comScore (SCOR) Q4 2025 Earnings Call Transcript

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Tuesday, March 17, 2026 astatine 5:00 p.m. ET

• Chief Executive Officer — Jonathan Carpenter

• Chief Financial Officer — Mary Curry

• [Unspecified Executive]

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Jonathan Carpenter: Good evening, and convey you for joining us. 2025 was a coagulated twelvemonth with meaningful advancement arsenic we further developed our starring cross-platform capabilities, each to execute our nonsubjective of becoming the manufacture modular for modern measurement. Revenue for the afloat twelvemonth was conscionable implicit $357 cardinal and adjusted EBITDA came successful astatine $42 million, some up of 2024 performance. This was driven by 24% maturation successful our cross-platform solutions, on with double-digit maturation successful our section TV offering. Throughout the year, we had a fig of important wins. One that I privation to item is the motorboat of CCM, our cross-platform contented measurement capability.

CCM gives clients a much implicit representation of the assemblage for immoderate portion of content, whether it was viewed connected linear TV, CTV oregon mobile device, each astatine the rubric level. Some of the largest broadcasters and exertion companies successful the satellite person already signed on, and we judge we're conscionable scratching the surface. We've besides deepened our relationships with the largest media companies, those that bid the immense bulk of advertisement dollars. Our cross-platform measurement solutions helped thrust astir 25% year-over-year maturation crossed cardinal exertion clients. Additionally, our section concern continued to execute astatine a precocious level, anchoring our cross-platform capableness portion delivering important worth to our broadcast web and bureau partners, contributing to double-digit year-over-year growth.

Beyond our commercialized execution, we made meaningful advancement simplifying our superior structure. At year-end, we closed a pivotal recapitalization with our preferred shareholders. The transaction eliminated $18 cardinal successful yearly dividends, a $47 cardinal peculiar dividend work and our preferred holders besides converted astir $80 cardinal successful preferred shares into communal shares astatine an charismatic premium. And we were capable to trim the size of our Board, streamlining some costs and governance. This was an important archetypal step, and we stay focused connected continuing to simplify our concern and fortify our equilibrium expanse arsenic we determination done 2026. I americium arrogant of however our teams executed successful 2025, and I'm excited astir gathering connected that momentum.

But earlier I speech astir wherever we're going, it's worthy grounding everyone connected wherever we've been. comScore has ever led with innovation. We were the archetypal institution to marque integer audiences measurable astatine scale. While others are lone present figuring retired however to harvester large information and panels, comScore pioneered that enactment much than a decennary ago. We besides led the manufacture displacement to large information TV assemblage measurement, giving america implicit 10 years of acquisition delivering unchangeable measurement that reflects however radical really ticker television. That past matters due to the fact that it speaks to what comScore does erstwhile the manufacture is astatine an inflection point, and we're astatine 1 close now. The media scenery has fundamentally changed.