Integral Ad Science Holding Corp at Oppenheimer Technology, Internet & Communications Conference (Virtual) Transcript
Good afternoon, everyone. Thanks for joining us for the fireside chat with IAS, Integral Ad Science. Very excited to have the company's CEO, Lisa Utzschneider; and the company's CFO, Tania Secor. I'm Jason Helfstein, I head Internet Research. So our format today is a fireside chat. (Event Instructions)
So first, thank you for joining us. So we're going to start with, I think, the question that's on everyone's mind. Last week, the company reported results that were modestly ahead on revenue, nicely ahead on margins, kept the full-year guidance the same. However, the performance of the stock suggested investors we're not particularly happy with the results or had different expectations or more upside, given some of the results we've seen out of the platform companies. I think it wasn't terribly surprising to us.
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Maybe just to start with, talk about how your business, in some cases, may track with real-time spending of
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