Integral Ad Science Q2 2025 Earnings Call Transcript Highlights

Integral Ad Science Holding Corp. (IAS) reported Q2 2025 earnings, with CEO Lisa Utzschneider stating that the company continued its business momentum with solid growth in revenue and adjusted EBITDA. CFO Alpana Wegner added that the company's strong performance was driven by its continued innovation and expansion in the advertising industry.

Integral Ad Science Holding Corp. (IAS) reported its second-quarter 2025 earnings, showcasing robust growth in revenue and adjusted EBITDA. The company's CEO, Lisa Utzschneider, highlighted that the company maintained its business momentum with solid financial performance. The company's CFO, Alpana Wegner, attributed the strong performance to continued innovation and expansion in the advertising industry.

In the quarter ended June 2025, IAS reported total revenue of $149.2 million, representing a 16% increase over the same period last year [1]. This growth was driven by a 16% increase in optimization revenue to $67.9 million, an 8% increase in measurement revenue to $57.0 million, and a 36% increase in publisher revenue to $24.3 million [2]. International revenue, excluding the Americas, also grew by 8% to $43.5 million, contributing to 29% of the total revenue for the second quarter [2].

The company's adjusted EBITDA margin increased to 35%, with net income reaching $16.4 million, or $0.10 per share, compared to $7.7 million, or $0.05 per share, in the prior-year period [2]. Gross profit margin was 77% for the second quarter of 2025, indicating strong operational efficiency.

Looking ahead, IAS has raised its full-year 2025 revenue and adjusted EBITDA outlook based on its positive second-quarter results. The company expects total revenue of $597 million to $605 million and adjusted EBITDA of $208 million to $214 million for the year ending December 31, 2025 [2].

The company's recent business highlights include the launch of new contextual category reporting for Meta Platforms, a first-to-market partnership with Lyft, and a strategic partnership with Snap and Lumen. Additionally, IAS appointed Alpana Wegner as its CFO and expanded its credit facility.

Shares of IAS have returned -2.8% over the past month, compared to a +1.2% change in the Zacks S&P 500 composite [1]. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

References:
[1] https://www.nasdaq.com/articles/heres-what-key-metrics-tell-us-about-integral-ad-science-ias-q2-earnings
[2] https://www.prnewswire.com/news-releases/ias-reports-second-quarter-2025-financial-results-302524736.html