Robert Culbreth's questions to Integral Ad Science Holding Corp (IAS) leadership • Q3 2024
Question
Robert Culbreth asked if pre-bid social tools could attract new customers who don't currently use post-bid measurement. He also inquired about the revenue mix of former Oracle clients between advertising and publishing, and if any revenue was recognized in Q3.
Answer
CEO Lisa Utzschneider suggested that performance-focused mid-market advertisers could be a key segment to adopt pre-bid social tools without having used post-bid measurement. CFO Tania Secor added that Oracle-related revenue will initially impact both publisher and measurement businesses, with the mix expected to shift toward optimization over time through upsells.