Core Insights - Integral Ad Science (IAS) has launched exclusive content-level Brand Safety and Suitability measurement for advertisers on Kwai for Business, enhancing media quality and reducing brand risk for advertisers in Brazil and Indonesia [1][2][3] Group 1: Product Features - IAS's Total Media Quality (TMQ) for Kwai includes advanced Viewability and Invalid Traffic (IVT) Measurement, providing advertisers with industry-leading tools to ensure their ads reach real users in safe environments [1][3] - The TMQ for Kwai utilizes responsible AI for frame-by-frame analysis, combining image, audio, and text signals to accurately classify content, including misinformation, aligned with industry standards [3][4] - Advertisers will have access to enhanced reporting through IAS Signal, which includes key metrics such as Viewability, Time-in-View, Percent Completed, and IVT Rate [3][4] Group 2: Market Impact - The partnership with Kwai supports IAS's long-term international expansion strategy, particularly in the LATAM and APAC markets, allowing advertisers to reach over 100 million monthly active users in Brazil and Indonesia [2][4] - The collaboration aims to provide advertisers with trusted, third-party transparency, enhancing their ability to meet campaign goals on the Kwai platform [4][5] Group 3: Company Background - IAS is a leading global media measurement and optimization platform that delivers actionable data to improve results for advertisers, publishers, and media platforms [5] - Kwai is a popular social media video app in Brazil, allowing users to create and share content easily, with Kwai for Business serving as its commercial platform for sponsored content [6][7]

Core Insights - Integral Ad Science (IAS) has launched a new Quality Attention™ Optimization product aimed at helping advertisers enhance campaign performance by focusing on high attention scores [1][3] - IAS has partnered with Lumen Research to provide Social Attention measurement, allowing advertisers to assess attention across both programmatic and social campaigns [1][6] Product Features - The Quality Attention Optimization product is designed to automate the optimization of campaigns towards high-attention impressions, thereby improving overall attention scores and performance in digital display and video advertising [3][4] - IAS's attention measurement product has shown that campaigns can achieve up to a 130% increase in conversion rates when comparing high attention impressions to low attention impressions [2] Benefits for Advertisers - Advertisers can reduce costs and waste by optimizing away from low-attention inventory, leading to improved performance across the marketing funnel [5] - The product enables advertisers to target high-quality placements, increasing reach and ensuring ads are seen with greater attention [5] - By utilizing the new tools, advertisers can enhance brand awareness and meet or exceed key performance indicators (KPIs) by placing ads in optimal environments [5] Partnership and Future Developments - The collaboration with Lumen Research will enhance the scope of IAS's Quality Attention product and provide actionable insights through pre-bid segments [7] - The Social Attention Measurement feature will be available to IAS customers starting January 2025, further integrating attention metrics across platforms [7] Historical Context - IAS's Quality Attention measurement product was made generally available in January 2024, marking a significant advancement in unifying media quality and eye tracking with machine learning [8] - The measurement capabilities were expanded to mobile in-app advertising in July 2024, and attention metrics were extended to publishers in October 2024 [9]

Core Insights - Integral Ad Science (IAS) has achieved ISO/IEC 42001 certification, becoming the first measurement provider globally to receive this certification for its use of artificial intelligence [1][3][4] - The certification underscores IAS's commitment to responsible AI practices and governance, enhancing its reputation as a trustworthy business partner [4][5] Company Overview - IAS is a leading global media measurement and optimization platform that provides actionable data to advertisers, publishers, and media platforms [6] - The company utilizes AI and machine learning to analyze up to 280 billion interactions daily, enhancing its digital advertising platform [4][6] Certification Details - ISO/IEC 42001 is the first international standard for Artificial Intelligence Management Systems (AIMS), focusing on AI governance, risk management, data privacy, and ethical considerations [3][4] - The certification was conducted by Schellman, an accredited ISO 42001 certification body, specifically for IAS's Quality Attention product [3] Previous Certifications - In Q2 2024, IAS also received ISO 27001:2022 certification for its Information Security Management System, further demonstrating its commitment to high standards in business practices [5]

Expansion Strategy - Integral Ad Science (IAS) plans to expand into China to provide global advertisers with invalid traffic (IVT), fraud, and brand safety measurement solutions aligned with international and local standards [1] - The expansion includes the incorporation of a subsidiary in China to offer local support for Chinese advertisers aiming to grow their reach beyond China's borders [1] - This move supports IAS's long-term international expansion strategy and addresses the challenge of comprehensive measurement coverage across all markets [1] Market Opportunity - China's digital ad spending is projected to exceed $140 billion in 2024, making it the world's second-largest advertising market [2] - IAS aims to empower advertisers with actionable data to maximize return on investments and support growth in China's dynamic digital advertising landscape [2] Client and Partnership Focus - IAS has been developing its China market initiative with existing global luxury clients who have substantial media investments in China [3] - The company is committed to working with key industry partners to develop solutions tailored to China's unique advertising environment [3] - IAS is collaborating with IAB China to provide international brands with better access to global standards and introduce new technologies to the market [4] APAC Expansion - Earlier in 2024, IAS announced expansions into key APAC markets, including Hong Kong, Taiwan, Thailand, and Vietnam, along with senior leadership appointments [5] - IAS's APAC in-market operations now cover multiple markets across Australia, China, Hong Kong, India, Indonesia, Japan, Korea, Malaysia, Singapore, Taiwan, Thailand, and Vietnam [5] Company Overview - IAS is a leading global media measurement and optimization platform that delivers actionable data to drive superior results for advertisers, publishers, and media platforms [6] - The company's software ensures ads are seen by real people in safe and suitable environments, improving return on ad spend for advertisers and yield for publishers [6] - IAS's mission is to be the global benchmark for trust and transparency in digital media quality [6]

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 ...