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Dec 31, 2025
IAC Q4 2025 Earnings Report
IAC reported a 10% decrease in total revenue, with a net loss of $76.8 million, and diluted loss per share of $0.99 for Q4 2025.
Key Takeaways
IAC experienced a challenging Q4 2025 with a 10% decline in total revenue to $646.0 million and a net loss of $76.8 million. Despite this, People Inc. showed strong digital revenue growth of 14%, driven by advertising, performance marketing, and licensing. The company also repurchased 1.0 million shares and increased its investment in MGM.
Total revenue for Q4 2025 decreased by 10% to $646.0 million compared to Q4 2024.
People Inc. Q4 Digital revenue grew 14%, marking the highest growth in five quarters.
IAC reported a net loss of $76.8 million and a diluted loss per share of $0.99 for Q4 2025.
The company repurchased 1.0 million common shares for $37 million and acquired an additional 1.0 million shares of MGM for $40 million.
Revenue by Segment
Forward Guidance
For the full year 2026, IAC expects total Adjusted EBITDA to be between $260 million and $335 million, with total Operating Income projected between $95 million and $190 million.
Positive Outlook
- People Inc. Digital revenue and Digital Adjusted EBITDA are expected to grow mid-to-high single-digits in 2026.
- Care.com is expected to return to revenue growth in 2026.
- Emerging & Other revenue and Adjusted EBITDA growth will be driven by Vivian Health and The Daily Beast.
- People Inc. consolidated Adjusted EBITDA is guided to be $310-$340 million.
- The company will continue to focus on long-term strategic priorities rather than quarterly outlooks.
Challenges Ahead
- Search segment faces an uncertain future due to disruptions in the search ecosystem and potential Google contract changes.
- Corporate expenses are expected to exceed Print Adjusted EBITDA by $15 million due to estimated Google litigation expense.
- The outlook is subject to risks and uncertainties, and actual results may differ materially.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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