Direct Digital Holdings Inc. (DRCT) Releases Q4 2025 Earnings: Revenue Decline and Wider Losses

By: Quiver EarningsTracker

Posted: 4 days, 11 hours ago / March 31, 2026 10:11 p.m. UTC

DRCT

Direct Digital Holdings Inc. (DRCT) reported fourth-quarter 2025 results with a decline in revenue and wider losses.

Revenue of $8.41 million, down 7.43% year‑over‑year.

Gross profit of $2.25 million, down 23.65% year‑over‑year.

Operating loss of $4.50 million, a 4.44% deterioration year‑over‑year.

Net loss attributable to common shareholders of $11.66 million, a 434.71% increase in the loss year‑over‑year.

Diluted loss per share of -$33.11, up 6031.48% year‑over‑year.

Cash-flow and balance-sheet items:

Cash used in operating activities of $1.87 million, improved 20.48% year‑over‑year but still negative.

Purchases of property, plant and equipment of $49,000, up 390.49% year‑over‑year.

Cash and cash equivalents of $728,000 at quarter end, down 49.62% year‑over‑year.

Total liabilities of $27.18 million, down 40.57% year‑over‑year.

Cost of sales of $6.16 million, up 0.36% year‑over‑year.

Analyst expectations versus results:

Revenue estimate was $13.64 million; reported $8.41 million.

EPS estimate was -$8.98; reported diluted EPS was -$33.11.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Direct Digital Holdings Inc. Insider Trading Activity

Direct Digital Holdings Inc. insiders have traded $DRCT stock on the open market 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.

Here’s a breakdown of recent trading of $DRCT stock by insiders over the last 6 months:

MARK D WALKER (Chairman and CEO) has made 0 purchases and 2 sales selling 272,500 shares for an estimated $61,623.
W KEITH SMITH (President) has made 0 purchases and 2 sales selling 171,242 shares for an estimated $47,359.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Direct Digital Holdings Inc. Hedge Fund Activity

We have seen 6 institutional investors add shares of Direct Digital Holdings Inc. stock to their portfolio, and 7 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

POINT72 ASSET MANAGEMENT, L.P. added 19,113 shares (+inf%) to their portfolio in Q4 2025, for an estimated $67,698
SUSQUEHANNA INTERNATIONAL GROUP, LLP added 5,215 shares (+inf%) to their portfolio in Q4 2025, for an estimated $18,471
UBS GROUP AG added 4,532 shares (+454.6%) to their portfolio in Q4 2025, for an estimated $16,052
VANGUARD GROUP INC removed 1,974 shares (-79.8%) from their portfolio in Q4 2025, for an estimated $6,991
FLOW TRADERS U.S. LLC added 1,216 shares (+inf%) to their portfolio in Q4 2025, for an estimated $4,307
XTX TOPCO LTD removed 978 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $18,202
TWO SIGMA SECURITIES, LLC removed 967 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $17,997

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.