IAC (IAC) Reports Q4 Earnings: What Key Metrics Have to Say
IAC (IAC) reported $645.98 million in revenue for the quarter ended December 2025, representing a year-over-year decline of 34.7%. EPS of -$0.99 for the same period compares to -$2.39 a year ago.
The reported revenue represents a surprise of +0.83% over the Zacks Consensus Estimate of $640.68 million. With the consensus EPS estimate being $0.67, the EPS surprise was -248.32%.
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.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
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: $354.8 million versus $336.95 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +14.2% change. Revenue- Emerging & Other: $19.6 million versus $15.86 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +18.1% change. Revenue- People Inc: $511.8 million compared to the $498.89 million average estimate based on four analysts. The reported number represents a change of -2% year over year. Revenue- Care.com: $85.7 million versus the four-analyst average estimate of $85.89 million. Revenue- Search: $29 million compared to the $40.24 million average estimate based on four analysts. The reported number represents a change of -67.5% year over year. Revenue- People Inc- Print Revenue: $168.5 million compared to the $169.44 million average estimate based on four analysts. The reported number represents a change of -22.7% year over year. Revenue- People Inc- Intersegment eliminations: $-11.4 million versus $-7.23 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +75.4% change. Revenue- Search- Desktop: $7.4 million versus the two-analyst average estimate of $7.63 million. The reported number represents a year-over-year change of -51.3%. Revenue- Intersegment eliminations: $0 million versus the two-analyst average estimate of $-0.29 million. The reported number represents a year-over-year change of -100%. Revenue- Search- Ask Media Group: $21.6 million versus the two-analyst average estimate of $32.81 million. The reported number represents a year-over-year change of -70.8%. Adjusted EBITDA- People Inc: $142.2 million compared to the $142.57 million average estimate based on four analysts. Adjusted EBITDA- Care.com: $18.6 million compared to the $17.98 million average estimate based on four analysts.View all Key Company Metrics for IAC here>>>
Shares of IAC have returned -4.9% over the past month versus the Zacks S&P 500 composite's +1.8% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.Radical New Technology Could Hand Investors Huge Gains
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This article originally published on Zacks Investment Research (zacks.com).
