Earnings summaries and quarterly performance for Via Transportation.
Research analysts who have asked questions during Via Transportation earnings calls.
Adam Hotchkiss
Goldman Sachs
2 questions for VIA
Alexander Zukin
Wolfe Research
2 questions for VIA
Brad Zelnick
Credit Suisse
2 questions for VIA
Brian Peterson
Raymond James Financial
2 questions for VIA
Brian Schwartz
Oppenheimer & Co.
2 questions for VIA
John DiFucci
Guggenheim Securities
2 questions for VIA
Jonathan Ho
William Blair & Company
2 questions for VIA
Josh Baer
Morgan Stanley
2 questions for VIA
Michael Turrin
Wells Fargo
2 questions for VIA
Patrick Walravens
Citizens JMP
2 questions for VIA
Scott Berg
Needham & Company, LLC
2 questions for VIA
Recent press releases and 8-K filings for VIA.
- Via Transportation, Inc. completed the acquisition of Downtowner on December 15, 2025.
- Downtowner specializes in public transit solutions for Destination Cities, with its technology adopted by cities such as Aspen, CO, Park City, UT, and Truckee, CA.
- The acquisition is expected to broaden Via's platform by adding proprietary data and solutions for managing seasonal demand and operating in complex environments, accelerating the development of Via's AI solutions.
- This acquisition follows Via's initial public offering on the New York Stock Exchange on September 12, 2025, and previous successful integrations of Remix and Citymapper.
- Via reported strong Q3 2025 performance, with revenue growing 32% year over year and the platform annual revenue run rate reaching $439 million. The number of customers increased by 11% to 713.
- The company provided Q4 2025 guidance for platform revenue between $114.6 million and $115.1 million and adjusted EBITDA between negative $7.5 million and $8.5 million.
- For the full year 2025, Via expects platform revenue between $430 million and $430.5 million and an adjusted EBITDA margin between -8% and -7.8%, an improvement from -16.1% in 2024.
- Strategic growth drivers include the student transportation vertical, which saw more than two times growth in customers, and a new partnership with Waymo to integrate autonomous vehicles into public transit.
- Via emphasized the durability of its business model, with over 90% of its projected revenue for the next 12 months already contracted.
- Via delivered strong Q3 2025 results, with revenue growing 32% year-over-year and a Platform Annual Revenue Run Rate of $439 million.
- The company's customer base expanded to 713, marking an 11% year-over-year increase, driven by substantial growth in government and U.S. customers.
- Adjusted EBITDA margin showed significant improvement, moving from negative 17% in Q3 2024 to negative 8% in Q3 2025.
- For Q4 2025, Via expects platform revenue between $114.6 million and $115.1 million and adjusted EBITDA margin between negative 6.5% and negative 7.4%.
- Strategic initiatives include a new partnership with Waymo to integrate autonomous vehicles into public transit and expansion into the student transportation vertical, aiming to capture a portion of the $82 billion serviceable addressable market.
- Via reported strong Q3 2025 results, with revenue growing 32% year over year and platform annual revenue run rate reaching $439 million.
- The company's customer base expanded to 713, an 11% year-over-year increase, driven by strong growth in government and U.S. customers.
- Adjusted EBITDA margin significantly improved to negative 8% in Q3 2025 from negative 17% in Q3 2024.
- For Q4 2025, Via expects platform revenue between $114.6 million and $115.1 million, and for the full year 2025, platform revenue is projected to be between $430 million and $430.5 million.
- Via is expanding into new verticals like student transportation, which saw more than two times growth in customers in Q3, and continues to leverage AI for product development and cost reduction.
- VIA's Platform Annual Run-Rate Revenue experienced a 32% year-over-year growth in Q3 2025.
- The company showed significant improvement in its Adjusted EBITDA margin, reaching (8)% in Q3 2025, an improvement from (17)% in Q3 2024 and (36)% in Q3 2023.
- The customer count increased to 713 in Q3 2025, marking an 11% year-over-year growth.
- For Q4 2025, VIA projects Platform Revenue to be between $114.6 million and $115.1 million, with Adjusted EBITDA expected to range from ($8.5) million to ($7.5) million.
- Strategic developments include a partnership with Waymo and successful market expansion, such as in Mobile, AL, which saw 17x revenue growth.
- Via Transportation, Inc. (VIA) reported Q3 2025 revenue of $109.653 million, a 32% year-over-year increase, with Platform Annual Run-Rate Revenue also growing 32% to $438.612 million.
- The company's Adjusted EBITDA Margin improved by 9 percentage points to (8)% in Q3 2025, from (17)% in the prior year period, and customer count increased 11% to 713.
- While Net Loss increased 73% year-over-year to $(36.887) million due to specific non-recurring items, Adjusted Net Loss improved by 33% to $(9.684) million.
- For Q4 2025, Via anticipates Platform Revenue between $114.6 million and $115.1 million and Adjusted EBITDA between $(8.5) million and $(7.5) million.
Quarterly earnings call transcripts for Via Transportation.
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