Viant launches AI Decisioning, acquires TVision; revenue up 25%, adj. EBITDA up 81%

Filed May 11, 2026 · Period ending March 31, 2026 · Compared to 10-Q May 6, 2025 · ~1 min read

Key Changes

• high

  Launched AI Decisioning product for real-time autonomous campaign optimization and introduced Outcomes performance solution, moving from roadmap to commercial availability alongside AI Measurement and Analysis.

  MD&A: Product Development verify on EDGAR →
• high

  Acquired TVision to add attention measurement as third proprietary data pillar; new risk factor discloses integration, data-accuracy, and potential IP litigation exposure in audience measurement space.

  MD&A: Strategy; Risk Factors verify on EDGAR →
• high

  Recorded $12.5M TRA liability after concluding deferred tax assets are now more-likely-than-not realizable, versus $0.3M recorded prior year; signals improved confidence in future profitability.

  MD&A: Tax Receivable Agreement verify on EDGAR →