UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40015 | --- | --- | --- | |-----------------------------------------------------------|---------------------------------------------------- ...

Viant Technology Inc. (NASDAQ:DSP) Q1 2022 Earnings Conference Call May 3, 2022 5:00 PM ET Corporate Participants Nicole Borsje - Managing Director, The Blueshirt Group Tim Vanderhook - Co-Founder & Chief Executive Officer Chris Vanderhook - Co-Founder, Chief Operating Officer Larry Madden - Chief Financial Officer Conference Call Participants Maria Ripps - Canaccord Laura Martin - Needham Andrew Boone - JMP Andrew Marok - Raymond James Operator Okay, hello, everyone. And welcome to Viant's First Quarter 20 ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40015 Viant Technology Inc. (Exact name of registrant as specified in its charter) Delaware 85-3447553 (State or other jurisdic ...

Financial Data and Key Metrics Changes - In Q4 2021, total advertiser spend across the platform increased by 26% year-over-year, with revenue reaching $82.7 million, a 46% increase compared to the prior year [45] - For the full year 2021, total advertiser spend increased by 29%, with revenue of $224.1 million, marking a 36% year-over-year growth [46] - Adjusted EBITDA for Q4 was $17.4 million, with an adjusted EBITDA margin of 36%, while for the full year, adjusted EBITDA was $37.1 million, resulting in a 26% margin [59] Business Line Data and Key Metrics Changes - Contribution ex TAC from Connected TV (CTV) grew 66% in Q4 and represented 45% of total contribution ex TAC during the quarter, with a full-year growth of 68% [49] - The number of active customers increased to 309, up 17% year-over-year, with average contribution ex TAC per active customer rising to $458,000, a 9% increase [51][53] Market Data and Key Metrics Changes - CTV has become the largest channel for the company, contributing 68% of revenue in 2021 [15] - The company noted strong growth in new advertiser verticals such as legalized gambling, direct-to-consumer companies, and cryptocurrencies, which are driving demand for customer acquisition [16] Company Strategy and Development Direction - The company plans to invest in five key pillars: developing best-in-class technology, deploying a customer success model, designing scalable infrastructure, elevating brand presence, and expanding strategic partnerships [21][39] - The focus is on autonomous advertising through investments in AI, machine learning, and blockchain technologies to enhance digital advertising efficiency [20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's growth trajectory, citing a strong market position and the ability to capitalize on the growing programmatic advertising market [23][83] - The company anticipates continued acceleration in advertiser spend, projecting a growth of at least 35% in Q1 2022 compared to the same period in 2021 [66] Other Important Information - The company ended 2021 with $238 million in cash and a modest debt of $17.5 million, positioning it well for future growth opportunities [60][62] - The company plans to simplify its guidance metrics, focusing on revenue and adjusted EBITDA moving forward [64] Q&A Session Summary Question: Can you discuss the disparity between revenue growth and client spend on the platform? - Management noted explosive growth in the percentage spend pricing option, which is causing short-term revenue growth pain but is expected to normalize throughout the year [87][88] Question: How will new privacy restrictions on Android affect the platform? - Management views the potential deprecation of the Android ID as an opportunity for increased market share as mobile app marketers seek cost-effective advertising solutions [90][91] Question: What is the outlook for political and auto advertising revenue? - Political advertising is expected to contribute less than 5% of revenue in Q1 2022, while auto advertising is projected to be around 2% due to ongoing supply chain issues [100][101] Question: Can you explain the lower EBITDA guidance for 2022 despite strong revenue growth? - Management indicated that increased investments in personnel and strategic initiatives are contributing to the lower EBITDA guidance, which is a short-term impact for long-term growth [96][97] Question: How does supply path optimization affect the DSP? - Management highlighted that supply path optimization is crucial for ensuring that advertising dollars reach content owners directly, which is a focus for the company [106][107]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-40015 | --- | --- | --- | |-----------------------------------------------------------------------------|-----------|---------------- ...

Viant Technology Inc. (NASDAQ:DSP) Q3 2021 Earnings Conference Call November 9, 2021 4:30 PM ET Company Participants Chris Vanderhook - Co-Founder, COO & Director Nicole Borsje - The Blueshirt Group IR Tim Vanderhook - Co-Founder, Chairman & CEO Larry Madden - CFO Conference Call Participants Maria Ripps - Canaccord Genuity Laura Martin - Needham Alex Ross - Berenberg Chris Vanderhook Good afternoon, everyone. My name is Chris Vanderhook, Co-Founder and Chief Operating Officer of Viant. Prior to starting ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number: 001-40015 Viant Technology Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 85-3447553 (State or other jurisd ...

Financial Data and Key Metrics Changes - In Q2 2021, GAAP revenue was $50.4 million, a 66% increase compared to Q2 2020 [16] - Contribution ex-TAC was $32.2 million, representing a 61% year-over-year increase [16] - Adjusted EBITDA for the quarter was $8.3 million, up 203% from $2.8 million in Q2 2020, with an adjusted EBITDA margin of 26% [25][26] - Total platform spend increased by 58% year-over-year [16] Business Line Data and Key Metrics Changes - Connected TV (CTV) grew 105% in Q2, accounting for 41% of Contribution ex-TAC [16][18] - Contribution ex-TAC from channels other than CTV grew 40% during the quarter [17] - Video ad format grew 67%, representing 69% of total Contribution ex-TAC [18] Market Data and Key Metrics Changes - Contribution ex-TAC across retail, travel, and automotive verticals grew 48% in Q2 [18] - Non-COVID impacted verticals saw a 66% increase in Contribution ex-TAC, representing 73% of total Contribution ex-TAC [19] Company Strategy and Development Direction - The company is focused on revenue growth and continues to invest in technology and go-to-market strategies [33] - The launch of the "World Without Cookies" (WWC) software aims to enhance customer experience in cookieless environments [34][41] - The company plans to hold a customer event in September to provide more details on the WWC software release [42] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the strong positioning in the market despite uncertainties related to COVID-19 [29] - The company raised its full-year guidance for 2021, expecting GAAP revenue between $205 million and $210 million, representing a year-over-year growth of approximately 24% to 27% [31] Other Important Information - The company ended Q2 with $252.3 million in cash, positioning it well for future growth opportunities [27] - Total operating expenses excluding stock-based compensation were $44.7 million, an increase of 48% year-over-year [23] Q&A Session Summary Question: Customer additions this quarter - The majority of new customers were agencies, with some direct clients, and most were net new customers [45] Question: Specific verticals for new customers - Management expects new customers to trend similarly in Contribution ex-TAC as previous cohorts [46] Question: CTV growth and customer attraction - Customers are attracted to the platform for cookieless environments, with CTV being a significant draw [52] Question: Guidance for next quarter - Guidance reflects a conservative view due to rising COVID cases, despite strong Q2 performance [54] Question: Moving customers to other ad formats - The strategy involves increasing client investment by diversifying into multiple channels, with CTV as a starting point [59]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO | --- | --- | |-----------------------------------------------------------------------------------------------------------------------|----------------------- ...

Viant Technology Inc. (NASDAQ:DSP) Q1 2021 Earnings Conference Call May 13, 2021 5:00 PM ET Company Participants Nicole Borsje - Investor Relations Tim Vanderhook - Co-Founder & Chief Executive Officer Chris Vanderhook - Co-Founder & Chief Operating Officer Larry Madden - Chief Financial Officer Conference Call Participants Laura Martin - Needham & Company Maria Ripps - Canaccord Genuity Aaron Kessler - Raymond James Rocco Strauss - Arete Research Andrew Boone - JMP Securities Operator Hello, everyone and w ...