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Via Transportation, Inc. Class A (VIA)
NYSE:VIA
Earnings Data
Report Date
Nov 12, 2026Before Open (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
―Last Year’s EPS
-0.12Same Quarter Last Year
Strong Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveys a predominantly positive outlook: management reported robust top-line growth (30%+ YoY), record net new revenue and customer wins, materially improved adjusted EBITDA margins, high retention metrics (119% net revenue retention, 98% gross retention), strong U.S. momentum and an accelerated AI-driven product roadmap. The company provided credible guidance for continued revenue growth (~25% in 2026) and a clear path to positive adjusted EBITDA in Q4 2026. Key challenges remain—the company is not yet consistently profitable, cash flow is slightly negative, growth guidance implies modest deceleration, and international/regulatory hurdles (notably in Germany) and service-heavy contracts keep some margin pressure. Overall, the positives meaningfully outweigh the negatives given the scale of growth, margin progress, customer retention and strategic positioning around AI and AVs.Company Guidance
Strong Revenue Growth
Q4 platform revenue grew 30% year-over-year to $119.0M; 2025 platform revenue grew 31% year-over-year to $434M. Q4 marked the eighth consecutive quarter with >=30% YoY platform revenue growth.
Record Net New Platform Revenue & Customer Expansion
Q4 was the strongest quarter in company history for net new platform revenue. Total customers on platform reached 821 (23% YoY increase), including 94 customers added via the Downtowner acquisition; organic customer growth was 9% YoY.
Improving Profitability Metrics
Q4 adjusted EBITDA margin was negative 6%, the narrowest loss in company history (improved from negative 10% in Q4 2024). Full-year 2025 adjusted EBITDA improved by 8 percentage points to negative 8%.
High Retention and Low Churn
Net revenue retention for the past year was 119%; gross revenue retention reached a company record of 98% (best-ever, up from the prior record set in Q3 2025), demonstrating strong customer stickiness.
Recurring Revenue and Contract Visibility
97% of 2025 revenue was generated through recurring platform fees; contracts are typically multiyear (2-3 years), and management reports over 95% visibility into revenue for the next 12 months.
Product & AI Acceleration
In 2025 the product organization (400 engineers/product/data scientists) released >50 new products/features; pipeline grew >50% YoY. Company is embedding AI across planning and operations tools to automate workflows and generate prescriptive recommendations.
U.S. Market Strength & Flywheel Effects
U.S. platform revenue grew 39% YoY in Q4. The company highlighted 'flywheel' effects in 19 U.S. states (73% YoY growth in flywheel states) and noted improved sales efficiency (example: 1,800% increase in revenue per sales head in Ohio).
Downtowner Acquisition and Strategic M&A Positioning
Acquired Downtowner in Q4 (first post-IPO M&A), adding 94 customers and Destination Cities expertise/data; management expects targeted acquisitions to be an attractive capital allocation strategy amid market dislocation.
Guidance Showing Continued Growth and Path to Profitability
Q1 2026 revenue guidance of $123.3M–$123.8M (25.0%–25.5% YoY) and FY2026 revenue guidance of $542.9M–$545.1M (25.0%–25.5% YoY). FY2026 adjusted EBITDA margin guidance of negative 2.3% to negative 1.4% (vs negative 8% in 2025) and plan for first positive adjusted EBITDA quarter in Q4 2026.
Operational Efficiency in Spend
Sales & marketing declined to 13% of revenue (from 15% in Q4 2024); R&D spending as a percentage of revenue declined to 18% (from 21% in Q4 2024) while accelerating product output, benefitting from AI-enabled engineering efficiency.
VIA 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
VIA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 27, 2026 | $18.58 | $17.18 | -7.53% |
Nov 13, 2025 | $50.50 | $43.14 | -14.57% |
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 Via Transportation, Inc. Class A (VIA) report earnings?
Via Transportation, Inc. Class A (VIA) is schdueled to report earning on Nov 12, 2026, Before Open (Confirmed).
What is Via Transportation, Inc. Class A (VIA) earnings time?
Via Transportation, Inc. Class A (VIA) earnings time is at Nov 12, 2026, Before Open (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?
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What is VIA EPS forecast?
Currently, no data Available