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Date
May 11, 2026, at 5 p.m. ET
Call participants
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Chief Executive Officer — Tim Vanderhook
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Chief Operating Officer — Chris Vanderhook
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Chief Financial Officer — Lawrence Madden
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Takeaways
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Revenue — $88.5 million, up 25% year over year, surpassing guidance by 3%.
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Contribution ex-TAC — $50.3 million, representing 18% year-over-year growth and landing above the midpoint of guidance.
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Adjusted EBITDA — $9.8 million, up 81% from the prior year, exceeding the top end of guidance by 3%.
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Non-GAAP Net Income — $5.6 million, nearly doubling from $2.8 million, with basic earnings per Class A share growing 125% to $0.09.
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Operating Expenses (Non-GAAP) — $40.5 million, reflecting a 9% year over year and 2% sequential increase.
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Platform spend mix — CTV accounted for over 50%—an all-time high for a first quarter—and video, including CTV, made up over 65% of platform spend.
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Customer mix shift — Over 60% of total platform spend came from emerging digital channels (CTV, streaming audio, digital out-of-home), up from 54% for all of 2025.
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Major client wins — Molson Coors and WHOOP began deploying ad spend, with expectations for aggressive ramp through the year.
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Direct Access adoption — Over 50% of CTV ad spend was transacted through Direct Access, involving publishers such as Disney, Paramount, and Peacock.
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Viant proprietary data — IRIS ID penetration grew fivefold year over year, reaching nearly 50% of CTV bid requests and expected to soon exceed 75% with new integrations.
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Household ID utilization — Featured in 80% of all programmatic bid requests and 96% of CTV requests, with 95% of household addresses mapped to Viant's ID graph.
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TVision acquisition — Closed on May 1, providing proprietary audience attention data now integrated for prebid optimization in the DSP.
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Outcomes AI product — Launched in January, with early adoption among existing clients and performance budgets shifting to CTV from…