Jason Helfstein's questions to Integral Ad Science Holding Corp (IAS) leadership • Q2 2025
Question
Jason Helfstein of Oppenheimer & Co. Inc. questioned the quarterly volatility between the Measurement and Optimization segments and asked if an annual view is more appropriate.
Answer
CEO Lisa Utzschneider responded that the performance is playing out as expected, with brands shifting spend from Open Web Display to solutions that drive ROI, such as optimization products and social media. She highlighted that while Measurement grew 8%, it doubled its growth rate from Q1, and the strength in Optimization (16% growth) and Social (22% growth) reflects this strategic shift by advertisers.