Viant: Promissing Trade Desk Challenger Focused On CTV
Portfolio Pulse from
Viant is considered undervalued and is expected to see revenue growth due to its focus on household CTV programmatic advertising. This strategy gives it a competitive edge over The Trade Desk, despite lower gross margins and R&D spending.
February 01, 2025 | 9:00 am
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POSITIVE IMPACT
Viant is undervalued and poised for revenue growth with its focus on household CTV programmatic advertising, providing a competitive edge over The Trade Desk.
Viant's strategy of targeting households in CTV advertising is seen as a differentiator, potentially leading to revenue growth and multiple expansion. Despite lower margins and R&D spending, its valuation is attractive.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
NEUTRAL IMPACT
The Trade Desk faces competition from Viant, which is focusing on household CTV programmatic advertising, potentially impacting its market position.
Viant's focus on household CTV advertising could challenge The Trade Desk's market position, but the impact is uncertain due to Viant's lower margins and R&D spending.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 50