Via Transportation Inc (VIA)

Via Announces Launch of Scheduling and Supply StudioMay 18, 2026 1:10 PM
Business Wire The first ever integrated and AI-powered platform for building and rostering optimal supply schedules across fixed-route, paratransit, and microtransit services Via is excited to announce the launch of its new Scheduling and Supply Studio platform; the first suite of tools designed to leverage AI to help agencies build more efficient supply plans across fixed-route and demand response services. Transit agencies are under pressure to deliver more reliable service with limited vehicles, operators, and budgets. Agencies are spending too much time and money building supply plans manually, while still ending up with inefficient coverage, mismatched service levels, and avoidable operational waste. The Scheduling and Supply Studio provides the world’s first fully integrated platform for optimizing vehicle and driver availability to rider demand, allowing agencies to reduce waste, cut operating costs, and improve service reliability across their entire network. Over the past decade, Via has built one of the world’s most comprehensive datasets of real-world transit movement used to train its AI models. Billions of data points captured across the 800+ services Via powers provide invaluable insights into how real-world transit systems behave; combining real-time ridership data with sophisticated forecasting models to ensure that supply is being planned for real world conditions. The Scheduling and Supply Studio leverages this trove of data to proactively identify scheduling enhancements that minimize dead time and reduce unnecessary guaranteed hours while ensuring timeliness and efficiency of the service. Key features of the platform include; Shared fleet and drivers across modes
Agencies gain efficiencies by scheduling vehicles and drivers across modes in a single platform. Optimized supply and demand matching
Real-time ridership and predictive demand allow for dynamic supply allocation throughout the day leading to better rider experience and higher productivity. AI Schedule Builder
Agencies can upload their labor agreements and vehicle and operator constraints and the AI agent will surface an optimized schedule ready to review and roster - all from one platform. “We’re delighted to launch the Scheduling and Supply Studio and empower our customers to make faster and more informed decisions by modeling supply planning scenarios across both fixed-route and demand response networks,” said Nithya Sowrirajan, Chief Product Officer at Via. “This product is the first of its kind in the market, and another key step forward in enabling Via’s platform to power and optimize every facet of public transportation.” About Via: Via is the technology backbone of a modern transportation network. We transform public transportation systems into dynamic networks, based on data and demand. Cities and transit agencies around the world adopt Via’s suite of software and technology-enabled services to replace fragmented legacy systems and consolidate operations. As a result, Via lowers the cost of providing transit, improves the passenger experience, and brings more riders on board. Today, the Via platform is utilized by hundreds of cities across more than 30 countries to create public transportation systems that connect people with jobs, healthcare, and education. View source version on businesswire.com: https://www.businesswire.com/news/home/20260518044347/en/ press@ridewithvia.com Original: Via Announces Launch of Scheduling and Supply Studio

Via Transportation Shares Slip After Short Seller Challenges Platform NarrativeMarch 10, 2026 11:43 AM
IH Market News
Via Transportation (NYSE:VIA) shares dropped about 2% on Tuesday after short seller Bleecker Street Research published a report questioning the company’s positioning as a software platform.In the report, Bleecker Street argued that Via’s operations resemble those of a labor-intensive transit contractor rather than a technology-driven platform business. The firm said its review of more than 100 contracts tied to the $2.4 billion company suggests that revenue is primarily generated from service hours, driver labor and vehicle usage, rather than software licensing.According to the short seller, Via’s main avenue for revenue growth often involves municipalities increasing the number of vehicles and drivers deployed in transit programs instead of purchasing additional software capabilities.The report also pointed to pricing pressure in some key accounts. It said certain customers, including LA Metro, have negotiated lower pricing in recent agreements or replaced Via’s software with alternative solutions from competitors such as Spare Labs.Bleecker Street further questioned the durability of Via’s revenue streams, claiming that many new deployments depend on temporary federal grants or pandemic-related relief funding. Citing two former employees, the report said roughly 10% to 20% of customer churn was linked to expiring grants, while between 50% and 80% of pilot program costs were supported by federal subsidies. The report warned that budget constraints could intensify beginning in 2026 as pandemic-era relief programs phase out.The short seller also criticized the company’s accounting approach, alleging that Via records large implementation fees and up to 18 months of software-related charges upfront, which it said could inflate reported annual recurring revenue. In one example cited in the report, a cooperative purchasing agreement included upfront software fees representing between 31% and 153% of the contract’s total first-year value.Additionally, Bleecker Street claimed that Via excludes certain variable costs—such as insurance—from cost of revenue and does not clearly separate support costs from general and administrative expenses. The report suggested that this accounting treatment may lead to gross margins appearing stronger than those reported by peers such as Uber and Lyft.Via Transportation stock price

Original: Via Transportation Shares Slip After Short Seller Challenges Platform Narrative

Nice mover!!! $$$

Nine cash flow analyses imply that Viacom is 19% undervalued. Interestingly, the EPV analysis concludes over 30% upside. The company is expected to report earnings on Thursday before the market opens.

Earnings Power Value Analysis

Anyone know why the move up today? Delayed reaction to Denson's departure.....any thoughts?

Viacom $VIA upgraded by Wells Fargo & BofA to buy. Yea..there could be some nice upside here: analysis

Long time no see Soapy.. you doin' O.K. ?

Funny stuff

$0.01 NTEK Streaming Viacom Films in 4K!!
http://www.otcmarkets.com/stock/VIA/news

Class Warfare At Viacom:


The spread between Viacom's class A voting shares and the more-plentiful class B nonvoting has widened to about 24% in recent months....


... for no apparent reason ! ! !



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Viacom owns 20 percent, or approximately 11,991,172 of the 59,955,862 outstanding shares of ProElite (PELE) which are currently trading at 48 cents each after sitting at a penny for the past three years since EliteXC folded. At the height of EliteXC’s popularity, the ProElite’s shares routinely traded at $15. A resurgence of the company aided by a deal with Viacom, would mean that for every dollar they can raise the stock purchase price by, the media conglomerate could stand to earn close to $12 million U.S.


PELE

Exclusive: ProElite On the Verge of a New Broadcast Deal With CBS and Showtime

http://www.cagepotato.com/exclusive-proelite-on-the-verge-of-a-new-deal-with-cbs-and-showtime/

What a chart...

CHICAGO (MarketWatch) -- Viacom Inc. said Wednesday that its board of directors
has authorized a 67% increase in its quarterly dividend, the latest sign that the
advertising environment for major media companies remains strong. Viacom has
raised the payout to 25 cents a share from 15 cents a share, payable July 1 to
shareholders of record as of June 15. "This substantial increase in our dividend,
as well as our ongoing stock buyback program, reflects the confidence we have in
our ability to generate ample free cash flow to support returning greater value
to our stockholders," said Philippe Dauman, chief executive of Viacom, in a
statement.