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Viant Technology Inc
NASDAQ:DSP

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Viant Technology Inc
NASDAQ:DSP
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Price: 11.46 USD 0.88% Market Closed
Market Cap: $751m

Viant Technology Inc
Investor Relations

Viant Technology helps advertisers buy digital ads with software. Its main product is a demand-side platform, which lets brands and agencies plan, target, and bid for ad inventory across connected TV, mobile, desktop, and other digital channels. The company sits on the buying side of the ad market, helping customers reach specific audiences and manage campaigns in one place. Viant makes money mainly by charging for access to its advertising platform and for the ad transactions that flow through it. Its customers are mostly advertisers, ad agencies, and media buyers that want to run data-driven campaigns. Because digital ad buying is complicated and fragmented, Viant’s job is to simplify the process and help customers spend ad budgets more efficiently. What sets Viant apart is its focus on identity-based advertising and connected TV. It uses audience data and cross-device targeting to help buyers reach the same household or person across different screens. That makes Viant less like a media owner and more like a specialized trading tool for advertisers that want control, targeting, and measurement in digital ad campaigns.

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Last Earnings Call
Fiscal Period
Q1 2026
Call Date
May 11, 2026
AI Summary
Q1 2026

Record quarter: Viant said Q1 was a record across key metrics, with revenue up 25% year over year to $88.5 million and adjusted EBITDA up 81% to $9.8 million.

CTV strength: Connected TV remained the main growth engine, with CTV spend above 50% of total platform spend and CTV contribution ex-TAC growing well over 40% year over year for the third straight year.

Pipeline building: Management said the company is in the largest RFP pipeline in its history, with wins, test budgets and longer-term 2027 opportunities all moving through the funnel.

AI and data: Viant highlighted early adoption of Outcomes, its autonomous AI buying product, and said TVision will add attention-based measurement and bidding signals to the platform.

Outlook raised: Q2 guidance calls for revenue of $98.5 million to $101.5 million and adjusted EBITDA of $13 million to $14 million, with management expecting record Q2 performance and continued acceleration through 2026.

Key Financials
Revenue
$88.5 million
Contribution ex-TAC
$50.3 million
Adjusted EBITDA
$9.8 million
Adjusted EBITDA margin
19%
Non-GAAP operating expenses
$40.5 million
Non-GAAP net income
$5.6 million
Earnings per share
$0.09
Cash and cash equivalents
$185.7 million
Positive working capital
$220.1 million
Operating cash flow
$60 million
Free cash flow
$41.5 million
Shares outstanding
63.8 million
Share repurchases
$1 million
Remaining share repurchase authorization
$39.4 million
Returning capital since program launch
$60.6 million
Q2 revenue guidance
$98.5 million to $101.5 million
Q2 contribution ex-TAC guidance
$58.5 million to $60.5 million
Q2 non-GAAP operating expenses guidance
$45.5 million to $46.5 million
Q2 adjusted EBITDA guidance
$13 million to $14 million
Q2 adjusted EBITDA margin guidance
23% midpoint
CTV spend mix
over 50% of total platform spend
Direct Access CTV spend
over 50% of CTV ad spend
IRIS ID penetration
nearly 50%
Household ID utilization in CTV requests
96%
Household ID utilization in programmatic bid requests
approximately 80%
Household addresses mapped
95%
Customer-directed purchasing on platform
over 60% of total platform spend
Video mix
over 65% of total platform spend
Earnings Call Recording
Other Earnings Calls

Management

Mr. Tim Vanderhook
Co-Founder, Chairman & CEO
No Bio Available
Mr. Lawrence J. Madden CPA
Chief Financial Officer
No Bio Available
Mr. Fabrizio Blanco
Chief Technology Officer
No Bio Available
Mr. Linh Chung
Chief Information Officer
No Bio Available
Mr. Brad Samson
Vice President of Investor Relations
No Bio Available
Mr. Ritesh Patel
Chief Legal Officer
No Bio Available
Sondra Magness
Vice President of Corporate Communications
No Bio Available
Mr. Jon Schulz
Chief Marketing Officer
No Bio Available
Mr. Tom Wolfe
Senior Vice President of Business Development
No Bio Available
Mr. Dustin Kwan
Chief Product Officer
No Bio Available

Contacts

Address
CALIFORNIA
Irvine
2722 Michelson Drive, Suite 100
Contacts
+19498618888.0
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