Integral Ad Science Q3 revenue beats estimates

Reuters11-04
Integral Ad Science Q3 revenue beats estimates

Overview

  • IAS Q3 revenue grows 16% yr/yr to $154.4 mln, beating analyst expectations

  • Adjusted EBITDA for Q3 beats estimates, increasing to $55.3 mln

  • IAS in process of being bought by acquisition PE firm Novacap

Outlook

  • IAS will not provide a financial outlook due to pending acquisition by Novacap

Result Drivers

  • OPTIMIZATION REVENUE - Optimization revenue increased 21% to $73.7 mln, contributing significantly to overall revenue growth

  • PUBLISHER REVENUE - Publisher revenue rose 21% to $23.5 mln, supporting overall revenue increase

  • MEASUREMENT REVENUE - Measurement revenue grew 8% to $57.1 mln, adding to total revenue growth

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q3 Revenue

Beat

$154.35 mln

$149.22 mln (14 Analysts)

Q3 Net Income

$7.04 mln

Q3 Adjusted EBITDA

Beat

$55.30 mln

$52.23 mln (13 Analysts)

Q3 Gross Margin

77%

Q3 Basic EPS

$0.04

Q3 Operating Income

$7.57 mln

Q3 Pretax Profit

$8.16 mln

Analyst Coverage

  • The current average analyst rating on the shares is "hold" and the breakdown of recommendations is no "strong buy" or "buy", 13 "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the advertising & marketing peer group is "buy."

  • Wall Street's median 12-month price target for Integral Ad Science Holding Corp is $10.30, about 0.8% above its November 3 closing price of $10.22

  • The stock recently traded at 27 times the next 12-month earnings vs. a P/E of 25 three months ago

Press Release: ID:nPn5wZSgba

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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