Earnings summaries and quarterly performance for Viant Technology.
Executive leadership at Viant Technology.
Board of directors at Viant Technology.
Research analysts who have asked questions during Viant Technology earnings calls.
MC
Matthew Condon
Not Specified in Transcript
4 questions for DSP
Also covers: ANGI, CTV, DV +12 more
Jason Kreyer
Craig-Hallum Capital Group LLC
3 questions for DSP
Also covers: CDLX, CREX, EVER +15 more
Laura Martin
Needham & Company, LLC
3 questions for DSP
Also covers: CTV, CURI, DV +10 more
MR
Maria Ripps
Morgan Stanley
3 questions for DSP
Also covers: BARK, DV, ETSY +13 more
Barton Crockett
Rosenblatt Securities
2 questions for DSP
Also covers: BATRA, EEX, FWONK +14 more
Christopher Kuntarich
UBS
2 questions for DSP
Also covers: APP, COMP, DUOL +6 more
Nathaniel Schindler
Scotiabank
2 questions for DSP
Also covers: APP, NEXN
Andrew Marok
Raymond James Financial
1 question for DSP
Also covers: BMBL, DV, EA +10 more
Cal Bartyzal
Craig-Hallum Capital Group LLC
1 question for DSP
Also covers: CDLX, CREX, PRCH +5 more
CK
Chris Kuntarich
UBS Group
1 question for DSP
Also covers: APP, BIGC, COMP +6 more
Mauricio Munoz
Raymond James & Associates
1 question for DSP
MM
Mauricio Munoz Roldan
Raymond James
1 question for DSP
Also covers: PUBM
Recent press releases and 8-K filings for DSP.
Viant Highlights Q3/Q4 Strength and AI-Driven Growth Initiatives
DSP
Product Launch
Revenue Acceleration/Inflection
New Projects/Investments
- Viant (ticker DSP) operates as a demand-side platform, representing the buyer of advertising in the programmatic ecosystem, and differentiates itself through its objectivity and lack of conflict of interest compared to competitors like Google's DV360, The Trade Desk, Yahoo, and Amazon DSP.
- The company experienced continued strength in Q3 and Q4 2025, noting a healthy consumer environment and strong holiday spending, with Black Friday reaching an all-time high.
- Viant's artificial intelligence product, ViantAI, is a major focus, with AI Bidding achieving 85% adoption and AI Planning used by over 30% of customers. The final phase, AI Decisioning, is scheduled to launch at the end of Q4 2025, aiming for full autonomy and results superior to human traders.
- ViantAI has been instrumental in securing larger clients, including Molson Coors, and is expected to expand market reach to smaller advertisers. The company's management philosophy aims to grow operating expenses slower than top-line revenue, with approximately $0.75 of every incremental dollar flowing to the bottom line.
- Viant projects outstanding financial results in 2026, anticipating sustainable top-line growth from long-term customer contracts, such as the three-year deal with Molson Coors, and its commitment to operating leverage.
Dec 9, 2025, 8:40 PM
Viant Highlights Strong Performance, AI Advancements, and Key Customer Wins
DSP
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- Viant (ticker: DSP) reported strong performance in Q3 and Q4, with Q3 exceeding expectations and a positive outlook for Q4, indicating a healthy advertising environment.
- The company is heavily focused on Viant AI, an autonomous ad platform. Its AI Bidding product has achieved 85% adoption, and the final phase, AI Decisioning, enabling full autonomy, is set to launch by the end of Q4. This AI is expected to drive 20% more new customers for brands and generate substantial revenue for Viant by retaining 30% of the savings it creates.
- Viant secured a significant three-year contract with Molson Coors, a major CPG advertiser, for all digital ads (excluding YouTube and Meta), primarily due to Viant AI, its Household ID scale, and IRIS.TV integration. This win, combined with the potential for Viant AI to attract smaller advertisers, is expected to expand Viant's market opportunity.
- Viant's Connected TV (CTV) strategy is a key growth driver, accounting for 46% of platform spend. Its Direct Access product saves clients 15%-20% in CPMs, and its incrementality measurement proves CTV's value in driving net new customer growth, reinforcing increased CTV spend.
- Viant operates with a philosophy of growing OPEX slower than revenue, with $0.75 of every incremental dollar flowing to the bottom line, and anticipates outstanding financial results in 2026, driven by autonomous AI and sustainable growth from new customer contracts.
Dec 9, 2025, 8:40 PM
Viant Highlights Strong Performance, AI-Driven Growth, and Key Customer Wins at Raymond James Conference
DSP
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- Viant reported better-than-expected Q3 results and a strong Q4 outlook, indicating a healthy advertising environment.
- The company secured a three-year contract with Molson Coors, signaling successful expansion into larger enterprise accounts, largely attributed to the differentiation provided by Viant AI and its Household ID technology.
- Viant AI is a significant growth driver, with AI Bidding achieving 85% adoption and the upcoming AI Decisioning expected to enable full advertising autonomy by the end of 2025, increasing Viant's Total Addressable Market (TAM).
- Viant demonstrates strong operating leverage, with 75% of incremental revenue flowing to the bottom line, and anticipates outstanding financial results in 2026.
- Connected TV (CTV) represents 46% of platform spend, with Viant's Direct Access product offering clients 15-20% savings on CPMs by eliminating SSP fees, reinforcing its leadership in this high-growth segment.
Dec 9, 2025, 8:40 PM
Viant Technology's ViantAI Wins Adweek Tech Stack Award
DSP
Product Launch
New Projects/Investments
- Viant Technology Inc.'s ViantAI was named the "Best Strategic AI Platform" at the 2025 Adweek Tech Stack Awards.
- The award recognizes ViantAI's breakthrough, first-to-market capabilities that enable media teams to save valuable time while driving stronger performance and revenue.
- ViantAI has generated significant value for brands and agencies, achieving up to 50% media cost savings and 42% lower CPMs across active campaigns.
- The platform is described as the industry's first autonomous media planning and buying platform, with plans to expand to full self-driving campaign execution.
Dec 9, 2025, 12:03 PM
Viant Highlights AI Advancements and Growth Strategy
DSP
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- Viant operates as a demand-side platform (DSP), positioning itself as an independent, objective DSP in competition with Google, The Trade Desk, Amazon, and Yahoo, with approximately half of its ad spend concentrated in Connected TV (CTV).
- The company has rolled out Vion AI, which includes AI Bidding, saving customers an average of 40% and adopted by 85% of its customers, and AI Planning, which automates media planning in 60 seconds.
- Viant plans to launch AI Decisioning next year, aiming for end-to-end autonomous ad campaigns to expand into the performance advertising market and achieve "full funnel" capabilities.
- Viant recently secured a three-year exclusive contract with Molson Coors, a significant win within its $250 million pipeline targeting large advertisers, and anticipates tremendous growth in 2025 due to these wins and the removal of prior year headwinds.
- Viant leverages proprietary data, including Household ID (covering 95% of US households) and content intelligence from IRIS.TV, to enhance its AI models and drive performance comparable to walled gardens like Meta.
Nov 19, 2025, 7:00 PM
Viant Discusses AI Strategy and Growth Prospects at Wells Fargo Summit
DSP
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- Viant operates as a demand-side platform (DSP), competing with larger players like Google and The Trade Desk, and differentiates by being an independent, objective DSP with approximately half of its ad spend in connected TV (CTV), a high-growth area.
- The company's ViantAI platform includes AI Bidding, which saves customers an average of 40% on ad prices and is used by 85% of customers, and AI Planning, which automates media planning from weeks to 60 seconds.
- Viant plans to launch AI Decisioning next year, aiming for end-to-end autonomous campaign management, which will enable the company to target the performance advertising market and direct-to-consumer e-commerce, competing with platforms like Meta.
- Viant's competitive advantages include proprietary data such as Household ID, covering 95% of U.S. households, and content intelligence from its IRIS.TV acquisition. The company recently secured a three-year exclusive contract with Molson Coors, a significant win expected to drive multi-year organic growth.
- Despite current year headwinds, Viant anticipates 17% growth for the year and 25% bottom-line growth, with expectations for tremendously faster growth in 2025 due to easing headwinds, returning political ad spend, and the impact of new customer wins and AI Decisioning.
Nov 19, 2025, 7:00 PM
Viant Discusses AI-Driven Growth and Strategic Wins at Wells Fargo TMT Summit
DSP
Product Launch
Revenue Acceleration/Inflection
New Projects/Investments
- Viant, a demand-side platform (DSP) specializing in Connected TV (CTV), is leveraging its Vion AI platform, which includes AI Bidding and AI Planning, with AI Decisioning set for launch in 2026 to achieve full autonomy and target the performance advertising market.
- The company recently secured Molson Coors with a three-year commitment, a significant win attributed to Vion AI and CTV capabilities, contributing to a $250 million pipeline of gross spend from large advertisers.
- Viant reported 17% top-line growth and 25% bottom-line growth for the year (2025) despite headwinds, and anticipates "tremendous" growth acceleration in 2026 driven by the Molson Coors deal, the launch of AI Decisioning, and easing political and economic challenges.
- Key competitive advantages include proprietary data such as Household ID, covering 95% of US households, and content intelligence from its IRIS.TV acquisition, which are crucial for training its AI models and driving performance.
Nov 19, 2025, 7:00 PM
Viant Technology Reports Strong Q3 2025 Results and Announces Molson Coors Partnership
DSP
Earnings
Guidance Update
New Projects/Investments
- Viant Technology reported Q3 2025 revenue of $85.6 million, a 7% year-over-year increase, and Contribution XTAC of $53 million, up 12% year-over-year. Adjusted EBITDA for the quarter was $16 million, a 9% year-over-year increase.
- Excluding temporary items like political advertising, Q3 2025 revenue increased 19% year-over-year and Contribution XTAC increased 22% year-over-year, reflecting the underlying strength of the business.
- The company announced a multi-year partnership with Molson Coors to power their programmatic ad campaigns starting in 2026 and is pursuing over $250 million in potential incremental ad spend from major U.S. advertisers.
- Viant plans to launch its AI Decisioning product by year-end, which is expected to expand its addressable market to include performance advertisers, SMBs, and direct-to-consumer e-commerce companies.
- For Q4 2025, Viant provided guidance for revenue between $101.5-$104.5 million and Contribution XTAC between $62-$64 million. The company also expects accelerating year-over-year growth in revenue and Contribution XTAC throughout 2026.
Nov 10, 2025, 10:00 PM
DSP Reports Strong Q3 2025 Results and Announces Molson Coors Partnership
DSP
Earnings
Guidance Update
New Projects/Investments
- DSP delivered strong Q3 2025 results, with revenue increasing 7% year-over-year to $85.6 million and Adjusted EBITDA growing 9% year-over-year to $16 million, both exceeding guidance. Excluding temporary items, underlying revenue increased 19% and contribution XTAC increased 22% year-over-year.
- The company announced a flagship multi-year partnership with Molson Coors, designating Viant as their programmatic advertising platform starting in 2026, part of over $250 million in potential incremental ad spend opportunities with major U.S. advertisers.
- Connected TV (CTV) was a primary growth driver, reaching a record high of 46% of total platform spend in Q3 2025, supported by Viant's proprietary addressability solutions like Household ID.
- For Q4 2025, DSP projects revenue of $101.5-$104.5 million and Adjusted EBITDA of $22.5-$23.5 million. Full-year 2025 guidance includes 17% growth in revenue and contribution XTAC, and 25% growth in Adjusted EBITDA.
- DSP has returned $59.6 million to shareholders through its share repurchase program since May 2024, with $40.4 million remaining available as of November 7.
Nov 10, 2025, 10:00 PM
DSP Announces Q3 2025 Financial Results
DSP
Earnings
Guidance Update
Share Buyback
- DSP reported Q3 2025 revenue of $85.6 million, an increase of 7% year-over-year, and contribution ex-TAC of $53.0 million, up 12% year-over-year. Both revenue and contribution ex-TAC, along with Adjusted EBITDA, exceeded the midpoint of the company's guidance for the quarter.
- Adjusted EBITDA for Q3 2025 was $16.0 million, representing a 9% year-over-year increase and a 30% margin as a percentage of contribution ex-TAC.
- Connected TV (CTV) was a strong growth driver, with record CTV advertiser spend accounting for 46% of total advertiser spend in Q3 2025. DSP also announced a new partnership with Molson Coors to power programmatic ad campaigns starting in 2026.
- As of September 30, 2025, DSP maintained a healthy cash and cash equivalents balance of $161 million with no debt outstanding. The company repurchased 4.8 million shares of Class A common stock for a total of $59.6 million from May 1, 2024, through November 7, 2025.
- For Q4 2025, DSP provided guidance with revenue expected between $101.5 million and $104.5 million, contribution ex-TAC between $62.0 million and $64.0 million, and Adjusted EBITDA between $22.5 million and $23.5 million.
Nov 10, 2025, 10:00 PM
Quarterly earnings call transcripts for Viant Technology.
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