10-Q · May 6, 2026
DoubleVerify reported Q1 2026 total revenues of $180.8 million, slightly exceeding the consensus estimate of $179.9 million, marking a 10% year-over-year increase. However, EPS fell short at $0.04, significantly below…
Earnings analysis · 10-Q
DV earnings analysis
Filed October 30, 2026 · Our reading of the company's report
The latest report
The supplied 10-Q extraction does not include the income statement, balance sheet, cash-flow statement, segment results, or MD&A, so current-quarter revenue, margins, EPS, cash flow, working-capital trends, and…
Read full summary
The supplied 10-Q extraction does not include the income statement, balance sheet, cash-flow statement, segment results, or MD&A, so current-quarter revenue, margins, EPS, cash flow, working-capital trends, and year-over-year comparisons cannot be assessed. The principal disclosed development is the pending merger, which introduces substantial closing, termination-fee, litigation, and operating restrictions. No quantitative financial guidance is provided in the supplied filing text.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
What stood out
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Merger would end public-company reporting
The filing identifies the August 6, 2026 Merger Agreement and states that, upon closing, the Company’s common stock will be delisted from the New York Stock Exchange and the Company will cease to be a reporting company.
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No share repurchases in the quarter
The Company reported no common-stock repurchases during the three months ended September 30, 2026.
What to watch
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Merger closing and regulatory uncertainty
The Merger remains subject to customary closing conditions, including regulatory approvals. The stated end date is May 6, 2027, with one automatic three-month extension to August 6, 2027 if needed for regulatory approvals; failure to close could adversely affect the business and share price.
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Potential termination-fee exposure
The Merger Agreement provides for a $60.0 million termination fee payable by the Company in specified circumstances. Parent may owe the Company $144.0 million in specified circumstances or $175.0 million under certain other circumstances, creating material financial exposure if the transaction is terminated.
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Merger limits strategic flexibility
The August 6, 2026 Merger Agreement restricts the Company from pursuing alternative business combinations and limits certain operating actions, including incurring debt and certain capital expenditures. These restrictions could prevent actions management might otherwise take and may impair business flexibility during the transaction period.
Management's outlook
The supplied 10-Q text contains no quantitative revenue, EPS, margin, cash-flow, or operating outlook. No explicit guidance was provided; the filing focuses on merger-related disclosures.
Earlier filings 4
10-K · February 26, 2026
DoubleVerify presents a scalable, data-driven media measurement platform with multi-year growth and strong customer economics. The company measured ~9.5 trillion Media Transactions in 2025 (up from 8.3T in 2024 and 7.0T…
10-Q · August 5, 2025
DoubleVerify reported Q2 revenue of $189.021 million, up from $155.890 million a year ago, driven by Activation ($108.950M) and Measurement ($62.895M). Operating income rose to $13.548 million (operating margin ~7.2%)…
10-Q · May 8, 2025
DoubleVerify reported quarterly revenue of $165.061M, up $24.279M (+17.3%) year-over-year, while diluted EPS fell to $0.01 from $0.04 a year ago. Operating income was roughly flat at $6.763M but net income declined to…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.