Recent ADTH transcripts
Associated ADTH filings
Jim Lawson | Chief Executive Officer |
Chuck Jordan | Chief Financial Officer |
Maria Ripps | Canaccord |
John Blackledge | Cowen |
Laura Martin | Needham |
Andrew Boone | JPM |
John Roy | Water Tower Research |
Dan Kurnos | Benchmark |
00:03 Ladies and gentlemen thank you for standing by and welcome to the AdTheorent’s Fourth Quarter and Fiscal Year 2021 Earnings Conference Call. At this time, all participants are in a listen-only mode. After the speakers presentation, there will be a question-and-answer session. Please be advised that this conference is being recorded. 00:21 I would now like to turn the conference over to your first speaker, David [indiscernible], Investor Relations.
welcome call. fourth and year and afternoon earnings XXXX Good to quarter AdTheorent’s fiscal XX:XX
subject statements be expectation. the With will conference a will a risk affect Financial from I’d after on Securities time uncertainties, factors and Chief to in We like discussing based and of Officer, include number and Officer, the These release our with disclosure earnings Executive and time differ Exchange to could company’s are you Commission. Before the the results market today’s and significant forward-looking reports issued Chuck press to may Jordan. filings results statements close we Lawson; release business, remind we call today. materially. Jim me our to forward-looking other XX:XX the please AdTheorent’s our that discussion results file actual future financial are current Chief XX:XX refer For announced of begin, in today’s and that
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Thank Jim, and you, everyone again thanks XX:XX joining today. for us to
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first with of Canaccord. XX:XX you. Our [Operator from question Thank comes line the Instructions] Ripps Maria
is line open. Your go Please ahead.
Congrats question. as company XX:XX public thanks taking your quarter first much and so a my Great. for on
your the of chain [ph] here. global impacting, near-term, sort of But product to year it the there look sort salesforce So, in you your most fair at is And space of revenue new expansion? or in in here guidance guidance with we anything of challenges CTV year, is the of guess, probably so as know that accelerating that's will the from that numbers by assume through sort I sort driven for be I mentioned, acceleration growth supply [verticalization] initiatives, investments?
next example we forward, that working net very, as very and remarks data tap can through, guidance XXXX think guidance. plan the for growth, new marketing thank successful some growth, outcome post and the XX:XX that in effort, well The to in level. can end, my in making sales We that and capabilities marketing within we're both new to We so we that we is contemplates deep we you, a make So, our that. We investments we our and Maria XX% are XX% that XX:XX question. a programmatic, XXXX confident that, the beat do believe that yes, to the AdTheorent Yes, we're beyond XXXX works and to decided process very continue be TAM. we and of Direct back and company. and capabilities, and first guidance prudent needed transformational version investments, AdTheorent performance the data, very we are have public take well all lead ad on investing the product, for science we privacy will we AGP guidance taken tech support the that going to together use market you our opportunity XXXX. and products that Access, guidance to that believe lead the in during we And and sales the recall of we mentioned targeting our XX:XX as way of our may our both to for combination on that and in order appropriately raised in believe Yes, revenue and believe and and the tech as ID confident twice. our that year as I that in front is
XX:XX Thank you very That's so much, helpful. Jim.
Thank , you XX:XX Maria.
from you. Cowen. the Blackledge our with comes And line Thank of XX:XX next question John
open. is go Please ahead. line Your
Great. XX:XX Thanks. questions. Two
on the First investments. XXXX
the growth, [geos] any with you're any the kind of environment environment adding how headcount the XXXX As revenue, growth headcount which on was video thoughts than sales trajectory [indiscernible] where then of, Thank CTV well. And offer growth, overall the kind and hiring On headcount? the you. CTV look stronger video we XX:XX second and on And question of of was [ph] there? will sales hires types roles into drivers these for revenue details expected the particular the product as kind of is is just any and similarly fill? hiring more and stronger what growth and XXXX, the on
that We people is great but really something on With having Yeah, to great even worked respect is bigger. a hiring lot is in preparing XX:XX hiring, that tough John, market. we successful something working want a present, enjoy acknowledge to people hard therefore, smart a AdTheorent. who we're at And at have the success work and question. place for that that to desired. thanks even a environment workplace create for of top XX:XX it's ambitious We for believe the
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XX:XX John. Thank you,
with the you. our Needham. next Thank line comes Laura And from XX:XX of Martin question
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you, XX:XX question. that for Thank Laura
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return to sooner on So available EI that, is provide investment the that in opportunities year.
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XX:XX JPM. next our line Andrew the with comes you. And Thank Boone of question from
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XX:XX afternoon. taking for good Hi, Thanks questions. my
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XX:XX Thank you, Andrew.
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the line our XX:XX you. with from Thank question And Tower next comes John of Research. Water Roy
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you. Thank Great. XX:XX
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come of line And you. last to going Thank our is the Kurnos from Benchmark. XX:XX question with Dan
open. ahead. go is Please line Your
Jim, Thanks. couple. obviously to Quick you to Have keep housekeeping with for of I’ll XX:XX again. a first them guys. try chat all, good quick. you
start model? incremental deficiencies then to if the level QX. meaningful want mixed curious or you So, that CPA some couple ask a that, sort just in and had I efficiency impact you and I'll by higher of with increase pretty was benchmark in I'm driven questions
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supply just, guess, higher seeing given I Google the suspicion approach, somewhat channels that this. you'll have called part that like although and we're and just Facebook against chain And of And just around with original XX:XX [mess] your a would up to the the challenges that fact question performance you're you channels and [ph] how Got the it. share out Jim, it are in it picking quality then yours, of Maria’s inflation feels curious backdrop theoretically, guidance be your of piggyback guys environment. how other answer you're like kind then balancing I verticalized insulated just first with
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XX:XX Yeah.
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the to XX:XX back to does further session, Thank conference question-and-answer you. remarks. would CEO, conclude I turn Jim any and for And today's Lawson this like over
much you. Thank Thank you very XX:XX everybody.
for AdTheorent that our to joining Just appreciate the to our clients this growth Thank pursuing wanted plan talk members, team for having say opportunity. forward, believe opportunity we solutions of beyond. and future a public record commitments. track targeting advertising. transformational to XXXX and have financial believe profitability our thank programmatic other first, exciting the represent we XX:XX and this drive customers, to you are in great success, our that We ad we for programmatic on both a our our revenue performance we today. to and to new but company, privacy shareholders and you XXXX We We have business, about a us delivering XX-year chance and the are
night. for very and So, a support much thank great your you have
conference call. participating. This you today's XX:XX Thank for concludes
day. Everyone, now disconnect. You have may a great
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