Jacob Armstrong's questions to Integral Ad Science Holding Corp (IAS) leadership • Q2 2025
Question
Jacob Armstrong from KeyBanc Capital Markets asked about the drivers of the 10% growth in optimization CPMs despite volume deceleration, and also inquired about the adoption of Meta optimization products.
Answer
CEO Lisa Utzschneider attributed the 10% year-over-year increase in optimization pricing to the strong adoption of the premium Quality Sync (QSP) product, particularly on Google's DV360 and Amazon DSP. Regarding social, she noted that the number of brands using pre-bid optimization on Meta doubled from Q1 to Q2, with over 50% of this adoption coming from international markets.