NASDAQ$IAC

IAC Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

IAC reported Q4 2024 revenue of $989.3 million, a 6% decline year-over-year. The company posted an operating income of $50.6 million and a net loss of $199.0 million, primarily due to a $287.4 million unrealized loss on its MGM Resorts investment. Adjusted EBITDA was $142.0 million, down 9% from Q4 2023. Dotdash Meredith continued to drive digital revenue growth, while Angi Inc. saw a decline in performance. Free cash flow for the full year increased significantly to $289 million.

Headline financials

Total Revenue

$989M

Previous: $1.06B-6.5%
EPS (adj)

-$2.39

Previous: $3.70-164.6%
Total Sessions (in millions)

2.7B

No prior period
Core Sessions (in millions)

2.3B

No prior period
Advertising Revenue

$192M

No prior period
Performance Marketing Revenue

$86.5M

No prior period
Licensing and Other Revenue

$32.3M

No prior period
Net Income

-$199M

Previous: $121M-264.4%
Operating Income

$50.6M

Previous: $144M-64.8%

Revenue & EPS history

IAC · Revenue · Quarterly

$989M

Q4 2024-6.5%vs Q4 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 expects mixed performance in FY 2025, with continued digital growth at Dotdash Meredith but ongoing challenges in other segments. The company plans to complete the Angi Inc. spin-off in the first half of 2025.

Tailwinds

  • Dotdash Meredith digital revenue expected to grow 10% in FY 2025.
  • IAC Board approved plan to spin off Angi Inc., improving focus.
  • Improved financial flexibility after Dotdash Meredith loan repricing.
  • Free cash flow increased significantly in FY 2024.
  • Cost reductions and operational efficiencies being implemented.

Headwinds

  • Angi Inc. revenue expected to decline in Q1 2025 before improving.
  • Search segment revenue down significantly year-over-year.
  • Emerging & Other revenue expected to decline further in FY 2025.
  • Ongoing legal and restructuring costs impacting profitability.
  • CEO transition and leadership changes may create uncertainty.

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 Q4 2024

Historical avgQ4 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%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro