Earnings summaries and quarterly performance for DoubleVerify Holdings.
Executive leadership at DoubleVerify Holdings.
Board of directors at DoubleVerify Holdings.
Research analysts who have asked questions during DoubleVerify Holdings earnings calls.
MR
Maria Ripps
Morgan Stanley
4 questions for DV
Also covers: BARK, DSP, ETSY +13 more
Matthew Swanson
RBC Capital Markets
4 questions for DV
Also covers: ADBE, IBM, MGNI +7 more
Andrew Boone
JMP Securities
3 questions for DV
Also covers: CARG, CART, CVNA +23 more
Brian Pitz
BMO Capital Markets
3 questions for DV
Also covers: CRTO, DKNG, IAS +3 more
MK
Mark Kelley
Stifel, Nicolaus & Company, Incorporated
3 questions for DV
Also covers: CRTO, ETSY, IAS +6 more
OD
Omar Dessouky
Bank of America
3 questions for DV
Also covers: APP, IAS, MGNI +3 more
Youssef Squali
Truist Securities
3 questions for DV
Also covers: BABA, DASH, ETSY +12 more
AB
Alec Brondolo
Wells Fargo
2 questions for DV
Also covers: APP, COMP, CRTO +5 more
Andrew Marok
Raymond James Financial
2 questions for DV
Also covers: BMBL, DSP, EA +10 more
AV
Arti Vula
JPMorgan Chase & Co.
2 questions for DV
Also covers: BIGC, DOCU, PATH +2 more
Eric Sheridan
Goldman Sachs
2 questions for DV
Also covers: ABNB, ACVA, AMZN +42 more
FS
Frank Surace
Barclays
2 questions for DV
Justin Patterson
KeyBanc Capital Markets
2 questions for DV
Also covers: ABNB, ANGI, CART +12 more
AL
Alan Lilly
William Blair & Company
1 question for DV
Alinda Li
William Blair
1 question for DV
Also covers: OOMA, RDCM, ZM
Arjun Bhatia
William Blair
1 question for DV
Also covers: AMPL, BAND, BRZE +19 more
DL
David Lubek
BMO Capital Markets
1 question for DV
Laura Martin
Needham & Company, LLC
1 question for DV
Also covers: CTV, CURI, DSP +10 more
MM
Mark Murphy
JPMorgan Chase & Co.
1 question for DV
Also covers: ADBE, AKAM, CFLT +23 more
MC
Matthew Condon
Not Specified in Transcript
1 question for DV
Also covers: ANGI, CTV, DSP +12 more
Recent press releases and 8-K filings for DV.
DoubleVerify Discusses Product Evolution, AI Impact, and 2026 Outlook at Raymond James Conference
DV
Product Launch
New Projects/Investments
Guidance Update
- DoubleVerify (DV) operates as an integrated software platform, enabling digital advertisers to verify, optimize, and prove the effectiveness of their ad spend by ensuring ads are viewed by real people in contextually relevant and viewable environments.
- The company's business model is volume-driven and tied to advertising spend, with Q3 2025 experiencing specific volatility in the retail space; DV mitigates this through new client acquisition, upsells, and new product introductions.
- DV has evolved its product offering, launching the Media Advantage Platform by integrating acquisitions like Scibids (algorithmic bidding for optimization) and Rockerbox (effectiveness proof), which has led to DV Authentic AdVantage on YouTube finding high-quality impressions at 20%-30% lower CPMs, resulting in 30%-40% more reach for the same cost.
- DV is addressing the lack of transparency in Connected TV (CTV), estimating that 15% of supposed CTV buys appear in low-quality environments, and has launched tools to verify impressions and automate "do-not-air" lists. AI is viewed as a catalyst for efficiency and new product opportunities, enabling 2,000x faster contextual verification and creating solutions to identify "AI slop" content and agentic bots for advertisers.
- For 2026, DoubleVerify projects a 10% revenue growth base case, driven by recurring clients, with additional growth expected from new products, and anticipates maintaining a 33% margin due to AI-driven efficiencies. The social business saw 20% growth last quarter and the Meta integration is expected to reach a $7 million run rate by the end of the year.
Dec 8, 2025, 3:00 PM
DoubleVerify Discusses Business Strategy and AI Impact at Raymond James Conference
DV
Product Launch
New Projects/Investments
Guidance Update
- DoubleVerify operates an integrated software platform that enables digital advertisers to verify, optimize, and prove the effectiveness of their ad spend, ensuring ads are viewed by real people in relevant, viewable, and fraud-free environments.
- While the business model is volume-driven and tied to advertising spend, experiencing volatility in the retail and CPG sectors in Q3, the company mitigates this through new client acquisition, upsells to new solutions, and new product introductions.
- The company launched its Media Advantage Platform (MAP), integrating core verification with acquisitions like Scibids for algorithmic bidding and Rockerbox for proving effectiveness, aiming to provide high-quality impressions at optimal prices.
- AI is viewed as a catalyst, not a headwind, enabling 2,000 times faster contextual cue verification, creating new product opportunities like identifying "AI slop" content, and leading to efficiencies that help sustain a 33% margin.
- For 2026, DoubleVerify projects a 10% revenue growth base case, supported by a Net Revenue Retention (NRR) consistently over 110%, with further growth expected from product innovation in areas like CTV, social, and AI solutions, aiming for half of its business from non-open web sources.
Dec 8, 2025, 3:00 PM
DoubleVerify Discusses Product Innovation, AI Impact, and 2026 Outlook
DV
Product Launch
Guidance Update
New Projects/Investments
- DoubleVerify (DV) operates as an integrated software platform, enabling digital advertisers to verify, optimize, and prove the effectiveness of their ad spend by ensuring ads are viewed by real people in relevant, viewable environments.
- The company's business model is volume-driven and tied to advertising spend, noting specific volatility in the retail and CPG verticals during Q3 2025. Growth is primarily driven by new clients, upsells to new solutions, and new product introductions.
- DV is enhancing its product suite with the Media Advantage Platform, which integrates core verification with acquisitions like Scibids for algorithmic bidding and Rockerbox for effectiveness measurement. The company has also launched new tools for CTV transparency and AI-driven content verification, including identifying "AI slop".
- For 2026, DoubleVerify projects a 10% revenue growth base case and aims to maintain a sustainable 33% margin, leveraging AI for operational efficiencies.
- A key strategic focus for DV is to achieve approximately half of its business from non-open web sources, such as CTV, social platforms, and new AI solutions, indicating a product-driven growth strategy.
Dec 8, 2025, 3:00 PM
DoubleVerify Discusses 2025 Achievements and 2026 Growth Strategy
DV
Guidance Update
Product Launch
New Projects/Investments
- DoubleVerify (DV) reported 2025 as a year of transition and evolution, marked by the launch of the Advantage Platform to expand beyond verification into optimization and performance measurement.
- The company also expanded its core verification into new areas, including social, CTV, and AI advertising, introducing products such as Meta PreScreen, Authentic Advantage, Verified Streaming TV, and AI verification tools.
- DV updated its full-year 2025 revenue guidance to 14% growth, exceeding initial expectations of at least 10%, driven by a strong recurring client base and positive uptake of new products.
- For 2026, DV anticipates a foundational baseline growth rate of 10%, supported by a net revenue retention of 112% from existing clients and products, with additional growth expected from new product introductions and upselling.
- Key new products like Authentic Advantage (launched for YouTube) secured an $8 million ACV deal in its first few weeks and is projected to contribute $100 million-$150 million over the next three to four years. The Meta pre-bid/pre-screen product is also growing, expected to reach $7 million ACV by year-end 2025 and potentially match the $40 million annual measurement business.
Nov 18, 2025, 2:20 PM
DoubleVerify Discusses 2025 Achievements and 2026 Growth Outlook
DV
Guidance Update
Product Launch
Revenue Acceleration/Inflection
- DoubleVerify exceeded its initial 2025 revenue growth expectations, guiding to 14% for the full year, up from an initial 10%, driven by strong recurring base spending and positive uptake of new products.
- For 2026, the company anticipates a 10% foundational baseline revenue growth rate, primarily driven by its net revenue retention of 112% and a product-led growth strategy with several new product launches.
- Key product launches in 2025 include the AdVantage Platform for optimization and performance measurement, and expansion into social, CTV, and AI advertising with products like Meta PreScreen and Authentic AdVantage.
- Authentic AdVantage, launched for YouTube, secured an $8 million ACV deal in its first few weeks and is projected to generate $100 million to $150 million over the next three to four years, potentially becoming as large as the $200 million+ ABS product.
- The company's investment strategy leverages AI to enhance efficiency, allowing for four times more productivity per labeling engagement and thousands of times more speed, contributing to an 80%+ gross margin and over 30% EBITDA margins.
Nov 18, 2025, 2:20 PM
DoubleVerify Exceeds 2025 Revenue Guidance and Focuses on Product-Led Growth in New Segments
DV
Guidance Update
Product Launch
New Projects/Investments
- DoubleVerify exceeded its initial 10% revenue growth guidance for 2025, now expecting 14%, and anticipates a foundational 10% growth rate for 2026 driven by new products and a strong recurring revenue base.
- The company is strategically expanding its core verification services into new high-growth areas such as social, CTV, and AI advertising, with a goal to increase revenue contribution from these segments from under 30% to over 50% in the medium term.
- New product launches, including the DV Authentic Advantage for YouTube, are showing strong initial results, with tests demonstrating 25-35% decreases in CPMs and 30-50% increases in reach, and are projected to generate $100 million-$150 million over the next three to four years.
- DoubleVerify is leveraging AI to enhance operational efficiency and speed in content analysis, while also creating new product opportunities in AI verification and engaging with advertising agents.
Nov 18, 2025, 2:20 PM
DoubleVerify Reports Q3 2025 Results
DV
Earnings
Guidance Update
- DoubleVerify Holdings, Inc. reported Q3 2025 revenue of approximately $188.6 million, representing 11% growth.
- Despite revenue growth, net income declined 44% to $10.2 million, and diluted earnings per share fell to $0.06 from $0.10 a year earlier.
- The company's adjusted EBITDA margin improved to 35%, though the operating margin declined to 11.2% in Q3 2025 from 15.2% a year earlier.
- DoubleVerify's Q4 revenue guidance of $209 million fell slightly below analyst expectations, while EBITDA guidance exceeded estimates.
Nov 8, 2025, 2:30 AM
DV Reports Strong Q3 2025 Financial Results
DV
Earnings
Revenue Acceleration/Inflection
Product Launch
- DV reported total revenue of $189 million for Q3 2025, marking 11% year-over-year growth.
- The company achieved an Adjusted EBITDA of $66 million with a 35% margin in Q3 2025, and generated $51 million in net operating cash.
- Revenue growth was observed across all three business lines, with Activation growing +10%, Measurement +9%, and Supply-Side +27% year-over-year.
- DV is focused on innovation and diversification, with +30% Y/Y Growth in CTV measurement volume and double-digit growth in programmatically purchased video and display impressions in Q3 2025.
- The number of large advertisers, defined as those generating over $200,000 annually, increased by 11% to 347.
Nov 7, 2025, 1:00 PM
DoubleVerify Reports Strong Q3 2025 Results and Raises Full-Year Adjusted EBITDA Margin Guidance
DV
Earnings
Guidance Update
Product Launch
- DoubleVerify reported Q3 2025 total revenue of $188.6 million, an 11% year-over-year increase, and Adjusted EBITDA of $65.9 million, representing a 35% adjusted EBITDA margin.
- The company raised its full-year 2025 Adjusted EBITDA margin guidance to approximately 33%.
- For Q4 2025, DoubleVerify anticipates revenue between $207 million and $211 million and Adjusted EBITDA between $77 million and $81 million.
- Key product innovations include the launch of DV AI Verification, DV Authentic Advantage for social media, and Verified Streaming TV solutions.
Nov 7, 2025, 12:35 PM
One Equity Partners Acquires Majority Stake in Digital Value
DV
M&A
New Projects/Investments
- One Equity Partners has agreed to acquire a majority stake in Digital Value S.p.A., an Italian technology solutions-focused Value-Added Reseller listed on the Euronext Milan Stock Exchange.
- Digital Value, headquartered in Rome, provides Big Data, AI, cloud computing solutions, and workplace digitalization services, reporting consolidated revenues of €815.8 million and employing 680 people.
- One Equity Partners plans to support Digital Value's growth through transformative combinations with complementary businesses and by building out the company's managed services and cloud solutions.
Oct 21, 2025, 11:00 AM
Quarterly earnings call transcripts for DoubleVerify Holdings.
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