NASDAQ$IAC

IAC Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Released first quarter results with revenue of $1.1 billion.

IAC's first quarter results revealed revenue of $1.1 billion. Free cash flow increased by $20.9 million to $3.3 million due to higher Adjusted EBITDA and lower capital expenditures. Between February 14, 2023 and May 5, 2023, IAC repurchased 3.1 million common shares for an aggregate of $158 million.

  • Q1 revenue was $1.1 billion.
  • Free cash flow increased $20.9 million to $3.3 million.
  • Net cash provided by operating activities was $25.2 million, a $12.3 million increase year-over-year.
  • Between February 14, 2023 and May 5, 2023, IAC repurchased 3.1 million common shares for an aggregate of $158 million.

Headline financials

Total Revenue

$1.08B

Previous: $1.33B-18.2%
EPS (adj)

$4.57

Previous: -$2.72+268.0%
Capital Expenditures

-$21.9M

Previous: -$30.5M+28.3%
Free Cash Flow

$396M

Previous: -$266M+248.7%
Net Income

$418M

Previous: -$236M+277.2%
Operating Income

-$136M

Previous: -$109M-24.6%
Gross Profit

$742M

Previous: $788M-5.8%
Cash & Equivalents

$1.4B

Previous: $1.85B-24.5%
Total Assets

$10.8B

Previous: $11.9B-9.6%

Revenue & EPS history

IAC · Revenue · Quarterly

$1.08B

Q1 2023-18.2%vs Q1 2022
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

IAC · $282M total across 3 segments · Q3 2022

  • Search
    $167M
  • Care.com
    $76.3M
  • Emerging & Other
    $39M

Forward guidance

The conference call on May 10, 2023, will include the disclosure of certain information, including forward-looking information, which may be material to an investor’s understanding of IAC’s and Angi Inc.’s businesses.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

+0.5%

Avg return

Earnings day

+1.2%

Avg return

5 days after

+1.1%

Avg return

30 days after

58%

37 / 64 earnings

Positive

+17.0%

Q2 2018

Best reaction

-16.8%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-7.2%-2.4%-6.4%
Q4 2025+2.9%-0.8%+2.9%
Q3 2025-1.7%+2.1%+11.1%
Q1 2025-3.6%+4.7%+2.6%
Q4 2024+5.8%+14.7%+8.7%
Q3 2024-9.9%-12.2%-13.5%
Q2 2024+7.7%+9.9%+14.4%
Q1 2024-1.2%-1.2%-10.2%
Q4 2023+9.0%+11.4%+0.1%
Q3 2023+1.3%+2.5%+8.4%
Q2 2023-16.8%-13.0%-20.0%
Q1 2023+10.9%+6.8%+8.2%
Q4 2022+3.6%+1.0%-2.4%
Q3 2022-4.5%+10.0%+2.3%
Q2 2022-5.9%-2.6%-17.6%
Q1 2022+2.5%+5.6%+14.5%
Q4 2021-8.2%-16.8%-21.4%
Q3 2021-5.3%-8.1%-17.1%
Q2 2021-0.9%-2.8%-2.0%
Q1 2021+3.7%+1.9%-1.1%
Q4 2020+1.2%+7.9%+1.0%
Q3 2020+6.6%+1.7%+11.0%
Q2 2020-9.1%-7.2%-5.3%
Q1 2020+3.5%+4.8%+24.3%
Q4 2019-3.8%-7.0%-22.0%
Q3 2019-0.6%-0.8%-2.7%
Q2 2019+10.1%+5.1%+5.0%
Q1 2019+2.6%+0.1%+1.1%
Q4 2018+4.4%+7.6%+0.5%
Q3 2018-5.5%-8.7%-9.1%
Q2 2018+17.0%+22.6%+29.1%
Q1 2018+3.3%+4.2%+14.0%
Q4 2017-5.1%-1.1%+13.3%
Q3 2017-2.9%-3.9%-3.7%
Q2 2017+7.0%+1.4%+8.0%
Q1 2017+1.6%+4.5%+12.1%
Q4 2016+5.9%+9.4%+7.4%
Q3 2016+0.8%+0.1%+1.0%
Q2 2016-4.9%-2.8%-5.4%
Q1 2016+12.2%
Q4 2015+3.0%
Q3 2015-0.6%
Q2 2015-1.2%
Q1 2015+2.7%
Q4 2014+1.9%
Q3 2014+0.1%
Q2 2014-5.2%
Q1 2014+0.4%
Q4 2013+2.5%
Q3 2013+3.5%
Q2 2013+1.0%
Q1 2013-0.9%
Q4 2012+0.5%
Q3 2012-0.3%
Q2 2012+1.2%
Q1 2012-0.3%
Q4 2011+3.2%
Q3 2011-3.7%
Q2 2011-6.0%
Q1 2011-0.2%
Q4 2010+0.4%
Q3 2010+0.2%
Q2 2010+0.9%
Q1 2010+0.2%

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