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From WMT earnings calls
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12:00
Aug 20 ◎
John Furner CEO, Walmart Inc. WMT Q2 FY27 call
Walmart continues to leverage Vizio's advertising platform to drive high-margin revenue growth, emphasizing the importance of connected TV advertising in its media mix.
VZIO
HIGH
13:00
Feb 19 ◎
John David Rainey CFO, Walmart Inc. WMT Q4 FY26 call
The Vizio acquisition is expanding Walmart's advertising business by enabling non-endemic advertising and owning the customer relationship through streaming, creating a new high-margin revenue stream.
VZIO
HIGH
13:00
Nov 20 ◎
Doug McMillan CEO, Walmart Inc. WMT Q3 FY26 call
Vizio's integration is contributing to Walmart's advertising growth, but the incrementality and profitability of Vizio's ad business remains a watch item.
VZIO
HIGH

About VZIO Analyst Coverage

Buzzberg tracks VZIO across 1 sources. 0 bullish vs 0 bearish calls from 3 analysts. Sentiment: evenly split. 3 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: John Furner, John David Rainey, Doug McMillan.