Comscore (SCOR, Financial) has strengthened its collaboration with Yahoo DSP by integrating AI-driven, ID-free audience solutions. This enhancement comes as part of Yahoo's comprehensive targeting tools, addressing the diminishing use of third-party signals amidst increasing privacy regulations in the media landscape. By utilizing AI-powered audiences, the partnership aims to provide a privacy-focused method for engaging consumers without the need for traditional identifiers.
This development is particularly advantageous for sectors with stringent regulations, such as healthcare, pharmaceuticals, and financial services. Through this integration, Yahoo DSP clients can now seamlessly access and utilize Comscore's ID-free audiences, ensuring advertisers benefit from a scalable, privacy-first approach for desktop, mobile, and connected TV platforms.
Wall Street Analysts Forecast
Based on the one-year price targets offered by 2 analysts, the average target price for comScore Inc (SCOR, Financial) is $6.13 with a high estimate of $6.25 and a low estimate of $6.00. The average target implies an upside of 25.00% from the current price of $4.90. More detailed estimate data can be found on the comScore Inc (SCOR) Forecast page.
Based on the consensus recommendation from 2 brokerage firms, comScore Inc's (SCOR, Financial) average brokerage recommendation is currently 3.0, indicating "Hold" status. The rating scale ranges from 1 to 5, where 1 signifies Strong Buy, and 5 denotes Sell.
Based on GuruFocus estimates, the estimated GF Value for comScore Inc (SCOR, Financial) in one year is $14.15, suggesting a upside of 188.78% from the current price of $4.9. GF Value is GuruFocus' estimate of the fair value that the stock should be traded at. It is calculated based on the historical multiples the stock has traded at previously, as well as past business growth and the future estimates of the business' performance. More detailed data can be found on the comScore Inc (SCOR) Summary page.
SCOR Key Business Developments
Release Date: May 06, 2025
- Total Revenue: $85.7 million, down 1.3% from $86.8 million in the same quarter a year ago.
- Content and Ad Measurement Revenue: $73.2 million, slightly up from the prior year quarter.
- Cross-Platform Revenue: $9.7 million, up 20.5% compared to the prior year.
- Syndicated Audience Revenue: $63.5 million, down 1.7% from the prior year quarter.
- Movies Business Revenue: $9.4 million, up 2.6% from the prior year.
- Research and Insight Solutions Revenue: $12.5 million, down 11.5% from Q1 of 2024.
- Adjusted EBITDA: $7.4 million, up 2.8% from the prior year quarter.
- Adjusted EBITDA Margin: 8.6%.
- Full Year Revenue Guidance: Expected at the low end of $360 million to $370 million.
- Full Year Adjusted EBITDA Margin Guidance: 12% to 15%.
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Positive Points
- Comscore Inc (SCOR, Financial) achieved double-digit growth in cross-platform and local TV offerings, driven by key renewals and new business wins.
- The company earned another accreditation from the MRC for its TV measurement offering, maintaining its unique position in the market.
- Comscore Inc (SCOR) launched a cross-platform content measurement solution, providing clients with an omnichannel view of audience engagement.
- Operational improvements have led to greater speed and less friction in client delivery, contributing to year-over-year improvements in adjusted EBITDA.
- The partnership with Magnite and the introduction of Comscore-Certified Deal IDs enhance advertising efficiency and effectiveness, offering a higher return on ad spend.
Negative Points
- Total revenue for the first quarter was down 1.3% compared to the same quarter a year ago.
- Syndicated audience revenue declined by 1.7% due to lower renewals in national TV and syndicated digital products.
- Research and insight solutions revenue decreased by 11.5%, primarily due to lower renewals and timing of deliveries.
- The macroeconomic environment remains uncertain, impacting ad spend and leading to cautious advertiser behavior.
- Revenue from cross-platform offerings fell short of expectations due to ad spend softness in key categories, influenced by recent trade policy developments.
