• Reported GAAP EPS of $0.47 up 267.86% YoY • Reported revenue of $87.1M up 24.76% YoY • MNTN expects full year 2026 revenue to be between $345M and $355M, representing 20.7% year-over-year GAAP growth. Adjusted EBITDA is projected to be between $94.6M and $99.6M.
Bullish
MNTN achieved strong Q4 revenue growth, improved gross margins, and positive net income, driven by 63% active customer growth and expanded access to premium TV inventory.
Bearish
MNTN faces risks from its dependence on CTV adoption, customer concentration, and challenges in attracting new customers. An intensely competitive market and macroeconomic conditions also pose headwinds.