How Investors Are Reacting To Viant Technology (DSP) Deepening Tubi Partnership for Advanced CTV Ad Targeting

• Viant Technology recently announced an expanded partnership with Tubi, Fox Corporation's free ad-supported streaming service, featuring a robust ID sync and deeper ad server integration, which gives advertisers improved reach and accuracy across Tubi's more than 100 million monthly active users and over 300,000 movies and TV episodes.
• This collaboration brings IRIS.TV's contextual and emotional data technology to Tubi's library, enabling more precise, measurable, and relevant audience targeting for advertisers programmatically across streaming content.
• We'll examine how the integration of IRIS_ID with Tubi content could influence Viant's position in data-driven connected TV advertising.

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Viant Technology Investment Narrative Recap

Viant Technology’s investment story hinges on the growth potential of data-driven connected TV advertising and its ability to capture a larger share of shifting ad budgets. The recent expanded partnership with Tubi directly targets the company’s key catalyst, expanding CTV reach and precision, but doesn’t resolve Viant’s biggest risk, which remains the dominance of walled gardens like Google and Amazon that limit independent platforms’ share of ad spend. The impact of this news is clearly positive for short-term momentum, though long-term competitive pressures persist.

Among recent corporate moves, Viant’s July 15 integration with LG Ad Solutions is highly relevant. Like the Tubi deal, it advances Viant’s strategy of building premium CTV inventory access and strengthening advertiser offerings, feeding directly into the catalyst of revenue growth potential in the connected TV space. These integrations reinforce Viant’s position, but broad adoption and competitive resilience still matter most.

However, in contrast to these CTV wins, investors should be aware that competitive risks from tech giants still present...

Read the full narrative on Viant Technology (it's free!)

Viant Technology's outlook anticipates $446.8 million in revenue and $24.5 million in earnings by 2028. This reflects a 12.0% annual revenue growth rate and a $22.1 million increase in earnings from the current level of $2.4 million.

Uncover how Viant Technology's forecasts yield a $19.00 fair value, a 127% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members have published seven fair value estimates for Viant ranging from US$5.89 to US$38.61 per share. While views are divided, recent partnership momentum puts added focus on Viant’s capacity to capture meaningful market share in connected TV.

Explore 7 other fair value estimates on Viant Technology - why the stock might be worth over 4x more than the current price!

Build Your Own Viant Technology Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Viant Technology research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Viant Technology research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Viant Technology's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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