Viant Technology (DSP) reported earnings on Wed 11 March 26 (a/h)

Viant was launched by brothers Tim, Chris and Russ Vanderhook in 1999. The company acquired social networking company Myspace in 2011. Later that year it helped start connected TV platform Xumo, which was acquired by Comcast in 2020.

• Sector: Technology
• Industry: Software - Application
• https://www.viantinc.com
• Founded in 1999
• Headquartered in Irvine, CA

IPO Feb 10, 21; ticker DSP 

Chris and Tim Vanderhook, COO and CEO of Viant

Viant posts record Q4 2025 with EPS $0.31 (+210% YoY) and revenue $64.6M (+19% YoY), beating guidance and estimates, launches AI Outcomes product

• Q4 revenue and contribution ex-TAC beat guidance, with ex-political growth accelerating sharply.
• Full-year 2025 revenue and adjusted EBITDA exceeded guidance with high-teens growth and nearly 250 bps EBITDA margin expansion.
• Upbeat Q1 2026 guide implies ~20% revenue growth but slower Q4-like momentum seasonally.
• Management expects sequential growth acceleration through 2026 from new clients, Outcomes, and political.

The company, which has about 300 employees, competes with players like The Trade Desk and with part of Google’s ad tech business. The software is used by marketers and their ad agencies to centralize buying, planning and measurement of advertising across channels like desktop, mobile, connected TV, streaming audio and digital billboards.

== Planet Labs (PL) reported earnings on Wed 10 Dec 25 (a/h)

 

Planet Labs beats by $0.03, beats on revs; guides Q4 revs above consensus

• Reports Q3 (Oct) net of breakeven, excluding non-recurring items, $0.03 better than the FactSet Consensus of ($0.03); revenues rose 32.6% year/year to $81.25 mln vs the $72.19 mln FactSet Consensus.
  • Increased RPOs +361% YoY to $672 mln; Backlog +216% YoY to $734 mln.
• Co issues upside guidance for Q4, sees Q4 revs of $76-80 mln vs. $73.64 mln FactSet Consensus.

Tuya (TUYA) : 4-year performance

Tuya, Inc. engages in developing smart cloud service and IoT-related software and hardware solutions. It specializes in product, protocol, region, and supplier agnostics. The company was .

• Sector: Technology
• Industry: Software - Infrastructure
• Full Time Employees: 1,450
• Founded by Liao Han Chen, Alex Yang, Ruixin Zhou, and Xue Ji Wang on June 16, 2014 
• Headquartered in Hangzhou, China
• https://www.tuya.com

Ticker: TUYA

 

 

 

 

 

 

IPO March 18, 2021

Absci (ABSI) : 3-year performance

Absci Corp. is the drug and target discovery company harnessing deep learning AI and synthetic biology to expand the therapeutic potential of proteins. It partners with pharma and biotech innovators to create the next generation of protein-based drugs.

• Sector: Healthcare
• Industry: Biotechnology
• Full Time Employees: 140
• Founded by Sean McClain in 2011 
• Headquartered in Vancouver, Washington
• https://www.absci.com

IPO: July 22, 2021; shares priced at $16

Ticker: ABSI 

 

 

 

 

 

Xilio Therapeutics (XLO) : 3-year performance

Xilio Therapeutics, Inc., a clinical-stage biotechnology company, engages in the discovery and development of tumor-activated immuno-oncology therapies. 

• Sector: Healthcare
• Industry: Biotechnology
• Full Time Employees: 73
• Founded in 2016 
• Headquartered in Waltham, Massachusetts
• https://xiliotx.com

Ticker: XLO

October 22, 2021 : initial public offering of 7,353,000 shares of its common stock at a price to the public of $16.00 per share. 

 

 

 

 

Core Scientific (CORZ) : 6-month performance

Core Scientific, which has operations in five U.S. states, mines for bitcoin and other cryptocurrencies.

Sector: Technology

Industry: Software - Infrastructure

Full Time Employees: 325

Founded in 2017 by Darin Feinstein and Mike Levitt

Headquartered in Dover, Delaware

https://corescientific.com

Ticker:  CORZ

• IPO: 21 July 21 via a merger with a blank-check company Power & Digital Infrastructure Acquisition Corp (XPDI) backed by BlackRock Inc (BLK), in a deal that values the cryptocurrency miner at $4.3 billion.
• 2021: Core was one of the largest publicly traded crypto mining firms in the U.S.
• Filed for bankruptcy in December 2022; relisted January 24, 2024

One month later: Sep 16, 24

Sep 16, 24

Core Scientific’s 104 megawatt Bitcoin mining data center in Marble, North Carolina 

Spire Global (SPIR) reported earnings on Wed 15 May 24 (a/h)

Spire Global, Inc. collects space-based data using a proprietary constellation of low earth multi-use receiver nanosatellites. Its software analytics generate proprietary data, insights and predictive analytics for its customers through a subscription model. 

The company was formerly known as Nanosatisfi, Inc. and changed its name to Spire Global, Inc. in July 2014. 

• Sector: Industrials
• Industry: Specialty Business Services
• Full Time Employees: 367
• https://spire.com
• Founded by Peter Platzer in August 2012 
• Headquartered in Vienna, Virginia

 

 

 

Spire Global (SPIR) began trading on the New York Stock Exchange (NYSE) on August 17, 2021, after completing a merger with the SPAC NavSight Holdings (NSH). The small satellite data company's first day saw its shares close down slightly as it transitioned from a private to a public entity, raising about $265 million in the process.