IAC Inc. (IAC)

Over the past six months, IAC's stock has been influenced by several events. In Q4 2025, IAC reported a revenue decrease for Care.com and the Search segment, but People Inc. saw digital revenue increase. The company repurchased shares of common stock and MGM. The full spin-off of Angi was completed. In Q1 2026, IAC reported decreased sales but a narrower net loss, announced the closure of Ask.com, and highlighted digital revenue growth for People Inc. IAC also introduced a corporate consolidation and leadership transition plan, and repurchased shares.

Demand seasonality for IAC's products and services is influenced by various factors. As a company heavily reliant on digital advertising, IAC is sensitive to ad-market downturns. The Dotdash Meredith segment (now People Inc.) is experiencing a managed wind-down of its legacy print business, with digital revenue expected to rise annually as print declines. Demand for care solutions, particularly for aging populations and childcare, is a growing trend globally. The Search segment's revenue has been significantly impacted by Google algorithm changes and policy updates. Digital content consumption can exhibit seasonality, with potential peaks during holidays or specific events.

IAC Inc. is an American holding company with a diverse portfolio in the media and internet sectors, focused on building and scaling category-leading digital businesses. Its core markets include digital publishing, search, and consumer services. The company operates through segments like People Inc. (formerly Dotdash Meredith) which provides digital and print publishing services, Care.com which is an online platform connecting families with caregivers, Search which includes Ask Media Group, and Emerging & Other which includes businesses such as Vivian Health, The Daily Beast, and IAC Films. IAC also holds a significant stake in MGM Resorts International.

IAC's operating footprint spans North America and key international markets. While its digital properties and transactional platforms are concentrated in the US, select portfolio companies are scaling in Europe and Latin America. The company's headquarters are in New York City, United States. Its brands' products are primarily available in the United States, with some services expanding into international markets. Specific office locations for its subsidiaries include Oakland, Des Moines, Edmonton, Burlington, Homewood, Chicago, Los Angeles, Seattle, Stamford, San Francisco, Denver, and Washington, D.C.

IAC's brand reputation has been influenced by strategic shifts and the evolving digital landscape. The company faces ongoing challenges in maintaining and enhancing its brand reputation. The rebranding of Dotdash Meredith to People Inc. signifies a strategic push to concentrate on human-created premium content and capital-light digital businesses. The print business continues to experience revenue decline. The closure of Ask.com and the spin-off of Angi are part of IAC's efforts to streamline its portfolio.

IAC Inc. is primarily owned by institutional shareholders, with a smaller percentage owned by insiders and retail investors. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, Aristeia Capital Llc, Southeastern Asset Management Inc/tn/, Corvex Management LP, Bank Of Montreal /can/, Davis Selected Advisers, Burgundy Asset Management Ltd., State Street Corp, and Thompson Siegel & Walmsley Llc. Barry Diller, as Chairman and Senior Executive, is the largest individual shareholder.