Via Transportation, Inc. Class A (VIA)
NYSE:VIA
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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 conveyed strong growth momentum, operational progress and a solid balance sheet: revenue rose 29% YoY, customers and pipeline hit record levels, gross R&D and S&M leverage improved via AI, and adjusted EBITDA moved meaningfully toward breakeven. Key execution risks are localized (notably Germany), FX and fuel cost pressures, and the company remains unprofitable on an adjusted basis for now. Management raised revenue guidance and reiterated a path to positive adjusted EBITDA in Q4 2026, reflecting confidence in the business trajectory despite near-term headwinds.Company Guidance
Strong Top-Line Growth and Run Rate Milestone
Q1 revenue grew 29% year-over-year to $127 million; annual run rate exceeded $0.5 billion for the first time at $510 million.
Customer Growth and Pipeline Expansion
Customer count rose to 838, up 23% year-over-year. Pipeline reached a record $650 million, continuing >50% year-over-year expansion reported previously.
Geographic Strength and Notable Market Wins
U.S. revenue comprised 74% of sales and grew 36% year-over-year; U.K. revenue up 68% year-over-year. California revenue increased ~85% year-over-year and management is pursuing about $100 million of active pipeline in the state.
Network Contracts and Operational Proof Points
Awarded 4 network deals in 2026 so far representing >$40 million in annual contract value; prior full-network deployments (e.g., Sioux Falls) drove ridership growth near 40% and established credentials for larger system-wide opportunities.
Progress Toward Profitability and Margin Improvement
Adjusted EBITDA margin improved to negative 4.6% in Q1 from negative 8.4% in Q1 2025 (3.8 percentage-point improvement); company reiterated full-year adjusted EBITDA guidance of negative $12.5M to negative $7.5M and aims for positive adjusted EBITDA in Q4 2026.
Operational Leverage and Efficiency via AI
R&D spend declined to 16% of revenue from 20% a year ago, attributed to AI-assisted engineering (over 75% of code now written by/with AI) and scalable product infrastructure; sales & marketing was 13% of revenue versus 14% last year.
Strong Balance Sheet
Ending cash of $348 million and no outstanding debt as of March 31, 2026.
Product and Strategic Expansion
Expanded focus beyond microtransit to full transit network orchestration, Via AI Labs launched to explore civic use cases, and partnerships with AV developers (Waymo, Beep) to integrate autonomous shuttle solutions into municipal services.
Raised Full-Year Revenue Guidance
Full-year 2026 revenue guidance raised to $547 million–$550 million, implying 26.0%–26.6% year-over-year growth; Q2 revenue guide of $132.5M–$134M (22.7%–25.1% YoY).
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 |
|---|---|---|---|
May 12, 2026 | $16.93 | $14.12 | -16.60% |
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?
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What companies are reporting earnings today?
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What is VIA EPS forecast?
Currently, no data Available