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
: Yes. I wanted to start maybe just with the OpenSlate acquisition. Can you just give us a sense for maybe the customer overlap that
you have with OpenSlate? Obviously, the technology seem complementary, but how many, if you can quantify in any way the number
of joint customers. And then I would love to hear maybe just some commentary on the build versus buy, why did the acquisition
make sense? And what's difficult about the technology itself that made this acquisition attractive?
Question: Arjun Rohit Bhatia - William Blair & Company L.L.C., Research Division - Analyst
: Awesome. That's great to hear and that's very helpful color, Mark. One more question, if I can, just on TikTok. Obviously, there's a lot
of exciting things happening there. You have the new partnership. Now you have OpenSlate that gives you kind of a unique way to
capture share there. Just give us a sense for how you're positioned to grow in the TikTok opportunity? And if there's any way you
can help us frame the potential contribution over the next year or so now that you have some of these pieces in place to really attack
that opportunity, that would be super helpful.
Question: Arjun Rohit Bhatia - William Blair & Company L.L.C., Research Division - Analyst
: Congrats on the acquisition and the quarter.
Question: Matthew George Hedberg - RBC Capital Markets, Research Division - Analyst
: Congrats on the results. Mark, I have a question for you. In terms of, I'm thinking more like reopening and people getting out and
traveling and whatnot. I mean, do you think that has an impact? I'm thinking from like your sales perspective. Building pipeline
perhaps on the new customers, you guys have obviously done a good job on new customers throughout the pandemic. But sort of
curious on your views as we think forward to 2022 in a bit more of a reopening phase?
Question: Matthew George Hedberg - RBC Capital Markets, Research Division - Analyst
: That's great. I can hear in your voice. And congrats from me on OpenSlate. Seems like a really, really nice complement to what is
obviously a very, very diverse platform already.
Question: Pinjalim Bora - JPMorgan Chase & Co, Research Division - Analyst
: This is Pinjalim sitting in for Mark. Congrats on the quarter. Most of my questions have been answered, but one quick question on
competition. DoubleVerify is obviously strengthening its position with some of these acquisitions, OpenSlate, Meetrics and whatnot.
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NOVEMBER 09, 2021 / 9:30PM, DV.N - Q3 2021 DoubleVerify Holdings Inc Earnings Call
But would love to hear what are you seeing with respect to the competitive dynamics? How are your competitors kind of reciprocating
or looking at you kind of becoming the leader in the market?
Question: Pinjalim Bora - JPMorgan Chase & Co, Research Division - Analyst
: That's great to hear. Nicola, one, a quick clarification. I think you said $16 million to $18 million from OpenSlate next year. Is there
any contribution from OpenSlate or even Meetrics in Q4 at all?
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