Viant Technology: Sell-Off Driven By Temporary Headwinds; Long-Term Thesis Remains Intact

Core Insights - Viant's shares have dropped over 30% since the release of Q2 results, indicating significant market reaction to the company's performance [1] - Growth expectations for Q3 have notably decelerated due to temporary headwinds, which poses a risk similar to that faced by larger competitor The Trade Desk [1] Company Performance - The decline in Viant's stock price reflects investor concerns regarding its growth trajectory following the Q2 results [1] - The company is experiencing challenges that have led to a reassessment of its growth potential for the upcoming quarter [1] Market Context - Viant's situation mirrors that of The Trade Desk, suggesting broader industry challenges that may affect similar companies [1]