Matthew Farrell's questions to Integral Ad Science Holding Corp (IAS) leadership • Q3 2024
Question
Matthew Farrell inquired about the specific dynamics in Q3 and Q4 that negatively impacted the outlook, focusing on the slowdown in CPG and retail verticals and the slower-than-expected monetization of new products. He also asked about the key learnings from integrating former Oracle customers and their expected contribution to 2025 growth.
Answer
CEO Lisa Utzschneider confirmed a slowdown in volume growth from CPG and retail due to budget cuts and delays, and noted that while new products are being adopted, the revenue ramp is taking longer than anticipated. She highlighted a 72% win rate on Oracle opportunities. CFO Tania Secor added that the revenue contribution from these Oracle wins is already factored into the Q4 guidance.