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Viant Technology Inc
NASDAQ:DSP

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Viant Technology Inc
NASDAQ:DSP
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Price: 11.21 USD -0.36% Market Closed
Market Cap: 699.8m USD

Viant Technology Inc
Investor Relations

Viant Technology Inc., established in the digital age, operates as a technology company that specializes in data-driven advertising software designed to transform how marketers approach their digital campaigns. Founded with a vision to harness the power of big data, Viant provides a comprehensive cloud-based platform called Adelphic. This software enables marketers to execute people-based advertising, allowing them to effectively target audiences across a multitude of channels and devices. By leveraging proprietary algorithms and artificial intelligence, Viant's platform empowers clients to optimize their marketing spend through precise targeting, measurement, and integration with various media outlets. As advertisers pivot towards data-centric strategies, Viant's deep analytical capabilities become indispensable in crafting campaigns that are not only efficient but also scalable.

Central to Viant's revenue model is its ability to offer its software as a service (SaaS), enabling recurring revenue streams through licensing agreements with clients. The company monetizes by providing subscriptions to its technology platform as well as executing media buying transactions where it charges a percentage of the media spend. Additionally, Viant enhances its value proposition with its extensive database of authenticated users, which allows brands to harness critical insights into consumer behavior. This data-driven approach helps clients gain an edge in a competitive digital ecosystem by delivering personalized and relevant advertising content. In essence, Viant Technology stands out by merging advanced technical solutions with strategic data insights, solidifying its role as a pivotal player in the evolving digital advertising landscape.

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Nov 10, 2025
AI Summary
Q3 2025

Record Q3 Results: Viant delivered all-time high revenue of $85.6 million (up 7% YoY) and contribution ex-TAC of $53 million (up 12% YoY), both above guidance midpoints.

Core Growth Strong: Excluding political ad headwinds and a lost seasonal client, underlying revenue grew 19% and contribution ex-TAC grew 22% YoY.

CTV Strength: Connected TV (CTV) spend hit a record, accounting for 46% of total advertiser spend, with nearly half of CTV spend via Viant’s direct access program.

Major Client Win: Secured a flagship multiyear partnership with Molson Coors, expected to scale from Q2 2026 onward—part of a $250 million pipeline of new opportunities.

AI Product Progress: ViantAI suite nearing completion—AI Decisioning to launch by year-end, enabling full self-service, autonomous campaign management for SMB and performance advertisers.

Guidance Raised: Q4 revenue guided to $101.5–$104.5 million (up 14% YoY); full-year 2025 revenue and contribution ex-TAC growth now expected at 17% each, with 25% growth in adjusted EBITDA.

Margin Expansion: Adjusted EBITDA margin reached 30% in Q3 and is guided to 37% for Q4, with long-term margin expansion expected.

Capital Returns: $59.6 million repurchased since program launch, with $40.4 million remaining authorized.

Key Financials
Revenue
$85.6 million
Contribution ex-TAC
$53 million
Adjusted EBITDA
$16 million
Adjusted EBITDA Margin (as % of Contribution ex-TAC)
30%
Non-GAAP Net Income
$11.2 million
Non-GAAP Basic EPS (Class A)
$0.12
Cash and Cash Equivalents
$161 million
Share Repurchases
$59.6 million since May 2024
Full Year 2025 Revenue Growth
17%
Full Year 2025 Contribution ex-TAC Growth
17%
Full Year 2025 Adjusted EBITDA Growth
25%
Full Year 2025 Adjusted EBITDA Margin
27%
CTV as % of Platform Spend
46%
Emerging Digital Channels as % of Platform Spend
56%
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