MNTN Q4 revenue beats analyst expectations

MNTN

10/02/2026 21:15

Overview

Connected TV platform's Q4 revenue grew 36% yr/yr, beating analyst expectations

Company's Q4 gross margin improved to 82% from 77% in Q4 2024

Q4 net income turned positive at $34.5 mln from a loss in prior year

Outlook

MNTN expects Q1 2026 revenue between $71.3 mln and $73.3 mln

Company forecasts full-year 2026 revenue between $345 mln and $355 mln

MNTN anticipates Q1 2026 adjusted EBITDA between $13 mln and $14 mln

Result Drivers

PERFORMANCE TV PLATFORM - Revenue growth driven by the strength of MNTN's Performance TV platform

AI INTEGRATION - AI has been a core driver of MNTN's platform, enhancing consumer targeting and media planning

CUSTOMER BASE EXPANSION - Active Performance TV customers grew 63% year-over-year, reflecting expansion across small and mid-sized businesses

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$87.10 mln
$86.15 mln (9 Analysts)
Q4 Net Income
$34.48 mln
Q4 Gross Margin
82.00%
Q4 Gross Profit
Beat
$71.47 mln
$0.23 (9 Analysts)
Q4 Operating Income
Beat
$20.52 mln
$19.92 mln (7 Analysts)
Q4 Pretax Profit
$25.28 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the advertising & marketing peer group is "buy"

Wall Street's median 12-month price target for MNTN Inc is $22.50, about 173.7% above its February 9 closing price of $8.22

Press Release: ID:nBw51mQvja

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)