Viant Technology (DSP) investor relations material

Key themes and industry context

• The summit highlighted an inflection point in open internet advertising, with new opportunities and challenges emerging for ecosystem players.

• Investor sentiment and industry trends are being tracked through a live poll across all sessions, providing collective insights on advertising technology.

• The conversation focused on AI, data, agentic AI, and growth drivers, with a particular emphasis on the impact of AI on costs and revenues.

Company positioning and product evolution

• The business has evolved from a DSP to an advertising intelligence company, integrating proprietary data, independent measurement, and media execution on a single platform.

• Key acquisitions include IRIS.TV for content identification and TVision for advanced TV panel measurement, enhancing targeting and attribution capabilities.

• Household ID, IRIS_ID, and TVision are integrated to provide addressable, content-aware, and attention-based advertising.

AI adoption and impact

• ViantAI, launched two years ago, includes AI Bidding, AI Planning, Measurement Analysis, and a fully autonomous Outcomes product.

• AI Bidding has 90% customer adoption, delivering over 35% cost savings and boosting return on ad spend.

• The Outcomes product reduces customer acquisition costs by 65% compared to human-managed campaigns and is gaining traction among mid-size marketers.

• AI-driven solutions are expected to drive significant revenue growth, especially among SMBs, with enterprise adoption lagging due to governance concerns.