DoubleVerify

We are updating our estimates to reflect Q2 results and the latest guidance for FY25. We now expect the following results: FY25: We are modeling $248m in Measurement revenue, $435m in Activation and $71m in Supply-side…

DV beat the updated guidance for Q2 provided in June and raised the full-year revenue growth outlook to 15% from 13%. We see the print as another important step in the direction of restoring the…

We are updating our estimates to reflect the updated guidance for FY25. We now expect the following results: FY25: We are modeling $243m in Measurement revenue, $426m in Activation and $72m in Supply-side revenue. Our Adjusted…

We are updating our estimates to reflect Q1 results and the latest guidance for FY25. We now expect the following results: FY25: We are modeling $242m in Measurement revenue, $415m in Activation and $69m in Supply-side…

We are downgrading DV shares to neutral today and lowering our twelve-month price target to $14. We acknowledge that this rating change is belated; it would have been more helpful a year ago before the…

Another quarter with a really bad combination of a miss, soft guidance below already lowered expectations and an announced acquisition which is likely to fuel the “buying growth” argument. Hard to think of what the…

Below are our estimates for Q4 FY24, Q1 and full year FY25. Q4 FY24: We are modeling Measurement revenue of $68m, up 13% Y/Y, Activation revenue of $113m which implies 14% growth v. last year; our…

We are updating estimates following Q3 FY24 report. Q4 FY24: We are modeling Measurement revenue of $68m, up 13% Y/Y, Activation revenue of $113m which implies 14% growth v. last year; our forecast for Supply-side revenue…

We think that in addition to the obvious task of proving that it can deliver on the guidance, DV is facing an additional challenge. It appears that the growth drivers are shifting and, as a…

Looks like Q2 print may be the first step in the turnaround of DV story. We would like to hear the management’s comments on the problem customers and early thoughts on what growth could be…

We are updating our estimates ahead of Q2 report. We are adjusting our price target to $23 and maintain Buy rating. Q2 FY24: We are modeling Measurement revenue of $54m, up 19% Y/Y, Activation revenue…

We are hosting an NDR with Mark S. Zagorski – CEO, Nicola Allais – CFO, and Tejal R. Engman – SVP, IR on May 10th Please click to register Q2 guidance below expectations, full FY24…

1×1 and small group virtual meetings with Mark Zagorsky, CEO; Nicola Allais, CFO; Tejal Engman, SVP, IR. Click to submit interest

In our view, FY23 showed that the Buy thesis based on expectations of smooth, steady growth not subject to overall ad spend fluctuations is no longer applicable. It appears that the evolution of DV’s business…

In-line results with a weak Q1 guide. Seasonality implied by the guidance looks different than what the management talked about on the Q3 call. Pricing was up Y/Y in Q4. Commentary on the call will…