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
6 questions for DV
Also covers: BARK, DSP, ETSY +13 more
Matthew Swanson
RBC Capital Markets
6 questions for DV
Also covers: ADBE, IBM, MGNI +7 more
Brian Pitz
BMO Capital Markets
5 questions for DV
Also covers: CRTO, DKNG, IAS +3 more
Youssef Squali
Truist Securities
5 questions for DV
Also covers: ANGI, BABA, DASH +13 more
Andrew Boone
JMP Securities
3 questions for DV
Also covers: ACVA, CARG, CART +26 more
Laura Martin
Needham & Company, LLC
3 questions for DV
Also covers: CNVS, CTV, CURI +11 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
AB
Alec Brondolo
Wells Fargo
2 questions for DV
Also covers: APP, COMP, CRTO +6 more
AV
Alex Vegliante
Goldman Sachs
2 questions for DV
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: AKAM, BIGC, DOCU +3 more
Eric Sheridan
Goldman Sachs
2 questions for DV
Also covers: ABNB, ACVA, AMZN +47 more
FS
Frank Surace
Barclays
2 questions for DV
Justin Patterson
KeyBanc Capital Markets
2 questions for DV
Also covers: ABNB, ANGI, CART +15 more
LL
Linda Lee
William Blair & Company
2 questions for DV
Also covers: ONTF
MC
Matt Condon
Citizens Financial Group, Inc.
2 questions for DV
Also covers: ANGI, IAC, LZ +4 more
TN
Tim Nollen
Macquarie Group
2 questions for DV
Also covers: APP, CRTO, DIS +5 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 +21 more
DL
David Lubek
BMO Capital Markets
1 question for DV
MM
Mark Murphy
JPMorgan Chase & Co.
1 question for DV
Also covers: ADBE, AKAM, CFLT +24 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 Holdings Reports Q4 and Full Year 2025 Results, Provides 2026 Guidance
DV
Earnings
Guidance Update
Product Launch
- DoubleVerify Holdings (DV) reported Q4 2025 revenue of $206 million, an 8% year-over-year increase, and achieved a 38% adjusted EBITDA margin.
- For full year 2025, revenue grew 14% year-over-year to $748 million, surpassing the initial 10% growth outlook, and the company generated $211 million in net cash from operating activities.
- The company provided full year 2026 revenue guidance of $810 million to $826 million, representing an 8%-10% year-over-year increase, and anticipates an adjusted EBITDA margin of approximately 34%.
- DV authorized $300 million for share repurchases to be deployed in 2026 at increased levels compared to prior years.
- Product-led growth was strong, with social activation accelerating to approximately 60% year-over-year growth in Q4 2025, and new solutions in social, streaming TV, and AI, including the launch of DV SlopStopper for Social in H1 2026, are expected to drive future growth and revenue diversification.
2 days ago
DoubleVerify Reports Q4 and Full-Year 2025 Results, Provides 2026 Guidance
DV
Earnings
Guidance Update
Share Buyback
- DoubleVerify reported Q4 2025 revenue of $206 million, an 8% year-over-year increase, and full-year 2025 revenue of $748 million, up 14% year-over-year, exceeding its initial 10% growth outlook.
- The company provided full-year 2026 revenue guidance of $810 million to $826 million, representing an 8%-10% year-over-year increase, with an expected adjusted EBITDA margin of approximately 34%.
- Key growth drivers for 2026 include the adoption and deployment of new solutions across social and streaming TV, incremental revenue from existing enterprise clients, and new customer acquisition, with social activation growing 60% year-over-year in Q4 2025.
- DoubleVerify ended 2025 with $260 million in cash and no long-term debt, and has $300 million authorized for share repurchases in 2026, planning increased deployment compared to prior years.
2 days ago
DoubleVerify Reports Q4 and Full Year 2025 Results, Issues 2026 Guidance
DV
Earnings
Guidance Update
Share Buyback
- DoubleVerify reported Q4 2025 revenue of $206 million, an 8% year-over-year growth, with an adjusted EBITDA margin of 38%. For the full year 2025, revenue reached $748 million, growing 14% year-over-year, and adjusted EBITDA margin was 33%.
- The company provided Q1 2026 revenue guidance of $177 million to $183 million (midpoint 9% year-over-year increase) and adjusted EBITDA guidance of $48 million to $52 million (midpoint 28% margin). For full-year 2026, revenue is expected to be between $810 million and $826 million, representing 8%-10% year-over-year growth.
- Q4 2025 revenue growth was impacted by retail softness and customer campaign spend pullbacks due to agency changes, but social activation grew approximately 60% year-over-year and CTV measurement volumes increased 22%.
- DoubleVerify is focusing on product-led growth in social, streaming TV, and AI platforms, and has $300 million authorized for share repurchases in 2026 to return capital to shareholders.
2 days ago
DoubleVerify Holdings Announces Q4 & FY 2025 Results and FY 2026 Guidance
DV
Earnings
Guidance Update
Share Buyback
- DoubleVerify Holdings reported FY 2025 revenue of $818 million, representing 14% year-over-year growth, with an Adjusted EBITDA margin of 33%.
- The company demonstrated strong cash generation with $211 million in Net Cash from Operating Activities and a 70% Free Cash Flow Conversion in FY 2025.
- DoubleVerify repurchased 8.4 million shares for $132 million in FY 2025, and $300 million remains authorized and available for share repurchases as of February 26, 2026.
- For FY 2026, DoubleVerify projects revenue between $810 million and $826 million, indicating 8% to 10% year-over-year growth, and anticipates Adjusted EBITDA between $267 million and $283 million, targeting a 34% margin at the midpoint.
2 days ago
DoubleVerify Reports Strong Q4 and Full Year 2025 Financial Results, Authorizes $300 Million Share Repurchase
DV
Earnings
Guidance Update
Share Buyback
- DoubleVerify reported full-year 2025 revenue of $748.3 million, a 14% increase year-over-year, with net income of $50.7 million and Adjusted EBITDA of $245.6 million, achieving a 33% Adjusted EBITDA margin.
- For the fourth quarter of 2025, total revenue increased by 8% to $205.6 million, with net income of $29.3 million and Adjusted EBITDA of $77.8 million, representing a 38% Adjusted EBITDA margin.
- The company's Board of Directors authorized $300 million for share repurchases, the largest amount in DoubleVerify's history, following the repurchase of 8.4 million shares for $132.3 million in full-year 2025.
- DoubleVerify provided full-year 2026 revenue guidance in the range of $810 million to $826 million, representing an 8% to 10% year-over-year increase, and projected an Adjusted EBITDA margin of approximately 34%.
2 days ago
DoubleVerify Launches DV Authentic Streaming TV at CES 2026
DV
Product Launch
- DoubleVerify (DV) launched DV Authentic Streaming TV at CES 2026, a new solution designed to enhance transparency, media quality, and ad performance for connected TV (CTV) and streaming TV advertising.
- This solution unifies content discovery, reporting, analytics, and optimization, leveraging AI-powered pre-bid controls and richer program-level signals to improve brand suitability alignment and verification.
- DV Authentic Streaming TV addresses significant industry challenges, including limited transparency and fragmented reporting, which contribute to an estimated $1 billion in misplaced programmatic ad spend quarterly in CTV environments.
- The platform incorporates AI-powered activation through the DV Scibids AI™ engine to dynamically optimize ad spend for stronger reach, relevance, and conversion outcomes.
Jan 6, 2026, 2:00 PM
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
Quarterly earnings call transcripts for DoubleVerify Holdings.
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