Viant Technology Inc (NAS:DSP)
$ 14.26 +1.02 (+7.7%) Market Cap: 285.51 Mil Enterprise Value: 328.30 Mil PE Ratio: 39.61 PB Ratio: 3.05 GF Score: 67/100

Q4 2024 Viant Technology Inc Earnings Call Transcript

Mar 3, 2025 / 10:00 PM GMT
Release Date Price: $19.75 (-1.20%)

Key Points

Positve
  • Viant Technology Inc (DSP) reported a 40% year-over-year increase in Q4 revenue, surpassing their guidance.
  • The company achieved a 31% year-over-year increase in adjusted EBITDA, reaching $17.1 million.
  • Viant Technology Inc (DSP) has seen six consecutive quarters of over 20% year-over-year growth in contribution ex-TAC.
  • The acquisition of Locker is expected to enhance Viant's leadership in identity and addressability across the open internet.
  • Viant AI's rollout is progressing, with AI bidding now powering 80% of ad spend on their platform, and AI planning launched to improve campaign efficiency.
Negative
  • Non-GAAP operating expenses increased by 26% year-over-year in Q4, partly due to the acquisition of Iris TV.
  • The company faces competition from other DSPs, which could impact market share and pricing strategies.
  • There is skepticism from publishers about sharing first-party data with DSPs, which could hinder data collaboration efforts.
  • The integration of new acquisitions like Iris TV and Locker may present operational challenges and require significant resources.
  • Viant Technology Inc (DSP) operates in a highly competitive ad tech market, which may pressure margins and growth prospects.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

DSP.OQ - Viant Technology Inc
Q4 2024 Viant Technology Inc Earnings Call
Mar 03, 2025 / 10:00PM GMT

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Presentation
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Unidentified_1 [1]
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Hello, everyone, and welcome to Viant Technologies' 4th quarter 2024 earnings conference call.

My name is Crystal, and I will be your operator today.

Before I hand the call over to the VAT leadership team, I'd like to go over just a few housekeeping notes for the program.

As a reminder, this call is being recorded.

After the speaker's remarks, there will be a question and answer session. If you answer, if you plan to ask a question, please ensure you've set your Zoom name to display your full name and firm.

If you would like to ask a question during this call, please use the raise hand function located at the bottom of your screen.

Thank you for your attendance today. I will
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