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

Did MNTN beat or miss consensus estimates last quarter?

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

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

What is MNTN's gross profit margin?

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

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

What is the market's earnings forecast for MNTN next quarter?

- **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).

MNTN, Inc. (MNTN) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

MNTN

MNTN fundamentals

You can ask Aime