NASDAQ$DSP

Viant Technology Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Viant's second quarter results were marked by record advertiser spend on the platform and the launch of ViantAI.

Viant Technology reported a 15% increase in revenue year-over-year, driven by growth in CTV and streaming audio. The company launched ViantAI, integrating AI-enabled tools to enhance programmatic advertising. They also saw a 146% increase in net income.

  • Total advertiser spend on the platform reached a record high.
  • CTV spend grew more than 40% year-over-year.
  • Streaming Audio nearly doubled year-over-year, accounting for almost 10% of total advertiser spend on the platform.
  • Approximately $14 million of cash flow from operations was generated during the quarter.

Headline financials

Total Revenue

$65.9M

Previous: $57.2M+15.1%
EPS

$0.00

Previous: $0.06-100.0%
Adjusted EBITDA

$9.6M

Previous: $6.8M+41.2%
Contribution ex-TAC

$41.6M

Previous: $33.7M+23.3%
Adj. EBITDA as % of ex-TAC

23.0%

No prior period
Net income as % of gross profit

5.0%

No prior period
Capital Expenditures

-$1.48M

Previous: -$348K-326.4%
Free Cash Flow

-$1.43M

Previous: -$1.41M-1.3%
Net Income

$55K

Previous: -$1.06M+105.2%
Operating Income

-$771K

Previous: -$5.25M+85.3%
Gross Profit

$30.7M

Previous: $23.7M+29.7%
Cash & Equivalents

$210M

Previous: $204M+2.9%
Total Assets

$409M

Previous: $361M+13.0%
R&D Expense

$5.38M

No prior period
Stock-Based Comp

$5.54M

Previous: $8.53M-35.1%

Revenue & EPS history

Viant · Revenue · Quarterly

$65.9M

Q2 2024+15.1%vs Q2 2023
Beat estimate in 12 of 14 quarters(86%)
ActualEstimate

Revenue by segment

Viant · $13.2M total across 1 segment · Q2 2021

  • Connected TV
    $13.2M+105.3%

Forward guidance

For the third quarter 2024, the Company expects revenue in the range of $67.5 million to $70.5 million, Contribution ex-TAC in the range of $44.0 million to $46.0 million, Non-GAAP operating expenses in the range of $33.0 million to $34.0 million and Adjusted EBITDA in the range of $11.0 million to $12.0 million.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

-0.2%

Avg return

Earnings day

-1.5%

Avg return

5 days after

-0.3%

Avg return

30 days after

40%

10 / 25 earnings

Positive

+26.7%

Q2 2023

Best reaction

-28.5%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-12.4%-12.2%
Q4 2025+14.3%+6.0%-14.3%
Q3 2025+19.9%+18.4%+34.0%
Q1 2025-12.1%+0.1%-2.4%
Q4 2024-28.5%-25.7%-35.9%
Q3 2024+20.9%+19.0%+54.0%
Q2 2024-3.2%+4.5%+3.9%
Q1 2024-3.8%-0.6%+12.4%
Q4 2023+7.9%+11.8%+22.4%
Q3 2023+13.6%+4.0%+25.5%
Q2 2023+26.7%+29.2%+47.3%
Q1 2023+7.3%+8.7%+3.5%
Q4 2022+20.9%+13.0%+10.7%
Q3 2022-5.6%-11.8%-30.0%
Q2 2022-5.0%-5.7%-16.8%
Q1 2022-7.0%-8.7%+2.0%
Q4 2019-12.4%-18.0%-12.2%
Q4 2021-12.4%-18.0%-12.2%
Q3 2020-9.0%+2.5%-25.3%
Q3 2021-5.6%+1.2%-19.8%
Q2 2020-18.8%-19.5%-24.3%
Q2 2021-7.5%-14.4%-20.1%
Q1 2020+10.9%+1.8%+21.3%
Q1 2021+0.3%-8.3%+7.0%
Q4 2020-5.4%-14.0%-37.6%
Q3 2019

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