DoubleVerify Holdings Inc

Latest Results (19.09.2026):

DoubleVerify Holdings Inc reported results for the first quarter of 2026: revenue of $180.8 million, up 10% year‑over‑year, with net income of $6.4 million and Adjusted EBITDA of $55.2 million (31% margin). The quarter featured strong Measurement and CTV momentum, continued product and AI innovation, and $100.2 million of share repurchases year‑to‑date; the company ended the quarter with approximately $174 million in cash and no debt.

Revenue & Segment Performance

Total revenue was $180.8M (+10% YoY). Activation revenue was $100.5M (+6%), Measurement was $61.8M (+16%) — with Social measurement +23% and international measurement +18% — and Supply‑side revenue was $18.5M (+12%). CTV Media Transactions Measured rose 28%.

Profitability & Non‑GAAP Results

GAAP net income was $6.4M. Adjusted EBITDA was $55.2M, a 31% adjusted EBITDA margin (vs. 27% a year ago). Non‑GAAP net income was $27.65M and non‑GAAP diluted EPS was $0.17 (GAAP diluted EPS $0.04).

Cash Flow & Balance Sheet

Cash and cash equivalents were about $174M and the company had no outstanding debt. Net cash provided by operating activities was $4.2M; capital expenditures were $10.5M, producing negative free cash flow of $6.4M for the quarter.

Share Repurchase & Capital Allocation

DoubleVerify repurchased 9.8 million shares for $100.2M year‑to‑date and has $200.0M remaining under its authorization as of May 6, 2026.

Guidance

Q2 2026 guidance: revenue $199–205M (≈+7% YoY at midpoint) and Adjusted EBITDA $63–67M (~32% margin at midpoint). Full‑year 2026 reiterated: revenue $810–826M (+8–10%) and Adjusted EBITDA margin ≈34%.

Product & Business Highlights

Key wins and product actions: partnership with Spectrum Reach and Certified Transparent Streaming, MRC accreditation for TikTok Video Viewability, expanded Snapchat suitability coverage, launches like DV AI Slop Stopper and DV Content Lens, and new customers/partner integrations (e.g., FOX, Scotts Miracle‑Gro, Bell Media).