Earnings summaries and quarterly performance for IAC.
Executive leadership at IAC.
Board of directors at IAC.
AG
Alan G. Spoon
Detailed
Director
Av
Alexander von Furstenberg
Detailed
Director
BS
Bonnie S. Hammer
Detailed
Director
BL
Bryan Lourd
Detailed
Director
CC
Chelsea Clinton
Detailed
Director
DR
David Rosenblatt
Detailed
Director
MS
Maria Seferian
Detailed
Director
MD
Michael D. Eisner
Detailed
Director
RF
Richard F. Zannino
Detailed
Director
Research analysts who have asked questions during IAC earnings calls.
JB
John Blackledge
TD Cowen
9 questions for IAC
Also covers: AMZN, BMBL, GRND +3 more
Eric Sheridan
Goldman Sachs
8 questions for IAC
Also covers: ABNB, ACVA, AMZN +42 more
Jason Helfstein
Oppenheimer & Co. Inc.
8 questions for IAC
Also covers: ANGI, BLDE, CART +23 more
RS
Ross Sandler
Barclays
8 questions for IAC
Also covers: AMZN, CART, DASH +13 more
JH
James Heaney
Jefferies
7 questions for IAC
Also covers: AOS, APP, EA +11 more
Youssef Squali
Truist Securities
6 questions for IAC
Also covers: BABA, DASH, DV +12 more
CC
Cory Carpenter
JPMorgan Chase & Co.
4 questions for IAC
Also covers: ANGI, APP, BMBL +16 more
Justin Patterson
KeyBanc Capital Markets
4 questions for IAC
Also covers: ABNB, ANGI, CART +13 more
DK
Daniel Kurnos
The Benchmark Company, LLC
3 questions for IAC
Also covers: ANGI, CNVS, DRCT +12 more
Thomas Champion
Piper Sandler
3 questions for IAC
Also covers: ANGI, EBAY, EXPE +7 more
Ygal Arounian
Citigroup
3 questions for IAC
Also covers: ANGI, BARK, BMBL +13 more
CC
Corey Carpenter
JPMorgan
2 questions for IAC
Also covers: EVER, ODD
DK
Dan Karnos
The Benchmark Company
2 questions for IAC
MC
Matt Condon
Citizens Financial Group, Inc.
2 questions for IAC
Also covers: NEXN
NJ
Nick Jones
JMP Securities
2 questions for IAC
Also covers: SOND, VCSA
SZ
Steven Zhu
UBS Group AG
2 questions for IAC
Brent Thill
Jefferies
1 question for IAC
Also covers: ADBE, AMZN, ASAN +26 more
DP
Daniel Pfeiffer
JPMorgan Chase & Co.
1 question for IAC
Also covers: FTDR, MAX, MYPS
DK
Dan Kernos
Benchmark Company
1 question for IAC
Also covers: NFLX
JK
James Kenny
Jefferies
1 question for IAC
MC
Matthew Condon
Not Specified in Transcript
1 question for IAC
Also covers: ANGI, CTV, DSP +12 more
NJ
Nicholas Jones
Citizens JMP
1 question for IAC
Also covers: ACVA, ANGI, CARG +14 more
SJ
Stephen Ju
UBS Group AG
1 question for IAC
Recent press releases and 8-K filings for IAC.
IAC Reports Q4 2025 Results and Provides 2026 Guidance
IAC
Earnings
Guidance Update
Share Buyback
- People Inc. reported Q4 2025 Total Revenue of $512 million, a 2% decrease year-over-year, driven by a 14% increase in Digital revenue to $355 million and a 23% decrease in Print revenue to $168 million. Total Adjusted EBITDA excluding Certain Items for Q4 2025 was $142 million, a 1% decrease year-over-year.
- For the full year 2025, People Inc. achieved $1.1 billion in Digital revenue (up 10% year-over-year) and $331 million in Total Adjusted EBITDA excluding Certain Items. Care.com reported $347 million in revenue and $47 million in Adjusted EBITDA for the twelve months ended December 31, 2025.
- IAC repurchased $337 million of its shares since the beginning of 2025, including $37 million since Q3 earnings, reducing shares outstanding from 85 million to 78 million, representing 10% of equity repurchased. Additionally, IAC purchased 1 million shares of MGM shares for $40 million in Q4 2025.
- For fiscal year 2026, IAC provided guidance for Total Adjusted EBITDA between $260 million and $335 million, with People Inc. Adjusted EBITDA expected to be $310-$340 million and Care.com Adjusted EBITDA between $45-$55 million.
2 days ago
IAC Reports Strong Q4 2025 Digital Revenue Growth, Shifts to Annual Guidance, and Provides 2026 Outlook
IAC
Earnings
Guidance Update
Legal Proceedings
- IAC's People Inc. segment reported 14% digital revenue growth in Q4 2025, primarily driven by a 37% year-over-year increase in non-session-based revenue, which now constitutes 38% of total digital revenue.
- The company announced a shift from quarterly to annual guidance, with People Inc. digital revenue and digital adjusted EBITDA both expected to grow mid to high single digits for the year 2026.
- For 2026, People Inc. is forecasting total adjusted EBITDA between $310 million and $340 million, with digital adjusted EBITDA projected at $325 million to $355 million.
- The Care segment experienced a 9% revenue decline in Q4 2025, but consumer revenue is anticipated to return to top-line growth by mid-year 2026, and Care's core adjusted EBITDA is expected to be $45 million to $55 million for the year.
- IAC anticipates $15 million in litigation expenses in 2026 related to its Google AdTech lawsuit, through which it aims to recover hundreds of millions of dollars in damages.
2 days ago
IAC Reports Strong Q4 2025 Digital Revenue Growth for People Segment and Provides 2026 Guidance
IAC
Earnings
Guidance Update
New Projects/Investments
- IAC's People segment achieved strong Q4 2025 digital revenue growth of 14%, with advertising up 9%, performance marketing up 17%, and licensing up 36%, despite a 13% decline in core sessions. For the full year 2025, People's digital revenue reached $1.1 billion, growing 10%.
- The company is strategically shifting People's focus towards non-session-based revenue streams, which constituted 38% of total digital revenue and grew 37% year-over-year in Q4 2025, through new product development and off-platform audience engagement.
- IAC increased its ownership in MGM to 25% and repurchased $337 million of its own stock in Q4 2025, with plans to continue opportunistic buybacks in 2026.
- For 2026, IAC expects People Inc. digital revenue and digital adjusted EBITDA to grow mid to high single digits, with total adjusted EBITDA guided between $310 million-$340 million, which includes an anticipated $15 million in Google AdTech litigation expenses. The company also projects 50%+ EBITDA to free cash flow conversion across IAC in 2026.
2 days ago
IAC Reports Strong Q4 2025 Digital Revenue Growth and Provides 2026 Guidance
IAC
Earnings
Guidance Update
Share Buyback
- IAC's People Inc. segment reported strong Q4 2025 results, with digital revenue growing 14% and full-year digital revenue increasing 10% to $1.1 billion.
- For 2026, the company expects People Inc. digital revenue and digital adjusted EBITDA to grow mid to high single digits, with total adjusted EBITDA for People Inc. projected between $310 million and $340 million.
- IAC repurchased $337 million of its stock in the quarter and increased its ownership in MGM to 25%.
- Strategic initiatives include People Inc.'s expansion into new consumer product businesses and a focus on off-platform audiences, which saw non-session-based revenue grow 37% year-over-year in Q4 2025.
- Care's revenue declined 9% in Q4 2025, but consumer revenue is anticipated to return to growth by mid-2026, and IAC expects 50%+ EBITDA to free cash flow conversion in 2026.
2 days ago
IAC Reports Q4 2025 Results with Digital Revenue Growth and Strategic Investments
IAC
Earnings
Guidance Update
Share Buyback
- IAC reported Q4 2025 revenue of $646.0 million, a 10% decrease year-over-year, with a net loss of $(76.8) million, but Adjusted EBITDA increased 29% to $141.6 million.
- People Inc. Digital revenue grew 14% to $355 million in Q4 2025, its highest growth in five quarters, contributing to $1.1 billion in full-year Digital revenue. Conversely, Care.com recorded a $(191.1) million operating loss due to a $207.5 million non-cash goodwill impairment.
- The company repurchased 1.0 million common shares for $37 million in Q4 2025 and expanded its strategic investment in MGM by purchasing an additional 1.0 million shares for $40 million, now holding 65.8 million shares.
- For the full year 2026, IAC projects Total Adjusted EBITDA between $260 million and $335 million and announced it will no longer provide quarterly outlooks.
3 days ago
IAC Subsidiary Vivian Health Announces CEO Change
IAC
CEO Change
Management Change
Revenue Acceleration/Inflection
- Vivian Health, a subsidiary of IAC, announced a leadership transition, appointing Bill Kong as CEO, succeeding co-founder Parth Bhakta, who will transition to Executive Chairman.
- Adam Greenberg, previously CFO, will take on an expanded role as President & CFO.
- These changes are effective immediately and are intended to prepare the company for its next phase of growth, focusing on accelerating product innovation and AI-driven scaling.
- Vivian Health has achieved profitability and 50x revenue growth since IAC's acquisition, now supporting 2.7 million clinicians and facilitating over $1.5 billion in healthcare labor spend annually.
Jan 29, 2026, 10:30 PM
IAC's People Inc. Announces AI Content Partnership with Meta
IAC
New Projects/Investments
- IAC's operating business, People Inc., announced a multi-year strategic content partnership with Meta on December 5, 2025.
- This agreement positions People Inc. as the first lifestyle publisher to secure an AI commercial deal with Meta, providing Meta AI users with content from brands such as PEOPLE, Better Homes & Gardens, and Investopedia.
- The partnership, which follows similar agreements with OpenAI and Microsoft, aims to accelerate People Inc.'s AI partner strategy, though the financial terms were not publicly disclosed.
Dec 5, 2025, 1:30 PM
IAC Outlines Strategic Focus on People Inc. and MGM, Updates Q3 2025 Performance
IAC
Guidance Update
Legal Proceedings
New Projects/Investments
- IAC is narrowing its strategic focus to People Inc. and its investment in MGM, planning to divest non-core assets, reduce overhead, and opportunistically increase MGM ownership or repurchase shares.
- People Inc. reported 9% digital revenue growth and $75 million in pro forma adjusted EBITDA for Q3 2025, but lowered its full-year adjusted EBITDA guidance to $325 million-$340 million due to ongoing Google Search disruptions and increased legal expenses.
- The company is pursuing ad tech litigation against Google, expecting $4 million in legal expenses for Q4, with the aim of recovering hundreds of millions in damages.
- IAC notes that despite MGM's strong operational performance and significant share buybacks, its share price has declined 29% since early 2022, with its core business trading at a low multiple.
Nov 4, 2025, 1:30 PM
IAC Announces Strategic Focus on People Inc. and MGM, Reports Q3 2025 Results
IAC
Share Buyback
Revenue Acceleration/Inflection
New Projects/Investments
- IAC is strategically slimming down its assets and overhead, focusing on People Inc. and its 24% investment in MGM, with plans to divest non-core holdings within three to six months.
- The company repurchased an additional $100 million of shares since early August, bringing year-to-date purchases to $300 million (7 million shares or 8% of shares outstanding), and holds over $1 billion in cash.
- People Inc. reported its eighth consecutive quarter of digital revenue growth, with 9% digital revenue growth in Q3 2025 and $72 million in digital EBITDA. Despite Google Search traffic for core brands declining from 54% to 24% over two years, off-platform audiences accelerated 66% year over year.
- IAC expects corporate costs to be in the mid-$80 million range next year and anticipates $60 million in run rate savings from a reduction in force, with half flowing to profitability. The company is also pursuing hundreds of millions of dollars in damages through Google litigation.
Nov 4, 2025, 1:30 PM
IAC Discusses Strategic Direction, Q3 2025 Performance, and Capital Allocation
IAC
Guidance Update
Share Buyback
Legal Proceedings
- IAC is streamlining its focus to two core parts: People Inc. (publishing) and its investment in MGM, with plans to divest non-core holdings and reduce overhead.
- For Q3 2025, People Inc. reported 9% digital revenue growth and $72 million in digital Adjusted EBITDA. The company faces challenges from Google search traffic, which decreased from 54% to 24% of core brand traffic over two years, but off-platform audiences grew 66% year-over-year.
- IAC's ownership in MGM is 24%, with management believing it will increase, citing MGM's undervalued stock which has declined 29% since early 2022 despite strong performance.
- IAC repurchased an additional $100 million of its shares in Q3 2025, bringing year-to-date repurchases to $300 million (8% of shares outstanding), and holds over $1 billion in cash. The company plans to be opportunistic with share repurchases for both IAC and MGM stock, while remaining cautious on M&A due to high asset pricing.
- IAC lowered its full-year 2025 Adjusted EBITDA guidance for People Inc. to $325 million to $340 million, reflecting continued Google search disruptions and increased legal expenses, including $4 million for ad tech litigation against Google in Q4.
Nov 4, 2025, 1:30 PM
Quarterly earnings call transcripts for IAC.
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