市场风险 - 公司的市场风险主要受通货膨胀或利率变化的影响，不持有用于交易目的的金融工具[167] - 公司的销售主要以美元计价，因此收入目前不受重大外汇风险影响，但运营费用受到外汇汇率波动的影响[167] - 公司的主要市场风险是欧元美元基准利率的变化，高利率导致利率上升至7.4%，可能会对公司的利息支出产生影响[167]

IAS Reports Fourth Quarter and Full Year 2023 Financial Results Fourth quarter revenue increased 14% to $134.3 million Fourth quarter net income of $10.2 million at an 8% margin; fourth quarter adjusted EBITDA increased 19% to $47.5 million at a 35% margin NEW YORK – February 27, 2024 – Integral Ad Science Holding Corp. (Nasdaq: IAS), a leading global media measurement and optimization platform, today announced financial results for the fourth quarter and full year ended December 31, 2023. "We ended 2023 wi ...

财务数据和关键指标变化 - 第三季度收入增长19%至1.203亿美元,超出预期 [8] - 调整后EBITDA达到4060万美元,利润率34% [8][46] - 全年收入和调整后EBITDA指引上调 [51][52] 各条业务线数据和关键指标变化 - 优化业务收入增长21%至5700万美元,受益于产品采用和DSP集成提升 [36] - 上下文控制业务收入实现双位数增长,中端客户增长超过一倍 [37][38] - 测量业务收入增长23%至4780万美元,社交媒体收入增长41% [38][39] - 社交媒体收入占总收入20%,视频收入占测量收入54% [39][40] - 发布商业务收入1550万美元,普利卡收入占一半 [41] - 国际收入增长17%,占总收入31% [42] 各个市场数据和关键指标变化 - 欧洲、中东和非洲地区收入增长20% [42] - 测量收入中42%来自美洲以外地区 [42] 公司战略和发展方向及行业竞争 - 与宝马、费列罗和玛氏等大品牌签约,获得全球合作 [9][10] - 在社交媒体、短视频等新兴领域持续投入,产品覆盖和客户采用不断提升 [11][12][16][17] - 持续提升AI技术,加快新产品和新市场的推广 [23][31] - 在零售媒体网络领域保持领先地位,与Instacart、Criteo等建立新合作 [21][22] 管理层对经营环境和未来前景的评论 - 第四季度广告支出预期保持良好,品牌关注ROI和效率 [69][70] - 2024年公司有信心保持双位数增长,将在第四季度报告时提供具体指引 [120][122] 问答环节重要的提问和回答 问题1 **Mark Kelley 提问** 优化业务表现强劲,是否与亚马逊DSP合作有关,以及Meta Feed接入的时间节奏如何 [57][58] **Lisa Utzschneider 回答** 优化业务增长受多方面因素推动,包括产品采用、DSP集成提升,以及中端客户加速增长。Meta Feed接入计划在第四季度启动测试,预计2024年初正式上线 [59][60] 问题2 **Andrew Marok 提问** 大客户选择公司的主要原因有哪些 [62][63] **Lisa Utzschneider 和 Tania Secor 回答** 主要因素包括产品创新、行业专业知识、广泛的国际覆盖和优质服务。公司大客户数量持续增加,占总收入比重也在提升 [63][64] 问题3 **Raimo Lenschow 提问** 对第四季度广告市场的预期如何,尤其是公司的国际业务 [69][70] **Lisa Utzschneider 回答** 第四季度广告市场预期保持良好,品牌客户继续关注ROI和效率,这与公司产品高度相关。国际业务也保持强劲增长 [69][70]

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 September 30, 2023 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 OR For the transition period from ______________ to ______________ Commission File Number: 001-40557 INTEGRAL AD SCIENCE HOLDING CORP. (Exact name of registrant as specified in its charter) Delaware ...

AUGUST 2023 INVESTOR PRESENTATION DISCLAIMER Important Information About This Presentation This presentation is for informational purposes and does not constitute an offer to sell, a solicitation to buy, or a recommendation to purchase any equity, debt or other financial instruments of Integral Ad Science Holding Corp. ("IAS," "we," "us," or the "Company") or any of its affiliates. The listing of customers and associated marks provided in this presentation are meant to represent a sampling of customers that ...

Integral Ad Science Holding Corp. (NASDAQ:IAS) Q2 2023 Earnings Conference Call August 3, 2023 5:00 PM ET Company Participants Jonathan Schaffer - Vice President-Investor Relations Lisa Utzschneider - Chief Executive Officer Tania Secor - Chief Financial Officer Conference Call Participants Jason Helfstein - Oppenheimer Brian Fitzgerald - Wells Fargo James Heaney - Jefferies Matt Cost - Morgan Stanley Andrew Marok - Raymond James Mark Kelley - Stifel Justin Paterson - KeyBanc Cal Bartyzal - Craig-Hallum Cap ...

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 June 30, 2023 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 OR For the transition period from ______________ to ______________ Commission File Number: 001-40557 INTEGRAL AD SCIENCE HOLDING CORP. (Exact name of registrant as specified in its charter) Delaware 83-07 ...

Integral Ad Science Holding Corp. (NASDAQ:IAS) Q1 2023 Earnings Conference Call May 4, 2023 5:00 PM ET Company Participants Jonathan Schaffer – Vice President-Investor Relations Lisa Utzschneider – Chief Executive Officer Tania Secor – Chief Financial Officer Conference Call Participants James Heaney – Jefferies Matt Cost – Morgan Stanley Jason Helfstein – Oppenheimer Brian Fitzgerald – Wells Fargo Mark Kelley – Stifel Andrew Marok – Raymond James Justin Patterson – KeyBanc Raimo Lenschow – Barclays Jason K ...

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, 2023 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 OR For the transition period from ______________ to ______________ Commission File Number: 001-40557 INTEGRAL AD SCIENCE HOLDING CORP. (Exact name of registrant as specified in its charter) Delaware 83-0 ...

March 2023 1 Investor Presentation Disclaimer 2 Important Information About This Presentation This presentation is for informational purposes and does not constitute an offer to sell, a solicitation to buy, or a recommendation to purchase any equity, debt or other financial instruments of Integral Ad Science Holding Corp. ("IAS," "we," "us," or the "Company") or any of its affiliates. The listing of customers and associated marks provided in this presentation are meant to represent a sampling of customers t ...