Financial Data and Key Metrics Changes - Total revenue for Q2 2025 was $89.4 million, up 4.1% from $85.8 million in the same quarter last year [11] - Adjusted EBITDA for Q2 was $8.9 million, up 24.5% year-over-year, resulting in an adjusted EBITDA margin of 10% [12] - Revenue guidance for the full year is maintained at $360 million to $370 million, with Q3 expected to be roughly flat compared to the prior year [13] Business Line Data and Key Metrics Changes - Content and ad measurement revenue was $76.8 million, up 6.3% year-over-year, driven by growth in cross-platform and local TV offerings [11] - Cross-platform revenue reached $12.8 million, a significant increase of 60% compared to the prior year, attributed to higher usage of Proximic and Comscore campaign rating solutions [11] - Research and Insight Solutions revenue decreased by 7.4% to $12.6 million, primarily due to lower renewals and timing of deliveries for custom digital products [12] Market Data and Key Metrics Changes - Local TV offerings experienced double-digit growth, contributing to the overall revenue increase [5] - Syndicated audience revenue remained flat at $64 million, with declines in national TV and syndicated digital products offset by growth in other syndicated offerings [11] Company Strategy and Development Direction - The company aims to drive growth through execution in cross-platform solutions and a focus on currency adoption [7] - Comscore is positioning itself as a leader in cross-platform measurement, with a goal to break down market silos and enhance measurement capabilities [8] - The company has retained Goldman Sachs to advise on strategic and capital structure alternatives to benefit shareholders [14] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the growth in cross-platform and local TV offerings, maintaining a balanced view of expectations for the second half of the year [13] - The CEO highlighted the importance of delivering projects ahead of schedule, indicating progress in becoming a more agile organization [6] Other Important Information - The company reported a strong partnership expansion with Google, which positively impacted the quarter [6] - The launch of Comscore Content Measurement (CCM) is expected to provide a holistic view of audience behavior across platforms [9] Q&A Session Summary Question: Insights on the cross-content measurement product - Management noted strong client demand and positive feedback for the cross-platform content measurement product, which provides a unified view of audiences across different platforms [17][18] Question: Performance of Proximic - The majority of Proximic's growth is attributed to partnerships within the programmatic ecosystem, along with direct selling efforts to agencies and brand clients [20]

Second Quarter 2025 Q2 2025 Earnings Call Jon Carpenter Chief Executive Officer Mary Margaret Curry Chief Financial Officer Cautionary Note Regarding Forward-Looking Statements This presentation contains forward-looking statements within the meaning of federal and state securities laws, including, without limitation, our expectations, forecasts, plans and opinions regarding expected revenue and adjusted EBITDA margin for 2025, revenue and growth drivers, product adoption and demand, currency opportunities, ...

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 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]

Comscore is accredited by the MRC in all 210 local markets and national TV, based on big data device tuning measurementRESTON, Va., April 08, 2025 (GLOBE NEWSWIRE) -- Comscore, Inc. (Nasdaq: SCOR), a trusted partner for planning, transacting, and evaluating media across platforms, today announced it has been awarded accreditation by the Media Rating Council (MRC) for its household-level TV measurement. This accreditation covers Comscore’s national and local TV Time-Based Grid reports; specifically only hous ...

Core Insights - Comscore, Inc. has received accreditation from the Media Rating Council (MRC) for its household-level TV measurement, specifically for its national and local TV Time-Based Grid reports focusing on household, age, and gender metrics [1][2][3] Group 1: Accreditation Details - The recent MRC accreditation builds on a previous award, making Comscore the first provider to leverage big data for both local and national TV Time-Based Grid reports for Total Household Rating and Average Audience estimates [2] - Comscore is the only measurement service accredited by the MRC in all 210 local markets based on big data device tuning measurement [2] Group 2: Methodology and Impact - The MRC accreditation signifies that Comscore's methodologies and processes meet established standards for transparency and accountability in measurement [3] - The accreditation process involved a comprehensive independent audit by a CPA firm engaged by the MRC, culminating in approval from the MRC's Board of Directors [4] Group 3: Industry Position - The CEO of Comscore emphasized that this accreditation reinforces the company's leadership in big-data measurement and differentiates it in the evolving multi-currency TV landscape [4] - Comscore's unified measurement system provides advertisers and broadcasters with consistent and geographically precise insights, enhancing their business operations [4] Group 4: MRC's Role - The MRC, established in 1963, is a non-profit industry association aimed at ensuring valid, reliable, and effective measurement services across various media platforms [5]