Viant Technology (DSP) investor relations material

Deal rationale and strategic fit

• Acquisition enables unique activation of attention insights as a targetable and measurable signal in programmatic advertising, expanding proprietary intelligence capabilities.

• Integrates advanced attention measurement into an AI-powered programmatic platform, enhancing campaign planning and optimization.

• Positions the acquirer as the only independent platform measuring and valuing all linear TV and CTV ad inventory, including walled gardens.

• Provides advertisers with an unbiased, market-wide view of TV ad performance, overcoming self-attribution bias.

• Unifies identity, context, and verified attention in one independent platform, enabling more effective ad spend.

Financial terms and conditions

• Total consideration of $40 million, with $22.5 million in cash and $17.5 million in Class A common stock at a fixed price per share.

• Cash portion financed through cash-on-hand.

• Purchase price is subject to customary adjustments and hold-backs.

• TVision generated approximately $10 million in annual revenue for 2025 on a preliminary unaudited basis.

• Expected modest negative impact on consolidated adjusted EBITDA in 2026 due to integration investments.

Synergies and expected cost savings

• Revenue synergies expected from attracting incremental ad spend via exclusive attention-based solutions.

• Platform take-rate enhanced through new attention-based targeting and measurement offerings.

• Integration of TVision's attention identifiers into autonomous AI-powered products for performance advertisers.