Doubleverify Holdings, Inc. (DV)
NYSE:DV
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Earnings Data
Report Date
Aug 04, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.11Last Year’s EPS
0.05Same Quarter Last Year
Moderate Buy
Based on 14 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong operational execution and product momentum—particularly around social activation, AI-driven tools (Slop Stopper) and streaming/CTV—driving healthy revenue growth, improving margins (31% EBITDA in Q1), and reiterated full-year guidance. Key positives include accelerating social activation (92% YoY), measurement growth (16% measurement revenue growth and social measurement +23% YoY), AI efficiencies boosting margins and developer productivity, and meaningful product-level ARR/ACV momentum (Meta $12M ARR, Authentic Advantage $10M ACV). Notable challenges include elevated fraud trends (140% increase in bot variants, 1,300+ fraudulent apps), a weak Q1 operating cash flow ($4M) despite $100M of share repurchases, modest activation revenue growth (6%), and tougher near-term comps (Q2 lapping 21% prior-year growth). Overall, the positives around product traction, margin expansion and strategic positioning outweigh the lowlights, but the company faces operational and market risks that will require continued execution.Company Guidance
Revenue Growth and Scale
Total revenue of $181 million in Q1 2026, up 10% year-over-year, with advertiser revenue representing 90% of total revenue and growing 9% YoY.
Strong Profitability and Margin Expansion
Adjusted EBITDA of $55 million in Q1, representing a 31% EBITDA margin (up from 27% in Q1 2025); company reiterated full-year adjusted EBITDA margin target of ~34%.
Reiterated Full-Year Guidance
Full-year 2026 revenue guidance reiterated at $810M–$826M (8%–10% YoY growth) and adjusted EBITDA margin of ~34%; Q2 2026 revenue guide $199M–$205M (midpoint ~7% YoY) and adjusted EBITDA margin ~32% at midpoint.
Accelerating Social and Activation Momentum
Social activation grew 92% year-over-year in Q1 (up from ~60% in Q4), social measurement grew 23% YoY and social measurement now represents 49% of measurement revenue.
Product Traction and Revenue Engines
Key product milestones: Meta activation at a $12M annualized run rate (end of Q1); Authentic Advantage on YouTube on track for $10M expected ACV in 2026; over 340 advertisers now generate >$200K annually with a 77% greenfield win ratio in Q1.
Streaming/CTV Adoption
CTV/streaming measurement impression volumes grew 28% YoY in Q1; ABS-enabled streaming TV prebid Do-Not-Air List entered GA and has been implemented by top customers; Spectrum Reach joined certified transparent streaming program.
AI-Driven Product and Operational Leverage
AI solutions are materially contributing to business: Slop Stopper applied to over 40% of measured impressions; reported ~40% faster software development via agentic tools and 4x productivity improvement in classification; company cites AI-fueled operational efficiencies as a driver of margin expansion.
Balance Sheet and Capital Return
Repurchased $100 million of shares year-to-date (9.8 million shares, ~6% of FY2025 outstanding shares); ended Q1 with ~$174 million cash and no long-term debt; full-year free cash flow conversion targeted at ~60%.
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 |
|---|---|---|---|
May 06, 2026 | $11.15 | $10.85 | -2.69% |
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% |
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, Inc. (DV) report earnings?
Doubleverify Holdings, Inc. (DV) is schdueled to report earning on Aug 04, 2026, After Close (Confirmed).
What is Doubleverify Holdings, Inc. (DV) earnings time?
Doubleverify Holdings, Inc. (DV) earnings time is at Aug 04, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is DV EPS forecast?
DV EPS forecast for the fiscal quarter 2026 (Q2) is 0.11.