The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Arjun Rohit Bhatia - William Blair & Company L.L.C., Research Division - Analyst
: Congrats on a great Q1, guys. It sort of seems like the business is going well. The first thing I wanted to touch on was the pricing bifurcation. I
thought that there was a really interesting announcement. Mark, I'd be curious to hear if that's across all solutions, both on the premium side and
the standard solutions.
And then how do you think about rolling that out to other channels? I know you mentioned CTV. Right now, it seems like it's display and video.
But what about social, is that another area where you can potentially introduce another pricing lever in the model here, given the ROI of the
solution?
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MAY 10, 2022 / 8:30PM, DV.N - Q1 2022 DoubleVerify Holdings Inc Earnings Call
Question: Arjun Rohit Bhatia - William Blair & Company L.L.C., Research Division - Analyst
: Very helpful. And then one more just on the broader macro environment. I know there's a lot of uncertainties out there with inflation and Europe,
et cetera. I was wondering if you could maybe put a finer point on the model and how that might play out if advertising spend does come under
pressure? Is it a scenario where, given your transactional revenue model where CPMs may go lower, which may drive transaction volume actually
higher, how do you anticipate that this could play out for DoubleVerify?
Question: Daniel Salmon - BMO Capital Markets Equity Research - Analyst
: I've got a couple of questions, maybe a little bit more technical. And admittedly, it does not seem like these are showing up in your numbers. But
the first issue, it seems like there's a little bit more noise in the ecosystem lately about how media quality companies create their products such as,
for example, a contextual targeting product and how you may be using publisher data for that, whether you have the rights to use that intellectual
property.
Mark, I'd love to hear your thoughts on that issue as there's, I think, a few circular elements to it and any sort of legal elements to it that you think
are important to highlight for your company and how you build your products.
And then the second one, again, a little under the hood, but it's increasingly clear that most platforms are removing IP address from their ecosystems
largely in the push towards more privacy, and we know you don't tend to measure the who, but rather the what and the how. But could you remind
us how you use IP address in your methodologies for your products? And how removal of it from the ecosystem may or may not impact you?
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