DRCT · Direct Digital Holdings, Inc.
$2.64
-0.11 (-4.00%)
At close · Aug 14
Going-concern doubt
— flagged Aug 14, 2026
Substantial doubt about the company's ability to continue as a going concern.
“These factors raise substantial doubt about the Company's ability to continue as a going concern over the next twelve months.”View the 10-Q filed Aug 14, 2026
Market Cap
$2.12M
Shares
802,727
Direct Digital Holdings, Inc. Earnings Call Transcripts
Every quarterly earnings call for Direct Digital Holdings, Inc. (DRCT) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲99.7%
$11.37M
−$671,623
'22 Q1
22-05-12
▲90.1%
$21.26M
$2.61M
'22 Q2
22-08-11
▲210.8%
$25.99M
$810,783
'22 Q3
22-11-10
▲138.3%
$30.74M
−$2.55M
'22 Q4
23-03-23
▲86.7%
$21.22M
−$214,000
'23 Q1
23-05-11
▲66.5%
$35.40M
$192,000
'23 Q2
23-08-10
▲128.9%
$59.47M
$571,000
'23 Q3
23-11-09
▲33.4%
$41.01M
−$2.74M
'23 Q4
24-03-26
▼84.7%
$9.07M
−$2.69M
'24 Q3
24-11-12
▼77.9%
$9.08M
−$2.18M
'24 Q4
25-03-27
▼63.4%
$8.16M
−$2.35M
'25 Q1
25-05-06
▼53.6%
$10.14M
−$2.25M
'25 Q2
25-08-05
▼12%
$7.98M
−$2.68M
'25 Q3
25-11-14
▼7.4%
$8.41M
−$11.66M
'25 Q4
25-12-31
▼18.1%
$6.68M
−$5.25M
'26 Q1
26-05-11
LATEST
▼22.8%
$7.83M
−$3.40M
'26 Q2
26-08-12
Earnings call
FY26 · Q2
2026-08-12
Direct Digital Holdings, Inc. Q2 FY2026 Earnings Call
Cautious tone
Financial performance and losses
AI and new product offerings
Credit facility covenant compliance
Revenue
$7.83M
▼ 22.8% YoY Diluted EPS
$-5.78
Gross margin
34.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-05-11
Direct Digital Holdings, Inc. Q1 FY2026 Earnings Call
Positive tone
Buy-side / enterprise customer focus
Ignition Plus platform launch
DMO and local travel market
Revenue
$6.68M
▼ 18.1% YoY Diluted EPS
$-10.32
Gross margin
33.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2025-12-31
Direct Digital Holdings, Inc. Q4 FY2025 Earnings Call
Positive tone
Buy-side revenue growth
Balance sheet and liquidity
Sell-side decline
Revenue
$8.41M*
▼ 7.4% YoY Gross margin
26.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-11-14
Direct Digital Holdings, Inc. Q3 FY2025 Earnings Call
Balanced tone
Buy-side segment growth
Sell-side rebuild and Colossus SSP
ReachTV partnership
Revenue
$7.98M
▼ 12% YoY Diluted EPS
$-52.80
Gross margin
27.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-08-05
Direct Digital Holdings, Inc. Q2 FY2025 Earnings Call
Positive tone
Colossus Connections direct integrations with DSPs
Sell-side recovery and Colossus SSP disruption
Buy-side growth and revenue diversification
Revenue
$10.14M
▼ 53.6% YoY Diluted EPS
$-49.79
Gross margin
35.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-06
Direct Digital Holdings, Inc. Q1 FY2025 Earnings Call
Positive tone
Sell-side recovery and Colossus SSP rebuilding
Direct integrations via Colossus Connection / DSP partners
Cost reduction and operational efficiency
Revenue
$8.16M
▼ 63.4% YoY Diluted EPS
$-77.21
Gross margin
29.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-03-27
Direct Digital Holdings, Inc. Q4 FY2024 Earnings Call
Positive tone
Curation, data enrichment, and CTV/OTT opportunity
Cost savings and operating expense reduction
Buy-side growth and Huddle Masses/Orange 142 unification
Revenue
$9.08M*
▼ 77.9% YoY Gross margin
32.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-11-12
Direct Digital Holdings, Inc. Q3 FY2024 Earnings Call
Positive tone
Revenue decline and guidance reset
Colossus SSP recovery
Adalytics defamation impact
Revenue
$9.07M
▼ 84.7% YoY Diluted EPS
$-156.20
▼ 888.9% YoY Gross margin
38.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-03-26
Direct Digital Holdings, Inc. Q4 FY2023 Earnings Call
Positive tone
Cookie deprecation transition
Revenue growth and full-year results
Strategic publisher partnerships
Revenue
$41.01M*
▲ 33.4% YoY Gross margin
22.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-09
Direct Digital Holdings, Inc. Q3 FY2023 Earnings Call
Revenue
$59.47M
▲ 128.9% YoY Diluted EPS
$19.80
▲ 50% YoY Gross margin
19.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-10
Direct Digital Holdings, Inc. Q2 FY2023 Earnings Call
Revenue
$35.40M
▲ 66.5% YoY Diluted EPS
$6.60
▼ 83.3% YoY Gross margin
28.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-11
Direct Digital Holdings, Inc. Q1 FY2023 Earnings Call
Revenue
$21.22M
▲ 86.7% YoY Diluted EPS
$-15.40
Gross margin
30.3%
Rev · 7q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-03-23
Direct Digital Holdings, Inc. Q4 FY2022 Earnings Call
Revenue
$30.74M*
▲ 138.3% YoY Gross margin
28.4%
Rev · 6q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-10
Direct Digital Holdings, Inc. Q3 FY2022 Earnings Call
Revenue
$25.99M
▲ 210.8% YoY Diluted EPS
$13.20
Gross margin
28.7%
Rev · 6q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-11
Direct Digital Holdings, Inc. Q2 FY2022 Earnings Call
Revenue
$21.26M
▲ 90.1% YoY Diluted EPS
$39.60
▼ 99.6% YoY Gross margin
39.2%
Rev · 5q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-12
Direct Digital Holdings, Inc. Q1 FY2022 Earnings Call
Revenue
$11.37M
▲ 99.7% YoY Diluted EPS
$-19.80
Gross margin
42.0%
Rev · 4q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-03-29
Direct Digital Holdings, Inc. Q4 FY2021 Earnings Call
Revenue
$12.90M*
Gross margin
38.9%
Rev · 3q
Audio
Transcript
Slides
8-K10-K
Showing 1–17 of 17 earnings calls