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DoubleVerify (DV) investor relations material
DoubleVerify Goldman Sachs Communicopia + Technology Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Company evolution and strategic direction
Evolved from ad verification to offering optimization and outcome measurement through acquisitions like Scibids and Rockerbox.
Integration of three core products—verification, optimization, and outcome—aims to provide a seamless workflow for advertisers.
Focused on expanding from open web to social and CTV, with new pre-bid solutions now available for major platforms.
Transition year marked by product launches and scaling efforts in social and CTV, aiming for a more balanced revenue mix.
Strategic priorities include scaling new products, increasing social and CTV share, and maintaining innovation.
Market environment and growth opportunities
Ad environment remains volatile, with programmatic spend highly responsive to market sentiment and macroeconomic factors.
CTV and retail media are fast-growing segments, with CTV measurement revenue up 45% last quarter and retail media outpacing supply-side growth.
Social media pre-bid solutions are in early adoption, with significant growth potential as advertisers test and scale usage.
Authentic Brand Suitability (ABS) product continues to outperform expectations, driven by upselling to existing clients and workflow integration.
Large runway remains in social and CTV, with current penetration well below market potential.
Technology and product innovation
AI and large language models are central to content classification, improving efficiency and enabling new brand safety categories.
Proprietary data combined with AI differentiates offerings from competitors and supports faster, more accurate classification.
Agentic AI is expected to create new ad environments, with opportunities and challenges in brand safety for AI-generated content.
DV Authentic Advantage integrates verification, optimization, and proof, shifting client conversations from cost to efficiency.
Product development is focused on CTV-specific solutions and expanding ABS to new categories.
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