Comscore, Inc. · NASDAQ:SCOR

Comscore — Q2 2026 Earnings Presentation

20 slides from Comscore's earnings presentation, Aug 12, 2026

  1. Slide 1: Q2 '26 Earnings Update

    Q2 ’26 Earnings Update August 12, 2026 1

  2. Slide 2: Cautionary Note Regarding Forward-Looking Statements

    Cautionary Note Regarding Forward-Looking Statements​ This presentation contains forward-looking statements within the meaning of federal and state securities laws, including, without limitation, our expectations, forecasts, plans and opinions regarding future value creation; the timing, scope, cost

  3. Slide 3: Q2'26 Highlights

    Q2’26 Highlights Q2 ’26: Welcomed Completed sale Eliminated $40M in Revenue: $79.2M Matt McLaughlin as of Movies business to debt and ~$7M in Adj. EBITDA: $1.3M new CEO sharpen focus annual principal and interest payments Results Reflect Need for Change Reinvigorating with New Leader Refocusing on C

  4. Slide 4: Comscore Today

    Comscore Today Strengths Weaknesses Unique data assets, intelligence algorithms and client Cost structure not built for today’s realities relationships built over decades Legacy business segments face secular pressure Trusted, independent measurement across channels as consumer media consumption shi

  5. Slide 5: Operating Model Limited Capacity To Grow

    Operating Model Limited Capacity To Grow Misaligned & wrongly Challenged Linear TV sized operating model business saddled with largest fixed data expense Capacity spread Limited ability to scale and across too many focus on long-term growth complex opportunities Prioritized near-term Trimmed expense

  6. Slide 6: Must Change Our Definition of Success

    Must Change Our Definition of Success Lower, Simplify How Reallocate More Flexible We Operate Investments Cost Base (Internally & Externally) (Harvest vs. Nurture) Sharpen Strategic Product Long-Term Organization Development Growth Culture & Focus Mindset Thinking 6 Convert Strategy into Measurable

  7. Slide 7: ROI Strategy

    ROI Strategy Transformational strategy to address legacy operating issues, focus resources and capitalize on Comscore's unique strengths Realign the Optimize the Invest in Future Business Organization Growth Realign the business around a Optimize how we operate by Invest in future growth by more fle

  8. Slide 8: Realign the Business

    Realign the Business ▪ Improve Cost Structure ▪ Streamline corporate costs ▪ Additional offshoring of repeatable operations Lower, ▪ Reduce international footprint More Flexible ▪ Redefine Culture Cost Base ▪ Build operating discipline, urgency, accountability, and ownership mindsets ▪ Shift from is

  9. Slide 9: Optimize the Organization

    Optimize the Organization ▪ Streamline Legacy Business Costs ▪ Shift legacy activities to more disciplined cash generation ▪ Sunset expensive, underused product features Simplify How ▪ Align data costs to current business value and strategic opportunity We Operate (Internally & Externally) ▪ Enhance

  10. Slide 10: Invest in Future Growth

    Invest in Future Growth ▪ People, Culture & Systems ▪ Align compensation, incentives, culture, and talent with the skills required to execute the strategy Reallocate ▪ Invest in infrastructure and systems that can reduce cost, complexity, and operational friction Investments (Harvest vs. Nurture) ▪

  11. Slide 11: Financials

    Fy COMSCORE Financials

  12. Slide 12: Q2 '26 Revenue

    Q2 ’26 Revenue (in millions) 11.3% year-over-year Content & Ad Measurement Solutions down 11.7% VPY: Syndicated Audience revenue down 13.6% Movies divestiture Lower renewals in National TV and Syndicated Digital One-time deliverable recognized last year for Local TV $89.4 $79.2 Cross-Platform revenu

  13. Slide 13: Q2 '26 Adjusted EBITDA

    Q2 ’26 Adjusted EBITDA (in millions) Core operating expenses* down 2.8% VPY: 85.0% Lower employee compensation costs year-over-year 1000% Partially offset by higher professional fees 900% related to the Movies divestiture 800% 700% Movies business delivered healthy margins 600% $8.9 contributing to

  14. Slide 14: ROI Strategy: Expected Financial Impact

    ROI Strategy: Expected Financial Impact ▪ Expect between $20 - $25 million in annual run-rate cost savings from the realignment plan, which should be complete by Q3 2027 ▪ Estimated one-time cost associated with the plan is $7 - $9 million – majority to be paid by end of 2026 ▪ Portion of savings wi

  15. Slide 15: Change Required, Opportunity Significant

    Change Required Opportunity Significant ▪ Acting with purpose and urgency ▪ The changes we are making are Lower, Simplify How Reallocate designed to focus resources on More Flexible We Operate Investments opportunities that can be Cost Base (Internally & Externally) (Harvest vs. Nurture) meaningfull

  16. Slide 16: Investing Already: Seeding the Future

    Investing Already: Seeding the Future TV: Grow Share AI: Capitalize Now Accelerated development of next-gen Validated the utility of our panel- ratings solution desired by large local driven AI prompt and response broadcast partners and agencies dataset to AEO and GEO platforms currently using synth

  17. Slide 17: Setting the Standard for Cross-Channel Intelligence

    OUR MISSION: Setting the Standard for Cross-Channel Intelligence & Channel-Level Enablement Delivering Value Across The Modern Media Ecosystem Traditional TV Audio Creator CTV Digital Social Shopping Search AI LLMs

  18. Slide 18: Thank you

    Thank you Investor Contacts: Jackie Marcus or Nick Nelson Alpha IR Group (617) 466-9257 Investor@comscore.com 18

  19. Slide 19: Use of Non-GAAP Financial Measures

    Use of Non-GAAP Financial Measures To provide investors with additional information regarding our financial results, we are disclosing in this presentation adjusted EBITDA and adjusted EBITDA margin, which are non-GAAP financial measures used by our management to understand and evaluate our core ope

  20. Slide 20: Second Quarter Adjusted EBITDA Reconciliation

    Second Quarter Adjusted EBITDA Reconciliation 20

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