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?
REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us
consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies.
NOVEMBER 09, 2021 / 9:30PM, DV.N - Q3 2021 DoubleVerify Holdings Inc Earnings Call
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. 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?
| 
