Viant grew revenue 19% to $344.2M, launched AI Decisioning suite, but customer satisfaction vague

Filed March 11, 2026 · Period ending December 31, 2025 · Compared to 10-K Mar 3, 2025 · ~1 min read

Key Changes

• high

  Revenue rose 19% to $344.2M in FY2025, net income nearly doubled to $24.1M, and adjusted EBITDA grew 29% to $57.4M. Growth decelerated from prior year's 30% revenue increase, partly due to 97% drop in political ad spending post-election cycle.

  MD&A: Financial Results verify on EDGAR →
• high

  Launched AI Decisioning and Outcomes products, completing the four-phase ViantAI suite that autonomously manages campaign planning, bidding, measurement, and optimization. Management frames this as foundational to long-term autonomous advertising vision.

  Business: ViantAI Product Suite verify on EDGAR →
• high

  Released $14M valuation allowance on deferred tax assets, recognizing $17.5M in deferred tax assets on balance sheet. Signals management confidence in sustained profitability to realize future tax benefits.

  Notes: Income Taxes verify on EDGAR →