Overview

* IAS Q2 revenue rises 16% to $149.2 mln, beating analyst expectations, per LSEG data

* Adjusted EBITDA for Q2 beats estimates, reaching $51.6 mln at a 35% margin

* Company raises full-year financial outlook on strong Q2 results

Outlook

* IAS raises full-year 2025 revenue outlook to $597 mln-$605 mln

* IAS expects Q3 2025 revenue of $148 mln-$150 mln

* IAS sees full-year 2025 adjusted EBITDA at $208 mln-$214 mln

* IAS projects Q3 2025 adjusted EBITDA of $51 mln-$53 mln

Result Drivers

* AI-POWERED PRODUCTS - Strong adoption of AI-powered products drove revenue growth across all business segments, per CEO Lisa Utzschneider

* INNOVATIVE SOLUTIONS - Co attributes performance to solutions that enhance efficiency and ROI across diverse channels and markets

* PUBLISHER REVENUE - Publisher revenue surged 36% due to increased demand, contributing significantly to overall revenue growth

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Beat $149.20 $143.20

Revenue mln mln (14

Analysts

)

Q2 Net $16.41

Income mln

Q2 Beat $51.60 $46.50

Adjusted mln mln (13

EBITDA Analysts

)

Q2 Gross 77.0%

Margin

Q2 Basic $0.1

EPS

Q2 $20.95

Operatin mln

g Income

Q2 $21.11

Pretax mln

Profit

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 10 "strong buy" or "buy", 6 "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 ( IAS ) is $13.00, about 37.9% above its August 6 closing price of $8.07

* The stock recently traded at 25 times the next 12-month earnings vs. a P/E of 22 three months ago

Press Release:

(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.)