"customer-directed video spend, inclusive of CTV, reached a record high and represented 63% of total spend in the quarter."
"Chris Vanderhook characterized the new Outcomes AI as enabling clients to allocate spend across the right channels, publishers, audiences, and content, and does so at the right price to yield the most optimal outcome."
"the LLM is the commodity. It is the proprietary data on top of that LLM which is unique, in reference to interface and technology platform competition."
"Management described IRIS ID's implementation rate as targeted to reach 70% penetration in 2026, citing current network effects and protocol limitations as competitive barriers."
Viant Technology reported record quarterly results driven by broad-based growth across financial services, public services, and CPG verticals. Customer-directed video spend, including connected TV, reached 63% of total spending. The company launched Outcomes AI, enabling clients to optimize channel, publisher, audience, and content allocation at optimal pricing. Management highlighted strong pipeline growth and enterprise sales expansion with experienced leaders from competitors. IRIS ID implementation is targeted for 70% penetration in 2026, supported by network effects and protocol barriers. Leadership emphasized proprietary data layered on LLM technology as competitive differentiation. Major new accounts including Molson Coors and WHOOP are expected to ramp significantly in coming quarters.
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