DV Earnings Prediction
The chart below shows how DV performed 10 days before and after its earnings report, based on data from the past quarters. Typically, DV sees a +3.41% change in stock price 10 days leading up to the earnings, and a -5.43% change 10 days following the report. On the earnings day itself, the stock moves by +0.40%. This data can give you a slight idea of what to expect for the next quarter's release.
DV Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
169.56M
17.77%
8.77%
Gross Margin
76.13%
2.63%
-0.09%
Operating Margin
15.17%
19.73%
113.96%
Net Margin
10.73%
15.75%
124.01%
EPS
0.10
25.00%
150.00%
No Data Available
DV Earnings Analysis
DoubleVerify Holdings, Inc. Corporation (DV.N) Earnings Conference Call
Positive
Q3 Revenue Growth Surge: In the third quarter, we grew revenue by 18%, up from 17% in Q2, with double-digit growth across all three revenue lines; activation, measurement, and supply-side.
Record High Profitability: We achieved a standout 83% gross margin and a 35% adjusted EBITDA margin, with the latter marking our highest profitability for any Q3 on record.
Net Cash Flow Increase: We grew our net cash flows from operating activities by over 50% to $55 million in the third quarter, underscoring the strength and efficiency of our operations.
Q3 Revenue Increase: In the third quarter, we delivered total revenue of approximately $170 million, reflecting an 18% year-over-year increase, up from 17% revenue growth in Q2.
EBITDA Margin Improvement: Our adjusted EBITDA of $60 million in the third quarter represented a 35% margin and was ahead of expectations due to higher efficiencies in cost of revenue and lower operating expenses.
Negative
Ad Spend Reduction Impact: Six large customers scaled back on ad spend that had our most premium products attached to it.
Shift to Walled Gardens: We saw dollars incrementally shift from open exchange programmatic to walled gardens, where our activations solutions aren't yet available.
Growth Potential: We have much more room to grow.
Strategic Decision-Making Insights: While suitability scores offer a valuable benchmark across platforms, the true power of measurement data lies in its ability to drive smarter, more strategic decisions before a campaign even launches.
Major Advertiser Partnerships: We have zeroed in on signing and scaling major new advertiser wins like Pepsi, Haleon, Uber, and General Motors.
DV FAQs
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DV Earning Call Sentiment
DoubleVerify Holdings, Inc. (DV) Q3 2024 Earnings Call Transcript
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DV.N
2.95%Positive
The earnings call summary shows strong financial performance with significant revenue growth and improved margins. The Q&A section reveals some uncertainties, particularly around social measurement growth and traditional ad spending, but these are balanced by positive developments such as the exit of Oracle from the market and ongoing product development. The new credit facility and share repurchases further bolster confidence. Given the company's market cap and the generally positive sentiment, a stock price increase of 2% to 8% is likely over the next two weeks.
