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Jun 30
IAS Q2 2025 Earnings Report
IAS reported strong second quarter 2025 financial results, with significant revenue growth across all segments and increased profitability, leading to an upward revision of its full-year financial outlook.
Key Takeaways
Integral Ad Science (IAS) delivered a robust performance in the second quarter of 2025, with total revenue increasing by 16% to $149.2 million. The company saw gains across all business segments, driven by strong adoption of its AI-powered products. Net income rose to $16.4 million, achieving an 11% margin, while adjusted EBITDA increased to $51.6 million with a 35% margin. These positive results led IAS to raise its full-year 2025 financial outlook.
Total revenue grew 16% year-over-year to $149.2 million, demonstrating strong overall business expansion.
Net income significantly increased to $16.4 million, resulting in an 11% net income margin for the quarter.
Adjusted EBITDA rose 12% to $51.6 million, maintaining a healthy 35% margin.
IAS raised its full-year 2025 revenue and adjusted EBITDA outlook, reflecting confidence in continued growth and profitability.
IAS
IAS
IAS Revenue by Segment
IAS Revenue by Geographic Location
Revenue by Segment
Optimization Revenue
CapyFin.comMeasurement Revenue
CapyFin.comPublisher Revenue
CapyFin.comRevenue by Geographic Location
International Revenue
CapyFin.com Forward Guidance
IAS is providing an optimistic financial outlook for the third quarter and increasing its full-year 2025 revenue and adjusted EBITDA guidance, driven by strong Q2 results and continued investment in long-term success.
Positive Outlook
- Increased full-year 2025 revenue outlook to $597 million to $605 million.
- Increased full-year 2025 adjusted EBITDA outlook to $208 million to $214 million.
- Projected Q3 2025 revenue of $148 million to $150 million.
- Projected Q3 2025 adjusted EBITDA of $51 million to $53 million.
- Exited the quarter debt-free after expanding credit facility capacity.
Challenges Ahead
- No specific negative forward guidance points were provided in the report.
- Forward-looking guidance may be impacted by factors outside IAS's control.
- Reconciliation for forward-looking adjusted EBITDA to net income is not provided due to estimation difficulties.
- Certain material reconciling items for adjusted EBITDA cannot be estimated.
- Stock-based compensation expense for Q3 2025 is estimated between $18.5 million to $19.5 million, which impacts profitability.
Revenue & Expenses
Visualization of income flow from segment revenue to net income