Viant Technology Q4 revenue beats estimates

Viant Technology

11/03/2026 20:17

Overview

AI advertising platform's Q4 revenue rose 22% yr/yr, beating analyst expectations

Adjusted net income for Q4 beat analyst expectations

Outlook

Viant sees Q1 2026 revenue between $83 mln and $86 mln

Company expects Q1 2026 contribution ex-TAC of $49 mln to $51 mln

Viant expects to accelerate top-line growth in each quarter throughout 2026

Result Drivers

CTV ADVERTISER SPEND - Co said record CTV advertiser spend accounted for 46% of total ad spend in Q4

AI PRODUCT LAUNCH - Co said launch of Outcomes, its autonomous AI advertising solution, expanded its addressable market

Company press release: ID:nBw6Cv4Tba

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$110.12 mln
$103.24 mln (10 Analysts)
Q4 Adjusted Net Income
Beat
$18.99 mln
$2.66 mln (8 Analysts)
Q4 Operating Income
$12.69 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 11 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the software peer group is "buy"

Wall Street's median 12-month price target for Viant Technology Inc is $17.00, about 61.9% above its March 10 closing price of $10.50

The stock recently traded at 37 times the next 12-month earnings vs. a P/E of 38 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)