Viant Technology, Inc. Class A (DSP)

Viant Technology's stock has experienced several notable events and trends in the past six months, underperforming the US Software industry and the US Market. In Q3 2025, Viant reported earnings per share (EPS) of $0.12, exceeding analysts' estimates, with quarterly revenue at $85.58 million. The company issued revenue guidance for Q4 2025 between $101.5 million and $104.5 million. Viant was named the Advertising Platform Partner for Molson Coors Beverage Company and acquired IRIS.TV, a content identification platform for CTV, to enhance targeting capabilities. Viant partnered with iHeartMedia to enhance addressable audio at scale, and Airtory joined the Viant Partner Ecosystem to enhance rich media display, social display, CTV advertising, and retail media. Viant launched "Outcomes," its first fully autonomous advertising product, powered by its new AI Lattice Brain. Viant maintained a trend of share repurchases, and there has been significant insider selling over the past three months.

Demand seasonality for Viant Technology's products and services shows that July to January are generally the best months for the company, aligning with typical advertising spending patterns.

Viant Technology, Inc. (DSP) is an advertising technology company operating a cloud-based demand-side platform (DSP) that enables marketers and advertising agencies to programmatically plan, buy, and measure digital advertising campaigns, with a core focus on Connected TV (CTV) and AI-powered programmatic advertising. ViantAI is an artificial intelligence product suite designed for autonomous advertising solutions, including AI planning, AI bidding, and AI Measurement and Analysis. Adelphic is an integrated platform that manages omnichannel campaigns and provides access to metrics across various channels such as CTV, mobile, desktop, audio, and digital out-of-home (DOOH). Household ID is a proprietary, privacy-friendly identifier that combines digital and personal identifiers into a normalized household profile, crucial for cookieless targeting and cross-channel measurement. IRIS_ID is a content identifier that allows partners to share video-level data to power planning, targeting, and measurement solutions in ad-supported streaming media. The Viant Data Platform offers the ability to integrate first-party data with data from top third-party data providers for key insights, reporting, and attribution opportunities. Direct Access is a supply path optimization program that creates a direct path to premium inventory. Viant provides advanced reporting and measurement, and offers a flexible customer engagement model.

Viant Technology Inc. is headquartered in Irvine, California, and sells its platform through a direct sales team focused on business development in various markets, serving purchasers of programmatic advertising inventory, as well as large, independent, and mid-market advertising agencies and marketers. The company's platform suggests a broad reach to serve its diverse client base.

Viant Technology has cultivated a positive brand reputation through its focus on innovation, AI-driven solutions, and commitment to privacy. Viant's vision is centered on building the future of fully autonomous advertising solutions, empowering advertisers with precision and efficiency. The company's ViantAI suite is a key differentiator, offering autonomous ad solutions and value-based pricing. Viant is recognized as a leader in CTV and AI-powered programmatic advertising. Viant earned Great Place To Work Certification™ for the fourth consecutive year, indicating a positive internal reputation. High-profile partnerships further enhance its reputation as a trusted platform in the advertising ecosystem.

Viant Technology Inc. has a concentrated ownership structure, with executives and directors holding a substantial portion of the company. Four Brothers 2 LLC, tied to the founders, controls a significant portion of the company, giving the Vanderhook family final say on most major corporate actions. Major institutional holders account for a portion of the ownership, including firms such as BlackRock, Inc. and Vanguard Group Inc. The remaining shares are available for trading by individual and other non-institutional investors.