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Sep 30, 2023

IAS Q3 2023 Earnings Report

Achieved strong results driven by optimization and measurement revenue growth, and expanded platform partnerships.

Key Takeaways

IAS reported a 19% increase in total revenue to $120.3 million for Q3 2023. The company experienced a net loss of $13.7 million, or $0.09 per share, but adjusted EBITDA increased to $40.6 million. The company is raising its full year 2023 financial outlook based on positive third quarter performance and business momentum in the fourth quarter.

Total revenue increased 19% to $120.3 million compared to the prior-year period.

Optimization revenue increased 21% to $57.0 million compared to the prior-year period.

Measurement revenue increased 23% to $47.8 million compared to the prior-year period.

Adjusted EBITDA increased to $40.6 million, a 35% increase compared to the prior-year period.

Total Revenue
$120M
Previous year: $101M
+18.7%
EPS
-$0.09
Previous year: $0.00489
-1940.5%
Gross Profit Margin
79%
Adjusted EBITDA Margin
34%
Gross Profit
$94.7M
Previous year: $82.2M
+15.2%
Cash and Equivalents
$92.2M
Previous year: $73.6M
+25.3%
Free Cash Flow
$21.9M
Previous year: $23.9M
-8.3%
Total Assets
$1.17B
Previous year: $1.13B
+3.3%

IAS

IAS

IAS Revenue by Segment

IAS Revenue by Geographic Location

Forward Guidance

IAS is introducing financial outlook for the fourth quarter of 2023 and increasing its full year 2023 outlook for revenue and adjusted EBITDA.

Positive Outlook

  • Total revenue of $130 million to $132 million for the fourth quarter ending December 31, 2023
  • Adjusted EBITDA of $45 million to $47 million for the fourth quarter ending December 31, 2023
  • Total revenue of $470 million to $472 million for the year ending December 31, 2023
  • Adjusted EBITDA of $157 million to $159 million for the year ending December 31, 2023

Revenue & Expenses

Visualization of income flow from segment revenue to net income