Earnings summaries and quarterly performance for MNTN.
Research analysts who have asked questions during MNTN earnings calls.
Andrew Boone
JMP Securities
1 question for MNTN
Also covers: CARG, CART, CVNA +23 more
Andrew Marok
Raymond James Financial
1 question for MNTN
Also covers: BMBL, DSP, DV +10 more
Ivan Feinseth
Tigress Financial Partners LLP
1 question for MNTN
Also covers: BURU, GRMN, OKLO +1 more
Laura Martin
Needham & Company, LLC
1 question for MNTN
Also covers: CTV, CURI, DSP +10 more
Mark Mahaney
Evercore ISI
1 question for MNTN
Also covers: ABNB, AMZN, BKNG +22 more
MC
Matthew Cost
Morgan Stanley
1 question for MNTN
Also covers: APP, COMP, CTV +8 more
Rob Sanderson
Loop Capital Markets LLC
1 question for MNTN
Also covers: APP, LIF
RJ
Ronald Josey
Citigroup Inc.
1 question for MNTN
Also covers: ABNB, ACVA, AMZN +18 more
SP
Shyam Patil
Susquehanna Financial Group
1 question for MNTN
Also covers: CHKP, MGNI, RAMP +3 more
Recent press releases and 8-K filings for MNTN.
Mountain (MNTN) Discusses Growth, AI Innovation, and Market Penetration at Needham Conference
MNTN
New Projects/Investments
Revenue Acceleration/Inflection
Product Launch
- Mountain (MNTN) focuses on "Performance Television" for small and mid-sized businesses (SMBs), bringing 97% new advertisers to TV through highly targeted and measured campaigns on streaming platforms.
- The company is a technology-first organization with 50% of its 540 employees in engineering. It leverages AI for precise consumer targeting (Mountain Match) and for rapid, cost-effective TV commercial creation via Quick Frame AI, which has seen over 5,000 users since its recent launch.
- MNTN anticipates continued market growth, with Netflix expected to go live this quarter (Q1 2026), adding to its direct partnerships with major streaming inventory sources. Available ad impressions have surged from 400,000 per second to nearly 4 million per second in recent years.
- Despite single-digit penetration of the 1-1.5 million potential SMB market, MNTN aims to increase its current 12-15% share of wallet from existing customers. The company does not currently consider Amazon a direct competitor in its core SMB Performance TV segment.
Jan 14, 2026, 4:00 PM
Mountain CEO Discusses Performance TV Strategy and AI Advancements
MNTN
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- Mountain (MNTN) pioneered "Performance TV" to enable small and mid-size businesses (SMBs) to conduct highly targeted and measured ad campaigns on streaming television, with 97% of its customers being new to TV advertising.
- The company heavily invests in technology, with half of its 540 employees in engineering. It leverages AI for consumer targeting ("Mountain Match") and creative generation ("Quick Frame AI"), which has significantly reduced the time for new companies to launch campaigns. Over 5,000 people have used Quick Frame AI since its launch 5-6 weeks prior.
- Mountain's key goals include consistent growth and increasing its share of wallet from existing customers, which currently ranges from 12% to 15% of their overall media budget.
- The company has direct partnerships with major streaming inventory sources (e.g., Disney, Warner Bros., Paramount) and expects Netflix to go live this quarter. Available ad impressions have grown from 400,000 to nearly 4 million per second over the last few years.
- Mountain estimates its total addressable market in the U.S. to be at least 1 million companies, with current penetration in the "tens of thousands," representing single-digit market penetration.
Jan 14, 2026, 4:00 PM
MNTN Discusses Performance TV Growth and AI Integration
MNTN
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- MNTN, a connected television (CTV) advertising software company, enables small and medium businesses (SMBs) to run performance-driven campaigns, with 97% of its customers new to TV advertising.
- The company's key goals for 2026 include continued growth, market expansion, and increasing its share of customer marketing budgets.
- MNTN heavily integrates AI, with one in two employees in engineering, for ad targeting (MNTN Match) and creative generation via Quick Frame AI, which has seen over 5,000 users since its launch 5-6 weeks prior to January 14, 2026.
- MNTN maintains direct partnerships with major streaming inventory sources, providing 97% net new revenue to partners, and has seen available ad impressions grow to approaching 4 million per second.
- The company aims to increase its share of wallet from customers (currently 12% to 15%) within an estimated U.S. market of 1 to 1.5 million potential companies.
Jan 14, 2026, 4:00 PM
MNTN Discusses Performance TV for SMBs at Raymond James Conference
MNTN
New Projects/Investments
Revenue Acceleration/Inflection
Product Launch
- MNTN enables small and mid-sized businesses (SMBs) to advertise on streaming television, with 97% of its customers being first-time TV advertisers.
- The company offers an outcome-based, self-serve platform that provides precision targeting and measurement for direct-to-consumer e-commerce brands and local businesses.
- MNTN utilizes AI-powered creative tools, such as QuickFrame AI, to significantly reduce the cost (10x less expensive) and time (100x faster) for SMBs to produce 30-second TV commercials.
- MNTN acts as a growth channel for streaming networks through direct partnerships with nearly all ad-supported platforms in America, bringing new advertisers to the ecosystem.
- The business model is highly scalable, demonstrating margin expansion with margins just under 80% for the last quarter, achieved through efficient management of programmatic auctions.
Dec 9, 2025, 4:20 PM
MNTN Discusses Streaming TV Advertising for SMBs and Scalable Growth
MNTN
New Projects/Investments
Revenue Acceleration/Inflection
Product Launch
- MNTN enables small and mid-sized businesses (SMBs) to advertise on streaming television, with 97% of its customers being first-time TV advertisers, thereby expanding the market.
- The company's platform offers outcome-based Performance TV, featuring precision targeting, measurement, and ease of use for marketers, supported by direct partnerships with nearly all ad-supported streaming networks.
- MNTN leverages technology, including AI-powered creative tools like QuickFrame AI, which reduces the time to create 30-second commercials by 100 times and cost by 10 times.
- The business model is highly scalable and has demonstrated margin expansion, with margins just under 80% for the last quarter, driven by cost efficiencies in managing programmatic auctions.
Dec 9, 2025, 4:20 PM
MNTN CEO Discusses Expansion of Streaming TV Advertising for SMBs
MNTN
New Projects/Investments
Revenue Acceleration/Inflection
Product Launch
- MNTN is expanding the streaming television advertising market by enabling small and mid-sized businesses (SMBs) to advertise, with 97% of its customers being new to TV advertising.
- The company's platform provides outcome-based Performance TV, offering highly targeted and measurable campaigns across nearly all ad-supported streaming networks in the U.S..
- MNTN leverages technology, including AI-powered creative tools (QuickFrame AI), which significantly reduces the cost (by 10x) and time (by 100x) for SMBs to create professional TV ads.
- The business model is highly scalable and has achieved margin expansion, with recent margins reported at just under 80%, primarily due to reduced hosting costs.
Dec 9, 2025, 4:20 PM
MNTN CEO Discusses SMB-Focused Streaming TV Advertising Strategy and Growth
MNTN
New Projects/Investments
Revenue Acceleration/Inflection
- MNTN focuses on enabling small and mid-sized businesses (SMBs) to advertise on streaming TV, with 97% of its customers new to TV advertising, significantly expanding the total addressable market.
- The company's primary customer acquisition is organic, with its own platform streaming MNTN-branded TV commercials generating most leads, and customer spend scaling based on their return on ad spend (ROAS).
- MNTN utilizes technology like Quick Frame AI to reduce the time and cost of creating TV ads by 100x and 10x, respectively, with 50% of its workforce being engineers dedicated to platform and AI investment.
- The company reported gross margin growth of 720 basis points year over year and is confident in expanding adjusted EBITDA margins while balancing revenue growth.
Nov 18, 2025, 6:20 PM
MNTN CEO Discusses Market Expansion, Performance Marketing, and AI Innovations at TIMT Conference
MNTN
New Projects/Investments
Revenue Acceleration/Inflection
- MNTN focuses on enabling small and mid-sized businesses (SMBs) to advertise on streaming TV, with 97% of its customers being new to TV advertising, effectively expanding the market.
- The company's primary customer acquisition strategy involves using its own platform to stream MNTN-branded TV commercials to future customers, leading to over three-quarters of customers being inbound.
- MNTN emphasizes performance marketing, with customers primarily focused on Return on Ad Spend (ROAS), and has developed Quick Frame AI to reduce the cost of TV ad creative by 10x and time by 100x.
- MNTN's competitive advantages include delivering superior performance, proprietary creative tools like Quick Frame AI, advantageous pricing due to scale, and a significant investment in technology, with 50% of its employees being engineers.
- The company reported gross margin growth of 720 basis points year over year and plans to continue expanding adjusted EBITDA margins while balancing revenue growth.
Nov 18, 2025, 6:20 PM
MNTN Reports Strong Q3 2025 Results, Achieves First GAAP Profitability in Four Years, and Provides Optimistic Q4 Guidance
MNTN
Earnings
Guidance Update
Revenue Acceleration/Inflection
- MNTN reported strong Q3 2025 financial results, with revenue reaching $70 million, a 31% year-over-year increase (adjusted for divestiture), and achieved its first GAAP profitable quarter in four years with net income of $6.4 million and $0.09 GAAP EPS.
- Adjusted EBITDA grew 52.9% year-over-year to $16 million in Q3 2025, with the Adjusted EBITDA margin expanding to 22.8%, supported by a gross margin increase to 79%.
- The company issued Q4 2025 guidance, projecting revenue between $85.5 million and $86.5 million (midpoint $86 million), representing 34% year-over-year growth (normalized), and Adjusted EBITDA between $25 million and $26 million.
- Customer growth remains robust, with active PTV customers increasing 67% year-over-year to 3,316 (trailing 12 months), and an expansion rate exceeding 115%.
- Strategic initiatives include the recent launch of QuickFrame AI to simplify TV ad creative production and continued success in attracting small and medium-sized businesses, with 97% of MNTN customers being new to TV advertising.
Nov 4, 2025, 9:30 PM
MNTN Announces Q3 2025 Results
MNTN
Earnings
Revenue Acceleration/Inflection
- MNTN reported $70.0 million in total revenue for Q3 2025.
- The company achieved a 31% year-over-year adjusted total revenue growth for Q3 2025.
- Gross Margin for Q3 2025 was 78.9%.
- Adjusted EBITDA for Q3 2025 was $16.0 million, representing an Adjusted EBITDA Margin of 23%.
- Diluted Earnings Per Share (EPS) for Q3 2025 was $0.08.
Nov 4, 2025, 9:30 PM
Quarterly earnings call transcripts for MNTN.
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