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Stock impact report

DoubleVerify outlines 8%–10% revenue growth target for 2026 while accelerating AI and social product innovation [Seeking Alpha]

DoubleVerify Holdings, Inc. (DV) 
US:NYSE Investor Relations: investors.adtalem.com
Company Research Source: Seeking Alpha
CEO Mark Zagorski opened the call by highlighting a "strong 38% adjusted EBITDA margin and 8% year-over-year growth in revenue," noting that revenue came in below expectations due to late-quarter retail campaign pullbacks from agency-related changes. He emphasized "exceptional strength across multiple sectors in the fourth quarter, including health care and technology" and pointed out "no new deactivations among our Top 100 customers in Q4 and usage across social and streaming TV continues to scale." Zagorski stated, "Social activation accelerated meaningfully growing at approximately 60% year-over-year in Q4 and starting 2026 at an even stronger year-over-year growth rate." He also reported "Authentic AdVantage on YouTube is entering the year with $8 million of expected ACV" and that CTV measurement impression volumes were "up 22% for the quarter." He elaborated on product innovation, explaining, "Our product innovation in 2025 harnessed the power of AI to expand TAM, improved s Show less Read more
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