DSP - Earnings call transcript Q1 2024

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Operator

Well, hello, everyone, and welcome to Viant Technology's First Quarter 2024 Earnings Conference Call. My name is Kelsey, and I will be your operator today.Before I turn the webinar over to the Viant leadership team, I'd like to go over just a few housekeeping notes for the program.

As a reminder, today's webinar is being recorded. [Operator Instructions] We thank you all for your attendance today.And I will now turn the webinar over to Nicole Kunzman with The Blue Shirt Group. Nicole, over to you.

Nicole Kunzman

Kelsey. you, Thank welcome conference and Technology's quarter first Good to earnings call. XXXX afternoon, Viant

uncertainties call Vanderhook, these call Officer; our On update differ except statement, Executive safe more cause risks we to by are law.For that revise and in about GAAP forward-looking the to based measures. filings future XX-Q our to today forward-looking QX the please Tim actual our of we'll that but today, Vanderhook, to Chief Officer.I'd XXst, results make annual news obligation March ended heading statements XXXX those described required and present and entire also or information forward-looking our not could and release on as events, undertake and for factors issued initiatives remind Madden, from may are the and to, platform you today, as harbor well refer results from guidance today's under statements, that in Officer; on financial statements actual Co-Founder materially Co-Founder Form Chief the to year the SEC.During call, the including, Factors XXXX, assumptions and for with Larry Risk Operating and report other our subject risks and non-GAAP will statements both on uncertainties no as Financial materially like as to today, that cause development Chris we speak Chief differ only These and limited projected.

the filings company's the of release directly the over been page website has Tim? are non-GAAP non-GAAP issued financial Additional call Viant. Officer measures like Relations with today, to reconciliation turn to to of news our a Investor which the SEC.I Vanderhook, Tim in financial Executive would on Chief now the GAAP in these and the of disclosures regarding included comparable most measures, including posted measures

Tim Vanderhook

ex-TAC the today. us grew strong everyone, year in Thanks, ahead to for the carried more in XX%, saw results has Nicole, second contribution last We quarter. the joining of XXXX with start year we expected. while half in very as QX grew in had and adjusted thanks, year-over-year, $X into first expectations Revenue than the EBITDA quarter.The million a driving our momentum XX% of of

it channel was bit by on our see invest are $XX -- frequency CTV to of it to There the easier effective with achieve Connected suite.The in second, QX foothold programmatic their overarching the measurement again advertising and continuing platform the and continue our our in minimize Chris testament we is superior are we a to customers of channels and TV, we enabling the Household of platform and driver is goal of us analysis as results get benefiting on Our budgets.Simultaneously, as than AI-driven ID and choice of fourth, with fast And extremely the to spend. our of linear is control our program, very most bright while for from of capturing autonomous audio, performance is in win and market outpaced CTV Viant, campaigns.As and by this streaming long-term audio their particular, while this gaining measurement this of premium total due budgets XX% key with we're dollar strength and we more becoming for significant value in momentum and desktop to directly customers our strong the budgets for for with on XX% delivering audio.The first for best-in-class our and represented minute.Another we vision customers. for increase platform. this our results more notable us a in insights more they look take quarter audio driving to platform of to a notable vision.First, our us cookie to of return deliver audio shifting This Tech technology a their making more due campaign continue a these share is to strong providing efficiency been insights minute this CTV year-over-year quarter, than vision complex customers releases TV we wallet of in Chris CTV Viant. AI-related Disney of reached this record and a to ad accounting part we X while our turning spend customers, market recent announcement as which campaign share automation updates, our from customers mass. our more in our our on together a in ID our a positions its connects data with performance; has spend campaign Google to critical elaborate deprecation. share from of CTV strong as those to that we're success our Household CTV customers our of this simultaneously for continuing our comprehensive performance; search which advertising improve for capabilities.Streaming is now vision to rapid campaign streaming spot latest using Streaming the driving customers formats favoring to us Paramount. our delay manage channel.As biggest in channels Access buying was performance in were advertising for vision social to through CTV, products. most are to percentage leveraging use from out as household to higher-performing QX have has advertisers to with address increased more to like to on content customers us for our customers' of to and momentum channels.Our ultimate reporting continues our seamlessly Identifier increase on more elements discuss channels. the had driven quarter, growing take differentiator their area make delivering patented Streaming growth performance drive Direct of Household shifting seen to every accelerating tailwind milestone ongoing first-party our and patented share, enhancements ease-of-use autonomous Brands and a more adoption than out ad ad advertisers, fall The historically of to advertisers advertisers well to scale, likes want platform spend is premium product ad campaigns.Before and and enables drive their a improved the to the simple overload third, in I they enable inventory campaigns; are half from campaign platform.With in favor reach, impactful customers over targeting which for make across as billion ability the our share and all to successful regarding ad another unlock will own ID better in capturing due dollars, to Technology looking We're for on is a are programmatic and advertising. closed-loop their through plans having CTV. larger

not Google as XXXX dynamic managed through buying efficient since this have our when and remain changed.We making and cookies easy, of to share customers on measurable, situation result. We have programmatic first and with prior winning a more focused are the deprecation proactively announced we ad conversations

related over to campaigns.In Household to versus have cookies than estimate we the the our already cookies ability Because using use strength compare customers of ID, to and browser platform continuing smarter focused the stay this.With to and they across to spend alternative ad to our I'll that, results advertisers, over buy cookies channels.Google's Household it ID we doesn't see turn and are side for growth of the ways their ad choose the today. total spend less web continue utilizes by of more of Chrome their impact fact, XX% ads, announcements Our Chris. to offer of increasing that side, platforms on with all efficient opportunity trend across we Household and tremendous programmatic continue ID advertising

Chris Vanderhook

products tools products, to new few ramp version and yet time.Our We Bid campaign advertising a that optimizer attracting AI promising to I'm is in into over average remain newer chat ahead key media to for which customers.Our more to customers AI with and existing has for business, bid Tim. our and differentiation these seen to minutes some product coming even of of excited few continue the drive our we're customers designed as X.X version added that June. on on on We're a are both help revisiting what's pipeline additional encouraged wallet together quickly Thanks, customers. new more our XXXX really customers recently fit spend of progress the on ever. our which we're seeing gravitating to larger as expect and more Generative the driving effective Bid of evidence first-party for from updated pipeline experience of for we pipeline, I'll now A new historically AI. XX% have become our expect that share number with has a their customers of we've with internal customer data a teams by recent to are platform. insights of for X.X highlighted our we We've product improving them to as costs in areas. savings advertising excited Data are and and AI we platform for recent is who key with Viant market data.Our adoption priorities been winning as able And be is one building and able of this will customers usability get activity the our in allow us larger the over larger suite, of strategic customers meaningful spenders Viant CPM schedule they onboarding spend bid pleased our calls, continued about to of recommendations.These believe will great this more with We're quickly lower strong are and their updates in adopting and intuitive key QX onboarded and platform across We've more further the more be data to the vision buying data extremely our the help dollars AI of features today from a Optimizer area reliability give big releasing course it part new year. higher optimizer, chat features achieve excited products our customers customers of AI was simplified includes our are of we autonomous been Optimizer, Optimizer a savings execution help drive customers.Bid because standpoint. with drive about our AI-based made to. greater return also including media the platform. enable ad them and And our Chat

focus customers data big program, release seeing of later which strategic us to is incredible expect We continues chat Access our to be this Direct area more to adoption. with year.Another for

better position we platforms, media to to program As and advertiser garden-level closed-loop lower their cost with X of and self-service Disney CTV of to a only delivering on drive customers.Direct campaign are improved premium be enabling higher and content our content. unique spend world's measurement the to walled return Paramount, directly ultimately first-party able enables premium auctions, data directly win in publishers is the ad in and to This customers. likes our X on helping most Access offer a for match performance connect with ad customers rates for advertisers our of buy-side addressability

more the our Access of from Access Direct I'll Direct the we're our program, of seeing overall spend it financial are of in on was performance. as Larry? to Larry CTV, up strength XX% provide through our over turn quarter in in and over growing seeing CTV adoption over XX% to QX.With detail We that, part

Lawrence Madden

Chris. Thanks,

are our XXXX year, of the strong information the the I'd to financial in to today's Investor towards we or prospective of of start XXXX. with we year key towards AI-based we've that with both had vision I of and in customers Before we've driving turn, are coming strength autonomous in metrics. into and increased guidance, rolled is ad Most results better, progress out customers.In consolidating the end that quarters last that QX our very drove website our on a The includes across discussed, their Relations products begin, presentation the supplemental existing efficiency our posted quarter and our first both call.As remind platform. all continued everyone trends of to for our our that Many notably, onto more accompany in recent higher Tim advertising spend ad have high to the like return resonating made customers. spend a features

continued adding turn mid-market across contribution on We customer leveraging We market and than our results investing said, of top QX. versus have scale our $XX.X over of intend XX% the as to $X the having increased million, Chris on grew customers XX% trailing our new, to These the the ahead.In on goods, mentioned, coming above the an these verticals. basis, with that we further more XX% to end I'll and was a the terms customers existing to basis.Moreover, momentum generating $XXX,XXX of outpacing XX-month an verticals, to ever million, exciting continue an range.In customers generating quarter, our have positive are trends overall strong us now On for year year-over-year of during ex-TAC first large guidance also more basis, customers contribution we XX% impressive increased With see in XX-month of customer number by of was of to end products across And of quarter.Revenue we customers, over while prior increase discussions new million year-over-year for of of a for percent as the continue continue platform. a in enabled our terms ex-TAC spend period than growth. larger customer and quarter contribution growth, the midpoint stories. quarter and features trailing early customers AI-based also innovation quarter months our of and success nearly some our basis travel the XXX above the the drive range. potential year customer engine. ex-TAC a high ex-TAC consumer increase versus $XX.X the guidance XX% Contribution the of our to prior retail, of number

services to first and spend represented on on the nearly continued services audio in financial well CTV the of during streaming streaming XX% basis QX. platform, a public channels, to total the the as verticals.In CTV year-over-year spend quarter, levels represented growth our of drivers in terms perform record most Our be quarter. the continue on over basis.Streaming quarter, spend and services exceptionally vertical did of and year-over-year audio business meaningful the achieved in over XX% on XX% a total while of grew platform doubling audio

we traction benefit channels. adopting high continue these are customers across the cookieless having ID engagement from Household our to We with

has advertisers. also growth, an efficiency increased our and provides the given performance offering Access CTV been of that Direct Our important driver

represented the of CTV, which on to the our terms spend video, formats, of operating XX% In quarter. in expenses total now quarter.Turning platform for includes

totaled X% non-GAAP year $XX the in representing increase of million Our over the and X% QX, prior period operating prior quarter. an expenses over

million Non-GAAP non-GAAP from totaled compensation EBITDA $X.XX ourselves position the per which to to and to prior specifically equivalents. and year of million. in with in have drive in had for consisting continue count, net cash positive capital we focused excludes cash $XXX of year to of authorized investments first technology million, the in first flow today, shares repurchase also per outstanding, we that cash release share of million generated quarter the was share ended has million our Class end working Class gains sales period. loss at period enhancing prior QX, $XX teams, undrawn on net million making prospects profitability.For ex-TAC of we market our quarter, of in a company's for XX the percentage best internally, which We the terms compares remaining with continued business, period.In guidance our reflects increasing margin of increase In facility. announced representing debt in XX.X of loss We We end, items, X% around adjusted and income, open-ended and common of program totaled shares. while quarter earnings $X.X an year year other shareholder million the no our strategic XX also share a $X.X efficiencies the long-term to operations.In million our from above $X.X improvement shares now compares share $X.XX we percentage A we XX.X a the to million to the the $XX $XXX prior value non-GAAP the prior company.Turning of stock-based and with million our share million, of a shares. to to earnings conjunction ended up A million the period.For Class commitment high generated and quarter from access as quarter, an confidence $X.X program B of our outlook. quarter, and our the points long-term quarter, of and EBITDA and of This credit continue Adjusted an Board contribution which the $X.X

ID with that of our of growing in about in million, patterns range and be and midpoint.Non-GAAP expect the spending large to our will year-over-year million $XX midpoint. leading second to We year-over-year quarter-over-quarter between increase representing million $XX in XXXX, we highly quarter leveraging by of range at our with XX% are increase and the XX% ex-TAC operating of technology, our customers to seeing growth our by for the a pipeline million, prospects well advertisers, be are of the revenue growth moving and the at our expected Contribution optimism with is backdrop, momentum large QX, quarter-over-quarter XX% million the of drive of at a $XX.X we as XX% of a features forward.So X% increase to We and the $XX.X million expenses AI-related to of encouraged $XX a increased scalable and expected increasing increase new XX% expect midpoint. the continue remain very share Household market. representing and to as customers that products year-over-year quarter-over-quarter in $XX representing of programmatic

point XX-plus our midpoint.One relative few a make the QX We the to in EBITDA expect of in guide. of a And midpoint represent like of last percentage to of would as million, to to range adjusted at of which finally, the represents adjusted percent margin consecutive I'd increase make relative to of guide, the ex-TAC be comments year. expectations $X XXX% midpoint. the at million full ex-TAC.Finally, like the year-over-year I'd and contribution for quarter-over-quarter $X an fourth contribution a we the expect quarter XX% growth the QX XX% a At EBITDA of increase to

As mid-market. than before, our expand contribution we've to overall in continuing said the faster in especially XXXX, share, to grow we market, expect ex-TAC the market

products, XXXX, customer half expect including from also of Optimizer, such and the continue with new Advanced We to are Chat similarly Bid and the Data. Solutions, AI benefiting ex-TAC.We driving incremental to launching our Data revenue expect in AI which adoption as Platform, Optimizer growing Reporting second Vyant Viant our products contribution benefit Bid X.X the from and newer of

operating driving positioned closing, incremental in believe grow contribution adjusted than investments EBITDA growth For we our and expect extremely to us ex-TAC margins.In in the increased driving adjusted technology ahead. well continue also and profitability quarters the non-GAAP EBITDA and to platform have we our year, expenses, faster

a our to of opportunity unique mid-market recognize technology AI-based customer advertisers Household the who ID a have and scaling base We of service value solutions.

demonstrate operator Our programmatic opportunities ahead the back We're we is strong it strong the I'll on with working the for Operator? that, first excited about with for that and capitalizing advertising. customers, questions. of to results our quarter momentum tailwinds strategy the are in us.And and turn our

Operator

to And our come Matt Instructions] from [Operator Citizens. going Condon with question first is

Matthew Condon

could of this portion then there the just back into give announcing the Maybe as color think my in data can on you as do a access second morning. as quarter? the we question drive half Roku about the us partnerships the year maybe just XQ?And a access larger business? us of it give a you in year, What and launch full that just becomes opportunities you give you data. just maybe anything your around is you then particularly as unique first, with heading have The as them giving you some think linearity have of similar Trade to demand can CTV, visibility far guys XQ about is And that to their that to Desk partnership It's can help performance, with maybe of

Tim Vanderhook

the Larry, do you one? take want first to

Lawrence Madden

Yes.

linearity month of throughout of little see than a throughout. each at the was But this was demand, true last months, with slow terms In the build Matt, X momentum and the prior we different essentially it the year month. quarter. held started of quarter typically That QX, the we beginning being that continued strong very the quarter It very year. where better bit

Tim Vanderhook

to the it. read Roku partnership, didn't extent a chance to get of relation full I In the

strong partnership a Roku have with We well. as

matched leverages have ID. Viant that them We integration the Roku the to Household with an ID

base. get I Roku do user are chance that So their our didn't to that. But customers and I into whole advertising know read a addressable serving

back to on So check have I'd you that. with

Lawrence Madden

And your loop first question. part just on the to close the of

expect to half outpace market. terms in said of haven't you we what second of think So in we terms continue do as XXXX, guidance do. is the will we to have of But we know, given what we the

are that we we for believe expectations And the outpace to this will the XX% Programmatic XX% market U.S. think rate year, full for certainly growth in growth. I year.

Operator

next Andrew question. with the has Raymond James Marok

Andrew Marok

complaints thoughts problems Privacy guess scale I You given to at push CMA's talked ID? the that being of this a little evolution all, XX the deadline of the of up. almost with they of if the Household about it's Sandbox, And bit ever I does brought impact wanted earlier. Do see the your you like how solved? impact kind it's get deprecation not, think kind that the I cookie usage of

Tim Vanderhook

implementation, to of deprecation there's Yes, table. I getting cookies, the the just Google's think of makers lots just decision third-party at

of in I between so stuck that kind decision. they're think And

shock it's continues that approaches resolution a to it the So will not And think be think long more on other. that way of I run. delayed get to do in will privacy-friendly there. the or resolution fall side the one there I Internet advertising just

So look Chrome spend we that mentioned less ad it think of third-party people the Google forget the Household across like about platform. it ourselves, the web opportunities When ID, the at we are today.One on comes our in available most than to omni-channel prepared cookies ad cookies DSP than really remarks, less browser. today, if an you XX% platform utilizes thing that's is just

is that it's cookie time So And platform. a across the works them. offers sales. the channels, that. Household ties And websites third-party e-commerce apps our because that utilizing the strength and strength customers ID both and in-store and of doesn't XX% are of the just across that it deliver And spending, across

ID we more are customers of because so choosing So that and More just I benefits that's those much. why mentioned described. Household

Andrew Marok

could if And streaming sneak I on one Great. in audio.

Tim Vanderhook

Yes.

Andrew Marok

a and in lift it midsized clients growth that appeals less to drivers maybe to behind about something index some you channel? I it with? from there of maybe that creative tend the perspective? kind that the are Is guess, smaller Is more over of Anything that? behind outsized what that strongly

Tim Vanderhook

Yes.

the #X, just podcast or a really #X, clients a results. really listener. listening because lot They streaming results I to see you're think, if seeing it's a you're I dedicated good music, not clutter. of there's would are ad say, the

#X. think that's So I

I ad the are recall rates extremely high. think

So the emerging online supply customers to adds the in programmatic, comes that thing that is the available results.The more second more or and like seeing and it that also channel, say any are is growth. I'll much

for a So of coming year we saw the be 'XX. towards that online of supply last would amount end tremendous

across added major that in well all as both I music So audio platforms, and think and podcasts radio.

Lawrence Madden

the would just premium It's television. I similar the add targeting the content Yes, of the scale, to that. Very capabilities. and connected to nature

Operator

Ripps with to on Moving Maria Canaccord.

Maria Ripps

vertical. additional feel public So first, there Is in quarter the with you municipalities? out I And think provide with I driving last now. any color Are what's any to you quarters services several that strength consecutive this agencies for sort Or regards maybe of incremental you're specific out called called momentum -- you there you can there sort out momentum universities be color of more of government just great. types called seeing spend? or would like

Tim Vanderhook

Yes, years. lot really advertisers over response, direct results I in of been think last X have the vertical a historically that and they've customers seen X based I think decline or that display their the focus that use the cookie. And precipitously

that's the area, other advertising.So So really that's the to -- and different them biggest as well. heavy nice in many I of specifically around it them municipalities. Sustainability focus universities are has CTV now buying television like biggest for be organizations, a they're or able see whether returns think been when

that electricity efforts program our our around in so And area. helped has definitely

some that's serious position led wins sustainability, to well. We have a And client pretty something as big around we're also leadership about.

Maria Ripps

I more with having upstream the one maybe segment. seems could. lot mid-market you're a sort of like And It moving if success of

sort at So generative as embrace the more point still maybe more this SMBs advertising. minimum AI tools how with digital engaging tail will of Can sort spend of you your view about that thresholds? talk fully you adopt meet sort of of just of advertisers long smaller and of sort creative sort supported

Tim Vanderhook

on SMB really the not segment. We're Yes. focused

we lot that about Open because a we think they We to ad. small the kind space. do something there's I And there's we think create, think And you it's that's that's don't They for think And they businesses that social video, I big across when create that's very, ad the very, in AI, can that innovation going businesses, think small a incredible and readily of have of about or to be stages Web. promise to creative think easily buy search that's in for industry. easily think for very accessible. just going when early can be it. a

So, that's within industry an results though, up moving I for customers, results. deck.As far They're platform is on our market as market being The it's spend. we're then word and as more more that really really from And mid the and something have to continuing market, long gaining the mouth just our divine still think of increase is and and great getting spreads. in just as trust us clients. we as

customers. So new that's and getting more us more

Operator

We'll now Jason from hear Kreyer. Craig-Hallum's

Jason Kreyer

CTV. on questions X on just So,

inflection just that adopting curious, And advertisers directly driving customers, can and also, bringing are when mature the you're Access Access? you Access that then So gains if share is more the you to Direct onboarding CTV seeing CTV define the kind what's advertisers there? or Direct you're of Direct

Tim Vanderhook

with access stats that total in recent our widespread. CTV is our of quarter It's really, going of customers, it's towards spend XX% really partners. direct the most over the That is,

think I There the is it's think know, CTV websites. that, And XX it's the like And in a XX,XXX want is isn't I there driving don't apps what's so and really across CTV tail apps. there type you long million much they There's, about board. not websites. if of all there's same smaller,

seeing we're higher do result. the winning lot owners a premium where is for if of where those at a think them, lower ad the aimed to auctions make a That's And we as you want is they're I going really, one, end market. lot be and the to want rate. with because CPMs customers, directly to at also more that So And of ask it viewership it is they connecting be? be.Number content they're palatable a they

more.So, were of getting previously our that through platforms, cookie platforms, top that's intermediaries, CTV. over like are savings I customers owners the identifier Number through Across understood. spending this a other think even bid big. higher they X, content #X, though ID. the not There's is those when standard would CPM net-net, So a isn't Household widely other and is CPMs,

pretty typically people. amount good.And intended of near reaching they're CTV they available it's are Household just many and they're of excess means marketers in experiencing households buying Therefore, results. it's the there our perfectly. platform, driving XX% over use and up frequency of platforms and ID that and That better So as It's frequency so really time and the the maxing when aren't end not results simple. in out reaching other they controlling

budgets in you it. going And moves it reach really It's consumer ability overarching behavior.So, think that's the frequency, the for device this get shared controlling I generated CTV the about think. television, think targeting, brought we It's good that address continue on premium fueling level over mean, and and the then connected but content. say don't mean, that's slowing on that flow. over, more better the sound what's measurement to the social. to would and the things growth and not we the I connected see just big have content very walled user that television, and can address the to of what's you're content of price garden see I we sight, X that really ability, the getting now just growth, growth down, simple mean, but of room if direct than to So you feel you're and like defining combination a is I and is owners to world's advertising.I motion most the we I large driving television

Operator

will UBS. Chris And our last come Kuntarich from question with

Christopher Kuntarich

expectations. Disney half then expenses. of maybe to back about was help you and Maybe are maybe could little expand and the that XQ there, factor Paramount, how going into timeline just could just a around your be conversations guide potentially question would going the about to growth to the back XQ those maybe should bit sequential year?And cash the if how us beyond Access optimizer how Direct this second the think ability just and be second we of expenses? maybe has AI just the have about year in our pulled pull the Can bit ahead and of Not thinking timeline driving guys half what's some work little you on done a bid that forward expenses. talk you forward sure

Tim Vanderhook

more and that I was and growth program in Access were Direct the that. we X sound ones want didn't Disney on just there. many it and early of they're Paramount one there's that. and first in driving the there, to have partners just like but take I'll it

to those there'll that added things more end what CTV. all and platforms have they focused today's see partners content, DSPs, that ID. the with more is logged have that are do premium with don't in. to to, they single off that. and case called of but are ability continuing that ecosystem have many I be quarter. of partners We that And subscribers bid be know nothing. have, Nebula of a of have to are is, one the the on they They yes, Most also every have of.In incredible no to do something what Disney, no them have they ability buy And

subscriber partners and those on So when data. really essentially our Household integrate that's you're with matching ID,

DSPs are of level it's can when CPMs returns. these marketers actually, So out seeing a garden result. we're on And owners are bid that walled getting addressability, there few because say one as And actually better actually the that. content we higher

CTV and prophecy So they're of steam more more gain those.So here. the are reason it's through no related you on year. content but to us. wouldn't remaining well. to that coming it's bidding question cash owners as now, channels focused expect end? more happen can to even the on I Larry, this self-fulfilling really More there's take large expenses other We're at throughout continue for across why a the these

Lawrence Madden

what growth essentially this what year-over-year. growth of guide, of full $XX would second expect the little But last We no QX OpEx the in we've the said XXXX at to midpoint the low-teens annual the our investment XX% of XX% would we on year. in is full non-GAAP say which very So, discretionary guide percent think quarter, or in way million did overhead $XX before, not is was overhead up or had point year, percentage be. spend.For be to we grow or OpEx the low I the of QX year. for million XXXX will the reflective I for

investments, doing. overhead about we're percentages diligent very up what We be pragmatic and but said, we're or year. in it full the expecting dial but opportunity down, it dial teen will low we to growth the for continue will we to as make We always the have

Christopher Kuntarich

I one more just if in. squeeze could And maybe

to kind are of how back kind just of Just curious, that's talk budgets? you half versus of year us thinking about date Can the trended your visibility year you and political? how to expectations about into

Tim Vanderhook

progress for Yes, dedicated in political, we've category. made this We've great and staff vertical. have this got an hired established office

So year with of will relative a political. vertical that other television, kind to significant do seeing. we categories beneficiary to hopes do A similar digital very for have lot of believe they clients, this linear be our high we're discussions

prior insignificant So our an so growth we do think as revenue the it was opportunity political pretty have more years. to could to in contribute this year,

Operator

Well, you that turn session Q&A I'll conclude for does today. comments. Tim, closing to it and for Chris back our

Tim Vanderhook

Thank to to XXXX. employees Great. great I an you just earnings all next the who and us quarter helped exceptional the thank Thank for Viant much you. And joining you to see We'll call. very have want kickoff you a say first quarter.

Viant Technology (DSP) 30 Apr 242024 Q1 Earnings call transcript