NASDAQ$IAC

IAC Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

IAC's financial performance improved with strategic partnerships and revenue growth in key segments.

IAC's Q1 2024 results showed improvement in operating loss and Adjusted EBITDA, driven by Dotdash Meredith's digital revenue growth and strategic partnership with OpenAI. Angi Inc. saw revenue decline but improved profitability, while Emerging & Other revenue decreased due to the sale of Roofing and Mosaic Group assets. Overall, IAC's net earnings decreased due to unrealized gains on investment in MGM Resorts International.

  • Dotdash Meredith announced a strategic partnership and licensing agreement with OpenAI, with digital revenue increasing by 13%.
  • Angi Inc. revenue declined by 14%, but operating income and Adjusted EBITDA increased.
  • Emerging & Other revenue decreased by 34% due to the sale of Roofing and Mosaic Group assets.
  • IAC holds 64.7 million shares of MGM Resorts International, worth $2.7 billion as of May 3, 2024.

Headline financials

Total Revenue

$930M

Previous: $1.08B-14.3%
EPS

$0.51

Previous: $4.57-88.8%
People Inc. Digital Revenue

$209M

No prior period
People Inc. Print Revenue

$186M

No prior period
Total Sessions (in millions)

2.8B

No prior period
Core Sessions (in millions)

2.3B

No prior period
Capital Expenditures

-$15.7M

Previous: -$21.9M+28.1%
Free Cash Flow

$29.3M

Previous: $396M-92.6%
Net Income

$45M

Previous: $418M-89.2%
Operating Income

-$59.2M

Previous: -$136M+56.4%
Gross Profit

$658M

Previous: $742M-11.4%
Cash & Equivalents

$1.51B

Previous: $1.4B+7.7%
Total Assets

$10.4B

Previous: $10.8B-3.7%
R&D Expense

$87M

No prior period

Revenue & EPS history

IAC · Revenue · Quarterly

$930M

Q1 2024-14.3%vs Q1 2023
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

IAC and Angi Inc. will host a conference call on May 8, 2024, at 8:30 a.m. Eastern Time to discuss their first quarter results. The conference call will include forward-looking information that may be material to investors.

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 2024

Historical avgQ1 2024

+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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