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Direct Digital Holdings (DRCT) investor relations material
Direct Digital Holdings Registration Filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Company overview and business model
Operates a full-service advertising and marketing platform, providing ad technology and data-driven campaign optimization for brands, agencies, and middle market businesses across both sell- and buy-side digital advertising ecosystems.
Sell-side business (Colossus SSP) automates ad inventory sales for publishers, offering reach across web, mobile, and connected TV, with a focus on both general and multicultural audiences.
Buy-side business (Orange 142) delivers technology-enabled advertising solutions to clients in sectors like travel, education, energy, healthcare, and financial services, emphasizing small and mid-sized businesses transitioning to digital.
The company completed its IPO in February 2022 and unified its buy-side businesses in October 2024.
Financial performance and metrics
2024 revenue was $62.3 million, down 60% from $157.1 million in 2023, primarily due to a significant sell-side customer pause and lower buy-side activity.
Gross profit for 2024 was $17.4 million (28% margin), compared to $37.6 million (24% margin) in 2023.
Net loss for 2024 was $19.9 million, compared to a net loss of $6.8 million in 2023.
As of September 30, 2025, cash and cash equivalents were $0.9 million, with an accumulated deficit of $16.1 million.
Adjusted EBITDA for 2024 was negative $9.3 million.
Use of proceeds and capital allocation
May receive up to $100 million in gross proceeds from sales of Class A Common Stock to New Circle under the Purchase Agreement.
Net proceeds intended to reduce outstanding debt (if required by debt agreements) and for general corporate purposes, including working capital.
No proceeds from the resale of shares by New Circle; all such proceeds go to the selling stockholder.
- TimeTickerHeadlineOpen
- 6 FebWASH
Q4 2025 net income up 48%, adjusted EPS up 41%, AUA $7.8B, dividend yield 7.58%. - 6 FebJ
Strong growth, digital innovation, and margin expansion drive robust multi-year financial outlook. - 6 Feb004020
Operating profit rose on cost savings and high-value sales, with major US expansion underway. - 6 FebJOUT
Net sales up 31%, gross margin at 36.6%, and net loss narrowed to $3.3 million. - 6 FebPECO
Record 2025 occupancy and 7% Core FFO growth; 2026 targets 5.5% FFO growth and strong acquisitions. - 6 FebPROV
Q2 FY2026 net income rose 65% year-over-year, with higher margins and strong credit quality. - 6 FebNVDA
AI-driven digital twins and accelerated computing are set to revolutionize industrial design and manufacturing. - 6 FebCDP
2025 FFO/share rose 5.8% to $2.72, with strong leasing and investment; 2026 guidance signals more growth. - 6 FebCRI
Q1 2025 saw record revenue, a return to profit, and major new contracts in space technology. - 6 FebCRI
Net loss widened to 7.5m PLN in H1 2024 as revenue fell and R&D costs remained high.
Next Direct Digital Holdings earnings date
Next Direct Digital Holdings earnings date
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