Viant Technology: A Decent Addition To A Concentrated Portfolio
Seeking Alpha rates Viant Technology a Buy, citing improving fundamentals and a favorable risk/reward profile despite an 80% share price decline since its IPO. Revenue grew at a 22% three-year CAGR, with CTV spend now exceeding half of advertiser spend and driving sequential margin improvements, supported by a strong cash position and investments in AI and CTV.
Why it matters — For DSP watchers, this highlights Viant's growing connected-TV revenue, improving margins, and solid balance sheet as drivers of its path toward long-term profitability despite still-thin margins.