Comscore, Inc. · NASDAQ:SCOR

Comscore — Q3 2025 Earnings Presentation

15 slides from Comscore's earnings presentation, Nov 4, 2025

  1. Slide 1: Q3 2025 Earnings Call

    Third Quarter 2025 Q3 2025 Earnings Call Jon Carpenter Mary Margaret Curry Chief Executive Officer Chief Financial Officer

  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 expected revenue and adjusted EBITDA margin fo

  3. Slide 3: Third Quarter Highlights

    Third Quarter Highlights Revenue + 20% cross-platform growth – continued momentum $88.9M + Double-digit local TV growth + Cross-platform, program-level reporting +$0.4M year-over-year beta launched for Comscore Content Adj. EBITDA Measurement $11.0M + Announced recapitalization – vote planned for De

  4. Slide 4: We Measure and Analyze Audience Behaviors To Enable Performance

    We Measure and Analyze Audience Behaviors At Home and On-the-Go On Whichever Device They Choose 29MUS 99% Zip Code 216M CTV 227M Desktop 240M Mobile Devices Households Coverage Screens Screens To Enable Performance

  5. Slide 5: Comscore Content Measurement

    Comscore Content Measurement Moving the Market From Siloed Channels to a Single Source of Truth Linear TV Connected TV Digital Innovating to Deliver Durable Cross-Platform Value Across the $400B+ Media Ecosystem

  6. Slide 6: Cross-Platform Innovation

    Cross- Platform Innovation Cross-Platform Program Analysis Showing Deduplicated, Exclusive, and Overlapping Reach for Selected Programs or Episodes 10M Total Cross Platform Reach across 3M Exclusive Reach for TV & CTV for Viking Games Viking Games on CTV

  7. Slide 7: Recapitalization Overview

    Recapitalization Overview Elimination of more than $18M in annual dividends Cancellation of special dividend obligation ($47M+) Reduction in total board size from 10 to 7 Implied exchange of ~$80M of Series B for common stock at a 48%+ premium to 90-day VWAP at signing* Greater alignment of interest

  8. Slide 8: 2025 Q3 Revenue

    2025 Q3 Revenue (in millions) 0.5% year-over-year Content & Ad Measurement Solutions flat VPY: Cross-Platform revenue growth of 20% Double-digit growth in Local TV from renewals and new business Lower National TV and Syndicated Digital revenue Movies growth of 2% $88.5 $88.9 Research & Insight Solut

  9. Slide 9: 2025 Q3 Adjusted EBITDA

    2025 Q3 Adjusted EBITDA (in millions) 11.1% year-over-year Core operating expenses* increased year over year Primarily driven by higher employee incentive compensation accruals based on expected full-year performance $12.4 Continuing to invest in areas that provide $11.0 opportunities for growth Str

  10. Slide 10: 2025 Guidance

    2025 Guidance ▪ Revising full-year revenue guidance to be roughly flat with prior year ▪ Q4 revenue expectations have been Full Year Revenue: tempered to account for the impact of the Flat VPY isolated customer data-strategy shift ▪ Growth in Cross-Platform and Local TV is encouraging – continued ad

  11. Slide 11: Thank you

    Thank you Q3 2025 Earnings Call November 4, 2025

  12. Slide 12: 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 adjusted EBITDA and adjusted EBITDA margin, which are non-GAAP financial measures used by our management to understand and evaluate our core operating performance an

  13. Slide 13: Third Quarter Adjusted EBITDA Reconciliation

    Third Quarter Adjusted EBITDA Reconciliation

  14. Slide 14: Additional Information and Where to Find It

    Additional Information and Where to Find It This communication does not constitute a solicitation of any vote. This communication may be deemed to be solicitation material in respect of the proposed recapitalization transaction and related matters. Comscore has filed a preliminary proxy statement on

  15. Slide 15: No Offer or Solicitation; Participants in the Solicitation

    No Offer or Solicitation This communication does not constitute an offer to sell or the solicitation of an offer to buy any securities, or a solicitation of any vote or approval, nor shall there be any sale of securities in any jurisdiction in which such offer, solicitation or sale would be unlawful

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