DV: revenue $193.8M, net income $12.9M. DV agrees to go-private merger at /share; Q2 revenue +2.5%, operating income +70%

Filed August 7, 2026 · Period ending June 30, 2026 · Compared to 10-Q Aug 5, 2025 · ~2 min read

Key Changes

• high

  On August 6, 2026, the company entered into a definitive merger agreement with Neptune BidCo US Inc. Under the agreement, a wholly owned subsidiary of Neptune will merge with DoubleVerify, with DoubleVerify continuing as the surviving corporation and becoming a wholly owned subsidiary of Neptune.

  Notes: Subsequent Events verify on EDGAR →
• high

  Securities class action lawsuit filed May 2025 alleges violations of federal securities laws related to allegedly false or misleading statements about business operations between November 2023 and February 2025. The company carries insurance and intends to defend vigorously, with no accrual deemed necessary.

  Notes: Commitments and Contingencies verify on EDGAR →
• high

  The company repurchased 2.5 million shares in April 2026 at $10.01 per share (approximately $25M) under a new up to $300M program authorized in February 2026, which replaced the prior $200M November 2024 program. $200M remained available as of June 30, 2026.

  MD&A: Share Repurchases verify on EDGAR →