DoubleVerify Holdings, Inc. (DV) Earnings Call Transcripts
DoubleVerify Holdings, Inc.'s Latest Earnings Call - June 4, 2026
In the second quarter of fiscal year 2026, DoubleVerify Holdings, Inc. (DV:US) reported a revenue growth of 8% to 10% year-over-year, with a net revenue retention rate of 109%. The company is transitioning into a new growth phase, focusing on social media verification and the emerging LLM advertising market. Management highlighted strong growth in social measurement and activation, indicating a strategic pivot to capitalize on high-growth areas, which could positively impact future earnings.
Reported metrics
| Metric | Value |
|---|---|
| Revenue Growth | 8% to 10% (beat) |
| Net Revenue Retention | 109% (positive) |
| Social Measurement Growth | 23% (positive) |
| Social Activation Growth | 90% (positive) |
| Average Client Spend (Top 100) | $4.3 million (positive) |
| Authentic Brand Suitability Penetration | 70% (positive) |
Guidance from management
Management maintained guidance for 8% to 10% revenue growth for fiscal year 2026, highlighting strong growth drivers in social media and LLM platforms.
What management said
So they will generally know all the players in the market. An RFP generally starts with 2 or 3 names of companies. There are a whole bunch of single point solutions also that get involved. So I don't think -- this is a known space. There are not a lot of players that do everything that we do. So every advertiser will know. I think the onus is on us to show the differentiation with optimization and proof to kind of ga...
I think -- look, it's going to depend on every single advertiser. But no CMO -- we're not a very expensive product compared to the amount of dollars that they're spending, right? The ratio of our cost to the media spend is small on purpose in a way, right? Because it allows the CMO to say, it's required. I don't want to be the one CMO that's not using verification and then has a brand safety violation that kills my b...
What analysts pressed on
Analysts expressed concerns regarding the pace of growth in the open web segment and potential bottlenecks in scaling social verification products. There were questions about the competitive landscape and how effectively DoubleVerify can differentiate itself in a crowded market.
Main topics on the call
- Revenue Growth Guidance — DoubleVerify guided for an 8% to 10% revenue growth for fiscal year 2026, driven by strong net revenue retention of 109%. CFO Nicola Allais stated, "the foundation for the model is net revenue retention," indicating conf...
- Social Media Verification Expansion — The company is experiencing significant growth in its social media verification products, with social measurement growing 23% and social activation over 90%. Allais noted, "we have the tools to replicate what we did in t...
- Authentic Brand Suitability Product Success — The Authentic Brand Suitability product has achieved over 70% penetration in the top 500 clients, contributing to its revenue growth. Allais remarked, "the growth vector now... is obviously not what it's been to get us t...
- LLM Advertising Opportunity — Management highlighted the potential of LLM platforms as a new growth vector, with expectations of significant ad spend shifting to these platforms. Allais stated, "the dollars that will first shift to LLMs are dollars t...
Read the full DoubleVerify Holdings, Inc. transcript (June 4, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About DoubleVerify Holdings, Inc.
DoubleVerify Holdings, Inc. (DV) is a publicly listed company in the Media industry, within the Communication Services sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 69 calls on record spanning May 25, 2021 to June 4, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 69 DoubleVerify Holdings, Inc. earnings call transcripts on record, spanning May 25, 2021 to June 4, 2026. Based on this history, DoubleVerify Holdings, Inc. reports quarterly. The most recent call on file is dated June 4, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- DV
- Exchange
- NYSE
- Country
- US
- Sector
- Communication Services
- Industry
- Media
- Calls on record
- 69
- First call
- May 25, 2021
- Most recent
- June 4, 2026
- Reporting cadence
- quarterly