Integral Ad Science Raises 2025 Revenue Outlook to $605M Amid CTV and AI Growth

Friday, Aug 8, 2025 7:08 am ET1min read

Integral Ad Science (IAS) raised its 2025 revenue outlook to up to $605M, driven by growth in Connected TV (CTV) and AI investments. In Q2 2025, total revenue increased 16% with a 35% adjusted EBITDA margin. CEO Lisa Utzschneider attributed the success to continued business momentum and profitable growth.

Integral Ad Science (IAS) has raised its 2025 revenue outlook to up to $605 million, reflecting strong performance in the first half of the year. The company reported a 16% increase in total revenue in Q2 2025, reaching $149.2 million, which exceeded analyst expectations [3]. This growth was driven by the continued adoption of AI-powered products and innovative solutions, as well as a surge in publisher revenue [3].

The company's adjusted EBITDA margin for Q2 2025 was 35%, indicating robust profitability. CEO Lisa Utzschneider attributed the success to continued business momentum and profitable growth [3].

IAS expects full-year 2025 revenue to range between $597 million and $605 million, with Q3 2025 revenue projected to be between $148 million and $150 million [3]. The company also sees full-year 2025 adjusted EBITDA at $208 million to $214 million, with Q3 2025 adjusted EBITDA projected to be between $51 million and $53 million [3].

The company's performance is supported by the growing market for Connected TV (CTV) devices. According to Pixalate's Q2 2025 CTV Device Market Share Reports, Roku led in CTV device market share in North America and LATAM, while Samsung Smart TV led in EMEA [2]. This trend is likely to continue, providing a favorable environment for IAS's business.

Analysts remain bullish on IAS, with the current average analyst rating on the shares being "buy" and no "sell" or "strong sell" recommendations [3]. The stock recently traded at 25 times the next 12-month earnings, compared to a P/E of 22 three months ago [3].

References:
[1] https://www.marketscreener.com/news/integral-ad-science-holding-corp-raises-earnings-guidance-for-the-full-year-ending-december-31-2025-2ce7c5edcd88df723
[2] https://finance.yahoo.com/news/pixalate-q2-2025-global-connected-143100935.html
[3] https://www.tradingview.com/news/reuters.com,2025:newsml_PLX574FCD:0-integral-ad-science-q2-revenue-up-16-beats-estimates/

Integral Ad Science Raises 2025 Revenue Outlook to $605M Amid CTV and AI Growth

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