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MNTN
MNTN (MNTN) investor relations material
MNTN Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary10 Feb, 2026
Executive summary
Achieved 36% year-over-year revenue growth for both Q4 and full year 2025, with Q4 revenue at $87.1M and full year revenue at $290.1M, driven by strong SMB adoption and customer retention.
Gross margin expanded to 82% in Q4 and 77.2% for FY 2025, reflecting improved efficiencies and the impact of the Maximum Effort divestiture.
Adjusted EBITDA reached $28.1M in Q4 (32% margin) and $68M for the year (23% margin), up 75% year-over-year.
Q4 GAAP net income was $34.5M (EPS $0.47); full year net loss of $6.4M due to a one-time $23M IPO-related charge.
Customer base expanded by 63% year-over-year to 3,632 active PTV customers at year-end, with notable case studies highlighting strong advertiser results.
Financial highlights
Q4 revenue reached $87.1M, up 36% year-over-year, and full year revenue was $290.1M, both adjusted for the Maximum Effort divestiture.
Q4 gross margin improved to 82% (up 530 bps); full year gross margin rose to 77.2% (up 560 bps).
Q4 adjusted EBITDA was $28.1M (32% margin); full year adjusted EBITDA was $68M (23% margin).
Q4 GAAP net income was $34.5M; full year net loss was $6.4M due to a one-time $23M IPO-related charge.
Ended Q4 with $210M in cash and no debt.
Outlook and guidance
Q1 2026 revenue expected between $71.3M–$73.3M (22.3% year-over-year growth at midpoint); adjusted EBITDA $13M–$14M.
Full year 2026 revenue guidance of $345M–$355M (22.9% year-over-year growth at midpoint); adjusted EBITDA $94.6M–$99.6M.
Long-term targets: gross margin 75–80%, adjusted EBITDA margin 35–40%.
Focus on accelerating new customer acquisition, expanding wallet share, and continuous product innovation.
Plans to increase efficiencies, operating leverage, and extend into adjacent markets.
Divestiture's impact on MNTN's core profitability
AI's role in customer acquisition and retention
Explain PTV customer growth vs. revenue growth
New customer profile and market segment focus
QuickFrame AI impact on customer go-live
Educate market on CTV attribution accuracy
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Next MNTN earnings date
Morgan Stanley Technology, Media & Telecom Conference 20262 Mar, 2026
MNTN
Next MNTN earnings date
Morgan Stanley Technology, Media & Telecom Conference 20262 Mar, 2026
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