Viant Q2 Revenue Jumps 34% to $104M, Guides Q3 to $107.5–$110M

summarizeSummary

Viant Technology reported Q2 2026 revenue of $104.3 million, up 34% year-over-year, and guided Q3 revenue to $107.5–$110 million. Adjusted EBITDA rose 26% to $14.2 million, though GAAP net income swung to a loss. The quarter included the TVision acquisition and a favorable patent verdict.

check_boxKey Events · Earnings and Guidance · DSP

• Q2 Revenue Surges 34%

  Revenue reached $104.3 million, driven by a 67% increase in healthcare, public services, and travel verticals, while other verticals grew 19%.

• Q3 Guidance Raised

  Management guided Q3 2026 revenue to $107.5–$110 million, signaling continued strong demand.

• Adjusted EBITDA Up 26%

  Adjusted EBITDA rose to $14.2 million, though GAAP net income swung to a $1.8 million loss due to higher operating expenses and acquisition costs.

• TVision Acquisition Closed

  The $37.5 million acquisition of TVision Insights closed on May 1, adding attention measurement and data capabilities to the platform.

auto_awesomeAnalysis · DSP · Technology

Broad-based advertiser demand powered a standout second quarter for Viant, with revenue climbing 34% year-over-year to $104.3 million. Healthcare, public services, and travel verticals surged 67%, underscoring the breadth of the recovery. The company guided third-quarter revenue to $107.5–$110 million, implying momentum is carrying forward. Adjusted EBITDA rose 26% to $14.2 million, though GAAP net income swung to a $1.8 million loss, pressured by higher operating expenses and acquisition-related costs. The quarter also saw the closing of the TVision acquisition, which adds attention measurement capabilities, and a favorable jury verdict in a patent infringement case brought by Nielsen. Against a backdrop of recent insider selling, CFO Larry Madden adopted a 10b5-1 plan to sell up to 144,978 shares, which may temper enthusiasm around the strong top-line growth.