Did Comscore beat or miss consensus estimates last quarter?

What is Comscore's latest dividend and current dividend yield?

What factors drove the changes in Comscore's revenue and profit?

What is Comscore's gross profit margin?

What guidance did Comscore's management provide for the next earnings period?

What were the key takeaways from Comscore’s earnings call?

What does Comscore do and what are its main business segments?

What were the key takeaways from Comscore's earnings call?

- **Revenue Resilience**: $88.9M Q3 revenue (+0.5% YoY) despite headwinds, with cross-platform up 20.2% YoY.
- **CCM Breakthrough**: New program/episode-level measurement tool signed long-term deals and accelerated adoption.
- **Client Shift Mitigation**: One-time impact from retail media client shift expected to resolve, with pipeline confidence in cross-platform recovery.
- **Financial Flexibility**: Recapitalization proposal could free up $18M/year for R&D and growth investments.

**【CEO Summary Section】**
- Q3 2025 revenue of $88.9 million, up 0.5% YoY, driven by double-digit growth in local TV and cross-platform solutions.
- Cross-platform revenue grew 20.2% YoY to $12.3 million, despite a strategic shift by a large retail media client impacting Q3 and Q4.
- Launch of Comscore Content Measurement (CCM) in January 2025 resulted in long-term contracts and granular program/episode-level measurement capabilities.
- Local TV revenue grew due to higher renewals and new business, while national TV and syndicated digital declined.
- Announced recapitalization agreement to eliminate $18 million in annual preferred dividends and exchange $80 million in preferred stock for common stock at a premium.

**【CFO Financial Commentary】**
- Adjusted EBITDA of $11 million (12.4% margin), down 11.1% YoY due to higher employee incentive compensation and investments in product enhancements.
- Content and ad measurement revenue up 0.3% YoY to $75.5 million, driven by CCM adoption and Proximic solutions.
- Research and Insights Solutions revenue up 1.4% YoY to $13.4 million, including new AI measurement solution.
- Full year 2025 revenue guidance revised to flat YoY, with cross-platform growth tempered by client shift.
- Maintained adjusted EBITDA guidance of 12%-15% margin for 2025.

**【Q&A Key Highlights】**
- **Client Shift Impact**: Large retail media client shifted to an external platform, impacting Proximic revenue in Q3 and Q4. Management expects this to be short-term.
- **Cross-Platform Growth Pipeline**: CEO cites strong CCM adoption (new long-term contracts) and complementary Proximic/CCM product suite as key growth drivers.
- **Local TV Strength**: Double-digit local TV growth driven by unique measurement capabilities, contrasting competitor's reduced local TV measurement scope.
- **Recapitalization Benefits**: If approved, will reduce financial burden and enable reinvestment in growth initiatives like AI and data integrations.

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