IAC (IAC) came out with quarterly earnings of $0.01 per share, beating the Zacks Consensus Estimate of a loss of $0.32 per share. This compares to loss of $0.76 per share a year ago. These figures are adjusted for nonrecurring items. This quarterly report represents an earnings surprise of 103.13%. A quarter ago, it was expected that this Y would post a loss of $1.14 per share when it actually produced a loss of $0.93, delivering a surprise of 18.42%. Over the last four quarters, the company has surpassed c ...

业务表现 - Dotdash Meredith Digital revenue增长12%，连续第二个季度实现双位数增长，而Print revenue下降7%，这是自Meredith收购以来最小的下降[6] - Angi Inc.的营业收入增加25百万美元至9百万美元，Adjusted EBITDA增加115%至42百万美元，主要由于Ads、Leads、国际和Services业务的增长[7] - Dotdash Meredith的数字业务营业收入增长25%至6,340万美元，反映了收入增长和持续的运营费用杠杆作用[20,21] - Search业务收入下降43%至1.018亿美元，主要由于Ask Media Group访客量减少和桌面业务收缩[22] - Emerging & Other业务收入下降38%至1.075亿美元，主要由于Mosaic Group和Roofing业务的出售[23] - Dotdash Meredith数字收入同比增长12%,达到2.381亿美元,其中广告收入增长16%[38] - Angi公司总收入同比下降10%,至3.151亿美元,其中国内业务收入下降13%[40] - Angi公司服务请求量同比下降28%,交易量下降14%,但每笔交易的平均金额上升20%[41] 财务表现 - 公司2024年上半年总收入为130.3百万美元，其中Dotdash Meredith数字业务收入100.4百万美元，Angi Inc.广告和线索业务收入90.2百万美元[70] - 公司2024年上半年总营业亏损为71.2百万美元，主要由于Dotdash Meredith其他业务亏损28.8百万美元和公司总部费用75.1百万美元[70] - 公司2024年上半年调整后EBITDA为130.3百万美元，其中Dotdash Meredith数字业务贡献100.4百万美元，Angi Inc.广告和线索业务贡献90.2百万美元[70] - 公司2023年第二季度总营业亏损为12.0百万美元，主要由于Angi Inc.其他业务亏损15.2百万美元和公司总部费用37.7百万美元[65] - 公司2023年第二季度调整后EBITDA为87.3百万美元，其中Dotdash Meredith数字业务贡献63.4百万美元，Angi Inc.广告和线索业务贡献49.0百万美元[65] - 公司报告调整后息税折旧摊销前利润(Adjusted EBITDA)为793百万美元[72] 股票回购 - Angi Inc.自2023年11月宣布完全利用其股票回购授权以来已回购1,340万股[9] - 安吉公司(Angi Inc.)计划在2024年5月3日至8月2日期间回购410万股普通股,总金额为860万美元,平均价格为2.11美元[35] - 安吉公司董事会批准了新的250万股回购授权[35] - 截至2024年6月30日,IAC公司在之前的回购授权中还剩370万股[35] - 根据回购授权,公司可以在无限期内在公开市场和私下协商的交易中进行股票回购[36] 投资与并购 - 公司于2024年7月23日净结算了Turo的认股权证，获得了450万股E-2优先股，使其在Turo的所有权达到32%[11] - IAC持有6,470万股MGM Resorts International，截至2024年8月2日价值23亿美元[13] 公司概况 - IAC是一家建立公司的公司，通过好奇心、质疑现状以及创新或收购新产品和品牌的愿望来指导自己[1] - IAC目前由多家领先行业的公司组成，包括Angi Inc.、Dotdash Meredith和Care.com等[1] - IAC总部位于纽约市，在全球范围内有业务分布[1] - IAC的基本原则是财务纪律和机会主义，这一点永远不会改变[1] - IAC在过去二十多年里孕育出11家上市公司和一代又一代出色的领导者[1] 其他 - 公司报告数字和百分比数据,关注业绩总结、用户数据、未来展望和业绩指引、新产品和新技术研发、市场扩张和并购、其他新策略等方面[72][73][74][75] - 公司报告数字广告收入和绩效营销收入等数字业务收入的具体数据[81][82][83][84] - 公司报告服务请求量、付费交易量和付费服务专业人士数量等指标数据[91][92][93] - 公司报告搜索业务收入和新兴及其他业务收入的具体数据[94][95][96] - 公司提供了非GAAP财务指标的定义和调整项目的说明[73][74][75][76][77][78][79][80]

Media mogul Barry Diller hinted on Friday that his company IAC was no longer in the race to buy Paramount Global, CNBC reported on Friday.The chairman and senior executive of the New York based  digital-media conglomerate – which owns brands including Dotdash-Meredith, Care.com and The Daily Beast – said it is “hard to predict, but think it’s over for us,” during a CNBC interview.Diller was reportedly in pursuit of Paramount as the struggling entertainment giant held off-again, on-again talks with tech heir ...

NEW YORK, July 17, 2024 /PRNewswire/ -- After the close of market trading on Tuesday, August 6, 2024, IAC (NASDAQ: IAC) will post its second quarter results and simultaneously IAC CEO Joey Levin will publish a letter to shareholders, which may include certain forward-looking information, at https://ir.iac.com/quarterlyresults. On Wednesday, August 7, 2024, at 8:30 a.m. ET, IAC and Angi Inc. will host a conference call to answer questions regarding the companies' respective second quarter results. The live a ...

NEW YORK, May 23, 2024 /PRNewswire/ -- IAC (NASDAQ: IAC) will participate in the 52nd Annual TD Cowen Technology, Media and Telecom Conference on Thursday, May 30, 2024. Christopher Halpin, Executive Vice President, CFO and COO of IAC will participate in a fireside chat at 11:25 a.m. ET. Both a live audio webcast and replay of the fireside chat will be available to the public in the IR section of IAC's website at https://ir.iac.com/events-and-presentations.  About IAC IAC (NASDAQ: IAC) builds companies.  We ...

NEW YORK, May 14, 2024 /PRNewswire/ -- IAC (NASDAQ: IAC) will participate in the 52nd Annual J.P. Morgan Global Technology, Media and Communications Conference on Wednesday, May 22, 2024. Joey Levin, CEO of IAC and Chairman of Angi Inc., will participate in a fireside chat at 10:00 a.m. ET. Both a live audio webcast and replay of the fireside chat will be available to the public in the IR section of IAC's website at https://ir.iac.com/events-and-presentations.  About IACIAC (NASDAQ: IAC) builds companies.  ...

财务数据和关键指标变化 - 总体数字收入增长13%,其中数字广告收入增长19%,主要由于核心访问量增长8%以及广告变现能力提升 [12][13] - 性能营销收入仅增长3%,其中金融类产品收入下降30%,电商类产品收入增长18% [12][13] - 许可收入增长9%,主要由于苹果新闻和内容分发合作伙伴表现良好 [13] 各条业务线数据和关键指标变化 - 数字业务EBITDA增长近50%,EBITDA利润率有所提升 [44][45] - 印刷业务EBITDA较低,第二季度预计为9-11百万美元,第三四季度预计为13-15百万美元 [44] 各个市场数据和关键指标变化 - 从Facebook的流量下降50%来看,该平台流量占比从7%下降到4%,但公司其他渠道流量增长抵消了这一影响 [72][73] - 苹果新闻等平台的内容消费增长未体现在公司的访问量数据中,而是反映在许可收入增长中 [72][73] 公司战略和发展方向及行业竞争 - 公司正在与OpenAI合作,利用其AI技术增强内容和广告能力,并开发基于意图的隐私保护广告解决方案D/Cipher [16][56] - 公司认为其他大型科技公司如谷歌也将逐步与出版商合作,利用AI技术,但可能需要一定时间 [16][17] - 公司看好旅游和休闲行业的发展前景,并将继续关注内部协同机会和外部并购机会 [38][39] 管理层对经营环境和未来前景的评论 - 广告市场整体有所好转,但仍未完全恢复,公司有信心实现10%以上的数字收入增长 [14][45] - 在Angi业务方面,公司将继续优化客户体验和服务质量,并通过成本控制来提升利润率 [20][21][25][26] - 公司对Dotdash Meredith的未来发展前景保持乐观,有信心实现更高端的EBITDA指引 [32][33] 问答环节重要的提问和回答 问题1 **John Blackledge 提问** 询问Dotdash Meredith数字收入的细分情况,包括广告和许可收入的表现 [11] **Joey Levin 回答** 数字广告收入增长19%,主要由于访问量和变现能力提升;许可收入增长9%,主要受益于苹果新闻和内容分发合作 [12][13] 问题2 **Cory Carpenter 提问** 询问Angi CEO交接的原因以及新CEO的战略重点 [19] **Joey Levin 和 Jeff Kipp 回答** Joey表示全职CEO更有利于业务发展,Jeff表示将继续沿用客户中心的策略,专注于提升服务质量 [20][21][22] 问题3 **Jason Helfstein 提问** 询问公司为何不提高全年业绩指引,是否有任何不确定因素 [29] **Christopher Halpin 回答** Dotdash Meredith方面,公司希望在下半年有更多了解后再调整指引;Angi方面,公司希望给新CEO更多灵活性去优化业务 [32][33][25][26]

IAC (IAC) reported $929.68 million in revenue for the quarter ended March 2024, representing a year-over-year decline of 14.3%. EPS of -$0.93 for the same period compares to -$2.06 a year ago.The reported revenue represents a surprise of -0.85% over the Zacks Consensus Estimate of $937.68 million. With the consensus EPS estimate being -$1.14, the EPS surprise was +18.42%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street ex ...

IAC (IAC) came out with a quarterly loss of $0.93 per share versus the Zacks Consensus Estimate of a loss of $1.14. This compares to loss of $2.06 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 18.42%. A quarter ago, it was expected that this Y would post a loss of $0.20 per share when it actually produced a loss of $0.73, delivering a surprise of -265%.Over the last four quarters, the company has surpassed consensus EPS esti ...

Table of Contents As filed with the Securities and Exchange Commission on May 7, 2024 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended March 31, 2024 Or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from__________to__________ Commission File No. 001-39356 IAC Inc. (Exact name of registr ...