NASDAQ$IAS

Integral Ad Science Holding Corp · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Integral Ad Science reported Q4 2024 revenue of $530.1M, net income of $37.8M.

For Q4 2024, Integral Ad Science reported Revenue was $530.1M, net income was $37.8M. Management discusses segment trends, liquidity, and outlook in the quarterly filing.

  • Revenue $530.1M for Q4 2024.
  • Net income $37.8M.
  • MD&A highlights operating priorities, liquidity, and sector risks.

Headline financials

Total Revenue

$530M

Previous: $134M+294.7%
EPS (adj)

$0.09

Previous: $0.06+50.0%
Gross Profit Margin

78.0%

No prior period
Net Income Margin

10.0%

No prior period
Adjusted EBITDA Margin

40.0%

No prior period
Net Income

$37.8M

Previous: $10.2M+271.9%
Operating Income

$25.5M

Previous: $16.5M+54.5%
Gross Profit

$120M

Previous: $106M+12.9%

Revenue & EPS history

IAS · Revenue · Quarterly

$530M

Q4 2024+294.7%vs Q4 2023
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

IAS · $120M total across 3 segments · Q3 2023

  • Optimization Revenue
    $57M
  • Measurement Revenue
    $47.8M
  • Publisher Revenue
    $15.5M

Forward guidance

Management cites product investment, subscriber growth, and margin discipline.

Tailwinds

  • Platform or subscription metrics support the growth narrative.
  • Cost actions may improve profitability over time.

Headwinds

  • Macro and competition can pressure growth and ARPU.
  • Marketing and R&D spend may weigh on near-term earnings.

Historical earnings impact

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

Avg. return before/after earnings

Based on 3 quarterly earnings reports

Historical avg

+3.2%

Avg return

Earnings day

+4.2%

Avg return

5 days after

+3.8%

Avg return

30 days after

64%

14 / 22 earnings

Positive

+34.4%

Q3 2022

Best reaction

-40.7%

Q4 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025
Q3 2025+0.0%+0.1%+0.3%
Q2 2025+13.0%+13.5%+9.8%
Q1 2025-0.2%-1.0%+1.2%
Q4 2024+9.0%
Q3 2024-15.2%
Q2 2024+11.3%
Q1 2024+13.9%
Q4 2023-40.7%
Q3 2023+20.8%
Q2 2023-19.4%
Q1 2023+6.4%
Q4 2022+13.2%
Q3 2022+34.4%
Q2 2022-7.5%
Q1 2021+5.8%
Q1 2022+5.8%
Q4 2019-1.5%
Q4 2021-1.5%
Q3 2021+7.9%
Q3 2020+7.9%
Q4 2020+3.5%
Q2 2021+3.5%
Q2 2020
Q1 2020

Discussion

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