Integral Ad Science (IAS) 51st Nasdaq London Investor Conference summary

Business overview and evolution

• Provides global optimization and measurement for over 2,000 advertising clients, focusing on media quality across web and social platforms.

• Evolved from third-party ad verification to include brand safety and suitability, especially on social and CTV.

• Core customer base includes Fortune 500 brands.

Segment performance and growth drivers

• Measurement and optimization segments show strong growth, with social platforms making up 55% of measurement revenue.

• Publisher offerings, including Publica (CTV ad server), account for 15% of revenue and saw 26% growth in Q3.

• CTV industry growth and partnerships, such as with Samsung, drive publisher segment expansion.

Recent results and 2025 outlook

• Q3 saw volume slowdowns in CPG and retail due to budget reductions and delays.

• Q4 impacted by election-related slowdowns, but double-digit growth is planned for 2025, driven by new product launches and client wins.

• Secured 75 clients from Oracle, expected to boost 2025 growth.