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.

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

• AI solutions, including Agent ID, contributed to product development and combating ad fraud.

• Guidance for 2026 is anchored in core products, with 109% NRR and product-led growth expected to accelerate in the second half.

Product innovation and adoption

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

• Meta Prebid solution scaled from 56 to 68 customers, including major brands, with an $8 million run rate and significant growth potential.

• CTV solutions like Authentic Streaming TV and Do Not Air lists are expanding, with attach rates and pricing expected to rise.

• Scibids algorithmic bidding is now used by over 50 of the top 100 customers, enhancing performance optimization.

• AI platform verification is emerging as a new opportunity, with early involvement in ChatGPT ad trials.

Strategic assets and differentiation

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

• The data flywheel effect enables continuous improvement in decision-making and client acquisition.

• Acquisitions of Scibids and Rockerbox have expanded the product suite to include outcomes and performance, supporting differentiated client conversations.