Direct Digital Holdings, Inc. (DRCT) Revenue History
Annual and quarterly revenue from 2019 to present
DRCT Revenue Over Time (2019–2025)
DRCT Revenue Growth History
4 of 6 years with positive growth- FY2019 revenue growth
- N/A
- FY2020 revenue growth
- +99.0%
- FY2021 revenue growth
- +205.6%
- FY2022 revenue growth
- +134.3%
- FY2023 revenue growth
- +75.8%
- FY2024 revenue growth
- -60.4%
- FY2025 revenue growth
- -44.3%
| Quarter | Revenue | YoY |
|---|---|---|
| Q1 2026 | $6.7M | -18.1% |
| Q4 2025 | $8.4M | -7.4% |
| Q3 2025 | $8.0M | -12.0% |
| Q2 2025 | $10.1M | -53.6% |
| Q1 2025 | $8.2M | -63.4% |
| Q4 2024 | $9.1M | -77.9% |
| Q3 2024 | $9.1M | -84.7% |
| Q2 2024 | $21.9M | -38.3% |
Multi-year avg. share of annual revenue by fiscal quarter
Revenue Breakdown (FY 2024)
DRCT's revenue distribution by segment and geography for fiscal year 2024
By Product/Segment
DRCT Revenue Analysis (2019–2025)
Current Revenue & Growth
As of June 28, 2026, Direct Digital Holdings, Inc. (DRCT) generated trailing twelve-month (TTM) revenue of $33.2 million, reflecting significant decline in growth of -18.1% year-over-year. The most recent quarter (Q1 2026) recorded $6.7 million in revenue, down 20.6% sequentially.
Historical Growth Trajectory
DRCT's 5-year compound annual growth rate (CAGR) stands at +22.7%, indicating outstanding long-term growth trajectory. The 3-year CAGR of -27.0% is below the 5-year average, signalling a growth deceleration in recent years. Direct Digital Holdings, Inc.'s highest annual revenue of $157.1 million was recorded in 2023.
Revenue by Segment
DRCT's revenue is primarily driven by Sell-side advertising (76%), and Buy-side advertising (24%). With over half of revenue concentrated in Sell-side advertising, the company has a focused business model while developing other growth vectors.
Peer Comparison
Compared to Communication Services sector peers — including MGNI (+7.1% YoY), DV (+12.2% YoY), and APPS (+15.2% YoY) — DRCT has underperformed the peer group in revenue growth. Compare DRCT vs MGNI →
DRCT Revenue vs Peers
Revenue metrics vs comparable public companies
| Company | TTM Revenue | YoY Growth | 5Y CAGR | Op. Margin | Compare |
|---|---|---|---|---|---|
| DRCTCurrent | $33M | -18.1% | +22.7% | -42.5% | |
 MGNI | $714M | +7.1% | +26.4% | 13.7% | |
 DV | $748M | +12.2% | +25.1% | 10.6% | |
 APPS | $565M | +15.2% | -5.4% | 6.0% | |
 TPVG | $97M | - | - | 77.9% | |
 CRTO | $1.9B | -0.9% | -1.3% | 10.4% |
DRCT Historical Revenue Data (2019–2025)
| Year | Revenue | YoY % | Gross Profit | Gross Margin | Op. Income | Op. Margin |
|---|---|---|---|---|---|---|
| 2025 | $34.7M | -44.3% | $10.4M | 30.0% | $-14,755,000 | -42.5% |
| 2024 | $62.3M | -60.4% | $17.4M | 27.9% | $-13,233,000 | -21.2% |
| 2023 | $157.1M | +75.8% | $37.6M | 23.9% | $-2,185,000 | -1.4% |
| 2022 | $89.4M | +134.3% | $29.3M | 32.8% | $8.0M | 8.9% |
| 2021 | $38.1M | +205.6% | $18.4M | 48.3% | $4.4M | 11.5% |
| 2020 | $12.5M | +99.0% | $5.2M | 41.5% | $-844,564 | -6.8% |
| 2019 | $6.3M | - | $1.7M | 27.7% | $-872,468 | -13.9% |
Intrinsic Valuation
DCF models, multiple analysis, and analyst estimates.
Historical Returns
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Peer Comparison
Compare growth, multiples, and margins vs sector.
DRCT — Frequently Asked Questions
Quick answers to the most common questions about buying DRCT stock.
Is DRCT's revenue growth accelerating or slowing?
DRCT revenue is declining -18.1% year-over-year. TTM revenue fell to $33M, contrasting with the 5-year CAGR of +22.7%. The reversal reflects either macro headwinds or company-specific challenges.
What is DRCT's revenue history from 2019 to 2026?
Direct Digital Holdings, Inc. (DRCT) revenue history spans 2019 to 2026. TTM revenue as of 2026 is $33M, growing at -18.1% YoY. The 5-year CAGR is +22.7%. Complete annual and quarterly revenue figures are available on this page, including gross profit, operating income, and margin trends.
What is DRCT's long-term revenue growth rate (CAGR)?
Direct Digital Holdings, Inc.'s 5-year revenue CAGR of +22.7% reflects the variable nature of its business expansion. As of 2026, the current YoY growth rate of -18.1% is below this long-term average. CAGR is the most reliable measure of sustained revenue momentum for DRCT.
Why does DRCT's quarterly revenue fluctuate?
DRCT quarterly revenue can fluctuate significantly between periods. A quarter-over-quarter (QoQ) change does not always indicate a trend; comparing the same quarter year-over-year (YoY) is a more reliable signal for underlying growth. Direct Digital Holdings, Inc.'s revenue data from 2019 to 2026 shows full historical quarterly detail on this page.
How is DRCT's revenue distributed by segment?
DRCT reports revenue broken down by product line and geographic region. The segment breakdown on this page shows which business units contribute the most to total revenue as of the latest fiscal year. Concentration in a single segment above 50% indicates category dependence, while a diversified mix signals more resilient revenue streams.
How does DRCT's revenue compare to industry peers?
Direct Digital Holdings, Inc. (DRCT) with TTM revenue of $33M and -18.1% YoY growth can be benchmarked against sector peers using the comparison table on this page. Revenue growth relative to peers indicates market share gains or losses. The peer section shows TTM revenue, YoY growth, and operating margin for direct comparisons.