Core Insights - Comscore, Inc. reported a revenue of $89.4 million for Q2 2025, reflecting a 4.1% increase from $85.8 million in Q2 2024, driven by a 60% growth in cross-platform revenue and double-digit growth in local TV offerings [4][9][29] - The company experienced a net loss of $9.5 million in Q2 2025, compared to a net loss of $1.7 million in Q2 2024, resulting in a net loss margin of 10.6% [6][9][21] - Adjusted EBITDA for the quarter was $8.9 million, up 25% year-over-year from $7.2 million in Q2 2024, with adjusted EBITDA margins improving to 10.0% from 8.3% [7][9][31] Business and Financial Highlights - Revenue from Content & Ad Measurement increased by 6.3% year-over-year, while Research & Insight Solutions revenue declined by 7.4% [4][29] - Core operating expenses rose to $90.4 million, a 4.6% increase from $86.5 million in Q2 2024, primarily due to higher employee compensation [5] - As of June 30, 2025, the company had cash and cash equivalents totaling $29.5 million, with outstanding debt of $44.8 million [8] 2025 Outlook - Comscore is maintaining its full-year revenue and adjusted EBITDA guidance, anticipating balanced growth opportunities in local TV and cross-platform solutions, while expecting declines in syndicated digital products [9][10] - The company expects third-quarter revenue to be roughly flat compared to the prior year, influenced by the timing of revenue recognition from a key contract [10]

Core Viewpoint - Comscore, Inc. plans to hold a conference call to discuss its financial results for the second quarter ended June 30, 2025, on August 5th at 5:00 p.m. ET [1] Company Overview - Comscore is a global partner for planning, transacting, and evaluating media across various platforms, providing insights into digital, linear TV, over-the-top, and theatrical viewership [4] - The company combines audience intelligence with advanced insights to help media buyers and sellers quantify multiscreen behavior and make informed business decisions [4] - Comscore is recognized as a leader in measuring digital and TV audiences and advertising at scale, serving as a reliable third-party source for cross-platform measurement [4] Conference Call Details - Interested parties can access the conference call via live webcast or telephone, with registration required for telephone participation [2] - A replay of the conference call will be available via webcast after the event [3]

Core Insights - Comscore has announced a multi-year partnership with HyphaMetrics to enhance cross-platform measurement capabilities in the media industry [1][3] - The partnership will leverage HyphaMetrics' 'Unified Individual Media Metric' to provide a more precise understanding of audience behavior across various platforms [2][4] - This collaboration aims to deliver advanced reporting and insights into streaming behaviors, particularly for SVOD, AVOD, and FAST channels, in preparation for the 2026/2027 upfront season [3][4] Company Overview - Comscore is recognized as a global leader in measuring and analyzing consumer behaviors across digital, linear TV, and over-the-top platforms, providing reliable cross-platform measurement [5] - HyphaMetrics specializes in bridging the gap between TV and digital media through its proprietary technology that captures comprehensive audience behavior across all media consumption forms [6]

Core Insights - Comscore has received expanded certification from the U.S. Joint Industry Committee (JIC) for its national TV measurement solution, now including Personified Demographics through its big data methodology [1][2] - This certification allows Comscore to be recognized for transaction across all JIC classifications for national currency use cases, enhancing its credibility in the media measurement industry [2][3] - Comscore is the only provider with JIC certification for all evaluated measurement categories and Media Rating Council (MRC) accreditation, solidifying its leadership in audience measurement [3][4] Company Overview - Comscore is a global partner for planning, transacting, and evaluating media across various platforms, integrating digital, linear TV, over-the-top, and theatrical viewership [5] - The company empowers media buyers and sellers with advanced audience insights, enabling them to quantify multi-screen behavior and make informed business decisions [5] - Comscore is recognized as a reliable third-party source for comprehensive cross-platform measurement in the advertising industry [5]

Comscore Conference Call Summary Company Overview - **Company**: Comscore - **Industry**: Media Measurement and Analytics Key Points and Arguments Cross-Platform Measurement - Comscore is focusing on cross-platform capabilities, which were a key thesis when merging with Rentrak in 2016. This capability is increasingly important in the current media landscape [5][6] - Cross-platform measurement has grown from less than 10% of Comscore's business to an expected 20% by 2025, with a growth rate of 30-40% annually [6][37] - The industry still operates in silos, making it challenging to implement cross-platform solutions effectively [7][8] Market Dynamics - The shift in consumer viewing habits has led to a fragmentation in media consumption, with linear television viewing dropping to 50% of all audiences [8][9] - Comscore's competitive advantage lies in its ability to provide a holistic view of audiences across various platforms, including linear TV, digital, and social media [13][19] Pricing and Revenue - Comscore has successfully increased pricing in certain areas, particularly for its Proximic audience segments, which cater to privacy-compliant advertising [32][36] - The company has renegotiated contracts with major data partners, resulting in significant cost savings, such as $35 million in cash and operating expense savings from a deal with Charter [82][83] Product Development and Innovation - Comscore has launched a curated deal ID capability with Magnite, allowing advertisers to target audiences on trusted publisher sites [23][28] - The company has improved its real-time data turnaround for linear TV to 48 hours, enhancing its advertising optimization capabilities [38][40] Local Measurement - Comscore is recognized as a key player in local measurement, competing effectively against Nielsen, which has faced challenges in this area [62][63] - The local advertising market is valued at $20 billion, and Comscore's investments in this segment are seen as a significant differentiator [62][63] Financial Health - Comscore has made progress on its balance sheet, raising $45 million to support investments in cross-platform capabilities [55][56] - The company acknowledges ongoing challenges with its capital structure but feels more optimistic about its financial flexibility compared to the previous year [59][60] Future Outlook - Comscore believes it is still in the early stages of capitalizing on its cross-platform capabilities and expects continued growth in this area [37] - The company is focused on leveraging its data partnerships and technological investments to maintain its competitive edge in the media measurement space [78][79] Additional Important Insights - The company is not directly involved in creative content measurement but provides valuable insights for content producers on monetization strategies [45][46] - Comscore's partnerships with MVPDs and DTC platforms enhance its measurement capabilities, allowing it to capture a comprehensive view of consumer behavior [76][78] - The local broadcasting landscape remains robust, with significant investments being made in local content, despite challenges in news funding [64][66]

Financial Data and Key Metrics Changes - Total revenue for Q1 2025 was $85.7 million, down 1.3% from $86.8 million in the same quarter last year [13] - Adjusted EBITDA for the quarter was $7.4 million, up 2.8% year over year, resulting in an adjusted EBITDA margin of 8.6% [14][15] - The company expects full year revenue for 2025 to be in the low end of the previously provided range of $360 million to $370 million [16][17] Business Line Data and Key Metrics Changes - Content and ad measurement revenue was $73.2 million, slightly up from the prior year, driven by growth in cross platform and local TV offerings [13] - Cross platform revenue increased by 20.5% year over year to $9.7 million, supported by growth in Proximic and Comscore campaign ratings [13] - Syndicated audience revenue decreased by 1.7% to $63.5 million, primarily due to declines in national TV and syndicated digital products [14] - Research and Insight Solutions revenue was down 11.5% to $12.5 million, attributed to lower renewals and timing of deliveries [14] Market Data and Key Metrics Changes - The company noted a cautious approach from advertisers in certain categories, impacting overall performance in the cross platform solution group [8] - The macroeconomic environment has created uncertainty, affecting ad spend, particularly in digital advertising [7] Company Strategy and Development Direction - The company is focused on driving greater adoption of its offerings, particularly for use in TV currency transactions [10] - The rollout of the cross platform content measurement product has been encouraging, addressing an unmet need for clients [11] - Comscore certified deal IDs were announced, aimed at improving targeting and efficiency in programmatic advertising [12] Management's Comments on Operating Environment and Future Outlook - Management expressed caution regarding expectations for Q2 revenues due to macroeconomic uncertainty impacting ad spend [8] - The company anticipates revenue in Q2 2025 to be in line with Q1 and roughly flat compared to Q2 2024, with expectations for revenue growth in the latter half of the year [17] - Management is monitoring industry and economic conditions to align expectations and strategy as needed [18] Other Important Information - The company achieved another accreditation from the MRC for its TV measurement offering, making it the only solution meeting MRC standards for both local and national TV measurement [5][6] - The company is making progress in addressing legacy workflows and technical debt, which has improved operational execution [6] Q&A Session Summary - No questions were raised during the Q&A session, leading to the conclusion of the conference call [19]

Core Insights - Comscore, Inc. reported a revenue of $85.7 million for Q1 2025, a decrease of 1.3% from $86.8 million in Q1 2024, with a notable growth of 20.5% in Cross-Platform revenue [3][9][30] - The company experienced a net loss of $4.0 million in Q1 2025, compared to a net loss of $1.1 million in Q1 2024, resulting in a net loss margin of 4.7% [5][22] - Adjusted EBITDA for the quarter was $7.4 million, slightly up from $7.2 million in Q1 2024, with adjusted EBITDA margins of 8.6% [6][31] Financial Performance - Revenue breakdown showed Content & Ad Measurement revenue increased by 0.8%, while Research & Insight Solutions revenue declined by 11.5% [3][30] - Core operating expenses were $87.1 million, a decrease of 0.3% from $87.4 million in Q1 2024, primarily due to lower data costs [4] - The company anticipates revenue for Q2 2025 to be in line with Q1 2025, projecting full-year revenue at the low end of the previously provided range of $360 million to $370 million [2][10] Balance Sheet and Liquidity - As of March 31, 2025, Comscore had cash, cash equivalents, and restricted cash totaling $34.5 million, with no outstanding borrowings under its revolving credit facility [7] - The outstanding debt principal under the senior secured term loan was $44.9 million [7] Market Position and Strategy - Comscore continues to be the only MRC-accredited national and local TV measurement service, highlighting its competitive advantage in the industry [2] - The company is taking a cautious approach regarding expectations for business segments dependent on advertising spend due to observed slowdowns in key categories [2]

Core Points - Comscore, Inc. plans to hold a conference call to discuss its financial results for Q1 2025 on May 6 at 5:00 p.m. ET [1] - The conference call will be accessible via live webcast and telephone registration [2] - A replay of the conference call will be available after the event [3] Company Overview - Comscore is a global partner for planning, transacting, and evaluating media across various platforms [4] - The company combines digital, linear TV, over-the-top, and theatrical viewership intelligence with advanced audience insights [4] - Comscore is recognized as a leader in measuring digital and TV audiences and advertising at scale, serving as a reliable source for cross-platform measurement [4] Investor and Media Contacts - John Tinker is the investor contact for Comscore, reachable at 212-203-2129 or jtinker@comscore.com [5] - Marie Scoutas is the media contact, available at 917-213-2032 or mscoutas@comscore.com [5]

Core Insights - Comscore has entered into a multi-season national and local TV measurement agreement with The Summit League, enhancing the League's ability to analyze viewer demographics and engagement patterns [1][2][3] - This partnership will provide Comscore as the TV measurement provider for the 2024-2025 and 2025-2026 basketball seasons, offering detailed insights into the performance of televised games [2][3] - The agreement marks Comscore's first TV measurement deal with an NCAA Division I athletic conference, solidifying its leadership in sports media measurement [3] Company Insights - Comscore is recognized as a global leader in measuring and analyzing consumer behaviors, providing advanced audience insights across various media platforms [4] - The company combines digital, linear TV, over-the-top, and theatrical viewership intelligence to empower media buyers and sellers [4] Industry Insights - The partnership reflects a growing demand for advanced audience measurement in sports broadcasting, particularly in college basketball [3] - The Summit League aims to leverage this data-driven approach to enhance its sponsorship value and overall media strategy [3]

Core Points - Comscore has received accreditation from the Media Rating Council (MRC) for its household-level TV measurement, covering both national and local TV Time-Based Grid reports [1][2] - This accreditation builds on a previous award from the MRC, making Comscore the first provider to leverage big data for both local and national TV ratings [2] - Comscore is the only measurement service accredited by the MRC in all 210 local markets based on big data device tuning measurement [2][3] Company Insights - The MRC accreditation signifies that Comscore's methodologies and processes meet established standards for transparency and accountability in measurement [3] - Comscore's CEO emphasized that this accreditation reinforces the company's leadership in big-data measurement and provides reliable insights for advertisers and broadcasters [4] - The accreditation process involved a comprehensive audit by an independent CPA firm and approval from the MRC's Board of Directors [4] Industry Context - The MRC is a non-profit industry association established in 1963, aimed at ensuring valid, reliable, and effective measurement services across various media platforms [5] - Comscore is positioned as a trusted partner for media planning, transacting, and evaluation, combining digital and traditional media insights [6]