Q2 2026 Comscore Inc Earnings Call Transcript
Key Points
- Eliminated $40 million in long-term debt, freeing up roughly $7 million in annual interest and principal payments.
- Announced a new ROI strategy and operating model to realign the business, optimize operations, and invest in future growth.
- Expected annual run-rate cost savings of $20 million to $25 million from the realignment plan.
- Progress on next-generation audience-measurement solution, with testing expected to begin with large TV opportunities this year.
- Validated AI data utility for AEO and GEO solutions, initiating negotiations with leading firms.
- Q2 revenue declined 11.3% year-over-year to $79.2 million, with pro forma revenue down 8.5%.
- Adjusted EBITDA dropped 85% to $1.3 million, with margin falling to 1.7% from 10%.
- Cost structure is misaligned with current business realities, with fixed data and employee costs pressuring margins.
- No near-term growth anticipated due to the Movies divestiture and ongoing transformation.
- Cross-platform revenue declined 2.1% due to lower Proximic usage, reflecting broader market challenges.
Good day and thank you for standing by. Welcome to the Comscore second-quarter 2026 financial results conference call.
(Operator Instructions) Please be advised, today's conference is being recorded.
I would like to turn the conference over to your speaker today, Kevin Burns, Chief of Staff. Please go ahead.
Before we begin our prepared remarks, I'd like to remind all of you that the following discussion contains forward-looking statements.
These forward-looking statements include comments about our plans, expectations, and prospects; and are based on our view as of today, August 12, 2026.
Our actual results and future periods may differ materially from those currently expected because of a number of risks and uncertainties.
These risks and uncertainties include those outlined in our 10-K, 10-Q, and other filings with the SEC, which you can find on our website or at www.sec.gov.
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