IAS Earnings Prediction
The chart below shows how IAS performed 10 days before and after its earnings report, based on data from the past quarters. Typically, IAS sees a +3.80% change in stock price 10 days leading up to the earnings, and a -1.26% change 10 days following the report. On the earnings day itself, the stock moves by +2.00%. This data can give you a slight idea of what to expect for the next quarter's release.
IAS Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
153.04M
13.96%
14.61%
Gross Margin
64.94%
-4.64%
-3.56%
Operating Margin
20.80%
60.00%
54.65%
Net Margin
9.98%
31.84%
-17.18%
EPS
0.09
50.00%
-10.00%
No Data Available
IAS Earnings Analysis
Integral Ad Science Holding Corp Corporation (IAS.O) Earnings Conference Call
Positive
Q4 Revenue Increase: Revenue in Q4 increased 14% to $153 million with a 40% adjusted EBITDA margin.
Revenue Growth and Margin: Full year 2024 revenue grew 12% to $530.1 million at a 36% adjusted EBITDA margin.
Consistent Rule of 40 Success: Exceeded the rule of 40 for the fourth consecutive year since IPO in 2021.
Product Suite Expansion: Introduced new capabilities in core measurement offerings and expanded pre-bid optimization product suite.
AI-Driven Media Quality Scaling: Successfully scaled AI-driven total media quality (TMQ) measurement product in social media, integrated with major platforms like Meta, YouTube, and TikTok.
Ad Spend Reduction Success: Achieved a 71% reduction in wasted ad spend on unsuitable content during testing of content block list solution on Meta.
Attention Measurement Product Launch: Launched differentiated quality attention measurement product, driving up to a 130% lift in conversion rates for high attention impressions.
Workflow Simplification for Advertisers: Expanded quality sync pre-bid segment to Amazon DSP and Google Display and Video 360, simplifying workflows for advertisers.
Publisher Revenue Surge: Publisher revenue increased 30% to $23.4 million, driven by new Publica products and increased political spend.
International Revenue Acceleration: International revenue growth accelerated in Q4, up 13% to $49 million, representing 32% of total revenue.
Major Customer Partnerships: Signed major new customer wins and renewals, including partnerships with Renault Nissan Mitsubishi, Marriott, EssilorLuxottica, and Prada.
Advertiser Revenue Retention Growth: Achieved a 107% advertiser net revenue retention rate in Q4, with growth in large advertising customers.
Debt Reduction and Cash Reserves: Reduced long-term debt by $30 million to $35 million, maintaining a healthy balance sheet with $84 million in cash and cash equivalents.
Negative
Slowing Revenue Growth Forecast: Revenue growth is slowing, with a forecast of only 12% year-over-year growth for 2025, which is a decrease from the 14% growth in Q4 2024.
Net Income Analysis: The company reported a net income of $15.3 million in Q4 2024, which, while an increase from $10.2 million in Q4 2023, indicates that profit growth is not keeping pace with revenue growth.
Advertiser Revenue Retention Challenges: Advertiser net revenue retention (NRR) was reported at 107%, reflecting lower advertising revenue growth for the trailing twelve-month period, which could indicate challenges in maintaining existing client spend.
Digital Advertising Competition Impact: The company is experiencing increased competition in the digital advertising space, which may impact future growth and profitability.
Stock Compensation Concerns: Stock-based compensation expenses were lower than expected at $13 million, but this could indicate a potential issue with employee retention or morale if compensation is not competitive enough.
IAS FAQs
How does IAS typically perform around its earnings report dates?
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IAS Earning Call Sentiment
Integral Ad Science Holding Corp. (NASDAQ:IAS) Q4 2024 Earnings Call Transcript
IAS.O
-0.33%Positive
The earnings call reveals strong financial performance with record high revenue and improved margins, indicating effective cost management. The optimistic guidance for 2025, coupled with strategic product launches and partnerships, suggests continued growth. However, some uncertainties remain, such as the impact of social media content changes and the China market strategy. Despite these, the overall sentiment is positive, driven by solid financials and growth prospects. The market cap suggests moderate volatility, leading to a predicted stock price increase of 2% to 8%.
