Direct Digital (DRCT)
Combines managed digital-media campaigns with a publisher-facing programmatic advertising platform.
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Plans and manages digital advertising campaigns through Orange 142 while Colossus SSP connects publisher inventory with buyers. Revenue centers on managed campaigns and platform-enabled media, with a national U.S. client base and reliance on third-party DSP access and publisher supply.
Combines Orange 142’s managed media agency with Colossus SSP, a publisher-facing programmatic platform. Orange 142 plans, buys, optimizes and reports on campaigns across display, video, connected TV, audio, digital out-of-home, paid search, social, influencer marketing, website work and CRM-related implementation.
Serves small and midsized clients nationally across industries such as travel, education, energy, consumer products, healthcare and financial services, while pursuing larger enterprise accounts through Ignition+. The operating model pairs hands-on support and tailored solutions with access to multiple DSPs, curated publisher audiences and multiple buying paths.
Managed campaign contracts provide most current revenue, with costs for media, data, DSP access and related services flowing through cost of revenue. Campaign delivery and monetization depend on third-party platforms, publisher inventory, buyer integrations, data and privacy rules, and the public parent’s access to DDH LLC distributions.
Company facts
Categories
Unavailable right now.
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $520.0K · Total debt $18.2M · Total assets $18.9M · Shareholders' equity −$8.5M
- Revenue
- $7.8M
- Operating income
- −$2.9M
- Net income
- −$3.4M
No dividends on record.
| Institutions13 holders · as of Dec 31, 2025 | 0.47% | 3.8K shares | |
| Insiders8 holders · as of Aug 28, 2026 | 3.24% | 26.0K shares | |
| Otherremainder | 96.29% | 772.9K shares |
802.7K company shares as of Sep 3, 2026 · institutions as of Dec 31, 2025 · holders as of their latest filing
Two share counts disagree (802.7K in the company's Sep 3, 2026 report, 739.5K elsewhere); stakes use the report.
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Evidence |
|---|---|---|---|
Mark D. WalkerInsiderdirector, officer: Chairman and CEO | 2.68% | 21,500 A | Form 4filed Aug 28, 2026 ↗ |
W. Keith SmithInsiderdirector, officer: President | 0.32% | 2,600 A | Form 4filed Jun 29, 2026 ↗ |
UBS Group AGInstitution | 0.17% | 304,083 A | 13Fas of Dec 31, 2025 |
Susquehanna International Group, LLPInstitution | 0.16% | 286,852 A | 13Fas of Dec 31, 2025 |
Antoinette Renee LeatherberryInsiderdirector | 0.07% | 531 A | Form 4filed Jun 29, 2026 ↗ |
| See all 23 → | |||
13F — a manager's quarterly holdings · Form 4 — an insider's transaction report
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jan 16, 2026 | Mistelle Locke | director | −31 | $6.51 |
| Jun 9, 2026 | Mistelle Locke | director | −76 | $2.96 |
| Jun 12, 2026 | Mistelle Locke | director | −25 | $2.91 |
| Jun 12, 2026 | Mark D. Walker | director, officer: Chairman and CEO | −1,363 | $2.80 |
| Jun 9, 2026 | Richard Cohen | director | −76 | $2.96 |
- Alphabet Class A
Broad cross-stack rival in publisher tech and advertiser media buying.
- Meta
Social and video ad inventory rival for advertiser campaign budgets.
- Amazon
Commerce-media DSP rival for omnichannel advertiser budgets.
- The Trade Desk
Independent DSP alternative for programmatic advertiser spending.
- Magnite
Independent SSP rival for publisher inventory monetization.
- PubMatic
Programmatic supply platform rival for publisher monetization.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Direct Digital | $1.91 | −1.90% | $1.4M | — | — | 0.0 | −22.8% |
| Alphabet Class A | $338.36 | +0.36% | $4.08T | 16.9 | 25.1 | 9.2 | +24.2% |
| Meta | $597.67 | +0.81% | $1.51T | 22.3 | 19.4 | 6.6 | +28.0% |
| Amazon | $255.69 | +0.29% | $2.74T | 20.5 | 27.3 | 3.5 | +19.6% |
| The Trade Desk | $14.59 | +0.34% | $6.84B | 17.1 | 132.0 | 2.3 | +3.0% |
| Magnite | $25.16 | +1.14% | $3.56B | 22.6 | 21.3 | 4.8 | +9.4% |
| PubMatic | $17.38 | +6.79% | $811.7M | — | 74.3 | 2.8 | +10.6% |
| Median | 20.5 | 26.2 | 4.2 | +15.1% |