Integral Ad Science Q2 Revenue Rises 16% YoY, Raises Full-Year Outlook

Integral Ad Science reports Q2 EPS of 10 cents, beating the consensus estimate of 17 cents. Revenue was $149.2 million, exceeding the consensus estimate of $143.61 million, with a 16% increase driven by strong adoption of AI-powered products. The company raised its full-year 2025 outlook, citing positive Q2 results and a commitment to sustainable double-digit growth.

Integral Ad Science Holding (NASDAQ: IAS) reported its second-quarter earnings on July 2, 2025, with a GAAP EPS of $0.10, beating the consensus estimate of $0.17. The company's revenue for the quarter was $149.2 million, a 16% increase year-over-year (YoY) and exceeding the consensus estimate of $143.61 million [2].

The company's strong performance was driven by the adoption of AI-powered products, which contributed significantly to revenue growth across all business segments [2]. Additionally, publisher revenue surged 36% due to increased demand, contributing to overall revenue growth [2].

Integral Ad Science also raised its full-year 2025 outlook based on its positive Q2 results. The company expects total revenue for the year to be between $597 million and $605 million, and adjusted EBITDA to be between $208 million and $214 million [2]. For the third quarter of 2025, the company projects total revenue of $148 million to $150 million and adjusted EBITDA of $51 million to $53 million [2].

The company's stock has been performing well, with the current average analyst rating being "buy" and a median 12-month price target of $13.00, about 37.9% above its August 6 closing price of $8.07 [2]. The stock recently traded at 25 times the next 12-month earnings compared to a P/E of 22 three months ago [2].

References:
[1] https://seekingalpha.com/news/4481970-integral-ad-science-holding-gaap-eps-of-010-beats-by-006-revenue-of-1492m-beats-by-559m
[2] https://www.tradingview.com/news/reuters.com,2025:newsml_PLX574FCD:0-integral-ad-science-q2-revenue-up-16-beats-estimates/