The Business Services group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Viant Technology (DSP) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? Let's take a closer look at the stock's year-to-date performance to find out. Viant Technology is a member of the Business Services sector. This group includes 316 individual stocks and currently holds a Za ...

Viant Technology (DSP) could be a solid addition to your portfolio given a notable revision in the company's earnings estimates. While the stock has been gaining lately, the trend might continue since its earnings outlook is still improving. The rising trend in estimate revisions, which is a result of growing analyst optimism on the earnings prospects of this advertising software company, should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earn ...

文章核心观点 - 分析师给予Viant Technology (DSP)股票的平均目标价为11.17美元,较当前价格有25.8%的上涨空间 [1][2] - 分析师普遍认为公司未来业绩表现将好于之前的预期,这可能是推动股价上涨的潜在动力 [4][10] - 尽管分析师的目标价并不可靠,但分析师对公司业绩预期的一致性改善可能是判断公司潜在上涨空间的一个较好参考 [10][11][12] 公司相关 - Viant Technology (DSP)是一家数字广告技术公司,目前股价为8.88美元 [1] - 分析师给出的目标价区间为7-14美元,标准差为2.4美元,反映了分析师预测存在较大差异 [2] - 公司当前的Zacks排名为2(买入),表明其未来业绩表现可能优于大盘 [12] 行业相关 - 分析师设置股票目标价通常存在偏向性,常常被用来为自身的业务关系服务 [6] - 尽管分析师目标价不可完全信赖,但分析师预测一致性的改善仍可作为判断公司潜在上涨空间的参考 [7][8][9]

财务数据和关键指标变化 - 第一季度收入同比增长28%,达到5.34亿美元,超出了公司的指引范围 [8][34] - 第一季度贡献值(扣除广告采购成本)同比增长22%,达到3.41亿美元,超出了公司的指引中值 [8][34] - 公司预计第二季度收入将同比增长14%,达到6.35亿美元至6.65亿美元;贡献值将同比增长22%,达到4亿美元至4.2亿美元 [46][47] - 公司预计全年贡献值将增长快于整体市场,继续扩大市场份额 [49] 各条业务线数据和关键指标变化 - 连接电视(CTV)业务在第一季度同比增长超过50%,占总支出的40%以上 [36] - 流媒体音频业务在第一季度创下新高,占总支出的10% [13][36] - CTV和流媒体音频业务合计占公司第一季度总支出的一半以上,是公司的重要增长引擎 [14] 各个市场数据和关键指标变化 - 公司在零售、消费品和旅游行业客户中持续看到强劲势头,公共服务、金融服务和商业服务行业也表现出色 [35] - 公司正在加大与大型潜在客户的接触,正在获得更多大中型客户 [22][32][33] 公司战略和发展方向及行业竞争 - 公司正在持续投资于技术和平台创新,推进"自主广告"的愿景,包括简化程序化广告购买、利用AI优化广告效果、提供更全面的广告分析等 [16][17][22][24][25][26][27] - 公司的专利Household ID技术是其差异化优势,有助于客户在各广告渠道获得更好的广告效果 [15][19][63] - 尽管谷歌推迟了第三方Cookie的淘汰,但公司的Household ID技术仍在持续获得客户青睐,90%以上的广告支出无需依赖Cookie [18][19][63] - 公司正在加强与CTV内容提供商的直接合作,通过"Direct Access"计划为客户提供更优惠的媒体价格和更好的广告效果 [27][28][29] 管理层对经营环境和未来前景的评论 - 公司对未来保持乐观,认为自身的技术和产品创新将继续推动市场份额增长和盈利能力提升 [45][49][51] - 公司预计全年贡献值将增长快于整体市场,并将受益于客户对新产品如AI优化竞价、数据平台等的采用 [49][50] 问答环节重要的提问和回答 问题1 **Matt Condon 提问** 询问公司第二季度和全年的业务可见度 [54] **Tim Vanderhook 回答** 公司预计全年将继续超越市场增长,第二季度收入和贡献值有望实现20%以上的增长 [55][58] 问题2 **Andrew Marok 提问** 询问公司对Cookie淘汰进程的看法,以及Household ID的发展 [61] **Tim Vanderhook 回答** 公司认为Cookie淘汰最终将趋向更注重隐私的广告方式,Household ID已成为公司90%以上广告支出的基础 [62][63] 问题3 **Maria Ripps 提问** 询问公司在公共服务行业的增长动力 [70] **Tim Vanderhook 回答** 公共服务行业客户过去依赖Cookie的直接响应广告效果下降,现转向CTV等新渠道,公司的可持续广告解决方案也带来了新的客户 [71]

EARNINGS PRESENTATION Q1 2024 April 30, 2024 11 SAFE HARBOR This presentation contains “forward-looking statements” within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995. Forward-looking statements include, without limitation, any statement that may predict, forecast, indicate or imply future results, performance or achievements, and may contain words such as “guidance,” “believe,” “expect,” “estimate,” “project,” “plan,” “will,” or words or phrases wi ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from_______to_______ Commission File Number: 001-40015 _______________________________________________________________________________________________________________________ ...

Exhibit 99.1 Viant Technology Announces First Quarter 2024 Financial Results; Board of Directors Authorizes $50 Million Stock Repurchase Program IRVINE, Calif., Apr. 30, 2024 – Viant Technology Inc. (Nasdaq: DSP), a leading advertising technology company, today reported financial results for its first quarter ended March 31, 2024. “We had a strong start to the year as the momentum we saw in the second half of 2023 continued through the first quarter,” said Tim Vanderhook, Co-Founder and CEO, Viant. “Our per ...

The economy is recovering after the rate hike’s turbulent effects. Sharp investors are looking for opportunities to profit from this turnaround. In a dynamic macroeconomic environment, several industries and businesses are efficient in adapting and strategically positioning themselves to capitalize on the resurgence of demand. These three businesses, which stand for different industries, are in the construction, digital advertising, and technology distribution sectors.First, with a strategic focus on profit ...

The Business Services group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Is Viant Technology (DSP) one of those stocks right now? By taking a look at the stock's year-to-date performance in comparison to its Business Services peers, we might be able to answer that question.Viant Technology is a member of the Business Services sector. This group includes 314 individual stocks and currently holds a Zacks Sector Rank of #5. The Zacks Secto ...

三家公司在股市中崭露头角 - 三家公司计划在2030年之前分别领先[1] RMR收购CARROLL Multifamily Platform - RMR通过收购CARROLL Multifamily Platform显著扩大了资产基础和收入流[5][6] Viant Technology在广告技术领域取得成功 - Viant Technology在广告技术领域完全可以改变格局，吸引了高价值客户，实现了显著的收入增长[9][10][11][12] StoneCo成功扩大市场份额 - StoneCo通过组织重组，针对客户细分，提供定制解决方案，成功扩大了市场份额[13][14][15][16]