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DoubleVerify (DV) investor relations material
DoubleVerify Global Technology, Internet, Media & Telecommunications Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Key achievements and strategic evolution
Launched AdVantage Platform, expanding from verification to optimization and performance measurement.
Entered new markets with solutions for social, CTV, and AI-driven advertising, including Meta PreScreen and Authentic AdVantage.
CTV offerings like Verified Streaming TV and Automated "Do Not Air" lists introduced to address transparency and quality.
AI verification tools launched to address emerging needs in digital advertising and agent engagement.
Shifted focus from open web verification to broader value and performance-driven solutions.
Financial performance and growth outlook
Achieved 16% revenue growth in the first three quarters of 2025, driven by strong recurring spend and new product uptake.
Full-year revenue guidance raised to 14%, with a foundational baseline growth rate of 10% for 2026.
Net revenue retention at 112%, with about a third of growth from new clients.
New products and upselling to existing clients expected to drive future growth.
Large enterprise clients like Microsoft, Google, and P&G added, offsetting variability in client spend.
Product innovation and customer influence
More new products launched in the last five months than in the previous five years.
Product roadmap driven by customer demand for transparency and performance, especially in walled gardens and CTV.
Verified Streaming TV and other tools address lack of transparency in streaming environments.
Attach rates for verification three times higher in black box solutions.
Roadmap shaped by advertiser needs for trusted third-party measurement.
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