30 former Oracle employees, which is seen as an advantage in securing and onboarding Oracle customers [15] - Gross profit margin improved to 80% in Q3, up from 79% in the prior year period, due to optimized hosting costs [39] - Net revenue retention (NRR) for Q3 was 108%, reflecting the trend of overall advertising revenue growth over the trailing 12-month period [43] Q&A Session Summary Q: What impacted the Q3 and Q4 outlook? - A slowdown in volume growth, particularly in CPG and retail, due to budget cuts and delays in digital media spending, along with slower-than-expected ramp of new product adoption [52][53] Q: How is the integration of Oracle customers progressing? - The company won 75 new Oracle customers with a 72% win rate, focusing on integration, onboarding, and activation to ensure customers were live by October 1 [56][58] Q: Are there pricing pressures from Oracle wins? - The company offered competitive rates but focused on demonstrating the value of its differentiated technology and products [102][103] Q: What is the outlook for 2025? - Double-digit revenue growth is expected, driven by scaling of 2024 product launches, adoption of pre-bid optimization in social media, and full-year contributions from Oracle business [69][70][71] Q: How is the pre-bid optimization on Meta performing? - Early feedback from beta and GA advertisers has been positive, with pre-bid social optimization estimated to be a 2x revenue opportunity compared to post-bid measurement [77][78] Q: What is the opportunity with IAS Curation on Google Ad Manager? - The launch leverages IAS' contextual data to help advertisers consolidate bidding on high-quality inventory and target contextually relevant content more precisely [80] Q: How is the publisher revenue performing? - Publisher revenue grew 26% in Q3, driven by Publica CTV products and political advertising, with mid-teen growth expected for the full year [87][88][89] Q: What is the pricing environment like? - CPMs in measurement were down 6% in Q3, while optimization CPMs were consistent with the prior year, with significant opportunities to charge more for pre-bid social optimization [108]

Integral Ad Science (IAS) reported $133.53 million in revenue for the quarter ended September 2024, representing a year-over-year increase of 11%. EPS of $0.10 for the same period compares to -$0.09 a year ago.The reported revenue represents a surprise of -3.34% over the Zacks Consensus Estimate of $138.14 million. With the consensus EPS estimate being $0.08, the EPS surprise was +25.00%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations ...

Integral Ad Science (IAS) came out with quarterly earnings of $0.10 per share, beating the Zacks Consensus Estimate of $0.08 per share. This compares to loss of $0.09 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 25%. A quarter ago, it was expected that this digital advertising verification company would post earnings of $0.03 per share when it actually produced earnings of $0.05, delivering a surprise of 66.67%.Over the las ...

IAS= Q3 2024 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 tha ...

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 September 30, 2024 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 ...

IAS Reports Third Quarter 2024 Financial Results Total revenue increased 11% to $133.5 million Net income of $16.1 million at a 12% margin; adjusted EBITDA increased to $50.6 million at a 38% margin NEW YORK – November 12, 2024 – Integral Ad Science Holding Corp. (Nasdaq: IAS), a leading global media measurement and optimization platform, today announced financial results for the third quarter ended September 30, 2024. "We increased revenue at a double-digit rate in the third quarter, driven by our industry ...

Total revenue increased 11% to $133.5 millionNet income of $16.1 million at a 12% margin; adjusted EBITDA increased to $50.6 million at a 38% margin  NEW YORK, Nov. 12, 2024 /PRNewswire/ -- Integral Ad Science Holding Corp. (Nasdaq: IAS), a leading global media measurement and optimization platform, today announced financial results for the third quarter ended September 30, 2024."We increased revenue at a double-digit rate in the third quarter, driven by our industry-leading products and the contribution fr ...

Analysts on Wall Street project that Integral Ad Science (IAS) will announce quarterly earnings of $0.08 per share in its forthcoming report, representing an increase of 188.9% year over year. Revenues are projected to reach $138.14 million, increasing 14.8% from the same quarter last year.The current level reflects no revision in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections ove ...

Programmatic Buyers Can Maximize Media Quality and Returns With AI-Driven Supply Optimization at ScaleNEW YORK, Nov. 4, 2024 /PRNewswire/ -- Integral Ad Science (Nasdaq: IAS), a leading global media measurement and optimization platform, today announced the launch of IAS Curation with Google Ad Manager. IAS will now offer programmatic buyers a deal-based enrichment pathway designed to curate inventory at the source that meets the benchmarks for advertisers across context, brand safety and viewability while ...