For the quarter ended September 2025, IAC (IAC) reported revenue of $589.79 million, down 37.2% over the same period last year. EPS came in at -$0.27, compared to -$2.93 in the year-ago quarter.
The reported revenue represents a surprise of -2% over the Zacks Consensus Estimate of $601.85 million. With the consensus EPS estimate being -$0.24, the EPS surprise was -12.5%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how IAC performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Revenue- People Inc- Digital Revenue: $269 million versus the four-analyst average estimate of $265.8 million. The reported number represents a year-over-year change of +9.2%.
- Revenue- Emerging & Other: $17.3 million compared to the $15.94 million average estimate based on four analysts. The reported number represents a change of -84.9% year over year.
- Revenue- People Inc: $429.8 million compared to the $436.04 million average estimate based on four analysts. The reported number represents a change of -2.2% year over year.
- Revenue- Care.com: $90.8 million versus the four-analyst average estimate of $90.26 million.
- Revenue- Search: $51.9 million compared to the $59.84 million average estimate based on four analysts. The reported number represents a change of -41.2% year over year.
- Revenue- People Inc- Print Revenue: $169 million compared to the $174.45 million average estimate based on four analysts. The reported number represents a change of -14.9% year over year.
- Revenue- People Inc- Intersegment eliminations: $-8.2 million versus the three-analyst average estimate of $-5.62 million. The reported number represents a year-over-year change of +49.1%.
- Revenue- Search- Desktop: $9.1 million versus the two-analyst average estimate of $9.42 million. The reported number represents a year-over-year change of -42%.
- Revenue- Intersegment eliminations: $0 million versus $-0.11 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -100% change.
- Revenue- Search- Ask Media Group: $42.8 million versus the two-analyst average estimate of $49.37 million. The reported number represents a year-over-year change of -41.1%.
- Adjusted EBITDA- Care.com: $7.8 million versus $8.72 million estimated by four analysts on average.
- Adjusted EBITDA- Search: $1.9 million compared to the $3.55 million average estimate based on four analysts.
View all Key Company Metrics for IAC here>>>
Shares of IAC have returned -6.9% over the past month versus the Zacks S&P 500 composite's +2.4% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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IAC Inc. (IAC): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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