Viant Technology stock drops 11% despite Q4 earnings beat

Published 03/03/2025, 22:24
Viant Technology stock drops 11% despite Q4 earnings beat

IRVINE, Calif. - Viant Technology Inc. (NASDAQ:DSP) reported fourth quarter earnings that beat analyst estimates, but its stock tumbled 11% in after-hours trading as investors appeared to focus on the company’s first quarter guidance.

The AI-powered programmatic advertising firm posted adjusted earnings per share of $0.15, surpassing the analyst consensus of $0.14. Revenue for the quarter came in at $90.05 million, significantly above the $52.38 million analysts expected and up 40% YoY.

"Viant delivered record fourth quarter and full year results, with revenue, contribution ex-TAC and adjusted EBITDA surpassing the high end of our guidance for the quarter," said Tim Vanderhook, Co-Founder and CEO of Viant.

Despite the strong Q4 performance, the company’s Q1 2025 revenue guidance of $65-68 million, while above the consensus of $63.09 million, may have disappointed some investors expecting more robust growth. This could explain the sharp stock decline following the earnings release.

Viant reported double-digit growth across all digital ad channels in Q4 2024, driven by its Household ID technology, Direct Access program, and ViantAI product suite. The company also highlighted a record quarter for total advertiser spend on its platform, with connected TV spend reaching an all-time high.

For the full year 2024, Viant’s revenue increased 30% to $289.24 million, while adjusted EBITDA grew 53% to $44.44 million.

Looking ahead, the company expects Q1 2025 contribution ex-TAC between $40.5 million and $42.5 million, with adjusted EBITDA ranging from $3.25 million to $4.25 million.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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