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Sep 30, 2022

DoubleVerify Q3 2022 Earnings Report

Revenue increased by 35% year-over-year, driven by growth in pre-campaign activation across programmatic, social, and CTV.

Key Takeaways

DoubleVerify reported strong third-quarter results with revenue increasing by 35% year-over-year to $112.3 million. The growth was fueled by continued momentum in programmatic activation and Social and CTV measurement. They also raised the midpoint of full-year 2022 guidance range to 36% total revenue growth and 31% adjusted EBITDA margins.

Total revenue increased 35% year-over-year to $112.3 million.

Activation revenue increased 48% to $62.2 million.

Measurement revenue increased 14% to $38.8 million.

Achieved net income of $10.3 million and adjusted EBITDA of $34.0 million, representing a 30% adjusted EBITDA margin.

Total Revenue
$112M
Previous year: $83.1M
+35.1%
EPS
$0.06
Previous year: $0.05
+20.0%
Adjusted EBITDA
$34M
Previous year: $26.4M
+28.7%
MTM Social Growth
17%
Previous year: 83%
-79.5%
Gross Profit
$92.9M
Previous year: $69.7M
+33.4%
Cash and Equivalents
$243M
Previous year: $320M
-24.1%
Free Cash Flow
$17.7M
Previous year: $14.2M
+24.5%
Total Assets
$1B
Previous year: $806M
+24.2%

DoubleVerify

DoubleVerify

DoubleVerify Revenue by Segment

Forward Guidance

DoubleVerify anticipates for the fourth quarter 2022 revenue of $131 to $135 million, a year-over-year increase of 26% at the midpoint. Adjusted EBITDA in the range of $45 to $47 million, representing a 35% margin at the midpoint. For the full year 2022, revenue of $450 to $454 million, a year-over-year increase of 36% at the midpoint. Adjusted EBITDA in the range of $138 to $140 million, representing a 31% margin at the midpoint.

Positive Outlook

  • Revenue of $131 to $135 million, a year-over-year increase of 26% at the midpoint.
  • Adjusted EBITDA in the range of $45 to $47 million, representing a 35% margin at the midpoint.
  • Revenue of $450 to $454 million, a year-over-year increase of 36% at the midpoint.
  • Adjusted EBITDA in the range of $138 to $140 million, representing a 31% margin at the midpoint.