Direct Digital Holdings, Inc. · NASDAQ:DRCT
Direct Digital — Investor Presentation (June 2026)
22 slides from Direct Digital's investor presentation, June 2026
Slide 1: AdTech Platform Focused on Middle Market
Nasdaq: DRCT AdTech Platform Focused on Middle Market Investor Presentation June 2026 Copyright 2025 © Direct Digital Holdings Company. All rights reserved.
Slide 2: Disclaimer
Disclaimer Cautionary N ot e Regarding For ward-Looking Statements This presentation contains forward - looking statements within the meaning of federal securities laws that are subject to certain risks, trends and uncertainties. We use words such as “could,” “would,” “may,” “might,” “will,” “expect
Slide 3: Direct Digital Holdings
Direct Digital Holdings Founder - led, technology platform that assists companies buy and sell media to deliver ROI Leading advertising and marketing technology Exceeding the demands of the underserved middle market and penetrating multicultural audiences platform combining cutting - edge advertisin
Slide 4: Digital Advertising Built for Everyone
Digital Advertising Digital marketing and advertising agency delivering Built for Curated access to premium digital media inventory Everyone customized, audience focused through a proprietary campaigns to enable customers automated media buying to achieve measurable results platform Capabilities Ign
Slide 5: Comprehensive Strategy and Offerings to Meet Diverse Client Needs
Comprehensive Strategy and Offerings to Meet Diverse Client Needs (Orange 142) (Colossus SSP) Advertisers Demand - Side Buy - Side Supply - Side Publishers Platform Platform (DSP) Platform (BSP) (SSP) Sells media Decision to Data Lake inventory through purchase media SSPs Integrated to SSPs to acces
Slide 6: Massive, Underserved Addressable Digital Advertising Market With Strong Tailwinds
Massive, Underserved Addressable Digital Advertising Market With Strong Tailwinds Total U.S. Digital Ad Spending $338 14% $338B* $153 CAGR 2020 2025 U.S. Digital Ad Spend U.S. Programmatic Digital Display Ad Spending $180 $66 18% $89B** 2020 2025 CAGR Middle Market Advertising Total CTV Ad Spending
Slide 7: Why Advertisers Choose DDH
Why Advertisers Choose DDH Measurable & Access to Curated Access to Unique Superior ROI Multicultural Audiences Audiences REPRESENTATIVE CUSTOMERS Copyright 2025 © Direct Digital Holdings Company. All rights reserved. 7
Slide 8: Why Publishers Choose DDH
Why Publishers Choose DDH Blue Chip & Middle Full Funnel High Superior Market Advertiser Base Digital Platform Quality advertisers Marketplace Volume Monetization CTV/OTT, video, display, audio & native REPRESENTATIVE MULTICULTURAL PUBLISHERS REPRESENTATIVE GENERAL MARKET PUBLISHERS Copyright 2025 ©
Slide 9: Strong Track Record Driving ROI for Clients and Diverse Publishers
Strong Track Record Driving ROI for Clients and Diverse Publishers $157.1M Rev acquired acquired $89M (Founded Rev 2013) Direct Digital drove consistent (Founded +76% 2012) double - digit $38M Rev +134% revenue growth (Founded $30M from its founding in 2017) Rev +25% 2018 through fiscal year 2023 $6
Slide 10: Revenue Dip in 2024 and 2025: Now Executing Clear Strategy to Return to Growth
Revenue Dip in 2024 and 2025: Now Executing Clear Strategy to Return to Growth and Profitability 2023 ($ in Millions) +76% YOY Organic Growth Initiatives Drove Revenue Growth Increase of +76% • Sell - side contributed $122.4 million, or growth of $157.1 104% YoY • Buy - side contributed $34.7 millio
Slide 11: Response & Rebuild Timeline: 2024 – Present
RESPONSE & REBUILD TIMELINE: 2024 – Present August 2025 – January 2026 December 2023 October 2024 November 2024 Announced $20 million Direct Digital Holdings strengthens April 2026 – May 2026 White Diamond Research Direct Digital Holdings unifies balance sheet & access to capital: publishes false an
Slide 12: Launched Ignition+ to Enhance Intentional Digital Marketing Spend
Launched Ignition+ to Enhance Intentional Digital Marketing Spend and Enterprise Client Engagement • Combining the sell - side intelligence, data, and expertise of Colossus SSP with Orange 142’s end - to - end programmatic media technology stack to create centralized buying that enables brands to si
Slide 13: Financial Performance
Financial Performance
Slide 14: Key Q1 2026 Highlights
Key Q1 2026 Highlights Driving Improving Results with New Multi - Channel $6.7M Approach Total Revenue • Gross Profit of $2.3 million decreased only 5% in 1Q26 compared to $2.4 million in 1Q25 despite a $2.3M Gross Profit revenue decrease of 18% from $8.2 million in 1Q25 to $6.7 million in 1Q26. $5.
Slide 15: Awards & Recognition
Awards & Recognition
Slide 16: Direct Digital Holdings is a Recognized Industry Leader
Direct Digital Holdings is a Recognized Industry Leader Copyright 2025 © Direct Digital Holdings Company. All rights reserved. 16
Slide 17: Appendix
Appendix
Slide 18: Founder-Led Management Team
Founder-Led Management Team EXECUTIVE TEAM BOARD OF DIRECTORS Tonie Leatherberry Independent Director Mark Walker Keith Smith Diana Diaz Anu Pillai Maria Vilchez Co - Founder, Co - Founder, Chief Financial Chief Technology Lowrey Richard Cohen Chairman & Director & Officer Officer Chief Growth
Slide 19: How Ad Tech Companies Make Money
How Ad Tech Companies Make Money Flow $1.00 of ad space spend through the ad tech ecosystem Direct Digital Core Competency DD H Take: $0.13 Spends Buy-Side Service Flows Flows Flows 1 Brands/Agency $1.00 Platform $0.70 DSP $0.63 SSP $0.50 Publisher Keeps $0. 30 Keeps $0. 07 Keeps $0. 13 or 20% Keeps
Slide 20: Non-GAAP Financial Measures
Non-GAAP Financial Measures In addition to our results determined in accordance with U.S. generally accepted accounting principles ("GAAP"), including, i n p articular operating income (loss), net cash provided by (used in) operating activities, and net income (loss), we believe that earnings before
Slide 21: Reconciliation of net loss to adjusted EBITDA
Reconciliation of net loss to adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) Three Months Ended (in thousands) March 31, 2026 March 31, 2025 Net loss: $ (5,571) $ (5,940) Add back (deduct): Interest expense and amortization of deferred financing cost and debt disco
Slide 22: Thank you.
Thank you. Copyright 2025 © Direct Digital Holdings Company. All rights reserved.
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