DoubleVerify (DV) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - DoubleVerify Holdings (DV) reported revenue of $190.6 million for the quarter ended December 2024, reflecting a year-over-year increase of 10.7% but falling short of the Zacks Consensus Estimate by 3.02% [1] - The company's earnings per share (EPS) was $0.13, down from $0.19 in the same quarter last year, resulting in an EPS surprise of -27.78% compared to the consensus estimate of $0.18 [1] Revenue Breakdown - Revenue from Measurement customers was $64.38 million, which is below the six-analyst average estimate of $67.78 million, showing a year-over-year increase of 6.6% [4] - Revenue from Supply-side customers reached $16.73 million, exceeding the six-analyst average estimate of $15.21 million, with a significant year-over-year growth of 34.4% [4] - Revenue from Activation services was $109.52 million, slightly below the estimated $113.25 million, but still representing a year-over-year increase of 10.2% [4] Stock Performance - Over the past month, DoubleVerify shares have returned +5.3%, contrasting with a -2.2% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for outperformance in the near term [3]