Viant Technology Inc. - common stock (DSP)

Viant Technology (DSP) Q4 2025 Earnings Transcript

The digital advertising specialist is clearly gaining momentum in its business.

Viant (DSP) Q3 2025 earnings beat EPS estimates by 62% with strong profit growth, despite a slight revenue miss. The company also provided optimistic Q4 guidance.

In a significant move set to reshape the landscape of Connected TV (CTV) advertising, Viant Technology (NASDAQ: DSP) has announced a deepened strategic partnership with Tubi, the free ad-supported streaming service owned by Fox Corporation (NASDAQ: FOXA). Unveiled on October 2, 2025, this expanded collaboration focuses on advanced CTV ad

Analyst initiates Viant with a Buy rating, citing its innovative ad tech, Household ID graph, and potential upside amid improving macro trends.

Wall Street is betting there's a 30% chance Apple will get exemption from new tariffs. Needham published reactions on exposure to tariffs.

Needham analyzed impact of tariffs on software, healthcare, media, medtech, consumer, and bitcoin mining sectors. Apple's EPS may fall by 28%.