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IAC (IAC) investor relations material
IAC Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary4 Nov, 2025
Executive summary
Q3 2025 revenue declined 8% year-over-year to $589.8 million, with an operating loss of $20.4 million and net loss of $21.9 million, but net loss improved 91% from Q3 2024.
People Inc. achieved 9% year-over-year digital revenue growth, marking eight consecutive quarters of digital increases, and completed the Angi spin-off to focus on core assets including a significant MGM stake.
$300 million in share repurchases year-to-date (8% of shares outstanding), with 2.8 million shares repurchased for $100 million since Q2 2025.
Strategic shift to diversify revenue and audience sources, with strong off-platform growth, new AI/content deals, and the acquisition of Feedfeed.
Legal settlements and severance costs, including a $32.6 million jury verdict and $15 million severance, impacted results.
Financial highlights
Q3 2025 total revenue was $589.8 million, down 8% year-over-year; People Inc. digital revenue grew 9% to $269 million, while print revenue declined 15% to $169 million.
Adjusted EBITDA for Q3 2025 was $54.6 million, down from $87.1 million in Q3 2024; People Inc. Q3 Adjusted EBITDA was $75 million (up 9%), with a 27% digital margin excluding certain items.
Care.com Q3 revenue fell 5% to $90.8 million, with Adjusted EBITDA down 57% to $7.8 million.
Search revenue dropped 41% to $51.9 million due to Google algorithm changes and affiliate marketing reductions.
Free cash flow for the nine months ended September 30, 2025, was $13.5 million, down $101 million year-over-year.
Outlook and guidance
People Inc. FY 2025 Adjusted EBITDA guidance is $325–$340 million, with Q4 digital revenue growth expected at 7–10% and print revenue to decline 20–25%.
Full-year 2025 Adjusted EBITDA guidance for the group is $234–$258 million; Care.com Q4 revenue expected to decline 7–9%.
Management expects continued negative impact on digital traffic from Google AI Overviews.
Capital expenditures for 2025 projected to increase 55–60% over 2024, mainly for software and leasehold improvements.
Corporate overhead expected to decline, targeting mid-$80 million range next year.
Mitigate Google AI Overviews impact?
Rationale for continued share repurchases?
ROI/timeline for D/Cipher+ & PEOPLE app?
Timeline for noncore asset divestments?
People Inc. inversion model progress?
IAC's plan to unlock MGM value?
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Frequently asked questions
IAC Inc, formerly IAC/InterActiveCorp, is a leading media and Internet company comprising more than 150 brands and products, such as HomeAdvisor, Vimeo, About.com, Dictionary.com, The Daily Beast, Investopedia and Match Group’s online dating portfolio, which includes Match.com, Tinder, PlentyOfFish and OkCupid.
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