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DoubleVerify Trims FY25 Revenue Growth Outlook - Update
RTTNews· 2025-11-07 13:02
Group 1 - DoubleVerify Holdings, Inc. reported third-quarter financial results and provided fourth-quarter revenue guidance between $207 million and $211 million [1] - Analysts expect the company to report revenues of $219.96 million for the fourth quarter, which is higher than the company's guidance [1] Group 2 - For fiscal 2025, the company projects revenue growth of approximately 14 percent, a decrease from the previous guidance of approximately 15 percent [2] - The market anticipates revenue growth of 14.99 percent, reaching $755.33 million for the year [2]
DoubleVerify(DV) - 2025 Q3 - Earnings Call Presentation
2025-11-07 13:00
Q3 2025 Performance Highlights - Revenue grew by 11% year-over-year, reaching $189 million[7, 41] - Adjusted EBITDA margin was 35%[7, 43] - Net cash from operating activities was $51 million[7, 42] - Social in Activation grew 20% year-over-year[16] Growth Drivers - Social Measurement increased, with Q3 2025 revenue reaching $18 million compared to $14 million in Q3 2024[45] - Activation revenue grew by 10% year-over-year[45] - Measurement revenue grew by 9% year-over-year[45] - Supply-Side revenue grew by 27% year-over-year[45] - CTV measurement volume grew 30% year-over-year[18] Strategic Initiatives - The company purchased 33 million shares for $50 million in Q3 2025, and a total of 84 million shares for $132 million year-to-date[54] - The company has $210 million more GAAP R&D investment than its nearest competitor (2023–YTD 2025)[33] Future Outlook - Q4 2025 revenue is projected to be between $207 million and $211 million, representing 10% year-over-year growth at the midpoint[59] - Q4 2025 adjusted EBITDA is projected to be between $77 million and $81 million, with a 38% margin at the midpoint[59] - Full year 2025 revenue is projected to be between $750 million and $754 million, representing 14% year-over-year growth at the midpoint[59] - Full year 2025 adjusted EBITDA is projected to be between $245 million and $249 million, with a 33% margin at the midpoint[59]
DoubleVerify(DV) - 2025 Q3 - Quarterly Report
2025-11-07 12:39
Revenue Growth - Total revenue increased by $19.1 million, or 11%, from $169.6 million in Q3 2024 to $188.6 million in Q3 2025[118] - Total revenue increased by $76.5 million, or 16%, from $466.2 million in the nine months ended September 30, 2024, to $542.7 million in the nine months ended September 30, 2025[118] - Advertiser revenue increased by $15.3 million, or 10%, in Q3 2025 compared to Q3 2024, driven by a 12% increase in Media Transactions Measured[119] - For the nine months ended September 30, 2025, total Advertiser revenue increased by $64.8 million, or 15%, compared to the same period in 2024, supported by a 17% increase in Media Transactions Measured[119] - Activation revenue increased by $9.9 million, or 10%, in Q3 2025 compared to Q3 2024, driven by greater adoption of Authentic Brand Suitability and core programmatic solutions[120] - For the nine months ended September 30, 2025, Activation revenue increased by $47.2 million, or 18%, compared to the same period in 2024[120] - Measurement revenue increased by $5.4 million, or 9%, to $65.4 million for the three months ended September 30, 2025, compared to the same period in 2024[121] - Supply-side revenue rose by $3.8 million, or 27%, to $17.8 million for the three months ended September 30, 2025, compared to the same period in 2024[122] Financial Performance - Operating income decreased by $4.6 million, or 18%, in Q3 2025 compared to Q3 2024[115] - Net income decreased by $7.999 million, or 44%, in Q3 2025 compared to Q3 2024[115] - The gross revenue retention rate was over 95% for the three months ended September 30, 2025[103] - Adjusted EBITDA for the three months ended September 30, 2025, was $65.9 million, with an Adjusted EBITDA margin of 35%[132] Expenses - Cost of revenue increased by $4.0 million, or 14%, to $33.5 million for the three months ended September 30, 2025, driven by higher partner costs and data services[123] - Product development expenses grew by $5.5 million, or 14%, to $44.8 million for the three months ended September 30, 2025, primarily due to increased personnel costs[124] - Sales, marketing, and customer support expenses increased by $6.5 million, or 16%, to $47.0 million for the three months ended September 30, 2025, mainly due to higher personnel costs[125] - General and administrative expenses rose by $4.0 million, or 17%, to $27.0 million for the three months ended September 30, 2025, largely due to increased personnel costs and legal fees[126] Cash Flow and Capital Management - As of September 30, 2025, the company had cash and cash equivalents of $200.7 million and net working capital of $156.3 million[135] - The company authorized a repurchase of up to $200.0 million of its outstanding common stock under the New Repurchase Program[143] - During the three months ended September 30, 2025, the company repurchased 3.3 million shares for an aggregate amount of $50.1 million under the New Repurchase Program[145] - The Company repurchased 8.4 million shares for a total of $132.3 million during the nine months ended September 30, 2025, with $90.0 million remaining authorized for repurchase[146] - Cash flows from operating activities for the nine months ended September 30, 2025, were $138.5 million, an increase from $122.3 million in 2024, driven by a net income of $21.3 million[150][151] - Cash used in investing activities was $93.8 million for the nine months ended September 30, 2025, including $82.6 million for the acquisition of Rockerbox[152] - Cash used in financing activities totaled $140.8 million for the nine months ended September 30, 2025, primarily due to share repurchases[153] - The Company reported a cash decrease of $92.0 million in cash, cash equivalents, and restricted cash for the nine months ended September 30, 2025[147] Other Financial Information - Non-cash charges included $42.3 million in depreciation and amortization and $78.7 million in stock-based compensation for the nine months ended September 30, 2025[150] - The Company experienced a $11.6 million decrease in trade receivables and a $5.0 million decrease in trade payables during the nine months ended September 30, 2025[150] - Cash flows from operating activities in 2024 were impacted by a $12.6 million increase in prepaid expenses and a $10.3 million decrease in trade receivables[151] - The Company has not experienced material changes in market risks as of September 30, 2025, compared to the previous year[157] - There are no current legal proceedings expected to materially affect the Company's financial condition[161]
DoubleVerify(DV) - 2025 Q3 - Quarterly Results
2025-11-07 12:35
Raised Full-Year 2025 Adjusted EBITDA margin guidance to approximately 33% NEW YORK – November 7, 2025 – DoubleVerify ("DV") (NYSE: DV), the leading software platform for digital media measurement, data, and analytics, today announced financial results for the third quarter ended September 30, 2025. "We delivered 11% year-over-year growth in the third quarter, reflecting disciplined execution and continued progress across our key growth initiatives, while delivering stronger quarterly margins as we leverage ...
Dolly Varden Silver Drills 56,131 Meters in 84 Drill Holes on the 2025 Kitsault Valley Exploration Program
Newsfile· 2025-10-18 00:15
Core Insights - Dolly Varden Silver Corporation has completed its 2025 diamond drill program at the Kitsault Valley Project, totaling 56,131 meters across 84 drill holes, confirming resource expansion and intersecting new mineralization [1][2][3] Group 1: Drill Program Details - The 2025 drill program was expanded from 35,000 meters to 55,000 meters due to early season high-grade results from the Wolf Vein, indicating strong potential for resource growth [2] - Approximately 60% of the drilling was conducted on the Dolly Varden property, while 40% was on the Homestake Ridge property, utilizing directional drilling technology for improved targeting and efficiency [3] Group 2: Marketing and Strategic Partnerships - Dolly Varden Silver has engaged Orbiton Capital Corp. for marketing services, including strategic advice and digital media, under a 24-month agreement for $100,000 USD [4][5] - Orbiton is considered an arm's length party and does not currently hold any direct interest in the Company, although a shareholder of Orbiton holds stock options for 20,000 shares of the Company [5] Group 3: Company Overview - Dolly Varden Silver Corporation focuses on the Kitsault Valley Project, which includes the Dolly Varden and Homestake Ridge Projects, located in British Columbia's Golden Triangle, an area known for high-grade silver and gold resources [8] - The Kitsault Valley Project encompasses approximately 100,000 hectares and includes five past-producing high-grade silver mines, indicating significant exploration potential [8]
DoubleVerify to Announce Third Quarter 2025 Financial Results on November 7, 2025
Businesswire· 2025-10-17 20:05
Core Insights - DoubleVerify (DV) will report its third quarter 2025 financial results on November 7, 2025, before the market opens [1] - A conference call and webcast will be held at 8:00 a.m. ET to discuss the financial results, recent developments, and business outlook [1]
DoubleVerify Holdings Inc. (DV) is a ‘Market Perform’ on High-Teens Growth Prospects
Yahoo Finance· 2025-10-03 08:47
Group 1 - DoubleVerify Holdings Inc. is considered one of the best beaten-down technology stocks to buy, with a 'Market Perform' rating and a $20 price target from Citizens JMP, supported by solid gross profit margins of 82.1% [1] - The company is expected to experience high teens' growth driven by multiple factors, including Meta Activation, DV Authentic AdVantage, and Performance AdVantage, while already covering 20% of open web impressions [2] - With a 6% market share in social media, DoubleVerify is positioned for substantial growth as new products scale, and strong execution across core offerings is noted [3] Group 2 - DoubleVerify provides a software platform that verifies and analyzes digital advertising, ensuring media quality and driving performance for brands, agencies, and publishers, with solutions for brand safety, fraud prevention, viewability, and performance optimization [4]
Women We Admire Announces Top 50 Women Leaders of New York for 2025
PRWEB· 2025-10-01 15:30
Core Insights - Women We Admire has announced The Top 50 Women Leaders of New York for 2025, highlighting the city's role as a cultural and commercial powerhouse with over 20 million residents [1] Group 1: Honorees - Shilpa Bangera, President and Global Head of Payments at Adyen, is recognized for her leadership in fintech, focusing on growth, innovation, and teamwork [2] - Emma Andrews, Vice President of Global Patient Advocacy at Pfizer, is honored for her efforts in embedding the patient perspective in company initiatives, aiming to improve patient outcomes [3] - Vynessa Alexander, Senior Vice President at Infor, is acknowledged for her extensive experience in technology and operations management, guiding young professionals in their career growth [4] Group 2: Additional Honorees - The list includes notable leaders from various industries such as Sherry Cassano (Pfizer), Jennifer Remling (Warner Bros. Discovery), and Marissa Tracey (Deutsche Bank), showcasing a diverse range of sectors represented [6] Group 3: Organization Overview - Women We Admire aims to recognize and inspire women leaders across various fields, circulating content to over 70,000 individuals and businesses [7]
Dolly Varden Silver Intersects 3.34 g/t Gold over 120 Meters, Including 216 g/t Gold over 0.52 Meters and 166 g/t Gold over 1.30 m in Step-Out Hole at Homestake Silver Deposit
Newsfile· 2025-10-01 12:00
Core Insights - Dolly Varden Silver Corporation reported a significant gold intercept from a step-out drill hole at the Homestake Silver deposit, with hole HR25-456 intersecting 3.34 g/t Au over 120 meters, including high-grade intervals of 216 g/t Au over 0.52 meters and 166 g/t Au over 1.3 meters [1][3][4] Drill Results - The drill hole HR25-456 is a 45-meter step-out from previous holes, confirming continuity and growth potential outside of current mineral resources [1][5] - Approximately 40% of the 2025 drill program, totaling 55,000 meters, is focused on expanding and infilling high-grade gold mineralization at the Homestake Silver Deposit [1][4] Geological Context - The Homestake Ridge deposits are characterized as structurally controlled, multi-phase epithermal vein stockwork and vein breccia systems hosted in Jurassic Hazelton volcanic rocks, with mineralization consisting of pyrite, galena, and sphalerite, along with visible gold [10][11] - Recent drilling indicates a shift towards a gold-rich system, with a shallow north plunging dilation zone defined by a wide mineralized interval and increased frequency of high-grade gold veins [11] Future Exploration - The ongoing drill program includes five diamond drills targeting high-grade gold mineralization and testing areas outside the current resource [4][5] - Additional results from various exploration targets, including the Wolf Vein silver mineralization extension and Big Bulk copper-gold porphyry system, will be reported as assays are received [4]
Bargain Alert on 3 Stocks Investors Have Oversold
MarketBeat· 2025-09-29 12:56
Core Insights - The Relative Strength Index (RSI) is a key tool for technical analysts to assess stock momentum and identify overbought or oversold conditions [1] - An RSI threshold of 30 indicates potential oversold conditions, suggesting a possible trend reversal for future gains [2] Amentum Overview - Amentum (AMTM) is a defense contractor providing various services, with shares down approximately 20% over the past year despite a strong fiscal Q3 performance [3] - Revenue increased by 66% year-over-year on a GAAP basis, although it fell short of analyst expectations; the company achieved a 3-cent earnings beat and repaid $450 million in debt [4] - Six out of ten analysts rated AMTM as a Buy, with a consensus price target of $28.40, indicating over 27% upside potential from the current price [5] - Amentum's RSI is currently at 25.7, indicating oversold conditions, while short interest has risen by 14% [6] Gogo Overview - Gogo Inc. (GOGO) is a provider of in-flight wireless and entertainment services, with shares currently priced at $9.11 [7] - The company launched its Galileo HDX satcom service and is rolling out enhanced 5G services to compete with Starlink [8] - Gogo reported record equipment sales, leading to free cash flow of $62 million, but shares have fallen nearly 21% in the last month despite a 6% year-to-date increase [9] - Gogo's RSI is at 12.8, indicating oversold conditions, with short interest increasing by almost 8% [10] DoubleVerify Overview - DoubleVerify Inc. (DV) specializes in digital media data and analytics, with shares priced at $11.90 [12] - The company experienced a 21% year-over-year revenue increase and raised its revenue growth guidance from 13% to 15% for the year [13] - DoubleVerify's RSI is at 17.9, suggesting oversold conditions, while short interest has decreased by over 8% [14] - Fourteen analysts rated DV as a Buy, indicating a potential upside of about 62% [14]