DoubleVerify Holdings Inc

Latest Results (29.06.2026):

DoubleVerify Holdings Inc — First quarter of 2026: DoubleVerify reported solid Q1 2026 results with revenue of $180.8 million, up 10% year‑over‑year, driven by Social and CTV measurement. The company delivered net income of $6.4 million and Adjusted EBITDA of $55.2 million (31% margin), repurchased $100.2 million of stock year‑to‑date, and ended the quarter with approximately $174 million in cash and no debt.

Revenue & Growth

Total revenue $180.8M, +10% YoY. Activation $100.5M (+6%), Measurement $61.8M (+16%), Supply‑side $18.5M (+12%). Social measurement grew 23% and International measurement grew 18%; Media Transactions Measured (MTM) for CTV rose 28%.

Profitability

Net income $6.4M. Adjusted EBITDA $55.2M, representing a 31% Adjusted EBITDA margin (vs. 27% in Q1 2025). Non‑GAAP net income and EPS were $27.65M and $0.17 (diluted), respectively, after standard adjustments (stock comp, amortization, etc.).

Cash, Balance Sheet & Buybacks

Cash and cash equivalents ~ $174M at March 31, 2026; no debt outstanding. Repurchased 9.8M shares for $100.2M YTD; $200M of buyback authorization remains as of May 6, 2026. Treasury stock increased to 20.76M shares (cost $304.9M).

Cash Flow & CapEx

Net cash provided by operations was $4.2M in Q1; purchases of property, plant & equipment were $10.5M, producing negative free cash flow of $6.4M and a free cash flow conversion of -12% for the quarter.

Guidance

Q2 2026 guidance: revenue $199–205M (≈+7% YoY at midpoint) and Adjusted EBITDA $63–67M (~32% margin at midpoint). Reiterated full‑year 2026: revenue $810–826M (+8–10% YoY) and Adjusted EBITDA margin ≈34%. The company did not reconcile guidance Adjusted EBITDA to GAAP net income due to unavailable components.

Product & Business Highlights

Continued product and partnership momentum: Spectrum Reach joined DV’s Certified Transparent Streaming program; DV achieved MRC accreditation for TikTok Video Viewability; launched AI Slop Stopper for social video and DV Content Lens; expanded Snap DiscoverFeed coverage and joined Ad Context Protocol. New customer wins and supply partnerships included FOX, Scotts Miracle‑Gro, Wirtualna Polska Media and Bell Media.

Key Risks / Notes

Results include GAAP and non‑GAAP measures (company provides reconciliations). Forward‑looking guidance is subject to typical risks (market, regulatory, FX, etc.) as noted by the company.