Viant is outpacing the market; Is neutrality even possible anymore?; and Time is influencing chatbots.
Viant reported $104.3M Q2 revenue (+34%) and is aggressively acquiring proprietary data (IRIS.TV, TVision) as Trade Desk relies on third-party sources. Ad tech consolidation wave—Nielsen/DoubleVerify $2.15B, Publicis/LiveRamp $2.2B—marks end of neutral middleware.
Wednesday, August 12th, 2026 – 12:01 am
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Proprietary!
Viant reported $104.3 million in Q2 revenue this week, up from $77.9 million a year ago, outpacing the market by a third. Wall Street’s reaction? A shrug. Viant’s shares have been roughly flat since the report on Monday.
But, hey, that still counts as outperformance in this corner of the ad tech market. The Trade Desk has been down by roughly a third since reporting earnings last week.
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