Jun 2026 (Q2 FY26) — Aug 12, 2026
Direct Digital Holdings Q2 FY26 — Strategic Shift and AI Product Unveiling Amidst Revenue Decline
Read the full callDirect Digital Holdings (DRCT) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Direct Digital Holdings earnings: last reported Wed, 12 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 7.8 | −22.8% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -37.4 | −13.5 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -3.4 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
$0.54 −40.66% · −$0.37
Performance −99.2% 1Y
1Y: $69.83 on 3 Oct 2025 → $0.54. High $83.82 (22 Oct 2025), low $0.54 (6 Oct 2026).
- Previous close
- $0.91
- 52-week range
- $0.54 – $83.82
- One year
- −99.22%
Overview
- Symbol
- DRCT
- Exchange
- US
- Currency
- USD
Call summaries
Every analysed call
Direct Digital Holdings earnings calls (DRCT)
Financials
What the filings say
Net profit, year on year: −51% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 9 | 9 | 8 | 10 | 8 | 8 | 7 | 8 |
| Operating profit | -4 | -5 | -4 | -2 | -4 | -4 | -3 | -3 |
| Operating margin | −40.3% | −51.8% | −48.1% | −23.9% | −49.0% | −53.4% | −48.7% | −37.4% |
| Interest | 1 | 1 | 2 | 2 | 1 | 0 | 1 | 1 |
| Profit before tax | 0 | -7 | -6 | -4 | -5 | -13 | -6 | -4 |
| Tax rate | 2884.7% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
| Net profit | -3 | -2 | -2 | -2 | -3 | -12 | -5 | -3 |
| EPS ($ per share) | -0.71 | — | -77.21 | -49.79 | -0.24 | — | -10.32 | -5.78 |
| Line item | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Reserves | -5 | -0 | -3 | -9 | -28 |
| Total liabilities | 36 | 53 | 74 | 46 | 27 |
| Fixed assets | — | 1 | 1 | 0 | 0 |
| Total assets | 36 | 58 | 69 | 26 | 20 |
| Line item | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Cash from operations | 4 | 2 | 3 | -9 | -9 |
| Cash from investing | — | -1 | -0 | -0 | -0 |
| Cash from financing | -1 | -2 | -1 | 5 | 8 |
Insider filings
57 filings between Oct 16, 2025 and Sep 2, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$118.2K
14 sales by 5 insiders
7% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 26
- Option exercise — converted options into shares
- 13
- Tax withheld — shares kept back by the company to cover tax
Also filed: 3 conversions, 1 other.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Walker Mark D | — | $69.8K | Sep 2, 2026 |
| SMITH W KEITH | — | $47.4K | Nov 14, 2025 |
| Locke Mistelle | — | $500 | Jun 12, 2026 |
| Cohen Richard | — | $298 | Jun 12, 2026 |
| Leatherberry Antoinette Renee | — | $265 | Jun 12, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 2, 2026 | Walker Mark D Chairman and CEO | Sale | 500 | $950 |
| Sep 1, 2026 | Walker Mark D Chairman and CEO | Sale | 1,636 | $3.4K |
| Aug 27, 2026 | Walker Mark D Chairman and CEO | Conversion | 10,000 | — |
| Jun 12, 2026 | Cohen Richard Director | Option exercise | 37 | — |
| Jun 12, 2026 | Leatherberry Antoinette Renee Director | Option exercise | 37 | — |
| Jun 12, 2026 | Walker Mark D Chairman and CEO | Sale 10b5-1 plan | 1,363 | $3.8K |
| Jun 12, 2026 | Locke Mistelle Director | Sale | 25 | $73 |
| Jun 12, 2026 | Cohen Richard Director | Sale | 25 | $73 |
| Jun 12, 2026 | Locke Mistelle Director | Option exercise | 37 | — |
| Jun 12, 2026 | Leatherberry Antoinette Renee Director | Sale | 23 | $67 |
| Jun 9, 2026 | Leatherberry Antoinette Renee Director | Sale | 67 | $198 |
| Jun 9, 2026 | Cohen Richard Director | Sale | 76 | $225 |
| Jun 9, 2026 | Locke Mistelle Director | Sale | 76 | $225 |
| Jun 9, 2026 | Locke Mistelle Director | Option exercise | 159 | — |
| Jun 9, 2026 | Leatherberry Antoinette Renee Director | Option exercise | 159 | — |
| Jun 9, 2026 | Cohen Richard Director | Option exercise | 159 | — |
| Apr 1, 2026 | Walker Mark D Chairman and CEO | Tax withheld 10b5-1 plan | 20 | $66 |
| Apr 1, 2026 | SMITH W KEITH President | Option exercise | 20 | $66 |
| Apr 1, 2026 | Walker Mark D Chairman and CEO | Option exercise 10b5-1 plan | 67 | — |
| Apr 1, 2026 | Lowrey Maria Vilchez Chief Growth Officer | Option exercise | 33 | — |
| Apr 1, 2026 | Lowrey Maria Vilchez Chief Growth Officer | Tax withheld | 10 | $33 |
| Apr 1, 2026 | Pillai Anu Chief Technology Officer | Option exercise | 33 | — |
| Apr 1, 2026 | Diaz Diana P CFO | Tax withheld | 10 | $33 |
| Apr 1, 2026 | SMITH W KEITH President | Option exercise | 67 | — |
| Apr 1, 2026 | Diaz Diana P CFO | Option exercise | 33 | — |
| Apr 1, 2026 | Pillai Anu Chief Technology Officer | Tax withheld | 12 | $40 |
| Mar 20, 2026 | Walker Mark D Chairman and CEO | Tax withheld 10b5-1 plan | 14 | $49 |
| Mar 20, 2026 | Walker Mark D Chairman and CEO | Option exercise 10b5-1 plan | 45 | — |
| Mar 20, 2026 | SMITH W KEITH President | Tax withheld | 14 | $49 |
| Mar 20, 2026 | SMITH W KEITH President | Option exercise | 45 | — |
| Mar 20, 2026 | Lowrey Maria Vilchez Chief Growth Officer | Tax withheld | 4 | $13 |
| Mar 20, 2026 | Lowrey Maria Vilchez Chief Growth Officer | Option exercise | 10 | — |
| Mar 20, 2026 | Pillai Anu Chief Technology Officer | Tax withheld | 5 | $17 |
| Mar 20, 2026 | Pillai Anu Chief Technology Officer | Option exercise | 10 | — |
| Jan 24, 2026 | Pillai Anu Chief Technology Officer | Tax withheld | 36 | $593 |
| Jan 24, 2026 | Pillai Anu Chief Technology Officer | Option exercise | 102 | — |
| Jan 24, 2026 | Diaz Diana P CFO | Tax withheld | 31 | $511 |
| Jan 24, 2026 | Diaz Diana P CFO | Option exercise | 102 | — |
| Jan 24, 2026 | Walker Mark D Chairman and CEO | Tax withheld 10b5-1 plan | 61 | $1.0K |
| Jan 24, 2026 | SMITH W KEITH President | Option exercise | 204 | — |
| Jan 24, 2026 | Locke Mistelle Director | Option exercise | 90 | — |
| Jan 24, 2026 | Walker Mark D Chairman and CEO | Option exercise 10b5-1 plan | 204 | — |
| Jan 24, 2026 | Lowrey Maria Vilchez Chief Growth Officer | Tax withheld | 31 | $511 |
| Jan 24, 2026 | Lowrey Maria Vilchez Chief Growth Officer | Option exercise | 102 | — |
| Jan 24, 2026 | Leatherberry Antoinette Renee Director | Option exercise | 90 | — |
| Jan 24, 2026 | Cohen Richard Director | Option exercise | 90 | — |
| Jan 24, 2026 | SMITH W KEITH President | Tax withheld | 61 | $1.0K |
| Jan 16, 2026 | Locke Mistelle Director | Sale | 31 | $202 |
| Jan 16, 2026 | Locke Mistelle Director | Option exercise | 34 | — |
| Dec 4, 2025 | Walker Mark D Chairman and CEO | Conversion | 300,000 | — |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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