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- **16% Revenue Growth**: Driven by optimization (16%) and publisher (36%) segments, with 35% EBITDA margin.
- **AI-Driven Expansion**: Gen AI handles 97% of model validation, enabling 29x faster labeling and 45% precision improvement.
- **Strategic Wins**: Meta Threads verification test, Snap attention measurement, and 240 large customers with 110% NRR.
- **Updated Guidance**: Full-year revenue $597M-$605M (13% growth), EBITDA $208M-$214M.
- **International Momentum**: 30% of revenue from international markets, 45% of measurement revenue outside Americas.

**【CEO Summary Section】**
- **Revenue Growth**: Total revenue increased 16% to $149 million, driven by optimization (16% growth) and publisher (36% growth) segments. Adjusted EBITDA margin was 35%.
- **Product Wins**: Secured luxury and financial services clients with AI-driven solutions; Volkswagen expanded partnership to include social optimization. CTV growth highlighted with Publica Vault and Samsung expansion.
- **AI Innovation**: 97% of AI model validation now handled by Gen AI, reducing human annotation by 45%. Processes 50 years of video daily, enabling faster suitability profiles and risk detection.
- **Strategic Partnerships**: Announced Meta Threads verification test, Snap attention measurement, and StackAdapt integration. Extended credit facility to $550 million.

**【CFO Financial Commentary】**
- **Revenue Breakdown**: Optimization ($68M, 16%), Measurement ($57M, 8%), Publisher ($24M, 36%). Social media revenue grew 22%, video measurement up 26%.
- **Profitability**: Gross margin 77%, operating cash flow $55M. Full-year guidance raised to $597M-$605M revenue (13% growth) and $208M-$214M EBITDA.
- **Customer Metrics**: 240 large customers (87% of revenue), NRR 110%. International revenue 30% of total, with 45% of measurement revenue outside Americas.

**【Q&A Key Highlights】**
- **Moat Customers**: 75 Oracle accounts onboarded, 70% renewal rate. Cross-selling optimization solutions, e.g., QSP adoption on Google and Amazon DSPs.
- **Social Optimization**: Prebid Social adoption doubled Q/Q, 45% in EMEA. Meta Threads verification test underway, expanding to global in coming months.
- **International Growth**: 13% YTD growth in EMEA/APAC. Publica CTV partnerships (e.g., SBS for 2026 World Cup) and TMQ adoption in emerging markets.
- **Pricing Strategy**: Optimization CPMs up 10% YoY due to QSP adoption. Social measurement pricing stable, driven by video and CTV growth.

Integral Ad Science Holding Corp. (IAS) Q2 2025 Earnings Call Transcript

- **Q1 2025 Strong Growth**: 17% YoY revenue rise to $134.1M, driven by 24% YoY optimization revenue surge. Adjusted EBITDA margin expanded to 31%.
- **Social Media Dominance**: 15% YoY social measurement growth, with 58% of measurement revenue from platforms like Meta and TikTok.
- **AI-Powered Innovations**: DPP campaigns deliver 34% conversion rate uplift, while QualitySync reduces cost per conversion by 58%.
- **China Expansion**: Early success with luxury brands in China, with 40+ clients attending first IAS event in Shanghai.
- **Oracle Synergy**: 75+ new Oracle clients adopted multiple products, with higher context control adoption than non-Oracle accounts.
- **Mid-Market Play**: 239 large advertisers now account for 84% of revenue; new inside sales team targeting $200K-$1M spenders.
- **Risks**: Open web display revenue down single digits YoY; potential headwinds from Google ad tech trials.


**【CEO Opening Remarks】**
- Q1 2025 revenue grew 17% YoY to $134.1M, exceeding guidance of $128M-$131M. Optimization revenue surged 24% YoY, driven by new products like Dynamic Performance Profiles (DPP) and expanded QualitySync availability on Amazon DSP and DV360.
- Adjusted EBITDA margin expanded to 31%, up from 29% YoY. Key wins include Zenya, Asics, and AXA, reflecting demand for AI-powered pre-bid optimization solutions.
- Social media measurement revenue grew 15% YoY, with 58% of measurement revenue from social platforms. Non-Americas revenue rose 18% YoY, led by EMEA growth.

**【CFO Financial Highlights】**
- Gross profit margin held steady at 78%, with operating expenses growing 13% YoY to $62.5M (excluding non-cash items). Stock-based compensation was $15.5M, in line with expectations.
- Q2 2025 outlook: Revenue $142M-$144M (11% YoY growth), Adjusted EBITDA $45M-$47M (32% margin). Full-year 2025 guidance raised to $590M-$600M (12% YoY growth), with Adjusted EBITDA $204M-$210M (35% margin).

**【Q&A Key Takeaways】**
- **Performance Solutions Dominance**: 24% YoY growth in optimization reflects advertiser shift to pre-bid solutions for ROI. DPP campaigns saw 34% conversion rate uplift and 26% eCPM efficiency gain.
- **Social Media Momentum**: 15% YoY growth in social measurement, with Meta and TikTok contributing >50% of international revenue. Pre-bid video exclusion lists on TikTok reduce ad waste by up to 2X investment.
- **China Expansion**: Alpha testing with luxury brands shows promise; first IAS China event in April drew 40+ clients and agencies.
- **Oracle Integration**: 75+ new Oracle clients adopted multiple products, with context control adoption higher than non-Oracle accounts.
- **Mid-Market Strategy**: 239 large advertisers (>$200K ARR) now account for 84% of trailing 12-month revenue. New inside sales team targeting $200K-$1M spenders is ramping with automated product activation.

**【Risks & Challenges】**
- Open web display revenue declined single digits YoY due to macro ad spend shifts. Measurement business faces budget reallocation to optimization solutions.
- Publisher revenue growth (33% YoY) depends on TikTok and Meta platform expansion, with potential headwinds from Google ad tech trials.


Integral Ad Science Holding (IAS)-12 May 25-2025 Q1 Earnings call transcript

- **Q4 2024 Strong Results**: 14% revenue growth to $153M, 40% EBITDA margin; Oracle wins drive 30% publisher growth.
- **Social Media Leadership**: TMQ on 6+ platforms; Meta prebid optimization cuts waste by 71%.
- **CTV Growth**: Publica adoption boosts publisher revenue 30% YoY.
- **China Expansion**: Alpha testing for cross-border verification; luxury and CPG focus.
- **2025 Outlook**: 12% revenue growth, 35% EBITDA margin; investing in AI, mid-market, and global reach.


**【CEO Summary Section】**
- **Q4 2024 Revenue Growth**: $153 million (14% YoY), Full Year 2024: $530.1 million (12% YoY) with 40% adjusted EBITDA margin.
- **Key Product Wins**: 75+ Oracle wins with >70% retention rate; renewals with Renault, Marriott, EssilorLuxottica, and Prada Trust.
- **Social Media Expansion**: TMQ launched on Meta, TikTok, Snap, Pinterest, and Reddit; prebid optimization on Meta reduced wasted spend by 71%.
- **CTV Momentum**: 30% YoY publisher revenue growth driven by Publica's new bidding features.
- **Global Expansion**: 32% Q4 revenue from non-Americas markets; China expansion in alpha testing with RTB Asia.
- **2025 Outlook**: Double-digit revenue growth, focusing on performance, reach, and AI-driven innovation.

**【CFO Financial Commentary】**
- **Q4 2024 Financials**: GAAP net income $15.3 million (15% YoY), Non-GAAP EPS $0.09; Full Year 2024: $191.3 million adjusted EBITDA (20% YoY).
- **Revenue Breakdown**: Optimization ($70.6M, 11% YoY), Measurement ($59.1M, 12% YoY), Publisher ($23.4M, 30% YoY).
- **2025 Guidance**: $588-600 million revenue (12% YoY), 35% adjusted EBITDA margin.
- **Cost Management**: Flat operating expenses YoY; $84 million cash on hand.

**【Q&A Highlights】**
- **Political Ad Impact**: Advertiser-side headwinds offset by publisher-side gains; CPG and financial services strong.
- **CTV Shift to RTB**: Tailwind for Publica as real-time bidding adoption grows.
- **China Strategy**: Test-and-learn approach for cross-border and domestic verification; luxury and CPG verticals prioritized.
- **Oracle Integration**: 30+ Oracle hires; mid-market focus with self-serve tools.
- **Competitive Position**: Rule of 40+ achieved for 4th year; 107% advertiser NRR.


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