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Revenue by Segment
Breaks down revenue by different business segments, highlighting which areas drive growth and profitability, and indicating where the company might focus future investments or face challenges.Measurement has become the steadier, faster-growing engine—fueled by social and CTV—while Activation, though still the largest revenue line, shows more quarter-to-quarter variability and recent softer growth, creating mix pressure as fee rates decline. Supply‑side is small but accelerating and now a meaningful diversification tailwind. Management’s reiterated guidance and AI-driven efficiencies support margin expansion, but rising fraud and weaker fee-based pricing are key risks that could limit monetization upside despite healthy product ARR momentum.
Date | Activation | Measurement | Supply Side Customer |
|---|---|---|---|
Jun 30, 2026 | $107.68M | $66.76M | $19.35M |
Mar 31, 2026 | $100.55M | $61.80M | $18.48M |
Dec 31, 2025 | $116.50M | $69.57M | $19.52M |
Sep 30, 2025 | $106.69M | $63.83M | $18.10M |
Jun 30, 2025 | $108.95M | $62.90M | $17.18M |
Mar 31, 2025 | $95.17M | $53.43M | $16.46M |
Dec 31, 2024 | $109.50M | $64.40M | $16.70M |
Sep 30, 2024 | $96.79M | $58.47M | $14.30M |
Jun 30, 2024 | $87.47M | $54.82M | $13.60M |
Mar 31, 2024 | $79.32M | $49.27M | $12.19M |