• Reported GAAP EPS of -$0.99 up 60.40% YoY • Reported revenue of $645.98M down -66.12% YoY • IAC projects full year 2026 Total Adjusted EBITDA to be $260-$335 million. People Inc. Digital revenue and Adjusted EBITDA are expected to grow mid-to-high single-digits, and Care.com anticipates revenue growth.
Bullish
IAC saw Adjusted EBITDA increase 29% in Q4 2025 driven by People Inc. Digital revenue growth, while expanding strategic AI partnerships and share repurchases.
Bearish
IAC's total revenue declined 10% in Q4 2025, impacted by a $207.5 million Care.com goodwill impairment and Search segment disruption from Google AI Overviews.