DoubleVerify releases transcript of first-quarter 2026 earnings call

DoubleVerify Holdings, Inc.

DoubleVerify Holdings, Inc.

DV

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  • DoubleVerify first-quarter 2026 earnings call drew CEO Mark Zagorski, CFO Nicola Allais, Investor Relations head Brinlea Johnson.
  • Revenue rose 10% to USD 181 million; adjusted EBITDA totaled USD 55 million for 31% margin, with management citing AI-driven operating efficiencies.
  • Guidance stayed unchanged at USD 810 million-826 million revenue for 2026 with adjusted EBITDA margin about 34%; second-quarter outlook called for USD 199 million-205 million revenue with adjusted EBITDA USD 63 million-67 million.
  • Social Activation revenue rose 92% year over year; Meta activation reached USD 12 million annualized run rate with 87 advertisers using product, while Authentic AdVantage on YouTube targeted USD 10 million expected ACV in 2026.
  • Management flagged early discussions with multiple LLM platforms on ad verification, positioning DV as third-party trust layer; year-to-date share repurchases totaled USD 100 million for 9,800,000 shares.


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