What guidance did MNTN's management provide for the next earnings period?

What does MNTN do and what are its main business segments?

What is MNTN's latest dividend and current dividend yield?

What factors drove the changes in MNTN's revenue and profit?

What is the revenue and EPS growth rate for MNTN year over year?

What were the key takeaways from MNTN’s earnings call?

What were the key takeaways from MNTN's earnings call?

Did MNTN beat or miss consensus estimates last quarter?

- **Revenue Surge**: 36% YoY growth in Q4, driven by SMBs and performance marketing.
- **AI Breakthrough**: QuickFrame AI adopted by 5,000+ users, cutting ad creation time.
- **Profitability**: 82% gross margin in Q4, $210M cash, 2026 EBITDA up 48%.
- **Strategic Moves**: 53 new hires, Magnite partnership, Pause Ads innovation.
- **Future Goals**: 22.9% YoY revenue growth, targeting 35-40% EBITDA margin.

**【CEO Summary Section】**
- MNTN positions itself as the leader in performance TV advertising for SMBs, emphasizing ROI over brand reach.
- Q4 2025 revenue grew 36% YoY to $87.1M, with full-year revenue of $290.1M (36% YoY growth).
- Launched QuickFrame AI, enabling 5,000+ users to create ads in days, reducing time-to-market and costs.
- 2025 campaigns generated $18B in incremental revenue for clients, with LTV:CAC ratios exceeding 10x.
- Strategic focus on SMBs, with 63% YoY growth in active PTV customers to 3,632.

**【CFO Financial Commentary】**
- Gross margin improved to 82% in Q4 (up 530bps YoY), driven by core PTV business and divestiture of Maximum Effort.
- Full-year Adjusted EBITDA of $68M (up 75% YoY), with margin expanding to 23.4%.
- 2026 guidance: Revenue $345M-$355M (22.9% YoY), Adjusted EBITDA $94.6M-$99.6M (48% YoY growth).
- Strong cash position of $210M, with no debt.

**【Q&A Highlights】**
- **Growth Drivers**: SMB adoption, AI tools, and 53 new sales hires targeting mid-market and agencies.
- **AI Impact**: QuickFrame reduced creative production time, with 5,000+ users in 3 months.
- **Partnerships**: Magnite partnership for premium inventory, Pause Ads innovation for high-visibility ad units.
- **Margin Targets**: Long-term gross margin 75-80%, EBITDA margin 35-40%.
- **2026 Outlook**: 22.9% YoY revenue growth, 48% YoY EBITDA expansion, fueled by sales investments and gross margin leverage.

MNTN, Inc. (MNTN) Q4 2025 Earnings Call Transcript

- **Revenue Growth**: Q3 2025 revenue up 31% YoY to $70M, active customers +67% YoY. Q4 guidance $85.5-86.5M (34% YoY). 
- **Gross Margin Expansion**: 79% gross margin (vs. 72% YoY), driven by scale and QuickFrame AI. 
- **SMB Focus**: 75%+ of leads inbound, self-serve model scales without headcount. Expansion rate >115% YoY. 
- **Agency Growth**: Agency-led accounts up 4x YoY, targeting mid-market brands. 
- **Profitability**: GAAP net income $6.4M (EPS $0.09). 2025 EBITDA $64.9-65.9M (22.6% margin).

**【CEO Summary Section】**
- **Revenue Growth**: Q3 2025 revenue of $70 million, up 31% YoY (23% YoY including Maximum Effort). Active customers grew 67% YoY to 3,316. Expansion rate >115% YoY. 
- **Gross Margin Expansion**: 79% gross margin (vs. 72% YoY), driven by scale and efficiency. 
- **Product Highlights**: QuickFrame AI enables 2-minute ad creation. Q4 guidance: $85.5-86.5M revenue (34% YoY growth). 
- **Market Position**: 97% of customers new to TV, targeting SMBs with self-serve model. 

**【CFO Financial Commentary】**
- **Financials**: GAAP net income $6.4M (EPS $0.09). Adjusted EBITDA $16M (22.8% margin). 
- **Q4 Guidance**: Revenue $85.5-86.5M (34% YoY growth). EBITDA $25-26M. Full year 2025: $288.5-289.5M (35.5% YoY). 
- **Efficiency**: 75%+ of leads inbound. Sales & marketing expense $47.7M. 
- **Balance Sheet**: $179M cash. 

**【Q&A Highlights】**
- **Growth Drivers**: 40%+ expansion rate, 75%+ inbound leads. QuickFrame AI lowers creative barrier, enabling 2-minute ad creation. 
- **Agency Channel**: 4x YoY growth in agency-led accounts. Dedicated team for mid-market brands. 
- **Partnerships**: PubMatic & Magnite partnerships for premium content. 
- **Customer Acquisition**: 75%+ of leads inbound. Self-serve model scales without headcount. 
- **Gross Margin**: 720bps YoY expansion (400bps core, 300bps from divestiture). Q4 gross margin to improve further. 
- **Efficiency**: 2025 EBITDA $64.9-65.9M (22.6% margin).

Actual	-0.65	0.08	0.43
Forecast	-0.0586	0.0438	0.2394
Surprise	-1009.22%	+82.65%	+79.62%

Actual	68.46M	70.02M	87.10M
Forecast	64.48M	70.11M	86.18M
Surprise	+6.17%	-0.12%	+1.07%

MNTN

MNTN fundamentals

MNTN Q4 2025 Earnings

Earnings Call

You can ask Aime

MNTN

MNTN fundamentals

MNTN Q4 2025 Earnings

Earnings Call

MNTN Earnings Call Summary for Q4/20254:30 PM on Feb 10, 2026

MNTN Earnings Call Summary for Q3/20254:30 PM on Nov 4, 2025

MNTN Earnings Call Summary for Q2/20254:30 PM on Aug 5, 2025

You can ask Aime