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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

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