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Sep 30, 2023

DoubleVerify Q3 2023 Earnings Report

Reported a strong third quarter, driven by growth in key geographies and digital media environments, and completed the acquisition of Scibids.

Key Takeaways

DoubleVerify reported an outstanding third quarter with revenue increasing by 28% year-over-year to $144.0 million. The company achieved a net income of $13.3 million and an adjusted EBITDA of $45.7 million, representing a 32% adjusted EBITDA margin. DoubleVerify also completed the acquisition of Scibids.

Total revenue increased by 28% year-over-year to $144.0 million.

Advertiser revenue grew by 32% year-over-year.

Net income was $13.3 million, with adjusted EBITDA at $45.7 million, a 32% margin.

Completed the acquisition of Scibids, an AI powered optimization platform.

Total Revenue
$144M
Previous year: $112M
+28.3%
EPS
$0.08
Previous year: $0.06
+33.3%
Adjusted EBITDA
$45.7M
Previous year: $34M
+34.4%
MTM Social Growth
27%
Previous year: 17%
+58.8%
Gross Profit
$107M
Previous year: $92.9M
+14.9%
Cash and Equivalents
$259M
Previous year: $243M
+6.8%
Free Cash Flow
$30.9M
Previous year: $17.7M
+74.5%
Total Assets
$1.18B
Previous year: $1B
+17.4%

DoubleVerify

DoubleVerify

DoubleVerify Revenue by Segment

Forward Guidance

DoubleVerify anticipates for the fourth quarter 2023 revenue of $170 to $174 million, a year-over-year increase of 29% at the midpoint, and adjusted EBITDA in the range of $57 to $61 million, representing a 34% margin at the midpoint.

Positive Outlook

  • Revenue of $170 to $174 million, a year-over-year increase of 29% at the midpoint.
  • Adjusted EBITDA in the range of $57 to $61 million, representing a 34% margin at the midpoint.