•
Jun 30, 2022

DoubleVerify Q2 2022 Earnings Report

Reported record revenue driven by global growth and raising full-year guidance.

Key Takeaways

DoubleVerify reported a strong second quarter with revenue increasing by 43% year-over-year to $109.8 million, driven by growth in pre-campaign activation across programmatic, social, and CTV. The company achieved a net income of $10.3 million and an adjusted EBITDA of $34.0 million.

Total revenue increased by 43% year-over-year to $109.8 million.

Activation revenue increased by 60% year-over-year to $60.5 million.

Measurement revenue increased by 23% year-over-year to $38.9 million.

Achieved net income of $10.3 million and adjusted EBITDA of $34.0 million.

Total Revenue
$110M
Previous year: $76.5M
+43.5%
EPS
$0.06
Previous year: -$0.08
-175.0%
Adjusted EBITDA
$34M
Previous year: $21.2M
+60.3%
MTM Social Growth
24%
Previous year: 100%
-76.0%
Gross Profit
$91M
Previous year: $64.2M
+41.6%
Cash and Equivalents
$224M
Previous year: $330M
-32.3%
Free Cash Flow
$20M
Previous year: $21.2M
-5.7%
Total Assets
$976M
Previous year: $790M
+23.5%

DoubleVerify

DoubleVerify

DoubleVerify Revenue by Segment

Forward Guidance

DoubleVerify anticipates for full year 2022 revenue of $448 to $450 million, a year-over-year increase of 35% at the midpoint, and adjusted EBITDA in the range of $136 to $140 million, representing a 31% margin at the midpoint.

Positive Outlook

  • Revenue of $108 to $110 million for Q3 2022.
  • Adjusted EBITDA in the range of $32 to $34 million for Q3 2022.
  • Revenue of $448 to $450 million for full year 2022.
  • Adjusted EBITDA in the range of $136 to $140 million for full year 2022.
  • Expect 35% revenue growth and 31% adjusted EBITDA margins.

Challenges Ahead

  • The company has not reconciled the non-GAAP measure Adjusted EBITDA to the GAAP measure net income.
  • The company does not provide guidance for stock-based compensation expense.
  • The company does not provide guidance for depreciation and amortization expense.
  • The company does not provide guidance for acquisition-related costs.
  • The company does not provide guidance for interest income, and income taxes.