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Verve (VRV) investor relations material
Verve 16th IIF - International Investment Forum summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Industry positioning and market overview
Focuses on emerging advertising channels like mobile, connected TV, retail media, and podcasts, with a dominant position in mobile advertising.
Global ad spend is $1,100 billion, with programmatic advertising at $600 billion and mobile at $225 billion, half of which is in the U.S.
Holds a leading market share in both iOS and Android app advertising, integrated into over 65,000 apps and reaching 2.5 billion consumers.
Displays over 1 trillion ads annually and is the largest technology provider in the U.S. market.
Technology and platform integration
Operates an integrated software platform connecting publishers and advertisers through rapid, automated auctions.
Only 6–8 companies are allowed on the bidding tables due to technology and stability requirements.
Recently unified five DSP and five SSP platforms into one each, consolidating data lakes and SDKs, covering 85% of business.
Platform unification caused a temporary delay and guidance revision but is now complete, with only minor integrations remaining.
Revenue model and financials
Revenue model splits $100 ad spend among demand-side, marketplace, supply-side, and publisher, with up to 50% take rate depending on auction role.
Maintains an EBITDA margin around 30%, with a target to increase to 33% by 2028/2029.
Revised 2023 guidance due to platform unification delays and currency effects, but underlying business remains strong.
Plans to reach €1 billion revenue and €330 million+ EBITDA by 2028/2029, with 20% of growth from M&A.
Leverage increased to 2.8–2.9 after recent acquisitions, with a target to reduce to 1.5 over 2–3 years.
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