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DoubleVerify (DV) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
ZACKS· 2025-05-08 23:05
For the quarter ended March 2025, DoubleVerify Holdings (DV) reported revenue of $165.06 million, up 17.3% over the same period last year. EPS came in at $0.01, compared to $0.04 in the year-ago quarter. View all Key Company Metrics for DoubleVerify here>>> Shares of DoubleVerify have returned +1.3% over the past month versus the Zacks S&P 500 composite's +11.3% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term. Revenue by custo ...
DoubleVerify Holdings (DV) Q1 Earnings Miss Estimates
ZACKS· 2025-05-08 22:31
DoubleVerify Holdings (DV) came out with quarterly earnings of $0.01 per share, missing the Zacks Consensus Estimate of $0.02 per share. This compares to earnings of $0.04 per share a year ago. These figures are adjusted for non-recurring items. DoubleVerify, which belongs to the Zacks Internet - Software industry, posted revenues of $165.06 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 7.91%. This compares to year-ago revenues of $140.78 million. The company has toppe ...
DoubleVerify(DV) - 2025 Q1 - Earnings Call Transcript
2025-05-08 21:30
DoubleVerify (DV) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Speaker0 Greetings, and welcome to the DoubleVerify First Quarter twenty twenty five Financial Results Conference Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Tijo Ingeman, Senior Vice President of Investor Relations. Thank you. You may begin. Speaker1 Good afterno ...
DoubleVerify(DV) - 2025 Q1 - Earnings Call Presentation
2025-05-08 21:28
Investor Presentation Quarter Ended March 2025 1 Disclaimer We cannot assure you that the assumptions made in preparing any of the forward-looking statements will prove accurate or that any long-term financial or operational goals or targets will be realized. For a discussion of some of the risks, uncertainties and other factors that could cause the Company's results to differ materially from those expressed in, or implied by, the forward- looking statements included in this presentation, you should refer t ...
Wolf Haldenstein Adler Freeman & Herz LLP is investigating DoubleVerify Holdings Inc. for potential violations of securities laws
Newsfilter· 2025-03-13 14:30
PLEASE CLICK HERE TO PROVIDE YOUR CONTACT INFORMATION NEW YORK, March 13, 2025 (GLOBE NEWSWIRE) -- Wolf Haldenstein Adler Freeman & Herz LLP ("Wolf Haldenstein"), a preeminent national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of DoubleVerify Holdings Inc.. (NYSE:DV) ("DoubleVerify" or the "Company"). The investigation concerns whether DoubleVerify Holdings Inc. and certain of its officers and/or directors have engaged in securities fraud.    PLEASE ...
Wolf Haldenstein Adler Freeman & Herz LLP is investigating DoubleVerify Holdings Inc. for potential violations of securities laws
GlobeNewswire News Room· 2025-03-13 14:30
PLEASE CLICK HERE TO PROVIDE YOUR CONTACT INFORMATION NEW YORK, March 13, 2025 (GLOBE NEWSWIRE) -- Wolf Haldenstein Adler Freeman & Herz LLP ("Wolf Haldenstein"), a preeminent national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of DoubleVerify Holdings Inc.. (NYSE: DV) (“DoubleVerify” or the “Company”). The investigation concerns whether DoubleVerify Holdings Inc. and certain of its officers and/or directors have engaged in securities fraud.    PLEAS ...
DV Investors Have Opportunity to Join DoubleVerify Holdings, Inc. Fraud Investigation with the Schall Law Firm
Prnewswire· 2025-03-10 23:53
Core Viewpoint - The Schall Law Firm is investigating claims against DoubleVerify Holdings, Inc. for potential violations of securities laws following disappointing Q4 earnings and a continued trend of deceleration in growth projections [1][2]. Group 1: Company Performance - DoubleVerify reported disappointing Q4 earnings on February 28, 2025, which contributed to a decline in investor confidence [2]. - The company's fiscal year 2025 projection indicates a growth rate of only 10%, continuing a multiyear deceleration trend [2]. - Following the earnings report, shares of DoubleVerify reached an all-time low on the same day [2]. Group 2: Legal Investigation - The investigation by the Schall Law Firm focuses on whether DoubleVerify issued false or misleading statements or failed to disclose important information to investors [2]. - The firm is encouraging shareholders who suffered losses to participate in the investigation [2].
Why DoubleVerify Stock Sank to an All-Time Low Today
The Motley Fool· 2025-02-28 21:13
Shares of advertising technology (adtech) company DoubleVerify (DV -36.03%) sank on Friday after the company reported financial results for the fourth quarter of 2024. As of 3:40 p.m. ET, DoubleVerify stock was down 38% and had hit an all-time low during the trading session.DoubleVerify's financial results didn't satisfy investorsDoubleVerify uses analytics to help advertisers know whether their spending is accomplishing what it's supposed to. During 2024, the company's revenue was up 15% year over year, a ...
DoubleVerify(DV) - 2024 Q4 - Earnings Call Transcript
2025-02-28 09:23
Financial Data and Key Metrics Changes - Total revenue for 2024 grew by 15% year-over-year to $657 million, driven by double-digit growth across all three revenue lines [6][49] - Adjusted EBITDA margin was 33% for the full year, with $160 million in net cash from operating activities, up 33% from the previous year [10][57] - Q4 2024 total revenue was $191 million, an 11% increase, with activation revenue growing by 10%, measurement by 7%, and supply side by 34% [46][49] - Net income for 2024 was $56 million, representing a 9% margin, down from a 12% margin in 2023 due to slower revenue growth and higher stock-based compensation [58] Business Line Data and Key Metrics Changes - Activation revenue grew by 13% for the full year, while measurement revenue also increased by 15% [49] - Social measurement revenue grew by 27% for the full year, although growth slowed to 9% in Q4 due to reduced spending from large brand advertisers [49][48] - Supply side revenue grew by 25% year-over-year, driven by increased demand from retail media platforms [9][49] Market Data and Key Metrics Changes - The company measured 8.3 trillion billable media transactions, a 19% increase year-over-year [7][51] - Social media measurement revenue accounted for 48% of total measurement revenue in 2024, up from 43% in 2023 [51] - CTV measurement impression volumes grew by 66% for the full year and 95% in Q4 alone, increasing its share of total measurement impression volume to 11% [37][38] Company Strategy and Development Direction - The company aims to unify media quality, optimization, and performance measurement into a single platform to maximize ad effectiveness [17] - Strategic acquisitions, including Rockerbox, are intended to enhance performance measurement capabilities and expand into mid-market customers [19][62] - The company is focusing on diversifying revenue streams and expanding its customer base, with a goal to increase the number of customers generating over $200,000 in revenue [15][42] Management Comments on Operating Environment and Future Outlook - Management acknowledged challenges in Q4 due to reduced ad spending from large customers and a shift in ad dollars to proprietary platforms [11][12] - Despite these challenges, management remains confident in the long-term growth prospects, citing strategic investments and a strong customer pipeline [16][104] - The company expects 2025 to be a transition year, with revenue growth projected at approximately 10% and adjusted EBITDA margins of 32% [63][66] Other Important Information - The company ended 2024 with $311 million in cash and short-term investments and zero long-term debt [61] - Stock-based compensation expenses are expected to stabilize in the high teens, with $200 million remaining available for share repurchases in 2025 [59][67] - The acquisition of Rockerbox is expected to contribute approximately $8 million to total revenue in 2025 [62] Q&A Session Summary Question: Can you elaborate on the strategic rationale for the Rockerbox acquisition? - The acquisition is aimed at enhancing the customer value proposition by integrating performance measurement with existing solutions, creating a competitive differentiator [71][73] Question: How do you see the ramp-up of new products like Scibids and social solutions throughout 2025? - Management believes that while there are headwinds in 2025, the long-term opportunities from new product launches will be significant, with expectations for growth in 2026 [80][82] Question: What is the company's view on the impact of AI on the advertising ecosystem? - The company is heavily investing in AI to enhance its core value proposition, leveraging AI for measurement and optimization solutions [88][90] Question: Can you provide insights on the advertiser that impacted Q4 results? - The reduction in spend was specific to a CPG customer facing rising commodity costs, and management does not expect similar impacts from other clients in the same vertical [113][115] Question: How do you expect margins to evolve throughout 2025? - Margins are expected to grow as the year progresses, with historical patterns indicating higher margins in the latter half of the year [95][96]
DoubleVerify(DV) - 2024 Q4 - Earnings Call Transcript
2025-02-28 01:55
DoubleVerify Holdings, Inc. (NYSE:DV) Q4 2024 Results Conference Call February 27, 2025 4:30 PM ET Company Participants Tejal Engman - Senior Vice President, Investor Relations Mark Zagorski - CEO Nicola Allais - CFO Conference Call Participants Matt Swanson - RBC Eric Sheridan - Goldman Sachs Youssef Squali - Truist Securities Maria Ripps - Canaccord Genuity Andrew Boone - Citizens Brian Pitz - BMO Capital Markets Laura Martin - Needham & Company Arjun Bhatia - William Blair & Company Andrew Marok - Raymon ...