IAC/InterActiveCorp has taken a significant step in its artificial intelligence strategy by securing a major, multi-year content licensing agreement. The deal, orchestrated through its publishing subsidiary People Inc., partners the media conglomerate with tech giant Meta Platforms. This alliance substantially deepens IAC’s integration into the foundational infrastructure of the global AI landscape.
Strategic Context and Market Positioning
This partnership with Meta is not an isolated move but part of a deliberate strategic path. IAC has previously established similar content licensing agreements with other AI leaders, including OpenAI and Microsoft. The company is actively executing a plan to monetize its vast content libraries by licensing them to developers of Large Language Models (LLMs).
The announcement coincides with Meta’s own strategic pivot, shifting resources from pure metaverse investments toward AI-driven technologies like smart glasses and generative AI models. By providing its content as a verified data source, IAC is positioning itself within the rapidly evolving ecosystem of AI-powered search and information retrieval.
Inside the Meta Alliance
Under the terms of the newly formed cooperation, People Inc. becomes the premier lifestyle publisher to feed real-time content directly into Meta’s AI ecosystem. This grants Meta AI access to authoritative material from key IAC brands, which include:
* PEOPLE (entertainment and celebrity news)
* Allrecipes (food and cooking)
* Better Homes & Gardens (lifestyle and home)
* Investopedia (financial education)
The integration is scheduled to commence in the coming days. While the specific financial details of the arrangement remain confidential, the operational goal is clear: Meta will utilize the licensed data to answer user queries in domains such as entertainment, cuisine, health, and finance with trusted, verified information.
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Financial Performance and Investor Perspective
Market participants are assessing this development against the backdrop of IAC’s recent financial results. The company’s shares concluded trading on December 5 at $36.17.
Investors are also monitoring the long-term effects of the group’s rebranding initiative. The digital publishing unit, formerly known as Dotdash Meredith, officially adopted the People Inc. name on July 31, 2025, and remains the central revenue driver involved in the new Meta agreement.
The most recent quarterly earnings, released on November 3, 2025, reported revenue of $589.8 million alongside a net loss of $21.9 million. The new licensing revenue stream from Meta has the potential to influence future profitability, though analysts have not yet quantified the precise impact on earnings.
Institutional interest in the stock remains pronounced. During the second quarter of 2025, Quantbot Technologies LP established a new position by acquiring 78,320 shares valued at approximately $2.92 million. Currently, institutional investors hold roughly 88.9% of the company’s outstanding shares. The next opportunity for a fundamental reassessment will likely come with the release of fourth-quarter 2025 results, which are anticipated in February 2026.
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