DoubleVerify agrees to merger with Nielsen unit as Q2 revenue rises 3%
DoubleVerify reported second-quarter 2026 revenue of $193.8 million, up 3%, and net income of $12.9 million, or $0.08 per diluted share, compared with $8.8 million, or $0.05, a year earlier. The same day, it entered a merger agreement under which Nielsen will acquire the company through Neptune BidCo US Inc., the parent company of Nielsen Holdings. DoubleVerify withdrew all previously issued financial outlook and guidance and suspended its earnings calls while the deal is pending, which reduces the financial visibility shareholders would otherwise have.
Key points
- Q2 2026 revenue was $193.8 million, up 3%; activation revenue fell 1% to $107.7 million, while measurement revenue rose 6% to $66.8 million.
- Net income was $12.9 million versus $8.8 million a year earlier; diluted EPS was $0.08 versus $0.05.
- Adjusted EBITDA was $65.3 million, a 34% margin, versus $57.3 million a year earlier; the company reported $210 million in cash and no debt.
- Merger agreement signed August 6, 2026 with Neptune BidCo US Inc.; all prior guidance withdrawn and the 4:30 p.m. Eastern earnings call canceled.
The filing
Written by AI on Nov 8, 2026, 6:56 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 06, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.