Viant Q3 2026 slides: CTV surge drives record revenue, margins

Viant Technology (DSP) reported Q3 2026 revenue of $110.4M, up 29% YoY, with adjusted EBITDA of $19.8M (29% margin). CTV demand drove growth, with CTV spend exceeding 50% of total advertiser spend. Shares rose 9.3% pre-market but fell 7.1% after-hours. Q4 guidance projects $132M revenue (20% YoY growth) and $31.5M adjusted EBITDA (39% margin).

Original reporting
Published Nov 10, 2026, 1:55 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 10, 2026, 2:09 AM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
AlphAI market briefEarnings
Primary signal
$DSP
Neutral
high confidence
Mentioned
$DSP
Relevance
7/10
AlphAI data visualization · based on investing.com
Decision brief

The 30-second read

$DSPNeutralMed
01

Why it matters

The earnings release provides fresh revenue, margin, and guidance data that can influence short‑term trading decisions.

02

Market read

Viant's earnings beat and guidance raise expectations for CTV ad spend, affecting the ad‑tech sector.

03

What to watch

Potential dilution from the $50 M stock repurchase increase and upcoming Waymark integration costs.

Relevance 7/10Novelty 8/10Timing: after‑hours today

Background

Viant Technology (NASDAQ:DSP) is a programmatic advertising platform with a focus on Connected TV.

Company-level read

Ticker impact

$DSPNeutralHigh confidence
Context

Viant Technology reported Q3 2026 earnings with record revenue and raised guidance, impacting its stock price.

Expected impact

likely pressure as the market prices in the after‑hours decline despite earnings beat

Evidence & confidence

Revenue and margin beat expectations, but the stock fell 7.1% in after‑hours trading, indicating mixed investor reaction.

Market effects

Strong CTV growth may boost other ad‑tech firms focused on connected TV.

US digital advertising sector sees positive momentum from Viant's results.

Limited to ad‑tech and CTV segments; no broad market impact.

Counterpoint

Despite earnings beat, the after‑hours sell suggests the rally was already priced in.

Key entities

  • Viant Technology

    Ad‑tech firm reporting Q3 2026 results.

  • Waymark

    Generative AI video platform acquired by Viant.

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