DoubleVerify (DV) Citi’s 2025 Global Technology, Media and Telecommunications Conference summary

Strategic transition and product innovation

• Focused on evolving solutions toward high-growth areas like Connected TV (CTV) and social media, with new product launches such as pre-bid and pre-screen solutions for Meta and enhanced CTV offerings planned for later in the year.

• Introduced Authentic Advantage, a verification and optimization tool for YouTube, with plans to expand to Meta and TikTok.

• Transition centers on building products that verify, optimize, and prove media effectiveness in areas where most ad dollars are spent.

• Acquisitions of Scibids and Rockerbox have strengthened AI-driven optimization and attribution capabilities.

• Media Advantage Platform (MAP) launched to integrate verification, optimization, and measurement, elevating client engagement and expanding enterprise relationships.

Revenue visibility and market dynamics

• Revenue growth driven by upselling existing clients and onboarding new clients to new solutions, despite a volatile and uncertain macro environment.

• Programmatic revenue, which is highly transactional, contributed significantly to first-half overperformance, but remains sensitive to advertiser sentiment, especially in retail and CPG sectors.

• New solutions in social and CTV are expected to contribute more materially to revenue in 2025 and beyond.

• Q3 revenue is heavily weighted toward September, with guidance raised for the second half based on OpenWeb product momentum.

AI integration and competitive differentiation

• AI is embedded across tools, enhancing contextualization, predictive modeling, and custom bidding, leading to significant client cost savings and improved campaign performance.

• Scibids acquisition enables custom algorithmic bidding, allowing bundled offerings that differentiate from competitors and win major clients.

• No direct competitors offer the same integrated optimization, attribution, and verification in an independent platform.

• Rockerbox integration brings granular exposure and transaction data, aiming to map the full journey from impression to sale.