Viant (DSP): Sell-Off Driven By Temporary Headwinds; Long-Term Thesis Remains Intact

Core Insights - Shares of Viant (NASDAQ: DSP) have dropped over 30% since the release of Q2 results, indicating significant market reaction to the company's performance [1] - Temporary headwinds have led to a notable deceleration in growth expectations for Q3, raising concerns similar to those faced by larger competitor The Trade Desk [1] Company Performance - The decline in Viant's stock price reflects investor sentiment and market conditions following the Q2 results [1] - The company is experiencing challenges that are impacting its growth trajectory, which may affect future performance [1] Market Context - Viant's situation mirrors that of its larger competitor, The Trade Desk, suggesting broader industry challenges that could affect multiple players in the digital advertising space [1]