Mauricio Munoz Roldan's questions to Viant Technology Inc (DSP) leadership • Q1 2025
Question
Mauricio Munoz Roldan asked for quantification of the demand pushed to the second half, which customers and channels were most affected, and about Viant's defensibility against competitors like Amazon, particularly in the mid-market.
Answer
CFO Larry Madden quantified the impact as 3-4% of expected Q2 revenue, driven by about five mid-sized customers across a typical mix of channels. CEO Tim Vanderhook addressed the competitive landscape, arguing Amazon's data advantage is confined to retail and not a threat in other major verticals. He and COO Chris Vanderhook emphasized that Viant already competes effectively with large DSPs in the mid-market by winning on efficiency and value.