Viant Technology : 2026 Telos Presentation

Published: 2026-04-15 07:46:12 ET DSP

Published on 04/15/2026 at 07:46 am EDT

VIAMT.

r»v i s ion

ATTENTIO N IS THE NEW CURRENCY.

TVision measures who is watching and how much attention they pay across linear TV and CTV content.

EYES-ON-SCREEN ATTENTION

CO-

VIEWERSHIP

IN-ROOM

PRESENCE

ATTENTION-ADJUSTED VALUE

TVision measures attention through three primary signals of human engagement; in-room presence, co-viewership and eyes-on-screen attention, which collectively determine the quality and attention-adjusted value of available linear TV and CTV ad inventory.

Rate-Card CPM

In-Room Presence

Co-

Viewership

Eyes-on-Screen Attention

Attention-Adjusted CPM

- - -

- - -

36% Higher

21% Lower

While HBO Max rate-card CPM's are 36% higher when compared to YouTube, after accounting in-room presence, co-viewership, and eyes-on-screen attention, HBO Max ad

inventory is actually priced at a (21%) discount per attentive viewer, calling for a more aggressive budget allocation to HBO Max relative to YouTube.

TVision re-rates available ad inventory based on viewer engagement by converting rate-card CPMs into Attention-Adjusted CPMs. Exclusively within Viant, this proprietary intelligence is activated, transforming viewer attention into actionable signals, enabling real-time viewer engagement to directly inform planning, bidding and optimization decisioning.

Computer vision sensors capture eyes-on-screen viewership.

Automatic content recognition (ACR) audio footprint technology identifies content across linear TV and CTV.

Combined, this technology enables for continuous, passive measurement of in-room behavior.

PROPRIETARY PERSON-LEVEL ATTENTION DATA

Data is sourced from a demographically balanced, nationally representative panel of U.S. households.

Generates second-by-second insights covering in-room presence, co-viewership, and eyes-on-screen attention.

Captures who is watching, what they're watching, and how

engaged they are.

ACTIONABLE INTELLIGENCE

Translates attention signals into inventory quality scores and attention-adjusted CPMs.

Enables real-time optimization of media spend based on verified

human engagement.

Directly informs programmatic budgeting and targeting decisions.

TVISION ENHANCES & EXPANDS VIANT'S INTELLIGENCE LAYER

Viant has strategically architected a comprehensive stack of proprietary, high-fidelity, identity, content and viewer attention-based targeting and measurement solutions, uniquely capable of delivering optimal outcomes through an autonomous AI-powered buying platform.

INTELLIGENCE LAYER

Attention

Content

HOUSEHOLD ID IRIS_ID TVision

Audience

7

Open Internet CTV

Walled Garden CTV

Linear TV

With TVision, Viant becomes the only independent and objective buying platform capable of measuring and valuing the entirety of all linear TV and CTV ad inventory, inclusive of CTV walled gardens. This enhanced capability repositions Viant as an unbiased arbiter of truth for advertisers, providing market-wide insight into verified audience engagement, enabling advertisers to confidently allocate their budgets to only the best-performing destinations.

Eyes-on-Screen Attention Content Selection

Co-Viewership In-Room Presence

Viant + TVision: The first-of-its-kind, real-time, AI-powered, attention-based optimization platform.

Enables Viant to uniquely activate attention insights as a targetable and measurable signal in programmatic advertising.

Expands Viant's proprietary intelligence layer, spanning identity, content and attention industry leadership.

Positions Viant as the industry's sole arbiter of truth, uniquely capable of determining true attentive value across both

linear TV and connected TV ecosystems.

Attracts incremental ad spend from new and existing advertisers through attention-based solutions exclusive to Viant's

buying platform.

Enhances platform take-rate through the launch of new attention-based targeting and measurement solutions.

Embeds TVision's attention identifiers into Outcomes, Viant's autonomous AI-Powered product for performance advertisers.

The acquisition of TVision presents highly compelling strategic and technological synergies, capable of accelerating growth.

Consideration of $40 million, subject to customary adjustments and hold-backs.

Consists of $22.5 million in cash and $17.5 million in Class A common stock, based on a fixed price per share established in the merger agreement.

Cash consideration to be financed through cash-on-hand.

FINANCIAL IMPACT

TVision is a high-performing asset with well-diversified and growing revenue streams, including major advertisers and content owners.

On a stand-alone basis, for the full year 2025, TVision generated approximately $10 million in annual revenue on a preliminary unaudited basis.

TVision is expected to have a modest negative impact on Viant's consolidated adjusted EBITDA in 2026 as we invest to

scale and integrate the business.

EXPECTED CLOSING TIMELINE

The transaction is expected to close in 2Q26.

Transaction is subject to satisfaction of customer closing conditions.

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Disclaimer

Viant Technology Inc. published this content on April 15, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on April 15, 2026 at 11:45 UTC.