MNTN (MNTN) Q4 2025 Earnings Call Transcript
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5 days ago
0mins
Should l Buy MNTN?
Source: NASDAQ.COM
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Analyst Views on MNTN
Wall Street analysts forecast MNTN stock price to rise
7 Analyst Rating
6 Buy
1 Hold
0 Sell
Strong Buy
Current: 10.950
Low
18.00
Averages
25.79
High
39.00
Current: 10.950
Low
18.00
Averages
25.79
High
39.00
About MNTN
MNTN, Inc. provides a Performance TV (PTV) software platform that allows marketers to combine the powerful storytelling format of TV advertising with the targeting, measurement and attribution capabilities of paid search and social advertising. The Company is focused on providing performance advertising services through a unified online advertising platform that includes segmentation tools, intelligent campaign planning, advance audience targeting, prospecting, creative ad builder, and data analytics reporting. It offers marketers a comprehensive and fully integrated software solution that combines targeting, measurement and attribution capabilities for performance marketing on Connected TV (CTV). Its Verified Visits technology links Internet-connected devices in the household to TV. Its self-serve software platform enables marketers to target audiences through its MNTN Matched technology and then directly attribute each view to a purchase or other action.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Earnings Beat: Diodes reported an adjusted EPS of 34 cents, surpassing market expectations of 32 cents, indicating strong profitability that boosts investor confidence.
- Sales Growth: The company's quarterly sales reached $391.578 million, exceeding the anticipated $385.560 million, suggesting sustained demand for its products that could drive future revenue growth.
- Stock Surge: Diodes shares jumped 31.8% to $81.32 on Wednesday, reflecting a positive market reaction to its earnings report, which may attract more investor interest.
- Market Performance: U.S. stocks were slightly higher, with the Dow Jones gaining around 0.1% on Wednesday, indicating cautious optimism about the economic outlook that could provide a favorable environment for other companies.
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U.S. Economy Adds Jobs Exceeding Expectations
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- Unemployment Rate Decline: The unemployment rate unexpectedly fell to 4.3% in January from 4.4% in December, below market expectations of 4.4%, suggesting improvements in the labor market that could further boost consumption and economic growth.
- Accelerated Wage Growth: Average hourly earnings for private nonfarm employees rose by 0.4% to $37.17, a significant acceleration from December's 0.1% increase and exceeding expectations of 0.3%, which will enhance consumer purchasing power.
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Teradata Quarterly Earnings Beat Expectations
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- Sales Growth: The company's quarterly sales reached $421 million, exceeding the analyst consensus estimate of $400.817 million, suggesting sustained strong market demand that could drive future business expansion.
- Stock Price Surge: Teradata shares jumped 16.5% to $34.07 in pre-market trading, reflecting a positive market reaction to the earnings report, which may attract more investor interest.
- Significant Market Impact: This earnings beat not only lifted the company's stock price but could also positively influence investor sentiment across the industry, further solidifying Teradata's market position in the data analytics sector.
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MNTN Inc. Reports Record Q4 and Full-Year 2025 Results
- Significant Revenue Growth: MNTN Inc. reported fourth-quarter revenue of $87.1 million, a 36% year-over-year increase, primarily driven by the strong performance of its Performance TV platform, showcasing the company's competitiveness in the ad-tech sector.
- Profitability Improvement: The company achieved a net income of $34.5 million in the fourth quarter, a substantial turnaround from a net loss of $4 million in the same period of 2024, indicating a significant improvement in profitability that boosts investor confidence.
- Strong Customer Growth: MNTN's Active Performance TV customers grew by 63% year-over-year, not only enhancing the company's market share but also laying a solid foundation for future revenue growth, reflecting robust market demand for its products.
- Optimistic Future Outlook: MNTN guided full-year 2026 revenue between $345 million and $355 million, representing a 22.9% growth at the midpoint, indicating the company's confidence in future business development and the effectiveness of its strategic planning.
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MNTN Reports Strong Q4 Earnings with Significant Revenue Growth
- Significant Revenue Growth: MNTN's Q4 GAAP revenue reached $87.1 million, a 25% year-over-year increase, including contributions from Maximum Effort in Q4 2024, indicating strong performance in the streaming market that is expected to drive future revenue growth.
- Margin Improvement: The gross margin for Q4 improved to 82% from 77% in 2024, a 530 basis point increase year-over-year, reflecting the company's success in cost control and operational efficiency, thereby enhancing profitability.
- Net Income Turnaround: The company reported a net income of $34.5 million in Q4, compared to a net loss of $4.0 million in the prior year, showcasing a significant improvement in profitability that boosts investor confidence.
- Strong Annual Performance: For the full year 2025, revenue grew 36% year-over-year to $284.7 million, with GAAP revenue increasing 29% to $290.1 million despite a one-time IPO-related charge of $23.0 million, indicating robust financial performance and solid growth trajectory in the market.
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MNTN (MNTN) Q4 2025 Earnings Call Transcript
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Diodes Reports Strong Quarterly Earnings, Shares Surge
- Earnings Beat: Diodes reported an adjusted EPS of 34 cents, surpassing market expectations of 32 cents, indicating strong profitability that boosts investor confidence.
- Sales Growth: The company's quarterly sales reached $391.578 million, exceeding the anticipated $385.560 million, suggesting sustained demand for its products that could drive future revenue growth.
- Stock Surge: Diodes shares jumped 31.8% to $81.32 on Wednesday, reflecting a positive market reaction to its earnings report, which may attract more investor interest.
- Market Performance: U.S. stocks were slightly higher, with the Dow Jones gaining around 0.1% on Wednesday, indicating cautious optimism about the economic outlook that could provide a favorable environment for other companies.
See More
U.S. Economy Adds Jobs Exceeding Expectations
- Strong Job Growth: According to the Bureau of Labor Statistics, the U.S. added 130,000 jobs in January, significantly surpassing economists' expectations of 70,000 and marking a substantial increase from December's revised 48,000, indicating robust economic recovery momentum.
- Unemployment Rate Decline: The unemployment rate unexpectedly fell to 4.3% in January from 4.4% in December, below market expectations of 4.4%, suggesting improvements in the labor market that could further boost consumption and economic growth.
- Accelerated Wage Growth: Average hourly earnings for private nonfarm employees rose by 0.4% to $37.17, a significant acceleration from December's 0.1% increase and exceeding expectations of 0.3%, which will enhance consumer purchasing power.
- Energy Stocks Outperform: Energy stocks rose by 2.4% on Wednesday, reflecting optimistic market expectations for energy demand, while oil prices increased by 1.3% to $64.80, potentially boosting profitability for related companies.
See More
Teradata Quarterly Earnings Beat Expectations
- Strong Earnings Performance: Teradata reported earnings of 74 cents per share, surpassing the analyst consensus estimate of 56 cents, indicating robust profitability that boosts investor confidence.
- Sales Growth: The company's quarterly sales reached $421 million, exceeding the analyst consensus estimate of $400.817 million, suggesting sustained strong market demand that could drive future business expansion.
- Stock Price Surge: Teradata shares jumped 16.5% to $34.07 in pre-market trading, reflecting a positive market reaction to the earnings report, which may attract more investor interest.
- Significant Market Impact: This earnings beat not only lifted the company's stock price but could also positively influence investor sentiment across the industry, further solidifying Teradata's market position in the data analytics sector.
See More
MNTN Inc. Reports Record Q4 and Full-Year 2025 Results
- Significant Revenue Growth: MNTN Inc. reported fourth-quarter revenue of $87.1 million, a 36% year-over-year increase, primarily driven by the strong performance of its Performance TV platform, showcasing the company's competitiveness in the ad-tech sector.
- Profitability Improvement: The company achieved a net income of $34.5 million in the fourth quarter, a substantial turnaround from a net loss of $4 million in the same period of 2024, indicating a significant improvement in profitability that boosts investor confidence.
- Strong Customer Growth: MNTN's Active Performance TV customers grew by 63% year-over-year, not only enhancing the company's market share but also laying a solid foundation for future revenue growth, reflecting robust market demand for its products.
- Optimistic Future Outlook: MNTN guided full-year 2026 revenue between $345 million and $355 million, representing a 22.9% growth at the midpoint, indicating the company's confidence in future business development and the effectiveness of its strategic planning.
See More
MNTN Reports Strong Q4 Earnings with Significant Revenue Growth
- Significant Revenue Growth: MNTN's Q4 GAAP revenue reached $87.1 million, a 25% year-over-year increase, including contributions from Maximum Effort in Q4 2024, indicating strong performance in the streaming market that is expected to drive future revenue growth.
- Margin Improvement: The gross margin for Q4 improved to 82% from 77% in 2024, a 530 basis point increase year-over-year, reflecting the company's success in cost control and operational efficiency, thereby enhancing profitability.
- Net Income Turnaround: The company reported a net income of $34.5 million in Q4, compared to a net loss of $4.0 million in the prior year, showcasing a significant improvement in profitability that boosts investor confidence.
- Strong Annual Performance: For the full year 2025, revenue grew 36% year-over-year to $284.7 million, with GAAP revenue increasing 29% to $290.1 million despite a one-time IPO-related charge of $23.0 million, indicating robust financial performance and solid growth trajectory in the market.
See More
MNTN (MNTN) Q4 2025 Earnings Call Transcript
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