MNTN · MNTN, Inc.
10 customers — 20% of revenue (the six months ended June 30, 2026)
“our top ten customers collectively accounted for approximately 17% and 20%, respectively, of our revenue for the same periods.”
10 customers — 17% of revenue (the year ended December 31, 2025)
“our top ten customers collectively accounted for approximately 17% and 20%, respectively, of our revenue for the same periods.”
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Aug 4, 2026TL;DR. MNTN reported Q2 2026 revenue of $82.5 million (up 21% YoY) and Adjusted EBITDA of $21.5 million (up 48% YoY), both at the high end of guidance, reiterated full-year 2026 outlook, and announced a $100 million stock repurchase program.
- + Q2 revenue grew 21% YoY to $82.5 million, finishing at the high end of guidance.
- + Q2 Adjusted EBITDA grew 48% YoY to $21.5 million, with margin expanding 490 bps to 26.1%.
- + Gross margin improved 350 bps YoY to 80% in Q2.
- + Q2 delivered positive net income of $6.7 million, compared to a $26.2 million net loss in Q2 2025.
- + Active PTV customers grew 40% YoY to 4,225 on a trailing-twelve-month basis, with expansion rate above 115%.
- + Board authorized a $100 million stock repurchase program through August 5, 2027, signaling confidence in long-term trajectory.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | $21.51M | Three Months Ended June 30, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Net income (loss) 6.72M
-2.05M Interest (income) expense, net
+2.44M Income tax provision
+3.91M Amortization expense
+8.77M Stock-based compensation expense
+0K Fair value adjustments
+231K Acquisition costs
+0K Legal settlements
+1.49M Restructuring costs
+0K Loss on debt extinguishment
= Adjusted EBITDA 21.51M
|
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| Adjusted EBITDA margin non-GAAP | 26.1% | Three Months Ended June 30, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Software - Application — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
MNTN
this stock
MNTN, Inc.
|
$823.58M | -14.8% | +28.6% | 14.6 | 5.2% |
|
QH
QUHUO Ltd
|
$350.35B | +242.6% | +59.7% | — | 0.0% |
|
SAP
Sap SE
|
$243.17B | -14.2% | — | — | 0.4% |
|
CRM
Salesforce, Inc.
|
$191.79B | -13.3% | +25.9% | 21.3 | 3.9% |
|
SHOP
Shopify Inc.
|
$183.03B | -7.9% | +30.1% | 95.5 | 1.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| MNTN | -3.7% | -17.9% | +15.3% | -22.7% | -14.8% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -3.0% | -18.0% | +3.1% | -22.1% | -26.7% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.