DoubleVerify

DV

Market cap $1.7B

DoubleVerify Holdings, Inc. (DV) Q4 2025 Earnings Call Transcript

The headline numbers for DoubleVerify (DV) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

DoubleVerify Holdings (DV) came out with quarterly earnings of $0.31 per share, missing the Zacks Consensus Estimate of $0.33 per share. This compares to earnings of $0.13 per share a year ago.

Increased 2025 Revenue by  14% Year-over-Year to $748.3 Million, Driven by Global Growth in Social, CTV Measurement, and Programmatic Activation Achieved 2025 Net Income of $50.7 Million and Adjusted EBITDA of $245.6 Million, representing a 33% Adjusted EBITDA margin $300 Million Authorized for Share Repurchases, the Largest Amount in DoubleVerify's History NEW YORK, Feb. 26, 2026 (GLOBE NEWSWIRE) -- DoubleVerify (“DV”) (NYSE: DV), the leading software platform for digital media measurement, data and analytics, today announced financial results for the fourth quarter and full year ended December 31, 2025. “2025 was a year of meaningful innovation and continued growth for DoubleVerify, as we executed on one of the most strategically important product roadmaps in our history and delivered strong financial results,” said Mark Zagorski, CEO of DoubleVerify.

Beyond analysts' top-and-bottom-line estimates for DoubleVerify (DV), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended December 2025.

Exited 1,717,770 shares of DoubleVerify; estimated transaction value of $20.58 million (based on quarterly average pricing) Quarter-end position value decreased by $20.58 million, reflecting both the share sale and price movement The transaction represented a 6.2% change in the fund's 13F AUM Post-trade stake: 0 shares, $0 value The position previously accounted for 5.2% of fund AUM, underscoring the size of the exit amid broader fund downsizing We're bullish on these 10 stocks ›

The London Company Small Cap portfolio increased 2.7% (2.5% net) during the quarter vs. a 2.2% increase in the Russell 2000 Index. Contributors to relative performance were White Mountains Insurance Group Ltd, Revolve Group Inc. and Haemonetics Corporation. Detractors from relative performance were NewMarket Corporation, Certara, Inc. and Gates Industrial Corporation plc.

NEW YORK, Feb. 04, 2026 (GLOBE NEWSWIRE) -- DoubleVerify (“DV”) (NYSE: DV), a leading software platform for digital media measurement, data and analytics, today announced that Mark Zagorski, CEO, and Nicola Allais, CFO, will participate in the following investor conferences: The Citizens Technology Conference Tuesday, March 3, 2026 (fireside chat at 9:00 a.m. PT / 12:00 p.m.

NEW YORK, Jan. 26, 2026 (GLOBE NEWSWIRE) -- DoubleVerify (“DV”) (NYSE: DV), the leading software platform to verify media quality, optimize advertising performance and prove campaign outcomes, today announced it has been nominated for Best Use of Technology in the Digiday Marketing and Advertising Awards Europe . The nomination recognizes the ongoing work of DV's News Accelerator initiative to ensure advertisers can capitalize effectively on the valuable brand-building opportunities news content and audiences present.

NEW YORK, Jan. 22, 2026 (GLOBE NEWSWIRE) -- DoubleVerify (“DV”) (NYSE: DV), a leading software platform for digital media measurement, data and analytics, today announced that it will report fourth quarter and full year 2025 financial results after the market close on Thursday, February 26, 2026. Management will host a conference call and webcast to discuss DV's financial results, recent developments and business outlook at 4:30 p.m.