Direct Digital (DRCT) Q1 2026 Earnings Transcript

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DATE

Monday, May 11, 2026 astatine 11 a.m. ET

CALL PARTICIPANTS

• Chairman and Chief Executive Officer — Mark Walker

• Chief Financial Officer — Diana Diaz

• Investor Relations — Walter Frank

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Full Conference Call Transcript

Operator: Hello, everyone. Thank you for joining us, and invited to Direct Digital Holdings, Inc. First Quarter 2026 Earnings Call. After today's prepared remarks, we volition big a question and reply session. To retreat your question, property 1 again. I volition present manus the league implicit to Walter Frank, Investor Relations. Please spell ahead.

Walter Frank: Good morning, everyone, and invited to Direct Digital Holdings, Inc. First Quarter 2026 Earnings Conference Call. On today's telephone are Direct Digital Holdings, Inc.'s Chairman and Chief Executive Officer, Mark Walker, and Chief Financial Officer, Diana Diaz. Information discussed contiguous is qualified successful its entirety by the Form 8-K and accompanying net release, which person been filed contiguous by Direct Digital Holdings, Inc. and whitethorn beryllium accessed astatine the SEC's website and the company's website. Today's telephone is besides being webcast, and a replay volition beryllium posted to Direct Digital Holdings, Inc.'s Investor Relations website. Immediately pursuing the speakers' presentations, determination volition beryllium a question and reply session.

Please enactment that the statements made during the call, including fiscal projections oregon different statements that are not humanities successful nature, whitethorn represent forward-looking statements. These statements are made connected the ground of Direct Digital Holdings, Inc.'s views and assumptions regarding aboriginal events and concern show astatine the clip they are made, and we bash not undertake immoderate work to update these statements. Forward-looking statements are taxable to risks which could origin Direct Digital Holdings, Inc.'s existent results to disagree from its humanities results and forecasts, including those risks acceptable distant successful Direct Digital Holdings, Inc.'s filings with the SEC, and you should notation to those for much information.

This cautionary connection applies to each forward-looking statements made during this call. During this call, Direct Digital Holdings, Inc. volition beryllium referring to non-GAAP fiscal measures. These non-GAAP measures are not prepared successful accordance with mostly accepted accounting principles. Reconciliations of the non-GAAP fiscal measures to the astir straight comparable GAAP measures are disposable successful the net merchandise that Direct Digital Holdings, Inc. filed successful its Form 8-Ks today. I volition present manus the league implicit to Mark Walker, Chief Executive Officer. Please spell ahead, Mark.