DoubleVerify


March 2, 2023

Attention TMT buysiders! Proof points keep building up, it’s time to take a closer look

By Vasily Karasyov

We believe that Q4 results and the guidance for Q1 and full FY23, in line with expectations (equals a raise in this environment for ad tech names), once again highlight the fact that DV offers…

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March 1, 2023

FIRST LOOK

By Vasily Karasyov

Q4 results ahead of expectations, guidance for Q1 and full FY23 (!) in line with the consensus but light compared to our Street-high forecast. Although not the usual beat-and-raise, we think the stock should get…

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January 4, 2023

This one is easier than others

By Vasily Karasyov

Based on our recent conversation with industry sources we believe that digital advertising trends played out in Q4 generally in line with what the companies in our coverage universe expected when they reported Q3: no…

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November 8, 2022

FIRST LOOK

By Vasily Karasyov

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August 5, 2022

Step by step

By Vasily Karasyov

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August 3, 2022

FIRST LOOK

By Vasily Karasyov

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May 11, 2022

A clean beat, the stock is worth a look

By Vasily Karasyov

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May 10, 2022

FIRST LOOK

By Vasily Karasyov

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April 22, 2022

NDR with CEO and CFO on May 12th

By Vasily Karasyov

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April 22, 2022

NDR with CEO and CFO on May 12th

By Vasily Karasyov

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