DoubleVerify (DV) Citizens JMP Technology Conference 2026 summary

Financial performance and growth drivers

• Achieved 14% year-over-year growth and 33% EBITDA margins, surpassing initial expectations for the year.

• Social activation grew 60% year-over-year, with strong adoption of Meta Prebid and Authentic AdVantage solutions.

• CTV volume impressions increased 22% in Q4 and 33% for the year, indicating robust expansion in connected television.

• AI-driven solutions, including Agent ID and Scibids, contributed to product development and performance optimization.

• Guidance for 2026 is anchored by a 109% NRR from core clients, with additional growth expected from new product adoption.

Product innovation and differentiation

• Proprietary data from trillions of transactions and exclusive integrations with platforms like Meta and Netflix provide a unique competitive edge.

• Authentic AdVantage combines pre-bid filtering, post-bid measurement, and optimization, delivering 20%-30% higher reach and lower costs.

• CTV solutions, such as Authentic Streaming TV and Do Not Air lists, enhance transparency and brand suitability for advertisers.

• AI tools are driving operational efficiencies, enabling margin expansion and faster product development.

• Scibids and Rockerbox acquisitions have expanded the product suite to include outcomes and performance, supporting broader client conversations.

Strategic priorities and capital allocation

• Capital allocation focuses on business investment, targeted M&A, and accelerated share buybacks, with a $300 million buyback program for 2026.

• Free cash flow conversion reached 70% last year, supporting flexibility in capital deployment.

• Buybacks in 2026 will outpace previous years, aiming for a significant reduction in outstanding shares.

• Continued investment in AI and proprietary data infrastructure is prioritized for long-term growth.