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DoubleVerify(DV) - 2025 Q3 - Quarterly Results
2025-11-07 12:35
Financial Performance - Total revenue for Q3 2025 reached $188.6 million, reflecting an 11% year-over-year growth[3] - Adjusted EBITDA for Q3 2025 was $65.9 million, representing a 35% adjusted EBITDA margin[3] - Revenue for Q3 2025 was $188,621,000, representing a 11.5% increase from $169,556,000 in Q3 2024[20] - Full-year 2025 revenue growth is expected to be approximately 14%[11] - For the nine months ended September 30, 2025, total revenue reached $542.7 million, up 16% from $466.2 million in 2024[25] Income and Earnings - Net income for Q3 2025 was $10,202,000, a decrease of 43.9% compared to $18,201,000 in Q3 2024[20] - Earnings per share (EPS) for Q3 2025 was $0.06, down from $0.11 in Q3 2024[20] - Total comprehensive income for Q3 2025 was $11,041,000, compared to $27,280,000 in Q3 2024[20] - Net income for the nine months ended September 30, 2025, was $21.3 million, compared to $32.8 million in 2024, reflecting a decrease of 35%[24] - Non-GAAP net income for the nine months ended September 30, 2025, was $95,375,000, slightly down from $98,963,000 in the same period of 2024[29] Expenses - Cost of revenue for Q3 2025 was $33,465,000, up from $29,479,000 in Q3 2024, indicating a 6.7% increase[20] - Product development expenses for Q3 2025 were $44,842,000, an increase of 14.4% from $39,306,000 in Q3 2024[20] - Sales, marketing, and customer support expenses rose to $47,022,000 in Q3 2025, compared to $40,525,000 in Q3 2024, reflecting a 16.3% increase[20] - General and administrative expenses increased to $26,997,000 in Q3 2025 from $23,039,000 in Q3 2024, a rise of 17.5%[20] - Stock-based compensation expense for the nine months ended September 30, 2025, was $78.7 million, an increase from $67.9 million in 2024[24] Shareholder Actions - Share repurchase program saw 3.3 million shares repurchased for $50.1 million in Q3 2025, totaling 8.4 million shares for $132.3 million year-to-date[9] - The company repurchased shares under the Repurchase Program totaling $132.3 million during the nine months ended September 30, 2025[24] Product and Market Developments - Activation revenue increased by 10% to $106.7 million, while measurement revenue grew by 9% to $63.8 million[3] - Media Transactions Measured (MTM) for Connected TV (CTV) increased by 30% year-over-year[3] - New product launches include DV AI Verification and DV Authentic Advantage, aimed at enhancing transparency and performance for advertisers[2][7] - The company expanded partnerships with major platforms like Meta, TikTok, and Roku to enhance brand safety and measurement capabilities[10] - The company is focused on enhancing its media effectiveness platform through AI to drive better outcomes for global brands[36] Guidance and Future Outlook - The company raised its full-year 2025 adjusted EBITDA margin guidance from 32% to 33%[11] - The company anticipates continued challenges due to competitive pressures and economic uncertainties, impacting future performance[33] Adjustments and Calculations - Adjusted EBITDA margin is calculated as Adjusted EBITDA divided by total revenue, providing insights into operational efficiency[27] - The effective tax rates for non-GAAP adjustments were calculated at 31% for Q3 2025 and 26% for Q3 2024[31] - The company plans to post historical quarterly financial information for Non-GAAP Net Income and Non-GAAP Earnings Per Share for the fiscal year 2024 on its investor relations website[28]
Dolly Varden Silver Drills 56,131 Meters in 84 Drill Holes on the 2025 Kitsault Valley Exploration Program
Newsfile· 2025-10-18 00:15
Core Insights - Dolly Varden Silver Corporation has completed its 2025 diamond drill program at the Kitsault Valley Project, totaling 56,131 meters across 84 drill holes, confirming resource expansion and intersecting new mineralization [1][2][3] Group 1: Drill Program Details - The 2025 drill program was expanded from 35,000 meters to 55,000 meters due to early season high-grade results from the Wolf Vein, indicating strong potential for resource growth [2] - Approximately 60% of the drilling was conducted on the Dolly Varden property, while 40% was on the Homestake Ridge property, utilizing directional drilling technology for improved targeting and efficiency [3] Group 2: Marketing and Strategic Partnerships - Dolly Varden Silver has engaged Orbiton Capital Corp. for marketing services, including strategic advice and digital media, under a 24-month agreement for $100,000 USD [4][5] - Orbiton is considered an arm's length party and does not currently hold any direct interest in the Company, although a shareholder of Orbiton holds stock options for 20,000 shares of the Company [5] Group 3: Company Overview - Dolly Varden Silver Corporation focuses on the Kitsault Valley Project, which includes the Dolly Varden and Homestake Ridge Projects, located in British Columbia's Golden Triangle, an area known for high-grade silver and gold resources [8] - The Kitsault Valley Project encompasses approximately 100,000 hectares and includes five past-producing high-grade silver mines, indicating significant exploration potential [8]
DoubleVerify to Announce Third Quarter 2025 Financial Results on November 7, 2025
Businesswire· 2025-10-17 20:05
Core Insights - DoubleVerify (DV) will report its third quarter 2025 financial results on November 7, 2025, before the market opens [1] - A conference call and webcast will be held at 8:00 a.m. ET to discuss the financial results, recent developments, and business outlook [1]
DoubleVerify Holdings Inc. (DV) is a ‘Market Perform’ on High-Teens Growth Prospects
Yahoo Finance· 2025-10-03 08:47
Group 1 - DoubleVerify Holdings Inc. is considered one of the best beaten-down technology stocks to buy, with a 'Market Perform' rating and a $20 price target from Citizens JMP, supported by solid gross profit margins of 82.1% [1] - The company is expected to experience high teens' growth driven by multiple factors, including Meta Activation, DV Authentic AdVantage, and Performance AdVantage, while already covering 20% of open web impressions [2] - With a 6% market share in social media, DoubleVerify is positioned for substantial growth as new products scale, and strong execution across core offerings is noted [3] Group 2 - DoubleVerify provides a software platform that verifies and analyzes digital advertising, ensuring media quality and driving performance for brands, agencies, and publishers, with solutions for brand safety, fraud prevention, viewability, and performance optimization [4]
Women We Admire Announces Top 50 Women Leaders of New York for 2025
PRWEB· 2025-10-01 15:30
Core Insights - Women We Admire has announced The Top 50 Women Leaders of New York for 2025, highlighting the city's role as a cultural and commercial powerhouse with over 20 million residents [1] Group 1: Honorees - Shilpa Bangera, President and Global Head of Payments at Adyen, is recognized for her leadership in fintech, focusing on growth, innovation, and teamwork [2] - Emma Andrews, Vice President of Global Patient Advocacy at Pfizer, is honored for her efforts in embedding the patient perspective in company initiatives, aiming to improve patient outcomes [3] - Vynessa Alexander, Senior Vice President at Infor, is acknowledged for her extensive experience in technology and operations management, guiding young professionals in their career growth [4] Group 2: Additional Honorees - The list includes notable leaders from various industries such as Sherry Cassano (Pfizer), Jennifer Remling (Warner Bros. Discovery), and Marissa Tracey (Deutsche Bank), showcasing a diverse range of sectors represented [6] Group 3: Organization Overview - Women We Admire aims to recognize and inspire women leaders across various fields, circulating content to over 70,000 individuals and businesses [7]
Dolly Varden Silver Intersects 3.34 g/t Gold over 120 Meters, Including 216 g/t Gold over 0.52 Meters and 166 g/t Gold over 1.30 m in Step-Out Hole at Homestake Silver Deposit
Newsfile· 2025-10-01 12:00
Core Insights - Dolly Varden Silver Corporation reported a significant gold intercept from a step-out drill hole at the Homestake Silver deposit, with hole HR25-456 intersecting 3.34 g/t Au over 120 meters, including high-grade intervals of 216 g/t Au over 0.52 meters and 166 g/t Au over 1.3 meters [1][3][4] Drill Results - The drill hole HR25-456 is a 45-meter step-out from previous holes, confirming continuity and growth potential outside of current mineral resources [1][5] - Approximately 40% of the 2025 drill program, totaling 55,000 meters, is focused on expanding and infilling high-grade gold mineralization at the Homestake Silver Deposit [1][4] Geological Context - The Homestake Ridge deposits are characterized as structurally controlled, multi-phase epithermal vein stockwork and vein breccia systems hosted in Jurassic Hazelton volcanic rocks, with mineralization consisting of pyrite, galena, and sphalerite, along with visible gold [10][11] - Recent drilling indicates a shift towards a gold-rich system, with a shallow north plunging dilation zone defined by a wide mineralized interval and increased frequency of high-grade gold veins [11] Future Exploration - The ongoing drill program includes five diamond drills targeting high-grade gold mineralization and testing areas outside the current resource [4][5] - Additional results from various exploration targets, including the Wolf Vein silver mineralization extension and Big Bulk copper-gold porphyry system, will be reported as assays are received [4]
Bargain Alert on 3 Stocks Investors Have Oversold
MarketBeat· 2025-09-29 12:56
Core Insights - The Relative Strength Index (RSI) is a key tool for technical analysts to assess stock momentum and identify overbought or oversold conditions [1] - An RSI threshold of 30 indicates potential oversold conditions, suggesting a possible trend reversal for future gains [2] Amentum Overview - Amentum (AMTM) is a defense contractor providing various services, with shares down approximately 20% over the past year despite a strong fiscal Q3 performance [3] - Revenue increased by 66% year-over-year on a GAAP basis, although it fell short of analyst expectations; the company achieved a 3-cent earnings beat and repaid $450 million in debt [4] - Six out of ten analysts rated AMTM as a Buy, with a consensus price target of $28.40, indicating over 27% upside potential from the current price [5] - Amentum's RSI is currently at 25.7, indicating oversold conditions, while short interest has risen by 14% [6] Gogo Overview - Gogo Inc. (GOGO) is a provider of in-flight wireless and entertainment services, with shares currently priced at $9.11 [7] - The company launched its Galileo HDX satcom service and is rolling out enhanced 5G services to compete with Starlink [8] - Gogo reported record equipment sales, leading to free cash flow of $62 million, but shares have fallen nearly 21% in the last month despite a 6% year-to-date increase [9] - Gogo's RSI is at 12.8, indicating oversold conditions, with short interest increasing by almost 8% [10] DoubleVerify Overview - DoubleVerify Inc. (DV) specializes in digital media data and analytics, with shares priced at $11.90 [12] - The company experienced a 21% year-over-year revenue increase and raised its revenue growth guidance from 13% to 15% for the year [13] - DoubleVerify's RSI is at 17.9, suggesting oversold conditions, while short interest has decreased by over 8% [14] - Fourteen analysts rated DV as a Buy, indicating a potential upside of about 62% [14]
DoubleVerify Announces Executive Succession in Commercial Team
Yahoo Finance· 2025-09-21 07:59
Core Insights - DoubleVerify Holdings Inc. is recognized as a top enterprise software stock by analysts, highlighting its strong market position and growth potential [1] - The company announced a significant change in its senior commercial management team, with Julie Eddleman set to retire as Global Chief Commercial Officer on December 31, 2023, after a successful five-year tenure [1][2] - Steve Mougis will take over as Global Chief Commercial Officer starting January 1, 2026, with Gian LaVecchia becoming Chief Revenue Officer and Joris Stevens joining as SVP, Global Account Management [3] Company Overview - DoubleVerify provides media effectiveness platforms both in the US and internationally, focusing on data analytics that enhance the effectiveness, quality, and return on digital advertising investments [4]
BMO Capital Keeps Outperform on DoubleVerify (DV) Amid Emerging AI Ad Opportunities
Yahoo Finance· 2025-09-19 18:49
Core Insights - DoubleVerify Holdings Inc. (NYSE:DV) is identified as a promising low-priced technology stock, with an Outperform rating and a price target of $27 set by BMO Capital analyst Brian Pitz, driven by strong execution and a robust product pipeline expected to enhance growth in 2026 [1][3] Financial Performance - The company has reported a revenue growth of 16.5% over the past year, supported by its Media Authentication Platform (MAP), which boasts gross margins exceeding 82% [2][5] Growth Opportunities - New advertising categories linked to large language models and AI-driven agents present incremental growth opportunities for DoubleVerify, with its MAP providing a competitive advantage in verification and measurement [3][4] - The volume-based business model of DoubleVerify helps mitigate risks associated with cost-per-thousand (CPM) pressures, particularly in the context of AI-generated content affecting ad pricing [4] Market Trends - The analyst anticipates that social media and connected TV will increasingly contribute to revenue growth in upcoming quarters, offering diversification and stability compared to the cyclical nature of programmatic open web advertising [4]
4 Software Stocks Climb Into Top Growth Ranks - DoubleVerify Holdings (NYSE:DV), Fortinet (NASDAQ:FTNT)
Benzinga· 2025-09-11 12:19
Core Insights - Four software stocks have shown significant growth ranking improvements, nearing the top 10th percentile, indicating robust earnings and revenue expansion [1][2] Group 1: Company Performance - DoubleVerify Holdings Inc. (DV) increased by 0.52 percentile points to a growth ranking of 90.22, but has declined by 28.35% year-to-date and 23.08% over the past year, showing a weaker price trend [8] - Fortinet Inc. (FTNT) also rose by 0.52 percentile points to a growth ranking of 90.30, with a year-to-date decline of 16.12% but a 3.71% increase over the year, maintaining a poor value ranking [8] - MongoDB Inc. (MDB) exhibited a remarkable improvement of 40.21 percentile points, moving from 51.25 to 91.46, with a year-to-date increase of 36.89% and a 12.87% rise over the year, reflecting strong business expansion [8] - Versus Systems Inc. (VS) progressed by 0.52 percentile points to a growth ranking of 90.39, with a year-over-year increase of 31.37% but a year-to-date decline of 12.23%, showing a weaker price trend [8] Group 2: Growth Metrics - The Benzinga Edge Stock Rankings growth metric assesses combined historical earnings and revenue expansion, focusing on long-term trends and recent performance relative to peers, with weekly updates for consistent measurement [7]