earnings
confidence high
sentiment positive
materiality 0.75
Viant posts record Q4 revenue $110.1M (+22% YoY); adj. EBITDA $24.7M (+45%)
Viant Technology Inc.
- Q4 GAAP revenue $110.1M, up 22% YoY; gross profit $51.3M, up 21%.
- Q4 contribution ex-TAC $64.6M (+19%); adjusted EBITDA $24.7M (+45%); margin 38%.
- GAAP net income $20.5M (diluted EPS $0.31); Non-GAAP net income $19.0M (diluted EPS $0.22).
- Signed multi-year partnership with WHOOP as advertising platform; CTV spend hit 46% of total ad spend.
- Q1 2026 guidance: revenue $83-86M, contribution ex-TAC $49-51M, adjusted EBITDA $8.5-9.5M.