Cal Bartyzal's questions to Viant Technology Inc (DSP) leadership • Q1 2025
Question
Cal Bartyzal asked for an update on customer sentiment regarding recent tariffs, how CTV's growth insulates the business, and how Viant convinces advertisers to shift spend away from search and social media platforms.
Answer
COO Chris Vanderhook and CEO Tim Vanderhook explained that tariff impacts are limited to fewer than 10 advertisers who have merely delayed, not canceled, spend. They noted that CTV's growth, now over 45% of spend, provides a strong secular tailwind. The shift from search and social is driven by educating advertisers on CTV's superior incremental lift, which is proven through Viant's measurement tools and is causing marketers to reallocate budgets to channels that drive new sales.