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Dec 31, 2022

DoubleVerify Q4 2022 Earnings Report

Achieved record revenue and net cash from operating activities for the quarter and full year, with revenue increasing 27% year-over-year.

Key Takeaways

DoubleVerify reported a strong Q4 2022, achieving record revenue of $133.6 million, a 27% increase year-over-year. The company's performance was driven by growth in activation and measurement revenue, as well as continued expansion in CTV and social media. DoubleVerify is well-positioned to drive further business expansion and accelerate long-term growth.

Total revenue increased by 27% to $133.6 million.

Activation revenue grew by 40% to $75.5 million.

Measurement revenue increased by 10% to $46.3 million.

Adjusted EBITDA reached $48.9 million, representing a 37% margin.

Total Revenue
$134M
Previous year: $106M
+26.6%
EPS
$0.11
Previous year: $0.17
-35.3%
Adjusted EBITDA
$48.9M
Previous year: $40.4M
+21.0%
MTM Social Growth
5,500,000,000,000%
Previous year: 4,508,196,721,311%
+22.0%
Gross Profit
$111M
Previous year: $87.1M
+27.2%
Cash and Equivalents
$268M
Previous year: $222M
+20.9%
Free Cash Flow
$24.2M
Previous year: $20.4M
+18.7%
Total Assets
$1.04B
Previous year: $892M
+16.2%

DoubleVerify

DoubleVerify

DoubleVerify Revenue by Segment

Forward Guidance

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

Positive Outlook

  • Revenue of $117 to $119 million for Q1 2023, a year-over-year increase of 22% at the midpoint.
  • Adjusted EBITDA in the range of $28 to $30 million for Q1 2023, representing a 25% margin at the midpoint.
  • Revenue of $550 to $564 million for full year 2023, a year-over-year increase of 23% at the midpoint.
  • Adjusted EBITDA in the range of $164 to $172 million for full year 2023, representing a 30% margin at the midpoint.