MNTN · NYSE · Software - Application

MNTN (MNTN)

Runs a connected-TV platform combining campaign activation, measurement, and ad-creative capabilities.

$11.18
vs last close−0.18 (−1.58%)
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MNTN Inc.MNTN
Information Technology

Sells a unified online platform for connected-TV advertising, covering targeting, campaign planning, creative-ad building, and analytics reporting. QuickFrame links video production with CTV activation and measurement, while a creative-services arrangement remained after the Maximum Effort Marketing divestiture.

Operates a performance-TV software platform for marketers, combining campaign planning, audience targeting, prospecting, creative-ad building, and analytics reporting in one online workflow. The workflow also supports audience segmentation.

Its connected-TV offering applies the audience-targeting and measurement experience developed in performance display advertising. QuickFrame adds a marketplace for creating video ads and links video-asset creation with CTV activation and measurement. MNTN divested Maximum Effort Marketing in 2025 but retained a creative-services arrangement.

The platform is designed to connect video-asset creation with CTV activation and measurement. Its business therefore depends on data integration, algorithms, user interface, and reporting capabilities used to make connected-TV advertising measurable and accessible.

Company facts

CEOMark Douglas
ListedMay 22, 2025
ExchangeNYSE
HeadquartersAustin, TX
CountryUnited States
Employees534
CIK0001891027
ISINUS55318A1088

Market cap$839.8M
EPS (ttm)$0.7100
P/E (ttm)16.00
ROE18.4%
P/B2.51
P/S2.68
Dividend yieldDiv yield
Beta1.07vs XLK −0.45

No analyst consensus on record.

Next report
Nov 3, 26
in 42 days
EPS estimate
$0.25
Revenue estimate
$87.7M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported−$0.05−$0.27−$0.08$0.08$0.43$0.11$0.11Pending
Estimate−$0.06$0.04$0.26$0.12$0.19$0.25
Surprise−33.3%+100.0%+65.4%−8.3%−41.2%

RevenueReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$69.8M$64.5M$68.5M$70.0M$87.1M$73.7M$82.5MPending
Estimate$64.5M$86.2M$86.2M$72.6M$82.3M$87.7M
Surprise+6.2%−18.7%+1.1%+1.4%+0.2%
Estimate$0.25
ReportedDue Nov 3, 2026
Estimate$87.7M
ReportedDue Nov 3, 2026
View details

Debt to equity0.00%
Current ratio486.00%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$57.1M$69.8M$64.5M$68.5M$70.0M$87.1M$73.7M$82.5M
Net income−$3.9M−$4.0M−$21.1M−$26.2M$6.4M$34.5M$8.8M$6.7M
Net margin0.0%0.0%0.0%0.0%9.2%39.6%11.9%8.1%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$374.0K$9.9M−$7.7M$3.7M$7.5M$20.5M$9.6M$7.1M
YoY growthTurned profitTurned profitLoss narrowedTurned profit+1,913.4%+107.9%Turned profit+91.5%

Balance sheet, Jun 30, 2026Cash & short-term investments $237.3M · Total debt $0 · Total assets $402.7M · Shareholders' equity $334.3M

Revenue
$82.5M
Operating income
$7.1M
Net income
$6.7M
View details

No dividends on record.

Institutions≈ 52.01%38.44M shares
134 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders28.86%21.34M shares
11 holders · as of Sep 8, 2026
Strategic holders22.59%16.70M shares
3 holders · as of Aug 20, 2026
Adds to103.46%

73.92M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

These groups come from separate filings that can overlap, so they add to 103.46%; nothing is left for Other.

This company has 2 share classes; every stake here is a share of the whole company.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Mark DouglasInsider
12.97%9.59Mfiled Feb 17, 2026
Baroda Ventures LLCStrategic10 percent owner
8.62%6.38M Afiled Aug 20, 2026
Mercato Management Legacy, LLCInstitution
8.34%6.17M Aas of Jun 30, 2026
Mercato Partners Growth III GP, LLC1,2Strategic10 percent owner
8.34%6.17M Afiled Aug 14, 2025
Wellington Management Group LLPInstitution
7.62%5.63M Aas of Jun 30, 2026
  1. Mercato Partners Growth III GP, LLC's transaction reports restate only vehicles that traded; the 2025 ownership statement (6.17M) is used instead.
  2. Mercato Partners Growth III GP, LLC reports a block also reported by Mercato Management Legacy, LLC; it is counted once, under Mercato Management Legacy, LLC.

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 18, 2026Baroda Ventures LLC10 percent owner−275,115$12.75
Aug 14, 2026Baroda Ventures LLC10 percent owner−33,617$12.56
Aug 13, 2026Baroda Ventures LLC10 percent owner−26,823$12.53
Dec 3, 2025Hadi Partovidirector−86,665$13.39
Dec 2, 2025Hadi Partovidirector−168,257$13.39
View details

  • The Trade Desk

    Independent DSP overlap in CTV buying and campaign measurement

  • Roku

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  • Amazon

    Prime Video inventory and Amazon DSP overlap in CTV ad buying

  • Alphabet Class A

    YouTube advertising overlaps in streaming-video reach and budgets

  • DoubleVerify

    CTV measurement and programmatic activation overlap

Compare

CompanyPriceChange
MNTN$11.18−1.58%$839.8M16.011.02.7+20.6%
The Trade Desk$13.19−5.01%$6.53B16.3109.12.2+3.0%
Roku$153.94−0.25%$22.89B66.047.74.4+21.9%
Amazon$255.31−1.22%$2.78T20.827.43.6+19.6%
Alphabet Class A$353.40−0.44%$4.30T17.826.39.6+24.2%
DoubleVerify$13.41−0.26%$2.06B37.419.02.7+2.5%
Median20.827.43.6+19.6%