While the top- and bottom-line numbers for Integral Ad Science (IAS) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Integral Ad Science (IAS) came out with quarterly earnings of $0.05 per share, beating the Zacks Consensus Estimate of $0.03 per share. This compares to loss of $0.01 per share a year ago.
Looking beyond Wall Street's top -and-bottom-line estimate forecasts for Integral Ad Science (IAS), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended March 2025.
Integral Ad Science Holding Corp. (NASDAQ:IAS ) Q4 2024 Results Conference Call February 28, 2025 8:30 AM ET Company Participants Jonathan Schaffer - Senior Vice President, Investor Relations Lisa Utzschneider - Chief Executive Officer Jill Putman - Interim Chief Financial Officer Conference Call Participants Mark Kelley - Stifel Youssef Squali - Truist Securities Jason Helfstein - Oppenheimer Raimo Lenschow - Barclays Robert Coolbrith - Evercore ISI Justin Patterson - KeyBanc James Heaney - Jefferies Andrew Marok - Raymond James Omar Dessouky - Bank of America Jason Kreyer - Craig-Hallum Rob Sanderson - Loop Capital Operator Good day and thank you for standing by. Welcome to the IAS Fourth Quarter 2024 Financial Results Conference Call.
Integral Ad Science (IAS 13.94%), a leader in digital ad verification, delivered its fourth-quarter earnings results on Feb. 28. The company reported revenue of $153 million, exceeding analysts' consensus estimate of $148 million and its own guidance range of $148 million to $150 million.
While the top- and bottom-line numbers for Integral Ad Science (IAS) give a sense of how the business performed in the quarter ended December 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Integral Ad Science (IAS) came out with quarterly earnings of $0.09 per share, missing the Zacks Consensus Estimate of $0.12 per share. This compares to earnings of $0.06 per share a year ago.
Integral Ad Science Holding Corp. IAS will release its financial results for the fourth quarter, before the opening bell, on Friday, Feb. 28, 2025.
Get a deeper insight into the potential performance of Integral Ad Science (IAS) for the quarter ended December 2024 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.
Oppenheimer believes Integral Ad Science (IAS) could be a significant beneficiary from Meta's (META) announcement that it will be ending third-party fact-checking in the U.S., lifting topic restrictions allowing for more speech and allowing political content back on the platform. In short, Meta is adopting the X approach to content moderation in the U.S. using Community Notes. The firm thinks this has the potential to be a significant tailwind to Integral Ad Science's brand safety and suitability products, most notably TMQ, or Total Media Quality. While Meta's changes will be gradual, it could be a second half of the year revenue tailwind for Integrated Ad Science, says Oppenheimer. The firm has an Outperform rating on Integral Ad Science. Integral Ad Science -0.265 (-2.66%) Meta Platforms -9.42 (-1.49%)
Shares have been under pressure due to weaker growth during 2024, caused by some factors which I consider to be temporary. Growth this year will be driven by cross selling its new products to existing customers, including the significant number which were added recently. Profitability remains solid, with Adjusted EBITDA margins for FY25 expected to reach 38%, with strong FCF conversion.
The consensus price target hints at a 39.3% upside potential for Integral Ad Science (IAS). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.