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    Frank Surace

    Research Analyst at Barclays

    Frank Joseph Surace is a Research Analyst at Barclays Bank PLC, specializing in coverage of the advertising technology and media sectors. He has authored investment research on companies such as Integral Ad Science Holding Corp as evidenced by his participation in corporate earnings calls, and his recommendations contribute to Barclays' performance in equity research amongst peers. Surace has established his equity analyst career at Barclays, with prior records confirming his active analyst role as of 2022 and engagement in published research reports for institutional investors. His professional credentials include registration with FINRA as a Research Analyst, demonstrating compliance with industry standards and securities licensing requirements.

    Frank Surace's questions to DoubleVerify Holdings (DV) leadership

    Frank Surace's questions to DoubleVerify Holdings (DV) leadership • Q4 2024

    Question

    Frank Surace, on for Raimo Lenschow, asked about the spending trends observed from the cohort of six large, underperforming customers in Q4 and what is assumed for them in the 2025 guidance.

    Answer

    CFO Nicola Allais reported that the spending from the cohort of six advertisers stabilized in Q4, becoming more predictable than earlier in the year. For the 2025 guidance, the company is assuming muted growth from this cohort, which weighs on the overall growth rate, but they do not expect the significant month-to-month volatility seen in 2024.

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    Frank Surace's questions to DoubleVerify Holdings (DV) leadership • Q3 2024

    Question

    Frank Surace, on for Raimo Lenschow, requested more detail on the opportunity from Oracle's market exit, asking if certain products or customer types had trended differently than expected.

    Answer

    CEO Mark Zagorski stated that DoubleVerify won approximately 70% of the RFPs it pursued from former Oracle advertisers, securing major brands like P&G and Google. He explained that since Oracle's Moat offered a basic product, DV had to be price-competitive to win these clients with its premium solution. Zagorski emphasized that this is a 'land and expand' strategy, with the primary growth opportunity lying in future upsells of advanced products like ABS, attention, and social measurement to these newly acquired customers.

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