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DoubleVerify Holdings (DV)
NYSE:DV
Earnings Data
Report Date
May 12, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.05Last Year’s EPS
0.01Same Quarter Last Year
Moderate Buy
Based on 13 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a predominantly positive operational and financial picture: solid revenue growth in 2025, strong profitability (33% adjusted EBITDA margin for the year and 38% in Q4), robust cash generation and an active $300M buyback authorization. Product momentum across Social, CTV and AI was emphasized with notable adoption metrics (Social Activation +60% in Q4, CTV volumes +33% FY, Authentic AdVantage ACV ~$8M). Key risks highlighted include late-quarter campaign pullbacks tied to agency changes, retail softness, modest pricing pressure (MTF -3%), and challenging year-over-year comps early in 2026. Overall, management expects continued product-led growth and margin expansion, but guidance is measured and backloaded, reflecting near-term headwinds alongside long-term opportunity.Company Guidance
Full-Year and Quarterly Revenue Growth
Full year 2025 revenue of $748M, up 14% year-over-year; Q4 2025 revenue $206M, up 8% year-over-year. Q1 2026 guidance implies ~9% year-over-year growth at the midpoint, and full year 2026 guidance of $810M–$826M (8%–10% growth).
Strong Profitability and Margins
Q4 adjusted EBITDA of $78M representing a 38% margin; full year adjusted EBITDA $246M representing a 33% margin. Company guides to ~34% adjusted EBITDA margin for full year 2026.
Robust Cash Generation and Capital Return
Generated $211M net cash from operating activities in 2025 and approximately $173M free cash flow (70% conversion, up from 61% in 2024). Repurchased 8.4M shares for ~$132M in 2025, ended year with ~$260M cash, no long-term debt, and authorized a $300M share repurchase program to deploy in 2026.
Product Momentum — Social, CTV and AI
Social Activation accelerated to ~60% year-over-year growth in Q4 and exited December with an annualized run rate of ~$8M. Authentic AdVantage on YouTube entered 2026 with ~$8M expected ACV. CTV measurement volumes grew 33% for full year 2025 and were up ~22% in the quarter. New ABS Do-Not-Air lists and other CTV innovations saw strong early adoption.
Customer Retention and Upsell Strength
Net revenue retention of 109% for 2025 and gross revenue retention above 95% for the fifth consecutive year. Average revenue per Top 100 customer increased 7% year-over-year to $4.5M. There were 344 advertisers generating >$200k annually.
Volume and Supply-Side Expansion
Measured transactions (MTM) increased 15% year-over-year to ~9.5 trillion billable transactions. Supply side revenue grew 25% year-over-year and DV tags are accepted across 152 retail media networks (18 major platforms and 134 retailers globally).
Efficiency and AI-Driven Productivity Gains
Management cited material AI-driven efficiency gains (examples given: doubled classification volume, ~4x productivity improvements and drastic speed-ups in labeling), enabling higher productivity, lower relative headcount and improved margins.
Capital Discipline and Compensation Reductions
Company expects to reduce the annual value of equity grants by over 40% versus 2025; guiding full-year stock-based compensation in 2026 to $102M–$107M. Capital expenditures in 2025 were ~$39M (~5% of revenue) with 2026 capex guidance of ~$46M.
DV Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DV Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | $9.53 | $10.54 | +10.60% |
Nov 07, 2025 | $10.97 | $9.39 | -14.40% |
Aug 05, 2025 | $15.48 | $15.86 | +2.45% |
May 08, 2025 | $14.13 | $13.34 | -5.59% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does DoubleVerify Holdings (DV) report earnings?
DoubleVerify Holdings (DV) is schdueled to report earning on May 12, 2026, After Close (Confirmed).
What is DoubleVerify Holdings (DV) earnings time?
DoubleVerify Holdings (DV) earnings time is at May 12, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is DV EPS forecast?
DV EPS forecast for the fiscal quarter 2026 (Q1) is 0.05.