IAC Inc. (IAC)

Several key events impacted IAC, Inc.'s stock price in the past six months. The completion of the Care.com sale and the Angi Inc. spin-off led to updated financials showing increased Adjusted EBITDA and a return to operating profitability. IAC reported its Q4 2025 earnings, with a narrowed loss and revenue beat, resulting in a stock increase over time. People Inc. announced an AI content partnership with Meta, leading to a modest positive market reaction. The Search segment's revenue was significantly impacted by Google algorithm changes. IAC actively repurchased its common stock, reducing the share count. IAC formalized a voting agreement with MGM Resorts, clarifying governance around its MGM stake.

Demand seasonality varies across IAC's portfolio. Angi Inc. experiences increased activity in the spring and summer. Care.com sees increased demand for childcare services during the summer months. Dotdash Meredith's advertising budgets fluctuate throughout the year. The Search segment's performance is heavily influenced by Google algorithm changes. No specific demand seasonality was identified for The Daily Beast.

IAC, Inc. is an American holding company focused on building and acquiring internet and media businesses. It operates in the internet and technology industry, with segments spanning digital publishing, home services, search, and emerging ventures. Its major operating segments include Dotdash Meredith (now People Inc.), Angi Inc. (spun off in March 2026), Search (Ask Media Group), and Emerging & Other (Care.com, Mosaic Group, Vivian Health, The Daily Beast, and IAC Films).

IAC Inc. is headquartered in New York City, United States, and operates its brands worldwide. Its former Angi Inc. segment had an international presence in Europe and Canada.

IAC faces ongoing challenges in maintaining and enhancing its brand reputation. People Inc.'s AI content partnerships indicate a proactive approach to leveraging AI. The Daily Beast reported its first annual profit and saw double-digit subscriber growth. Care.com experienced a significant goodwill impairment. The Search segment's revenue decreased due to Google algorithm changes. The Print business continues to experience revenue decline.

IAC Inc. has significant institutional ownership, with 356 institutional owners holding approximately 79.6% of the company's shares. Major institutional shareholders include BlackRock, Inc. and Vanguard Group Inc. Individual insiders hold about 10.1% of the shares. Barry Diller maintains significant leadership and influence through super-voting shares.