DoubleVerify | Investor Day Presentation Deck | 103 slides

DoubleVerify · 2022-02
arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 5
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5
coverage by narrative range · generated from this deck JSON

Slide inventory

103
every slide · same image gating as the playbook
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Slide 1
front_matter
Open slide detailBeat · Setup
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other
Open slide detailBeat · Setup
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The slide uses a process diagram to map presentation sections to executive and guest speakers.front_matter
Open slide detailBeat · Setup
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transition
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establish_context
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summarize
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frame_problem
Open slide detailBeat · Problem (Identify pain)Loop · Cost Of Inaction
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The brick wall graphic serves as a metaphor for the barriers preventing advertisers from reaching outcomes.diagnose_problem
Open slide detailBeat · Problem (Identify pain)Loop · Cost Of Inaction
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The slide uses a brick wall metaphor to illustrate barriers to efficacy.diagnose_problem
Open slide detailBeat · Problem (Identify pain)Loop · Cost Of Inaction
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The slide uses a horizontal navigation bar at the top indicating this is part of the 'Vision' section.frame_problem
Open slide detailBeat · Problem (Identify pain)Loop · Cost Of Inaction
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The slide uses a layered bar/process diagram to illustrate value-add. The top navigation bar indicates this is part of a 'Vision' section.present_framework
Open slide detailBeat · Solution (Provide relief)
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The slide uses a layered bar chart/process flow hybrid to illustrate how different DV solutions (Safety, Quality, Performance, Audience) build upon each other tpresent_solution
Open slide detailBeat · Solution (Provide relief)
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The slide uses a top navigation bar indicating this is part of a larger 'Vision' section.present_framework
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present_solution
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The slide uses a 3-column layout with vertical pairings, suggesting a 'problem-solution' or 'challenge-response' structure for each pillar.present_framework
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The slide uses a bar chart to contextualize the scale of DV's data processing relative to other major platforms.analyze_data
Open slide detailBeat · Evidence
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The slide uses a navigation bar at the top to indicate the 'Vision' section of the presentation.present_framework
Open slide detailBeat · Evidence
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The slide uses a navigation bar at the top indicating this is part of the 'Vision' section.summarize
Open slide detailBeat · Evidence
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The slide uses a checkmark/cross matrix to highlight competitive differentiation.compare_peers
Open slide detailBeat · Evidence
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frame_situation
Open slide detailBeat · Evidence
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The slide uses a horizontal progression arrow to show the shift in focus, with a central column of circles representing the product generations.present_solution
Open slide detailBeat · Evidence
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The slide uses a circular flow diagram to represent a feedback loop of campaign optimization.present_framework
Open slide detailBeat · Evidence
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The slide uses a before-after framework to illustrate strategic expansion.present_solution
Open slide detailBeat · Evidence
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The slide uses a circular process flow to show the integration of DV's services across the campaign lifecycle.present_solution
Open slide detailBeat · Evidence
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summarize
Open slide detailBeat · Evidence
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transition
Open slide detailBeat · Evidence
27
The slide uses a combination of big numbers and a bar chart to highlight outperformance.compare_peers
Open slide detailBeat · Evidence
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The slide uses a combination of big numbers and a bar chart to highlight the growth delta.analyze_data
Open slide detailBeat · Evidence
29
The slide uses a combination of big numbers and a bar chart to highlight the growth delta.compare_peers
Open slide detailBeat · Evidence
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The slide uses a bar chart with callout bubbles for growth percentages and a summary table for year-over-year comparison.compare_peers
Open slide detailBeat · Evidence
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The chart highlights DoubleVerify in purple, while peers are in grey. The Trade Desk is shown as the highest growth outlier.compare_peers
Open slide detailBeat · Evidence
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transition
Open slide detailBeat · Evidence
33
The slide uses a growth curve metaphor to represent strategic initiatives.present_solution
Open slide detailBeat · Evidence
34
The slide uses a 'plus' sign notation between bars to indicate the additive nature of the product portfolio.size_opportunity
Open slide detailBeat · Evidence
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Uses icon arrays to visualize market penetration gaps.size_opportunity
Open slide detailBeat · Evidence
36
The slide uses a central hub (700 advertisers) to branch out into two growth strategies: New Logo Win (left) and Cross-Sell/Upsell (right).size_opportunity
Open slide detailBeat · Evidence
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The slide uses a top-down structure connecting financial metrics to strategic pillars.size_opportunity
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The slide uses a flywheel/circular process model to connect business inputs (Product, Channels, Clients, International, M&A) to financial outcomes.present_framework
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summarize
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transition
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summarize
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The slide uses a horizontal navigation bar at the top indicating this is part of an 'Execution' section.present_framework
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The slide uses a hub-and-spoke style diagram centered on the 'Authentic Ad' product, with surrounding categories connected to specific verification attributes (present_solution
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The slide uses a navigation bar at the top to indicate the 'Execution' phase of a broader presentation.analyze_data
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The slide uses a flywheel/cycle diagram to show the relationship between integrations, data, algorithms, results, and usage.present_framework
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The diagram shows a central DV hub connected to multiple categories (Service Pillars, Service Types, Media Types, Delivery Type, Markets, Customer Types, Ad Lifpresent_framework
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The slide uses a navigation bar at the top indicating 'EXECUTION' is the current section.summarize
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The slide uses a navigation bar at the top to indicate the current section is 'EXECUTION'.analyze_data
49
The slide uses a navigation bar at the top indicating 'EXECUTION' is the current section.summarize
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The slide uses a navigation bar at the top indicating 'EXECUTION' is the current section.present_solution
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The slide uses a visual additive equation to define a proprietary product framework.present_solution
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The slide uses a 2x2 grid layout to present four distinct metrics.summarize
53
The slide uses a process-flow style diagram to connect product capabilities to market penetration metrics.present_solution
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The slide uses a horizontal timeline format with events plotted above and below the central axis, organized by quarter.summarize
55
The slide uses a navigation bar at the top indicating this is part of an 'Execution' section.summarize
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The slide uses a visual matrix to highlight DV's superior accreditation coverage compared to competitors.compare_peers
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The slide uses a horizontal navigation bar at the top indicating this is part of a larger 'Execution' section.present_framework
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The slide uses a navigation bar at the top indicating this is part of an 'Execution' section.present_solution
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transition
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The slide uses a layered structure to map business lines to specific product offerings.present_framework
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front_matter
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front_matter
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front_matter
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The slide uses a navigation bar at the top indicating 'EXECUTION' is the current section.summarize
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transition
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Includes speaker name (Nicola Allais, CFO) and page number 66.transition
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The slide uses a two-column bar chart layout to compare financial performance metrics.summarize
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analyze_data
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The slide highlights a significant volume growth (37% CAGR) contrasted with relatively flat fee growth (2% CAGR).analyze_data
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The chart uses a mix of full-year and quarterly bars, with a specific callout for Q4'21 exceeding FY'18 revenue.analyze_data
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The slide uses a navigation bar at the top to indicate the 'Performance' section of the presentation.analyze_data
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The chart highlights Q4'21E performance relative to FY'18.analyze_data
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The slide uses a color-coded approach to highlight current year (YE'21/FY'21E) data in magenta.summarize
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The slide uses a navigation bar at the top indicating 'PERFORMANCE' is the active section.analyze_data
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The slide uses a hub-and-spoke style layout to connect cash position to strategic investment areas.analyze_data
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The slide uses color-coding (green for revenue, purple for EBITDA) to distinguish between the two financial metrics.analyze_data
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The slide uses color-coding (green for revenue, purple for EBITDA) to distinguish between the two financial metrics.analyze_data
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The slide uses a simple comparison framework to contrast drivers for two different metrics.summarize
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The slide uses a matrix-like structure to categorize revenue by customer, product, integration, and business model.analyze_data
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The slide uses a color-coded grid layout to present five distinct financial pillars.summarize
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transition
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analyze_data
Open slide detailLoop · Voice Of Customer
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The data represents average revenue for Top 100 customers in each fiscal year.analyze_data
Open slide detailLoop · Voice Of Customer
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The slide uses a background image of retail shelves to contextualize the CPG (Consumer Packaged Goods) theme.analyze_data
Open slide detailLoop · Voice Of Customer
86
The slide uses a background image of a city network to reinforce the 'Telecom' theme.analyze_data
Open slide detailLoop · Voice Of Customer
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The background is a collage of international currencies.analyze_data
Open slide detailLoop · Voice Of Customer
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The slide highlights a 42% increase in large revenue contributors between 2020 and 2021.analyze_data
Open slide detailLoop · Voice Of Customer
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The slide uses a pie chart to demonstrate risk mitigation through client diversification.analyze_data
Open slide detailLoop · Voice Of Customer
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transition
Open slide detailLoop · Voice Of Customer
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front_matter
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The slide uses a horizontal navigation bar at the top to indicate the current section is 'END GAME'.summarize
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summarize
Open slide detailBeat · ActionLoop · Quick Win Big Bet
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summarize
Open slide detailBeat · ActionLoop · Quick Win Big Bet
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The slide uses a logo grid to establish social proof and big numbers to quantify sales performance.summarize
Open slide detailBeat · ActionLoop · Quick Win Big Bet
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summarize
Open slide detailBeat · ActionLoop · Quick Win Big Bet
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transition
Open slide detailBeat · ActionLoop · Quick Win Big Bet
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The slide uses a flywheel/circular process diagram to show the compounding nature of the business model.present_framework
Open slide detailBeat · ActionLoop · Quick Win Big Bet
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transition
Open slide detailBeat · ActionLoop · Quick Win Big Bet
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summarize
Open slide detailBeat · ActionLoop · Quick Win Big Bet
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appendix
Open slide detailBeat · ActionLoop · Quick Win Big Bet
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The table includes footnotes (a), (b), (c), and (d) which are referenced but not explicitly defined on this slide.analyze_data
Open slide detailBeat · ActionLoop · Quick Win Big Bet
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Standard financial disclosure slide found in investor presentations.other
Open slide detailBeat · ActionLoop · Quick Win Big Bet