Q1 2026 Viant Technology Inc Earnings Call Transcript
Key Points
- Viant Technology Inc (DSP) achieved a 25% year-over-year revenue increase, surpassing the high end of their guidance range.
- Adjusted EBITDA rose by 81% year-over-year to $9.8 million, exceeding the high end of their guidance range.
- The company reported strong growth in CTV (Connected TV) spend, which accounted for over 50% of total ad spend, marking a new all-time high for a first quarter.
- Viant Technology Inc (DSP) successfully closed the acquisition of TVision, enhancing their ability to provide attention-based insights for advertisers.
- The company is actively engaged with its largest sales pipeline in history, indicating strong future growth potential.
- Non-GAAP operating expenses increased by 9% year-over-year, reflecting higher costs.
- The company faces competitive pressure from major players like Amazon and Google, which employ self-attribution tactics.
- Despite strong performance, the company remains reliant on favorable market dynamics to sustain growth.
- There is a risk associated with the integration and expected benefits of the TVision acquisition, which may not materialize as anticipated.
- Viant Technology Inc (DSP) operates in a rapidly evolving industry, which presents ongoing risks related to technological changes and market preferences.
Hello, everyone, and welcome to Viant Technology Inc.âs first-quarter 2026 earnings conference call. My name is David, and I will be your moderator today. But before I hand the call over to the Viant leadership team, Iâd like to go over a few housekeeping notes for the program.
As a reminder, this call is being recorded. After the speakerâs remarks, there will be a question-and-answer session. If you plan to ask a question, please ensure youâve set your Zoom name to display your full name and your firm.
If you would like to ask a question during the call, please utilize the Raise Hand feature located at the bottom of your Zoom toolbar.
Thank you for your attendance today. I am now pleased to turn the call over to Nick Zangler, SVP of Investor Relations for Viant.
Thank you. Good afternoon, and welcome to Viant Technology Inc.âs first quarter 2026 earnings conference call.
On the call today are Tim Vanderhook, Co-Founder and Chief Executive
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