Viant's Hidden Leverage: Why This Small-Cap Could Scale Fast

Core Insights - Viant Technology Inc. has a scalable, fixed-cost-heavy structure that allows it to convert modest revenue growth into significant profitability [1] - The company returned to profitability in 2024, indicating a positive turnaround in its financial performance [1] - Viant's strong balance sheet enhances its financial flexibility, positioning it well for future growth [1] Financial Performance - Viant's return to profitability in 2024 marks a significant milestone for the company [1] - The company's financial structure is designed to leverage revenue growth effectively, leading to outsized profitability [1] Competitive Position - Comparisons with peers suggest that Viant's operational model may provide a competitive advantage in terms of profitability [1]