Market CompetitionCompetition was intense as DoubleVerify had to compete on price to win former Moat clients, which indicates pricing pressure in the market.
Revenue Growth ChallengesThe $100M 2028 revenue target for Scibids is viewed as challenging due to competitive market conditions.
Revenue GuidanceQ4 revenue guidance came in below expectations, reflecting slower growth in measurement solutions on Meta as well as softer brand spend leading up to the election.