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DoubleVerify
DoubleVerify (DV) investor relations material
DoubleVerify Morgan Stanley Technology, Media & Telecom Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley Technology, Media & Telecom Conference 2026 summary5 Mar, 2026
Business overview and evolution
Operates as an independent verification provider in the ad ecosystem, ensuring fraud-free, brand-safe, and viewable ad transactions at scale, analyzing 9.5 trillion transactions last year.
Evolved from open web to programmatic, then to social integrations with platforms like Meta, TikTok, Snap, X, and Pinterest, with plans to expand into AI-driven ad environments.
Market trends and sector diversification
2026 began without major sector disruptions; advertisers have become resilient to ongoing macro challenges.
Q4 saw retail softness, but strong performance in pharma and technology; sector diversification and client base expansion help mitigate volatility.
Revenue growth drivers and guidance
Guided to 8%-10% revenue growth for the year, underpinned by 109% net revenue retention and upsell momentum among top clients.
Social activation grew 60% in Q4, CTV impressions up 33% last year, and new products expected to ramp into 2026.
LLM ad verification: What's the market shift?
How does AI change DV's engineering roles?
MAP product: What's its competitive advantage?
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Next DoubleVerify earnings date
Q1 20267 May, 2026
DoubleVerify
Next DoubleVerify earnings date
Q1 20267 May, 2026
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Frequently asked questions
DoubleVerify Holdings Inc provides digital media measurement and analytics solutions that authenticate the quality and effectiveness of digital advertising. The company’s platform verifies ad viewability, fraud detection, brand safety, and contextual targeting for advertisers and publishers. DoubleVerify serves brands, advertising agencies, and media platforms worldwide. The company is headquartered in New York, New York, and its shares are listed on the NYSE.
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