IAC (IAC) Reports Q4 Earnings: What Key Metrics Have to Say

Core Insights - IAC reported a revenue of $645.98 million for Q4 2025, reflecting a year-over-year decline of 34.7% and an EPS of -$0.99, compared to -$2.39 a year ago, with a revenue surprise of +0.83% over the Zacks Consensus Estimate of $640.68 million and an EPS surprise of -248.32% compared to the consensus estimate of $0.67 [1] Revenue Performance - Digital Revenue for People Inc was $354.8 million, exceeding the average estimate of $336.95 million by four analysts, representing a year-over-year increase of +14.2% [4] - Revenue from Emerging & Other was $19.6 million, surpassing the average estimate of $15.86 million by four analysts, with a year-over-year increase of +18.1% [4] - People Inc revenue was reported at $511.8 million, slightly below the average estimate of $498.89 million, indicating a year-over-year decline of -2% [4] - Care.com generated $85.7 million in revenue, close to the average estimate of $85.89 million by four analysts [4] - Search revenue was $29 million, significantly below the average estimate of $40.24 million, showing a year-over-year decline of -67.5% [4] - Print Revenue for People Inc was $168.5 million, slightly below the average estimate of $169.44 million, reflecting a year-over-year decline of -22.7% [4] - Intersegment eliminations reported a revenue of -$11.4 million, worse than the average estimate of -$7.23 million, with a year-over-year increase of +75.4% [4] - Desktop Search revenue was $7.4 million, slightly below the average estimate of $7.63 million, with a year-over-year decline of -51.3% [4] - Ask Media Group Search revenue was $21.6 million, significantly below the average estimate of $32.81 million, indicating a year-over-year decline of -70.8% [4] Adjusted EBITDA - Adjusted EBITDA for People Inc was $142.2 million, close to the average estimate of $142.57 million by four analysts [4] - Adjusted EBITDA for Care.com was $18.6 million, slightly above the average estimate of $17.98 million by four analysts [4] Stock Performance - IAC shares have returned -4.9% over the past month, contrasting with the Zacks S&P 500 composite's +1.8% change, and the stock currently holds a Zacks Rank 2 (Buy), suggesting potential outperformance in the near term [3]