IACHIGH SIGNALOPERATIONAL10-K

IAC completed the spinoff of Angi Inc., transforming into a focused entity centered on Dotdash Meredith and other core businesses while no longer holding its home services marketplace subsidiary.

This represents a major strategic restructuring that fundamentally changes IAC's business composition and future growth trajectory. The spinoff allows IAC to concentrate resources on its remaining portfolio companies while giving Angi independence to pursue its own strategic initiatives.

Comparing 2026-02-20 vs 2025-02-28View on EDGAR →
FINANCIAL ANALYSIS

IAC's financial profile reflects the impact of the Angi spinoff, with substantially reduced asset base and debt levels, while operating cash flow improved meaningfully to $354.5M. The company's net loss narrowed considerably despite higher interest expenses, and R&D spending declined significantly. Overall, the financial statements show a smaller but potentially more focused company with improved cash generation capabilities.

FINANCIAL STATEMENT CHANGES
Operating Cash Flow
Cash Flow
+87.1%
$189.5M$354.5M

Operating cash flow surged 87.1% — exceptional cash generation, highest quality earnings signal.

Net Income
P&L
+80.7%
-$539.9M-$104.0M

Net income grew 80.7% — bottom-line growth signals improving overall business health.

Capital Expenditure
Cash Flow
-70.7%
$65.5M$19.2M

Capex reduced 70.7% — investment cycle winding down or capital discipline; may improve near-term free cash flow.

Cash & Equivalents
Balance Sheet
-46.6%
$1.8B$960.2M

Cash declined 46.6% — significant cash burn or deployment; verify adequacy of remaining liquidity runway.

Interest Expense
P&L
+43.1%
$110.2M$157.6M

Interest expense surged 43.1% — significant debt increase or rising rates materially impacting earnings.

R&D Expense
P&L
-39.4%
$323.7M$196.0M

R&D spending cut 39.4% — could signal cost discipline or concerning reduction in innovation investment.

Current Assets
Balance Sheet
-37.8%
$2.5B$1.5B

Current assets declined 37.8% — monitor working capital adequacy and short-term liquidity.

Current Liabilities
Balance Sheet
-36.7%
$886.2M$560.9M

Current liabilities reduced — improved short-term financial position and working capital health.

Total Debt
Balance Sheet
-27.2%
$2.0B$1.4B

Debt reduced 27.2% — deleveraging strengthens balance sheet and reduces financial risk.

Total Assets
Balance Sheet
-25.3%
$9.5B$7.1B

Total assets contracted 25.3% — asset sales, write-downs, or balance sheet optimization underway.

LANGUAGE CHANGES
NEW — 2026-02-20
PRIOR — 2025-02-28
ADDED
Management's Discussion and Analysis of Financial Condition and Results of Operations 35 Item 7A.
Business OVERVIEW Who We Are IAC today is comprised of category leading businesses, including People Inc.
and Care.com, among others, and holds strategic equity positions in MGM Resorts International and Turo Inc.
( Angi ) by means of a special dividend (the Distribution ) of all shares of Angi capital stock held by IAC to holders of its common stock and Class B common stock.
As a result of the Distribution, IAC no longer owns any shares of Angi s capital stock and Angi became an independent public company.
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REMOVED
Management's Discussion and Analysis of Financial Condition and Results of Operations 43 Item 7A.
Business OVERVIEW Who We Are IAC is today comprised of category leading businesses, including Dotdash Meredith Inc., Angi Inc.
and Care.com, as well as others ranging from early stage to established businesses.
IAC also holds strategic equity positions in businesses across several industries, including in MGM Resorts International and Turo Inc.
2 On January 13, 2025, IAC announced that its board of directors approved a plan to spin off its full stake in Angi Inc.
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