integral ad science (ias) is a global measurement and analytics company that builds verification, optimization, and analytics solutions to empower the advertising industry to invest with confidence and activate consumers everywhere, on every device. we solve the most pressing problems for brands, agencies, publishers, and technology companies by verifying that every impression has the opportunity to be effective, optimizing towards opportunities to consistently improve results, and analyzing digital’s impact on consumer actions. built on data science and engineering, ias is headquartered in new york with global operations in thirteen countries. our growth and innovation have been recognized in inc. 500, crain’s fast 50, forbes america’s most promising companies, and i-com’s smart data marketing technology company. learn more at www.integralads.com.
Company profile
Ticker
IAS
Exchange
Website
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
INTEGRAL AD SCIENCE HOLDING LLC, KAVACHA TOPCO, LLC
SEC CIK
Corporate docs
Subsidiaries
Integral Ad Science UK, Limited • Integral Ad Science, Inc. • Publica LLC ...
IRS number
830731995
IAS stock data
Latest filings (excl ownership)
ARS
2023 FY
Annual report to shareholders
3 Apr 24
DEF 14A
Definitive proxy
3 Apr 24
10-K
2023 FY
Annual report
27 Feb 24
8-K
IAS Reports Fourth Quarter and Full Year 2023 Financial Results
27 Feb 24
8-K
Other Events
7 Dec 23
424B4
Prospectus supplement with pricing info
6 Dec 23
FWP
Free writing prospectus
5 Dec 23
FWP
Free writing prospectus
4 Dec 23
8-K
Departure of Directors or Certain Officers
15 Nov 23
10-Q
2023 Q3
Quarterly report
2 Nov 23
Transcripts
IAS
Earnings call transcript
2023 Q4
27 Feb 24
IAS
Earnings call transcript
2023 Q3
2 Nov 23
IAS
Earnings call transcript
2023 Q2
3 Aug 23
IAS
Earnings call transcript
2023 Q1
4 May 23
IAS
Earnings call transcript
2023 Q1
4 May 23
IAS
Earnings call transcript
2022 Q4
2 Mar 23
IAS
Earnings call transcript
2022 Q3
13 Nov 22
IAS
Earnings call transcript
2022 Q2
7 Aug 22
IAS
Earnings call transcript
2022 Q1
12 May 22
IAS
Earnings call transcript
2021 Q4
4 Mar 22
Latest ownership filings
4
TANIA SECOR
9 Apr 24
4
Lisa Utzschneider
9 Apr 24
144
Notice of proposed sale of securities
8 Apr 24
144
Notice of proposed sale of securities
8 Apr 24
4
TANIA SECOR
5 Apr 24
4
Lisa Utzschneider
5 Apr 24
4
Alexis Gil II
3 Apr 24
4
TANIA SECOR
3 Apr 24
4
Lisa Utzschneider
3 Apr 24
4
TANIA SECOR
11 Mar 24
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | |
---|---|---|---|
Revenue | |||
Cost of revenue | |||
Operating income | |||
Operating margin | |||
Net income | |||
Net profit margin | |||
Cash on hand | |||
Change in cash | |||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 94.79 mm | 94.79 mm | 94.79 mm | 94.79 mm | 94.79 mm | 94.79 mm |
Cash burn (monthly) | 2.16 mm | (no burn) | (no burn) | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | 14.77 mm | n/a | n/a | n/a | n/a | n/a |
Cash remaining | 80.02 mm | n/a | n/a | n/a | n/a | n/a |
Runway (months of cash) | 37.1 | n/a | n/a | n/a | n/a | n/a |
Institutional ownership, Q3 2023
13F holders | Current |
---|---|
Total holders | 163 |
Opened positions | 29 |
Closed positions | 34 |
Increased positions | 72 |
Reduced positions | 46 |
13F shares | Current |
---|---|
Total value | 1.78 tn |
Total shares | 266.95 mm |
Total puts | 1.90 k |
Total calls | 21.00 k |
Total put/call ratio | 0.1 |
Largest owners | Shares | Value |
---|---|---|
Vista Equity Partners Fund VI | 94.38 mm | $2.10 bn |
Vista Equity Partners Management | 77.66 mm | $923.38 bn |
Atlas Venture Fund VIII | 22.72 mm | $0.00 |
Atlas Venture Advisors | 22.72 mm | $270.17 bn |
Vanguard | 7.33 mm | $87.10 bn |
BLK Blackrock | 3.96 mm | $47.07 bn |
Sunriver Management | 3.77 mm | $44.83 bn |
Clearbridge Advisors | 3.28 mm | $39.00 bn |
Lord, Abbett & Co. | 2.64 mm | $31.43 bn |
TimesSquare Capital Management | 2.49 mm | $29.61 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
8 Apr 24 | Lisa Utzschneider | Common Stock, $0.001 par value | Sell | Dispose S | No | No | 10.05 | 30,407 | 305.59 k | 188,678 |
8 Apr 24 | Tania Secor | Common Stock, $0.001 par value | Sell | Dispose S | No | No | 10.05 | 17,999 | 180.89 k | 239,174 |
3 Apr 24 | Lisa Utzschneider | Common Stock, $0.001 par value | Option exercise | Acquire M | No | No | 0 | 70,428 | 0.00 | 219,085 |
3 Apr 24 | Lisa Utzschneider | Market Stock Units Common Stock, $0.001 par value | Option exercise | Dispose M | No | No | 0 | 70,428 | 0.00 | 709,531 |
3 Apr 24 | Tania Secor | Common Stock, $0.001 par value | Option exercise | Acquire M | No | No | 0 | 35,214 | 0.00 | 257,173 |
3 Apr 24 | Tania Secor | Market Stock Units Common Stock, $0.001 par value | Option exercise | Dispose M | No | No | 0 | 35,214 | 0.00 | 354,767 |
1 Apr 24 | Lisa Utzschneider | Market Stock Units Common Stock, $0.001 par value | Grant | Acquire A | No | No | 0 | 1,283,495 | 0.00 | 1,283,495 |
News
Morgan Stanley Downgrades Integral Ad Science to Equal-Weight, Lowers Price Target to $12
16 Apr 24
7 Analysts Have This To Say About Integral Ad Science
15 Apr 24
Barclays Maintains Equal-Weight on Integral Ad Science, Lowers Price Target to $12
15 Apr 24
Integral Ad Science Enhances TikTok Brand Safety With New Category Exclusions And Vertical Sensitivity Segments
11 Apr 24
Integral Ad Science Announces First-To-Market Partnership With Snap To Provide AI-driven Brand Safety And Suitability Measurement For Advertisers
26 Mar 24
Press releases
INVESTIGATION ALERT: The Schall Law Firm Announces it is Investigating Claims Against Integral Ad Science Holding Corp. and Encourages Investors with Losses to Contact the Firm
17 Apr 24
IAS EXPANDS BRAND SAFETY AND SUITABILITY MEASUREMENT TO INCLUDE REPORTING ON THE TOPIC OF MISINFORMATION
16 Apr 24
IAS to Announce First Quarter 2024 Financial Results on May 9, 2024
11 Apr 24
IAS ENHANCES TIKTOK BRAND SAFETY WITH NEW CATEGORY EXCLUSIONS AND VERTICAL SENSITIVITY SEGMENTS
11 Apr 24
IAS ANNOUNCES FIRST-TO-MARKET PARTNERSHIP WITH SNAP TO PROVIDE AI-DRIVEN BRAND SAFETY AND SUITABILITY MEASUREMENT FOR ADVERTISERS
26 Mar 24