Viant Technology (DSP) investor relations material

Competitive positioning and data differentiation

• Gaining share in programmatic advertising through exclusive data assets like the intelligence layer and identity graph, supported by acquisitions of IRIS.TV and TVision.

• Unique data enables advertisers to target audiences more effectively and avoid regulatory pitfalls, such as ensuring ads do not appear in inappropriate content.

• TVision provides granular attention metrics, measuring actual viewer engagement and optimizing ad creative based on eyes-on-screen data.

• The intelligence layer transforms the platform from a traditional DSP to an advertising intelligence company, offering a competitive advantage.

• IRIS.TV and TVision integrations create a sustainable data moat, with IRIS.TV expected to reach 70% market share among streaming TV apps.

Enterprise customer growth and sales pipeline

• Recent wins with large advertisers like Molson Coors and WHOOP have led to multi-year contracts, increasing revenue visibility.

• Enterprise customers typically ramp up spend over several years, with linear TV budgets shifting to streaming.

• The current sales pipeline is the largest in company history, driven by product differentiation and platform maturity.

• Annual RFP cycles with major advertisers are expected to provide tailwinds through 2027 and beyond.

Product innovation and AI-driven outcomes

• The Outcomes product, launched in January, automates campaign creation and optimization using AI, outperforming human traders by 65%.

• Outcomes already accounts for 5% of total spend within six months, with budgets shifting from search and social.

• Early adopters are scaling budgets as AI consistently beats acquisition cost goals, though upper budget limits are still being tested.

• The long-term goal is to capture performance budgets from millions of advertisers, similar to Meta's self-service model.