DSP

EX-99.1

2 dsp-20261109xexx991.htm

EX-99.1

Document

Exhibit 99.1

Viant Technology Announces Third

Quarter 2026 Financial Results

Revenue increased 29% year-over-year

Gross profit increased 30% year-over-year

Contribution ex-TAC increased 27% year-over-year

Adjusted EBITDA increased 24% year-over-year

Increased share repurchase authorization by $50 million to $150 million

IRVINE, Calif., November 9, 2026 – Viant Technology Inc. (Nasdaq: DSP), a leader in AI-powered programmatic advertising, today reported financial results for its third quarter ended September 30, 2026.

"Viant delivered record third quarter results, exceeding the high-end of our guidance range for contribution ex-TAC and adjusted EBITDA," said Tim Vanderhook, Co-Founder and CEO of Viant. "Our ongoing momentum can be directly attributed to our recent evolution into a comprehensive advertising intelligence company. Viant is more differentiated than ever before, equipped to empower advertisers of all sizes through proprietary data, independent measurement, efficient supply paths, and advanced AI solutions that work in concert to optimize campaign execution. Building upon this leadership position, we are expanding our suite of services with the acquisition of Waymark, a leading generative AI video creative production technology platform, built to power CTV advertisers. Together, we believe Viant and Waymark will usher in the era of generative ad creative optimization for CTV. By combining Waymark's generative AI with our audience, content, and attention intelligence, we can empower advertisers of all sizes to produce audience tailored, contextually relevant, and attention-optimized creatives in minutes and at a fraction of traditional costs."

Third Quarter 2026 Financial Highlights, year-over-year (in thousands, except percentages and per share data):

20262025Change (%)

(NM = Not Meaningful)

GAAP

Revenue $110,428 $85,582 29 %

Gross profit $51,608 $39,839 30 %

Net income$2,618 $5,153 (49)%

Net income as a percentage of gross profit5 %13 %NM

Net income attributable to Viant Technology Inc.$67 $996 (93)%

Earnings per share of Class A common stock—basic$0.00 $0.06 (100)%

Earnings per share of Class A common stock—diluted$0.00 $0.06 (100)%

Class A and Class B common shares outstanding (as of September 30) 66,499

Cash and cash equivalents (as of September 30) $183,209

Non-GAAP(2)

Contribution ex-TAC

$67,234 $52,990 27 %

Adjusted EBITDA $19,830 $16,029 24 %

Adjusted EBITDA as a percentage of contribution ex-TAC

29 %30 %NM

Non-GAAP net income

$13,431 $11,205 20 %

Non-GAAP earnings per share of Class A common stock—basic

$0.14 $0.12 17 %

Non-GAAP earnings per share of Class A common stock—diluted

$0.13 $0.12 8 %

Recent Business Highlights:

•Connected TV ("CTV") advertiser spend increased nearly 40% representing over 50% of total advertiser spend on the platform and reached a record high in the third quarter.

•For the second consecutive quarter, over 80% of CTV spend was transacted through Direct Access, a steep increase from over 50% in Q1 2026.

•Established direct integrations with leading AI frontier models, including Claude, ChatGPT, and Cursor, allowing advertisers to manage Viant-powered advertising campaigns through natural language prompts, outside of Viant's user interface, positioning Viant as a ubiquitous, AI enabled partner capable of meeting advertisers wherever they prefer to work.

•Launched the TVision mobile meter, extending attention analytics beyond the TV screen by connecting linear TV and CTV viewership with real-world consumer actions on mobile devices. This innovation bridges ad exposure to digital journeys and purchases, providing advertisers with a unified view of the complete consumer path to conversion.

•Acquired Waymark, a generative AI video creative production technology platform built specifically for Connected TV. Waymark’s generative AI effortlessly converts brand inputs into complete video ads featuring custom scripts, visuals, and voiceovers, enabling Viant to deliver generative ad creative optimization where endless creative variations are generated to meet any target audience.

•Beginning in Q3 and through November 6, 2026, Viant repurchased 1.4 million shares for $18.6 million under its share repurchase program and net settled 0.4 million shares related to vested equity awards for $4.6 million, representing a combined total of 1.8 million shares for $23.2 million, at an average price of $12.82 during the period. Execution against our share repurchase program demonstrates our disciplined approach to capital allocation and strong conviction in the underlying value of our business.

•Our board of directors authorized a $50 million increase to the stock repurchase program, effective November 9, 2026, raising the total share repurchase authorization to $150 million since inception and $70.8 million remaining to be deployed opportunistically.

•Viant was recognized as the winner of the "Be

EX-99.1

2 dsp-20260810xexx991.htm

EX-99.1

Document

Exhibit 99.1

Viant Technology Announces Second

Quarter 2026 Financial Results

Achieved record second quarter results across all key metrics

Revenue increased 34% year-over-year

Contribution ex-TAC increased 24% year-over-year

Adjusted EBITDA increased 26% year-over-year

CTV advertiser spend(1) increased nearly 50% year-over-year

IRVINE, Calif., August 10, 2026 – Viant Technology Inc. (Nasdaq: DSP), a leader in AI-powered programmatic advertising, today reported financial results for its second quarter ended June 30, 2026.

"Viant delivered record second-quarter results, exceeding the high end of our guidance range across both top and bottom lines," said Tim Vanderhook, Co-Founder and CEO of Viant. "As indicated by our strong financial performance, we believe Viant is entering into a new phase of accelerated growth, propelled by the continued adoption of our platform by major U.S. advertisers. Viant has successfully evolved into an advertising intelligence company, and our differentiated value proposition is resonating with advertisers and agencies more effectively than ever before. Leveraging Lattice Brain, our AI-powered decisioning architecture, Viant is built to partner with advertisers and empower clients with proprietary intelligence spanning identity, content, and viewer attention, each of which provides actionable insights that inform purchasing decisions and support optimal campaign outcomes."

Second Quarter 2026 Financial Highlights, year-over-year (in thousands, except percentages and per share data):

20262025Change (%)

(NM = Not Meaningful)

GAAP

Revenue $104,254 $77,853 34 %

Gross profit $45,544 $35,883 27 %

Net income (loss)$(1,836)$1,787 (203)%

Net income (loss) as a percentage of gross profit(4)%5 %NM

Net income (loss) attributable to Viant Technology Inc.$(111)$290 (138)%

Earnings (loss) per share of Class A common stock—basic $(0.01)$0.02 (150)%

Earnings (loss) per share of Class A common stock—diluted $(0.03)$0.02 (250)%

Class A and Class B common shares outstanding (as of June 30) 66,455

Cash and cash equivalents (as of June 30) $193,053

Non-GAAP(2)

Contribution ex-TAC

$60,204 $48,372 24 %

Adjusted EBITDA $14,208 $11,283 26 %

Adjusted EBITDA as a percentage of contribution ex-TAC

24 %23 %NM

Non-GAAP net income

$9,869 $8,012 23 %

Non-GAAP earnings per share of Class A common stock—basic

$0.15 $0.10 50 %

Non-GAAP earnings per share of Class A common stock—diluted

$0.12 $0.09 33 %

Recent Business Highlights:

•Began testing TVision's pre-bid attention intelligence in Viant’s technology stack in an effort to provide advertisers with a first-of-its-kind solution, capable of targeting, valuing and measuring CTV ad inventory based on verified attention metrics.

•CTV spend increased nearly 50% representing over 50% of total advertiser spend on the platform and reached a record high in the second quarter.

•Over 80% of CTV spend was transacted through Direct Access, a steep increase from over 50% in Q1 2026.

•Appointed Craig Abrahams, former President and CFO of Playtika, to Viant's Board as an independent director, adding more than 25 years of technology, digital media and strategic M&A experience.

•Viant was recognized for its advances in CTV and AI with the 2026 "CTV Innovation Award," marking Viant's third consecutive MarTech Breakthrough Award.

"We are seeing strong momentum across our business, as evidenced by the meaningful acceleration in revenue and contribution ex-TAC exhibited in the second quarter. Revenue increased 34%, exceeding the high-point of our guidance, while Contribution ex-TAC increased 24%, near the high-end of our guidance. We increased adjusted EBITDA by 26%, exceeding the high-point of our guidance," stated Larry Madden, CFO of Viant. "Integration of TVision's eyes-on-screen attention intelligence across Viant's broader technology stack is pacing well ahead of initial expectations and we are encouraged by growing advertiser enthusiasm to deploy our exclusive, first-of-its kind attention targeting solution on a pre-bid basis."

For the third quarter 2026, the Company expects:

•Revenue in the range of $107.5 million to $110.5 million

•Contribution ex-TAC in the range of $65.0 million to $67.0 million

•Non-GAAP operating expenses in the range of $46.5 million to $47.5 million

•Adjusted EBITDA in the range of $18.5 million to $19.5 million

Contribution ex-TAC, non-GAAP operating expenses, adjusted EBITDA, adjusted EBITDA as a percentage of contribution ex-TAC, non-GAAP net income, and non-GAAP earnings (loss) per share of Class A common stock—basic and diluted are non-GAAP financial measures. These non-GAAP financial measures should be considered in addition to, but not as a substitute for, the information provided in accordance with U.S. generally accepted accounting principles ("GAAP"). Reconciliations of these non-GAAP financial measures to Viant’s financial results as determined in

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