NYSE$DV

DoubleVerify Holdings Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Increased revenue driven by global growth in social and CTV measurement, achieved net income and adjusted EBITDA, and raised midpoints of full-year revenue and adjusted EBITDA guidance ranges.

DoubleVerify reported a strong second quarter, re-accelerating revenue growth momentum driven by success in social and CTV measurement and bolstered by the strength of the retail media platform business. Total revenue increased by 17% year-over-year to $155.9 million, net income was $7.5 million, and adjusted EBITDA reached $46.8 million.

  • Total revenue increased by 17% year-over-year to $155.9 million.
  • Activation revenue increased by 12% to $87.5 million.
  • Measurement revenue increased by 22% to $54.8 million, with social measurement revenue up by 44%.
  • Net income was $7.5 million and adjusted EBITDA was $46.8 million, representing a 30% adjusted EBITDA margin.

Headline financials

Total Revenue

$156M

Previous: $134M+16.6%
EPS

$0.04

Previous: $0.07-42.9%
Adjusted EBITDA

$46.8M

Previous: $40M+16.9%
Adjusted EBITDA Margin

30.0%

No prior period
Capital Expenditures

-$13.6M

Previous: -$7.67M-76.7%
Free Cash Flow

-$6.08M

Previous: $5.17M-217.7%
Net Income

$7.47M

Previous: $12.8M-41.8%
Operating Income

$11M

Previous: $14.6M-24.5%
Gross Profit

$130M

Previous: $108M+20.7%
Cash & Equivalents

$256M

Previous: $295M-13.3%
Total Assets

$1.27B

Previous: $1.08B+17.5%
R&D Expense

$39.8M

No prior period
Stock-Based Comp

$24.7M

Previous: $15.2M+63.0%

Revenue & EPS history

DoubleVerify · Revenue · Quarterly

$156M

Q2 2024+16.6%vs Q2 2023
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

DoubleVerify · $133M total across 2 segments · Q3 2023

  • Activation
    $81.7M+31.4%
  • Measurement
    $51.3M+32.0%

Forward guidance

DoubleVerify anticipates Revenue and Adjusted EBITDA to be in the following ranges:

Tailwinds

  • Third Quarter 2024 Revenue: $167 to $171 million, a year-over-year increase of 17% at the midpoint.
  • Third Quarter 2024 Adjusted EBITDA: $49 to $53 million, representing a 30% margin at the midpoint.
  • Full Year 2024 Revenue: $667 to $675 million, a year-over-year increase of 17% at the midpoint.
  • Full Year 2024 Adjusted EBITDA: $206 to $214 million, representing a 31% margin at the midpoint.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

-2.5%

Avg return

Earnings day

-0.8%

Avg return

5 days after

+2.0%

Avg return

30 days after

60%

15 / 25 earnings

Positive

+10.4%

Q4 2025

Best reaction

-39.5%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.7%-9.1%-10.6%
Q4 2025+10.4%+8.5%-2.3%
Q3 2025-14.4%-4.3%+0.5%
Q1 2025-5.4%+5.7%+4.7%
Q4 2024-36.0%-32.0%-38.6%
Q3 2024+7.3%+9.6%+12.5%
Q2 2024+3.8%+0.1%-2.8%
Q1 2024-39.5%-39.1%-39.4%
Q4 2023-25.7%-25.8%-15.4%
Q3 2023+4.0%+6.8%+13.5%
Q2 2023-13.5%-19.5%-18.6%
Q1 2023+9.9%+4.9%+33.6%
Q4 2022+3.8%+1.8%+14.8%
Q3 2022+4.3%+11.6%+5.5%
Q2 2022+9.2%+15.1%+12.5%
Q1 2022-2.9%+15.4%+18.8%
Q4 2019+0.1%-13.0%+3.7%
Q4 2021+0.1%+7.4%-2.0%
Q3 2020+3.6%+3.4%-6.5%
Q3 2021+3.6%+3.4%-6.5%
Q2 2020-0.6%-0.1%-3.5%
Q2 2021-0.6%-0.1%-3.5%
Q1 2020+5.5%+6.0%+25.1%
Q1 2021+6.3%+11.8%+27.1%
Q4 2020+5.5%+11.8%+27.1%
Q3 2019

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