•
Jun 30, 2024

DoubleVerify Q2 2024 Earnings Report

Increased revenue driven by global growth in social and CTV measurement, achieved net income and adjusted EBITDA, and raised midpoints of full-year revenue and adjusted EBITDA guidance ranges.

Key Takeaways

DoubleVerify reported a strong second quarter, re-accelerating revenue growth momentum driven by success in social and CTV measurement and bolstered by the strength of the retail media platform business. Total revenue increased by 17% year-over-year to $155.9 million, net income was $7.5 million, and adjusted EBITDA reached $46.8 million.

Total revenue increased by 17% year-over-year to $155.9 million.

Activation revenue increased by 12% to $87.5 million.

Measurement revenue increased by 22% to $54.8 million, with social measurement revenue up by 44%.

Net income was $7.5 million and adjusted EBITDA was $46.8 million, representing a 30% adjusted EBITDA margin.

Total Revenue
$156M
Previous year: $134M
+16.6%
EPS
$0.04
Previous year: $0.07
-42.9%
Adjusted EBITDA
$46.8M
Previous year: $40M
+16.9%
MTM Social Growth
22%
Previous year: 24%
-8.3%
Gross Profit
$119M
Previous year: $108M
+10.4%
Cash and Equivalents
$256M
Previous year: $295M
-13.3%
Free Cash Flow
$28.7M
Previous year: $7.17M
+300.7%
Total Assets
$1.27B
Previous year: $1.08B
+17.5%

DoubleVerify

DoubleVerify

DoubleVerify Revenue by Segment

Forward Guidance

DoubleVerify anticipates Revenue and Adjusted EBITDA to be in the following ranges:

Positive Outlook

  • Third Quarter 2024 Revenue: $167 to $171 million, a year-over-year increase of 17% at the midpoint.
  • Third Quarter 2024 Adjusted EBITDA: $49 to $53 million, representing a 30% margin at the midpoint.
  • Full Year 2024 Revenue: $667 to $675 million, a year-over-year increase of 17% at the midpoint.
  • Full Year 2024 Adjusted EBITDA: $206 to $214 million, representing a 31% margin at the midpoint.