Digital ad verification company DoubleVerify (NYSE:DV) will be reporting earnings this Thursday after the bell. Here’s what to expect.
DoubleVerify missed analysts’ revenue expectations last quarter, reporting revenues of $188.6 million, up 11.2% year on year. It was a slower quarter for the company, with revenue guidance for next quarter slightly missing analysts’ expectations and a slight miss of analysts’ revenue estimates.
Is DoubleVerify a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, the market is expecting DoubleVerify’s revenue to grow 9.5% year on year, slowing from the 10.7% increase it recorded in the same quarter last year.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. DoubleVerify has missed Wall Street’s revenue estimates multiple times over the last two years.
Looking at DoubleVerify’s peers in the advertising software segment, some have already reported their Q4 results, giving us a hint as to what we can expect. AppLovin delivered year-on-year revenue growth of 20.8%, beating analysts’ expectations by 2.2%, and Zeta Global reported revenues up 25.4%, topping estimates by 3.7%. AppLovin traded down 19.7% following the results.
Read our full analysis of AppLovin’s results here and Zeta Global’s results here.
Debates around the economy’s health and the impact of potential tariffs and corporate tax cuts have caused much uncertainty in 2025. Investors in advertising software stocks have been spared in this environment as share prices are down 20.2% on average over the last month. DoubleVerify is down 18.1% during the same time and is heading into earnings with an average analyst price target of $13.78 (compared to the current share price of $9.15).
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