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Edge6 Mar 2026
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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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Latest events from DoubleVerify
- Strong growth, product innovation, and a $300M buyback set up for a pivotal 2026.DV
Citizens JMP Technology Conference 20263 Mar 2026 - 2025 revenue rose 14% to as high as $818M, with 33% EBITDA margin and $300M buyback authorized.DVQ4 202527 Feb 2026
- AI and product innovation drive growth, with a focus on CTV, social, and efficiency gains.DVRaymond James TMT and Consumer Conference3 Feb 2026
- Performance-driven digital ad growth is fueled by social, CTV, and retail media expansion.DVCiti's 2024 Global TMT Conference3 Feb 2026
- AI-powered product innovation and strategic focus on CTV and social drive growth and differentiation.DVCiti’s 2025 Global Technology, Media and Telecommunications Conference3 Feb 2026
- Q2 revenue up 17% with strong margins, raised guidance, and global measurement expansion.DVQ2 20242 Feb 2026
- Social and CTV growth, new products, and global expansion drive strong 2024 outlook.DVBaird’s 2024 Global Consumer, Technology & Services Conference31 Jan 2026
- Double-digit growth fueled by social expansion, AI innovation, and new client wins post-Moat.DVPiper Sandler Growth Frontiers Conference21 Jan 2026
- Growth in social, CTV, and retail media, plus product innovation, drive strong performance.DVGoldman Sachs Communacopia + Technology Conference 202420 Jan 2026
Next DoubleVerify earnings date
Q1 20267 May, 2026
DoubleVerify
Next DoubleVerify earnings date
Q1 20267 May, 2026
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@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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