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DoubleVerify Holdings, Inc. (DV) Presents at 21st Annual ...
2026-05-13 · via All Articles on Seeking Alpha

Laura Martin
Needham & Company, LLC, Research Division

We're gonna get started now. I'm Laura Martin. I'm the senior media and big tech analyst over here at Needham & Company. And I'd like to welcome the CEO of DoubleVerify. His introduction is over here and the CFO of DoubleVerify.

Mark Zagorski is the CEO of DoubleVerify, where he has spearheaded the company's growth as a critical trust layer in digital advertising since joining in 2020. A veteran of the ad tech industry, previously served as the CEO of Telaria, where he managed its merger into the Rubicon Project, which was then sold to Magnite. Prior to Telaria, Mark was the CEO of eXelate, which he sold to Nielsen.

And this is Nicola, and he's the CFO, and so we will create some questions for him on the run, which is fantastic. Glad he's here, because there's always one I ask him that he hates, so we'll do that one first. And I would just like to say as an introduction, we rate DoubleVerify a buy because its acquisition of Scibids, which it does AI optimization, and Rockerbox for attribution, are pivoting DoubleVerify towards high-value performance workflow optimization with broader ad tech platform economics and deeper integrations into ad campaign executions.

We believe that DoubleVerify will successfully transition from vendor verification middleware to mission-critical AI advertising infrastructure, which will give them upside pricing power and accelerate their revenue growth. So that's why we really like the stock. I wanna start with a leadership question, and you're gonna get to answer