NASDAQ$DRCT

Direct Digital Holdings In-A · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

Reported robust financial performance, significant operational expansion and continued gains in market share.

Direct Digital Holdings reported strong financial results for Q4 2022, with revenue up 128% to $29.4 million. The company saw robust financial performance, significant operational expansion and continued gains in market share.

  • Full-Year 2022 Revenue Up 131% Year-Over-Year to $88.0 Million
  • Fourth Quarter 2022 Revenue Up 128% to $29.4 Million
  • Expecting strong double-digit percentage revenue growth in FY 2023 across both sell- and buy-side business segments
  • Continue scaling across fast-growing and underrepresented communities from a position of financial strength.

Headline financials

Total Revenue

$29.4M

Previous: $12.9M+128.1%
EPS (adj)

$0.01

Previous: -$62.34+100.0%
Net Income

$1.41M

Previous: -$2.13M+166.3%
Operating Income

$2.49M

Previous: $1.32M+87.7%
Gross Profit

$8.74M

Previous: $5.02M+74.1%
Cash & Equivalents

$4.05M

Previous: $4.68M-13.6%
Total Assets

$58.1M

Previous: $36M+61.5%
Stock-Based Comp

$68.3K

No prior period

Revenue & EPS history

Direct Digital · Revenue · Quarterly

$29.4M

Q4 2022+128.1%vs Q4 2021
Beat estimate in 6 of 13 quarters(46%)
ActualEstimate

Revenue by segment

Direct Digital · $6.68M total across 1 segment · Q1 2026

  • Digital Advertising
    $6.68M

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2022

Historical avgQ4 2022

-8.7%

Avg return

Earnings day

-9.4%

Avg return

5 days after

-4.5%

Avg return

30 days after

19%

4 / 21 earnings

Positive

+60.3%

Q3 2023

Best reaction

-45.1%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.9%-14.0%
Q4 2025-5.4%+1.3%+29.4%
Q3 2025-32.4%-37.1%-67.6%
Q2 2025-21.5%-30.1%-26.9%
Q1 2025-23.6%-32.5%-37.3%
Q4 2024-45.1%-50.7%-49.4%
Q3 2024-28.6%-40.1%-70.1%
Q2 2024-23.3%-18.3%-46.5%
Q1 2024-23.3%-18.3%-46.5%
Q4 2023-44.6%-47.4%-78.9%
Q3 2023+60.3%+95.6%+387.7%
Q2 2023-0.4%+8.7%-8.5%
Q1 2023-3.0%+28.3%+9.4%
Q4 2022-17.2%-27.8%-26.7%
Q3 2021-2.0%-13.5%-18.5%
Q3 2022+34.7%+32.1%+12.4%
Q2 2021+1.3%-1.3%+1.0%
Q2 2022+19.6%+21.2%+30.6%
Q1 2021-11.0%-19.5%-30.0%
Q4 2021-11.0%-19.5%-30.0%
Q1 2022-3.8%-14.4%-23.6%

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