Direct Digital Holdings is pivoting hard — shedding old revenue streams to fuel a bold new future in AI search and GEO tech, even if it means short-term losses. While Q2 2026 shows an operating loss and shrinking cash, the company’s core clients are staying put, year-to-date revenue is up 5%, and new offerings are gaining traction. They’re negotiating with lenders over covenant breaches but remain laser-focused on long-term growth — betting that strategic transformation will pay off.

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