DoubleVerify (DV) Raymond James TMT and Consumer Conference summary

Business overview and market position

• Provides software for advertisers to verify, optimize, and prove ad effectiveness, ensuring ads are viewed by real people in suitable environments at optimal prices.

• Operates independently of media buying/selling, focusing on transaction effectiveness in digital advertising.

• Core client base is large enterprises, but also serves smaller clients via programmatic partners.

Macro environment and growth drivers

• Business is volume-driven and tied to advertising spend patterns, with volatility in retail and CPG sectors impacting recurring revenue.

• Growth is managed through acquiring new clients, upselling solutions, and launching new products to offset market volatility.

Product innovation and integration

• Launched the Media Advantage Platform, integrating verification, optimization (via Scibids), and measurement (via Rockerbox).

• New tools like DV Authentic AdVantage on YouTube enable advertisers to find high-quality impressions at lower costs.

• Created a closed-loop system for advertisers to target, optimize, and measure ad effectiveness.