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Earnings Data
Report Date
Aug 12, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.03Last Year’s EPS
0.02Same Quarter Last Year
Strong Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a strongly positive operational and financial narrative: robust revenue (+25% YoY), outsized adjusted EBITDA growth (+81% YoY), expanding margins, record CTV mix and adoption, strategic acquisitions (TVision) and differentiated proprietary data (IRIS ID, Household ID) coupled with a large RFP pipeline and new flagship clients. Near-term headwinds include planned operating expense increases, early-stage commercialization of Outcomes, delayed conversion timing for many RFPs (largely 2027), and competitive pressure from large walled gardens. On balance, the positive growth, cash generation and unique product/data differentiation outweigh the stated risks.Company Guidance
Strong Top-Line Growth
Revenue of $88.5M in Q1 2026, up 25% year-over-year and 3% above the high end of quarterly guidance.
Improved Profitability and Margin Expansion
Adjusted EBITDA of $9.8M, up 81% year-over-year and 3% above the high end of guidance; Adjusted EBITDA as a percent of contribution ex-TAC expanded to 19%, up ~700 basis points year-over-year.
Healthy Contribution ex-TAC Growth
Contribution ex-TAC totaled $50.3M, up 18% year-over-year and above the midpoint of guidance; company expects contribution ex-TAC growth to outpace the broader programmatic market (~13% projected).
Robust Cash Generation and Capital Returns
Trailing 12-month cash flow from operations of $60M (+38% YoY) and free cash flow of $41.5M (+59% YoY); Q1 cash flows from operations rose 166% YoY and free cash flow rose 88% YoY. Cash & equivalents $185.7M, no debt, $220.1M positive working capital; returned $60.6M to shareholders since May 2024.
CTV Leadership and Adoption
CTV accounted for over 50% of total platform spend in Q1 (highest on record); CTV contribution ex-TAC increased well over 40% YoY, marking the third consecutive year of >40% YoY CTV contribution growth and described as ~3x industry growth.
Growing Proprietary Data Footprint
IRIS ID penetration reached nearly 50% of biddable CTV inventory (expected >75% later this year); Household ID embedded in ~80% of programmatic bid requests and 96% of CTV requests, with 95% of household addresses mapped and >4x coverage vs competitors.
Strategic Acquisition: TVision Closed
Acquisition of TVision closed May 1, 2026, adding attention-based measurement (in-room presence, co-viewership, demographics, eyes-on-screen) to be activated as a real-time prebid signal to improve bidding and attention-adjusted CPMs.
Product Innovation and Outcomes Launch
Launched Outcomes (fully autonomous AI product) in January; early adoption reported with evidence of redirecting performance budgets from search and social to CTV and potential to address a large market (management cited up to ~10M advertisers as addressable).
Large Pipeline and New Flagship Clients
Management reports the largest RFP pipeline in company history; new flagship customers Molson Coors and WHOOP went live in Q1 and are scaling spend; Q2 guidance midpoint implies record Q2 across revenue, contribution ex-TAC and adjusted EBITDA.
DSP Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DSP Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 11, 2026 | $10.59 | $10.80 | +1.98% |
Mar 11, 2026 | $11.09 | $12.60 | +13.62% |
Nov 10, 2025 | $8.74 | $10.48 | +19.91% |
Aug 11, 2025 | $12.00 | $9.74 | -18.83% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Viant Technology, Inc. (DSP) report earnings?
Viant Technology, Inc. (DSP) is schdueled to report earning on Aug 12, 2026, After Close (Confirmed).
What is Viant Technology, Inc. (DSP) earnings time?
Viant Technology, Inc. (DSP) earnings time is at Aug 12, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is DSP EPS forecast?
DSP EPS forecast for the fiscal quarter 2026 (Q2) is 0.03.