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 +3.54% change in stock price 10 days leading up to the earnings, and a +0.24% change 10 days following the report. On the earnings day itself, the stock moves by +0.77%. 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
133.53M
10.97%
3.51%
Gross Margin
67.34%
0.40%
0.78%
Operating Margin
13.45%
27.97%
11.90%
Net Margin
12.05%
205.42%
102.18%
EPS
0.10
211.11%
100.00%
No Data Available
IAS Earnings Analysis
Integral Ad Science Holding Corp. Common Stock Corporation (IAS.O) Earnings Conference Call
Positive
Quarterly Revenue Increase: We reported a double-digit increase in total revenue for the quarter, with growth across our optimization, measurement and publisher businesses.
Technology and Innovation Advancement: We also advanced our technology and product innovation, expanded platform partnerships, including our first-to-market meta optimization solution, one new customers, including from Oracle and announced strategic senior level hires, while we made significant progress towards positioning IAS for long-term sustainable performance.
Q3 Revenue Growth Challenges: Our third quarter revenue growth of 11% was limited by a slow down in volume growth in the near-term, most notably in CPG and retail.
EBITDA Performance Exceeds Expectations: We exceeded our adjusted EBITDA expectations for the third quarter by diligently managing our costs.
Record EBITDA Margin: We reported a record third quarter adjusted EBITDA margin of 38%, which we expect to maintain in the fourth quarter.
Negative
Revenue Growth Limitations: The revenue growth for the third quarter was limited by a slowdown in volume growth in the near term, particularly in CPG and retail.
Budget Cuts Impacting Spending: We attribute this to budget cuts and delays in digital media spending in these verticals in the second half of the quarter.
Product Adoption vs. Monetization: While we're seeing healthy adoption of several new products launched this year, we experienced lower-than-anticipated monetization in the period.
Third Quarter Revenue Increase: Total revenue in the third quarter increased 11% to $133.5 million, but the growth was not as strong as expected due to the factors mentioned.
Product Monetization Challenges: We are also factoring in lower-than-anticipated monetization of new products launched earlier this year.
IAS FAQs
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IAS Earning Call Sentiment
Integral Ad Science Holding Corp. (IAS) Q3 2024 Earnings Call Transcript
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IAS.O
0%Positive
The earnings call summary indicates strong financial performance with an 11% revenue increase, improved gross profit margin, and positive net income. The Q&A section reveals some concerns about CPG and retail dynamics, but overall, the sentiment remains positive due to successful Oracle integrations and optimistic 2025 growth outlook. The market cap suggests moderate sensitivity, and the positive financial results and guidance, despite some uncertainties, lead to a prediction of a positive stock price movement (2% to 8%) over the next two weeks.