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INTEGRAL AD SCIENCE HOLDING (IAS)

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Earnings summaries and quarterly performance for INTEGRAL AD SCIENCE HOLDING.

Research analysts who have asked questions during INTEGRAL AD SCIENCE HOLDING earnings calls.

Andrew Marok

Andrew Marok

Raymond James Financial

4 questions for IAS

Also covers: BMBL, DSP, DV +10 more
JH

James Heaney

Jefferies

4 questions for IAS

Also covers: APP, EA, IAC +9 more
Jason Helfstein

Jason Helfstein

Oppenheimer & Co. Inc.

4 questions for IAS

Also covers: ANGI, BLDE, CART +23 more
Jason Kreyer

Jason Kreyer

Craig-Hallum Capital Group LLC

3 questions for IAS

Also covers: CDLX, CREX, DSP +15 more
OD

Omar Dessouky

Bank of America

3 questions for IAS

Also covers: APP, DV, MGNI +3 more
Youssef Squali

Youssef Squali

Truist Securities

3 questions for IAS

Also covers: BABA, DASH, DV +12 more
Brian Pitz

Brian Pitz

BMO Capital Markets

2 questions for IAS

Also covers: CRTO, DKNG, DV +3 more
Justin Patterson

Justin Patterson

KeyBanc Capital Markets

2 questions for IAS

Also covers: ABNB, ANGI, CART +12 more
MK

Mark Kelley

Stifel, Nicolaus & Company, Incorporated

2 questions for IAS

Also covers: CRTO, DV, ETSY +6 more
RC

Robert Coolbrith

Evercore ISI

2 questions for IAS

Also covers: BMBL, CDLX, ETSY +8 more
Jacob Armstrong

Jacob Armstrong

KeyBanc Capital Markets

1 question for IAS

Also covers: PUBM
MZ

Mark Zgutowicz

The Benchmark Company

1 question for IAS

Also covers: CART, CRTO, DASH +7 more
MC

Matthew Cost

Morgan Stanley

1 question for IAS

Also covers: APP, COMP, CTV +8 more
MF

Matthew Farrell

Piper Sandler

1 question for IAS

NC

Nicholas Cronin

Truist Securities

1 question for IAS

Also covers: ODD
Raimo Lenschow

Raimo Lenschow

Barclays

1 question for IAS

Also covers: APPN, BASE, BIGC +35 more
RC

Robert Culbreth

B. Riley Securities

1 question for IAS

Also covers: CDLX
Robert Sanderson

Robert Sanderson

Loop Capital Markets

1 question for IAS

YK

Yun Kim

Loop Capital Markets

1 question for IAS

Also covers: BRZE, CWAN, MTTR +3 more

Recent press releases and 8-K filings for IAS.

IAS Acquisition by Novacap Completed
IAS
M&A
Delisting/Listing Issues
  • Integral Ad Science (IAS) announced the completion of its acquisition by Novacap, a North American private equity firm, on December 23, 2025.
  • The all-cash transaction valued IAS at approximately $1.9 billion, with shareholders receiving $10.30 in cash for each share of common stock.
  • As a result of the acquisition, IAS has become a private company, and its common stock has ceased trading and is no longer publicly listed on the Nasdaq Stock Market.
5 days ago
IAS Launches AI-Powered Assistant, IAS Agent
IAS
Product Launch
New Projects/Investments
  • Integral Ad Science (IAS) has launched IAS Agent, a new AI-powered assistant designed to help marketers activate campaigns faster, uncover deeper insights, and optimize performance.
  • IAS Agent is built on "explainable AI" for transparency and offers features such as efficiency enhancement, with initial tests showing a 50% improvement, and instant insights that are up to 5x faster.
  • The product will be demonstrated at CES 2026 and is expected to roll out globally to all IAS UI customers in early Q1 2026 at no additional cost.
  • IAS Agent is powered by 15+ years of proprietary IAS insights and holds three industry-respected certifications in artificial intelligence, including TrustArc Responsible AI and ISO 42001.
Dec 16, 2025, 1:00 PM
IAS Reports Q3 2025 Financial Results and Announces Acquisition by Novacap
IAS
Earnings
M&A
  • Integral Ad Science (IAS) reported total revenue of $154.4 million for Q3 2025, marking a 16% increase compared to the prior-year period.
  • For Q3 2025, the company achieved net income of $7.0 million ($0.04 per share) and adjusted EBITDA of $55.3 million, which is a 9% increase from the prior-year period.
  • As of September 30, 2025, IAS held $129.2 million in cash and cash equivalents.
  • On September 24, 2025, IAS announced a definitive agreement to be acquired by Novacap in an all-cash transaction, and as a result, the company will not host a quarterly earnings conference call or provide a financial outlook.
Nov 4, 2025, 12:40 PM
Integral Ad Science Reports Q3 2025 Results and Announces Acquisition by Novacap
IAS
Earnings
M&A
  • Integral Ad Science reported total revenue of $154.4 million for the third quarter ended September 30, 2025, marking a 16% increase compared to the prior-year period, with net income of $7.0 million and adjusted EBITDA of $55.3 million.
  • On September 24, 2025, IAS announced it entered into a definitive agreement to be acquired by Novacap in an all-cash transaction.
  • As a result of the announced acquisition, IAS will not host a quarterly earnings conference call or provide a financial outlook.
Nov 4, 2025, 12:35 PM
Integral Ad Science Launches AI-Driven Brand Safety Measurement for Meta Threads
IAS
Product Launch
New Projects/Investments
  • Integral Ad Science (IAS) has launched its AI-driven Total Media Quality (TMQ) Brand Safety & Suitability Measurement for Meta's Threads, providing independent third-party measurement on the platform for the first time.
  • The new offering utilizes IAS's AI-driven Multimedia Technology for content-level analysis, supporting advertisers with validation, insights, and classification across 34 languages.
  • This expansion strengthens IAS's partnership with Meta, building on existing coverage for Facebook and Instagram Feed and Reels.
  • Meta's Threads is a rapidly growing platform, with over 400 million global monthly active users (MAUs) as of August 2025.
Oct 16, 2025, 1:00 PM
Integral Ad Science Holding Corp. Announces Merger Agreement
IAS
M&A
Debt Issuance
  • Integral Ad Science Holding Corp. (IAS) entered into an Agreement and Plan of Merger with Igloo Group Parent, Inc. and Igloo Group Acquisition Company, Inc. on September 24, 2025, under which IAS will become a wholly-owned subsidiary of Igloo Group Parent, Inc..
  • The merger is financed by an equity commitment of up to $857,800,000 from Novacap-affiliated funds and $1,150,000,000 in debt financing, consisting of a $1,000,000,000 term loan and a $150,000,000 revolving credit facility, provided by Royal Bank of Canada, Bank of America, N.A., and Barclays Bank PLC.
  • The closing of the merger is scheduled to occur no earlier than November 23, 2025.
Sep 24, 2025, 9:29 PM
Novacap to Acquire Integral Ad Science for $1.9 Billion
IAS
M&A
Takeover Bid
Delisting/Listing Issues
  • Private equity firm Novacap is acquiring Integral Ad Science (IAS) in a $1.9 billion all-cash deal, valuing IAS shares at $10.30 each, which represents a 22% premium over the recent closing price.
  • The transaction will take IAS private, with its stock delisting from public markets, and is expected to close by the end of 2025.
  • IAS has demonstrated robust financial performance, including a revenue growth rate of 12.4% over the past three years, a gross margin of 78.03%, and an Altman Z-Score of 9.51, indicating strong financial health.
  • Shareholders holding a majority of the outstanding shares have already approved the deal by written consent, and current shareholder Vista Equity Partners will conclude its investment upon closing.
Sep 24, 2025, 12:44 PM
Integral Ad Science to be Acquired by Novacap
IAS
M&A
Takeover Bid
Delisting/Listing Issues
  • Integral Ad Science (IAS) has entered into a definitive agreement to be acquired by Novacap, a North American private equity firm.
  • The all-cash transaction values IAS at approximately $1.9 billion.
  • IAS shareholders will receive $10.30 per share in cash, which represents a 22% premium to IAS’s closing share price on September 23, 2025.
  • The transaction, unanimously approved by the IAS Board of Directors, is expected to close before the end of 2025.
  • Upon completion, IAS will become a privately held company, and its common stock will no longer be listed on any public market.
Sep 24, 2025, 12:14 PM
IAS to be Acquired by Novacap
IAS
M&A
Takeover Bid
  • Integral Ad Science (IAS) announced it has entered into a definitive agreement to be acquired by Novacap, a private equity firm, in an all-cash transaction.
  • The transaction values IAS at approximately $1.9 billion.
  • Under the terms of the agreement, IAS shareholders will receive $10.30 per share in cash, representing a premium of approximately 22% to IAS's closing share price on September 23, 2025.
  • The acquisition is expected to close before the end of 2025, subject to customary closing conditions, after which IAS will become a privately held company and its common stock will no longer be listed on any public market.
Sep 24, 2025, 12:00 PM
Integral Ad Science Discusses Q2 2025 Performance and Strategic Growth Initiatives
IAS
Revenue Acceleration/Inflection
New Projects/Investments
M&A
  • Integral Ad Science (IAS) reported strong Q2 2025 results, with 16% top-line growth and a 35% EBITDA margin, driven by continued demand in key growth vectors including social, programmatic/performance, and CTV.
  • IAS emphasizes its "AI first" approach, with AI classification models now 98% faster and 45% more accurate, and is expanding its global presence, with over 50% of TikTok revenue being international.
  • The company is investing in the mid-market segment, which is contributing to growth, and has strengthened its balance sheet by paying off long-term debt and extending its credit facility, providing capacity for future M&A in areas like CTV and outcomes.
Aug 12, 2025, 4:10 PM

Quarterly earnings call transcripts for INTEGRAL AD SCIENCE HOLDING.