DoubleVerify (DV) Q4 2025 Earnings Call Transcript | The Motley Fool
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DoubleVerify (DV) Q4 2025 Earnings Call Transcript | The Motley Fool
"Revenue -- $206,000,000 for the quarter, up 8% year over year, and $748,000,000 for the year, up 14% year over year. Adjusted EBITDA Margin -- 38% for the quarter and 33% for the year. Customer Retention -- No new deactivations among the top 100 customers; net revenue retention rate was 109% for the year, and gross retention surpassed 95% for five consecutive years."
"Social Activation Growth -- Social activation accelerated to approximately 60% year over year in the fourth quarter, comprising about 19% of total revenue. CTV Measurement Expansion -- Streaming TV (CTV) measurement volume grew 22% in the quarter and 33% year over year; new integrations include LinkedIn and IMDb data licensing."
"Supply-Side Revenue -- Increased 17% in the quarter and 25% for the year, underpinning partnerships across 152 retail media networks. Cash Flow and Capital Return -- Generated $211,000,000 in net operating cash flow; $173,000,000 in free cash flow with a 70% conversion rate; repurchased 8,400,000 shares for $132,000,000, reducing shares outstanding by about 3%."
The company reported $206 million in quarterly revenue, up 8% year over year, and $748 million annually, up 14%. Adjusted EBITDA margins reached 38% quarterly and 33% annually. Customer retention remained exceptional with no deactivations among top 100 customers and a 109% net revenue retention rate. Social activation accelerated to 60% growth, comprising 19% of total revenue. CTV measurement volume grew 33% year over year with new integrations including LinkedIn and IMDb. Supply-side revenue increased 25% annually across 152 retail media networks. The company generated $211 million in operating cash flow and repurchased 8.4 million shares for $132 million, reducing shares outstanding by 3%.
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