Adveritas (AV1) Investor Presentation summary
Event summary combining transcript, slides, and related documents.
Investor Presentation summary
19 Nov, 2025Market opportunity and ad fraud landscape
Global digital advertising market valued at US$740.3 billion in 2024, growing at 15% annually.
Estimated annual ad fraud is US$207 billion, representing 28% of all digital advertising.
High-profile cases, such as Uber losing US$100 million to ad fraud, highlight the scale of the problem.
Product and competitive advantages
SaaS platform leverages proprietary big data and AI/ML, analyzing over 100 billion data points for 5,000+ advertisers.
Delivers a 4.5x increase in customer return on ad spend and offers holistic ad fraud, PPC, and bot management solutions.
Certified Google Premier Ads and Google Cloud Partner, with leading PPC ad verification on Google Cloud Marketplace.
Financial performance and growth
Quarterly cash receipts grew 224% year-over-year to A$2.05 million by June 2024.
Customer numbers increased 22% to 303 over the same period.
Annual Recurring Revenue (ARR) grew 496% in three years to over A$6 million.
Record single contract Annual Contract Value (ACV) reached A$753k, up 560% year-over-year.
Latest events from Adveritas
- Revenue up 54% and net loss down 40% year-over-year; ARR grew 82% to $14.2 million.AV1
H1 20268 Mar 2026 - ARR hit $14.25M, up 17% QoQ, with strong cash growth and US expansion driving momentum.AV1
Q2 2026 TU21 Jan 2026 - Revenue up 41% to $4.16M, with strong ARR growth and focus on high-margin verticals.AV1
H2 202419 Nov 2025 - Record 224% year-over-year growth in receipts, with strong expansion in sports betting and agencies.AV1
Q4 2024 TU19 Nov 2025 - Record cash receipts and ARR, with eCommerce expansion driving future growth.AV1
Q1 2025 TU18 Nov 2025 - 224% cash receipts and 496% ARR growth fuel expansion in sports betting and e-commerce.AV1
AGM 2024 Presentation18 Nov 2025 - ARR surged 79% year-over-year, with strong sports betting and eCommerce expansion.AV1
Q2 2025 TU18 Nov 2025 - Revenue surged 87% and net loss narrowed 30%, but going concern risk remains.AV1
H1 202518 Nov 2025 - Record cash receipts and first positive operating cashflow signal strong growth momentum.AV1
Q3 2025 TU18 Nov 2025