DSP · Viant Technology Inc.

Viant Technology delivered exceptional Q1 2026 results, surpassing guidance with 25% revenue growth to $88.5 million driven by record CTV advertiser spend exceeding 50% of total platform activity. Contribution ex-TAC rose 18% to $50.3 million, while Adjusted EBITDA more than doubled to $9.8 million, reflecting 19% margins versus 13% prior year, fueled by operational leverage and platform efficiency. GAAP net loss narrowed significantly to $2.2 million from $3.3 million, with per-share loss improving to $(0.03) from $(0.07). CEO Tim Vanderhook highlighted the transformative acquisition of TVision Insights, closed May 1, 2026, which integrates proprietary attention measurement across linear TV and CTV into Viant's AI platform, creating exclusive data signals for content, identity, and attention to optimize advertiser decisions. This positions Viant to accelerate growth, elevate take-rates, and expand margins. Additional highlights include launching Outcomes, an autonomous AI-driven advertising solution using Lattice Brain architecture. CFO Larry Madden noted strengthening demand, ViantAI adoption, and sales pipeline momentum. Q2 guidance signals acceleration: revenue $98.5-101.5 million (11-15% sequential growth), Adjusted EBITDA $13-14 million. Balance sheet remains solid with $186 million in cash and no debt as of March 31, 2026.