Every material Form 8-K DoubleVerify Holdings filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
DoubleVerify reported third-quarter 2026 revenue of $205.6 million, up 9% from a year earlier, and net income of $15.9 million, up from $10.2 million. The company withdrew all previously issued financial outlook and guidance and suspended earnings calls while its pending merger is outstanding, which limits the forward information available to shareholders.
Q3 2026 revenue was $205.6 million, up 9%; activation revenue rose 10% to $117.6 million and measurement revenue rose 8% to $69.1 million.
Net income was $15.9 million, or $0.10 diluted EPS, versus $10.2 million, or $0.06, in Q3 2025; adjusted EBITDA was $75.4 million, a 37% margin.
Stockholders approved the Merger Agreement with Neptune BidCo US Inc. on October 29, 2026, with about 94% of votes cast in favor; the companies expect the deal to close by the first quarter of 2027.
All previously issued financial outlook and guidance were withdrawn, and future earnings calls were suspended for the duration of the pending transactions.
DoubleVerify's 8-K updates its merger proxy with the status of regulatory reviews and legal matters for the pending merger with Parent, owner of The Nielsen Company (US), LLC. Antitrust reviews in Australia, Cyprus, Germany and Morocco are complete, subject to a 14-day Australian Competition Tribunal review period after the ACCC's determination is published. Two stockholder complaints and two demand letters allege disclosure deficiencies, and the company says it disputes them.
Germany cleared the merger on October 5, 2026; Cyprus on October 7; Australia's ACCC and Morocco's Competition Council on October 13, 2026.
Completion in Australia may occur only after a 14-calendar-day period following publication of the ACCC's determination, unless a review application is filed.
As of October 20, 2026, two complaints were filed by purported stockholders and two demand letters were received; none of the defendants has been served.
As of the filing, no executive officer has a post-closing employment or equity arrangement, and Parent has not said whether employees will receive post-closing employment arrangements.
DoubleVerify entered a merger agreement on August 6, 2026, with Neptune BidCo US Inc. and Wallace Merger Sub Inc., affiliates of the parent of Nielsen Company (US), LLC. If completed, each share would convert into the right to receive $13.60 in cash, and DoubleVerify would become a wholly owned subsidiary and be delisted from the New York Stock Exchange. The board unanimously recommended that stockholders approve the deal, which still requires a stockholder vote and regulatory clearance.
Merger consideration is $13.60 in cash per share, without interest and subject to required withholding.
Closing requires stockholder approval, a Hart-Scott-Rodino waiting period expiration and certain foreign clearances.
Termination fees are $60 million payable by DoubleVerify and $144 million payable by Parent in specified circumstances.
Equity commitments of $200 million from Elliott Investment Management affiliates and debt financing of approximately $1.8 billion support the deal.
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.
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.
DoubleVerify reported first-quarter 2026 revenue of $180.8 million, up 10% from a year earlier, and net income of $6.4 million, compared with $2.4 million in the prior-year quarter. The company reiterated its full-year 2026 revenue outlook of $810 million to $826 million and gave second-quarter revenue guidance of $199 million to $205 million, but free cash flow was negative $6.4 million, down from $31.4 million a year earlier.
Revenue of $180.8 million, up 10% from $165.1 million; Measurement revenue rose 16% to $61.8 million
Net income of $6.4 million, or $0.04 per diluted share, versus $2.4 million, or $0.01, a year earlier
Adjusted EBITDA of $55.2 million, a 31% margin, up from $44.7 million and 27% a year earlier
Full-year 2026 revenue guidance of $810 million to $826 million reiterated; free cash flow was negative $6.4 million versus $31.4 million in Q1 2025
DoubleVerify reported fourth-quarter and full-year 2025 results, with full-year revenue up 14% to $748.3 million but net income down to $50.7 million from $56.2 million in 2024. The Board also approved a $300 million share repurchase program that replaces the November 2024 program, and the company guided 2026 revenue growth of 8% to 10%.
Full-year 2025 revenue of $748.3 million, up 14%; net income of $50.7 million versus $56.2 million in 2024, and diluted EPS of $0.30 versus $0.32.
Fourth-quarter 2025 revenue of $205.6 million, up 8%, with net income of $29.3 million.
2026 guidance: full-year revenue of $810 million to $826 million, up 8% to 10%, and adjusted EBITDA margin of about 34%.
Board approved a $300 million repurchase program, replacing the November 2024 program; it has no time limit and does not obligate the company to buy a specific number of shares.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every DoubleVerify Holdings filing is on SEC EDGAR ↗. 8-K briefs of other companies →