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DoubleVerify Holdings, Inc. (DV) Q3 2024 Earnings Call Transcript Summary

DoubleVerify Holdings, Inc. (DV) Q3 2024 Earnings Call Transcript Summary

DoubleVerify Holdings,Inc.(DV)2024年第三季度業績會議呼叫摘要
富途資訊 ·  12:50  · 電話會議

The following is a summary of the DoubleVerify Holdings, Inc. (DV) Q3 2024 Earnings Call Transcript:

以下是DoubleVerify Holdings, Inc.(DV)2024年第三季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • Total revenue reached approximately $170 million in Q3 2024, marking an 18% year-over-year increase.

  • Gross margin achieved was 83% with adjusted EBITDA margin at 35%, highlighting significant profitability.

  • Net cash from operating activities grew over 50% year-over-year to $55 million, emphasizing operational efficiency.

  • 2024年第三季度的總收入達到約1.7億美元,同比增長18%。

  • 毛利率爲83%,調整後的息稅折舊攤銷前利潤率爲35%,這凸顯了可觀的盈利能力。

  • 來自運營活動的淨現金同比增長50%以上,達到5500萬美元,這凸顯了運營效率。

Business Progress:

業務進展:

  • Expanded ad measurement and activation solutions across social media, CTV, and retail media platforms.

  • Secured several strategic partnerships and achieved a competitive win rate of over 80% in RFPS, notably with large clients like P&G and Google after Oracle's exit.

  • Advanced in building performance solutions including the planned launch of pre-bid social solutions in early 2025.

  • 在社交媒體、CTV 和零售媒體平台上擴展了廣告衡量和激活解決方案。

  • 與寶潔和谷歌等大型客戶建立了多項戰略合作伙伴關係,並在RFPS中實現了超過80%的競爭勝率,尤其是在甲骨文退出後,與寶潔和谷歌等大型客戶的合作。

  • 在建築性能解決方案方面取得了進步,包括計劃於2025年初推出投標前社交解決方案。

Opportunities:

機會:

  • Identified opportunities in social media and retail media networks are expected to drive future revenue growth.

  • The expansion of DoubleVerify's services on platforms like Meta for pre-bid avoidance and LinkedIn for viewability and fraud measurement is set to open new avenues for growth.

  • 社交媒體和零售媒體網絡中確定的機會有望推動未來的收入增長。

  • 在Meta等平台上擴展DoubleVerify的服務以避免競價,在LinkedIn上擴展用於可見度和欺詐衡量的服務,將爲增長開闢新的途徑。

Risks:

風險:

  • The gradual ramp-up in adoption of new measurement solutions and the potential slow down in ad spending post-election developed a near-term impact on growth expectations.

  • 新衡量解決方案的採用率逐漸增加,以及選舉後廣告支出的潛在放緩,對增長預期產生了短期影響。

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

溫馨提示:欲了解更多詳情,請參閱投資者關係網站。本文僅供投資者參考,沒有任何指導或建議建議。

譯文內容由第三人軟體翻譯。


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