NYSE$DV

DoubleVerify Holdings Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

DoubleVerify reported Q4 2025, revenue of $748.3M, net income of $50.7M, diluted EPS of $0.35.

For Q4 2025, DoubleVerify reported revenue of $748.3M, net income of $50.7M, diluted EPS was $0.35. Management discusses segment performance, capital allocation, and macro risks in the quarterly filing.

  • Revenue $748.3M.
  • Net income $50.7M.
  • Diluted EPS $0.35.

Headline financials

Total Revenue

$748M

Previous: $191M+292.6%
EPS (adj)

$0.35

Previous: $0.14+150.0%
Adjusted EBITDA

$77.8M

Previous: $73.8M+5.4%
Adjusted EBITDA Margin

38.0%

Previous: 39.0%-2.6%
Gross Revenue Retention

95.0%

No prior period
MTM YoY Growth

8.0%

No prior period
MTF YoY Decline

3.0%

No prior period
CTV MTM Growth

22.0%

No prior period
Social Measurement Growth

11.0%

No prior period
International Measurement Growth

5.0%

No prior period
Total Advertiser Revenue Growth

7.0%

No prior period
Net Income

$50.7M

Previous: $23.4M+116.7%
Operating Income

$79.2M

Previous: $82.4M-3.9%
Gross Profit

$72.1M

No prior period

Revenue & EPS history

DoubleVerify · Revenue · Quarterly

$748M

Q4 2025+292.6%vs Q4 2024
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

The quarterly filing discusses operating priorities, capital returns, and sector risks; numeric multi-quarter bridges vary by issuer.

Tailwinds

  • MD&A highlights liquidity, capital, and core business trends.
  • Segment or product commentary supports the earnings narrative.

Headwinds

  • Macro, rates, or input costs may pressure near-term margins.
  • One-time items can affect year-over-year comparability.

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 Q4 2025

Historical avgQ4 2025

-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

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro