AI Earnings Predictions for Viant Technology Inc. (DSP)

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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