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DoubleVerify’s $100 Million Buyback — A Pivotal Bet Amid Its AI Shift!

DoubleVerify Holdings, Inc. reported a first quarter 2026 revenue of $181 million, reflecting a 10% year-over-year growth driven primarily by its social verification and optimization solutions. The company achieved an adjusted EBITDA margin of 31%, exceeding expectations, attributed largely to operational efficiencies powered by artificial intelligence (AI). Advertiser growth was positive across major industry verticals, underpinned by diversification away from heavily impacted sectors such as retail and consumer packaged goods toward healthcare and technology. Management also highlighted $100 million in year-to-date share repurchases, representing approximately 6% of fiscal year-end 2025 outstanding shares, demonstrating capital return efforts alongside portfolio growth. Revenue growth was led by social activation, which expanded 92% year-over-year, accelerating from 62% in the previous quarter. Social measurement revenue rose 23%, supported by expanded engagement on Meta, YouTube, and TikTok platforms.