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Direct Digital Holdings, Inc. (DRCT) Q4 2025 Earnings Call Transcript

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⚡ Quantum Brief
Direct Digital Holdings reported Q4 2025 earnings with a narrower-than-expected loss of $5.81 per share, beating estimates by $2.99 despite ongoing profitability challenges. Revenue reached $8.41 million, a 7.4% year-over-year decline but exceeding projections by $672,000, signaling cost controls amid shrinking top-line growth. CEO Mark Walker and CFO Diana Diaz led the April 7 earnings call, emphasizing operational adjustments while warning of forward-looking risks tied to market volatility and ad-tech sector shifts. Analysts from The Benchmark Company and NOBLE Capital Markets questioned growth strategies, pressing leadership on 2026 recovery plans and digital advertising demand trends. The company filed its 10-K and 8-K reports on April 1, with webcast replays available on its investor relations site, underscoring transparency amid investor scrutiny.
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SA Transcripts159.23K FollowersFollow5ShareSaveCommentsQ4: 2026-03-31 Earnings Summary10-KEPS of -$5.81 beats by $2.99 | Revenue of $8.41M (-7.43% Y/Y) beats by $672.00K Direct Digital Holdings, Inc. (DRCT) Q4 2025 Earnings Call April 7, 2026 5:00 PM EDT Company Participants Walter Frank - Member of IMS Investor RelationsMark Walker - Co-Founder, Chairman & CEODiana Diaz - Corporate Secretary & CFO Conference Call Participants Daniel Kurnos - The Benchmark Company, LLC, Research DivisionMichael Kupinski - NOBLE Capital Markets, Inc., Research Division Presentation Operator Ladies and gentlemen, thank you for standing by. My name is Abby, and I'll be your conference operator today. At this time, I would like to welcome everyone to the Direct Digital Holdings Fourth Quarter and Full Year 2025 Conference Call. [Operator Instructions] And I would now like to turn the conference over to Walter Frank of IMS Investor Relations. You may begin. Walter FrankMember of IMS Investor Relations Good afternoon, everyone, and welcome to the Direct Digital Holdings Fourth Quarter and Full Year 2025 Earnings Conference Call. On today's call are Direct Digital Holdings Chairman and Chief Executive Officer, Mark Walker; and Chief Financial Officer, Diana Diaz. Information discussed today is qualified in its entirety with the Form 8-K and accompanying earnings release, which was filed on Wednesday, April 1, by Direct Digital Holdings and may be accessed at the SEC's website and the company's website. Today's call is also being webcast, and replay will be posted to Direct Digital Holdings Investor Relations website. Immediately following the speaker's presentation, there will be a question-and-answer session. Please note that the statements made during the call including financial projections or other statements that are not historical in nature may constitute forward-looking statements. These statements are made on the basis of Direct Digital's views and assumptions regarding future events and business performance at the time that they are made, and we do not undertake any obligation to update these statements. Forward-looking statements are subject to

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