MNTN, Inc. (MNTN) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

SA Transcripts158.76K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call MNTN, Inc. (MNTN) Morgan Stanley Technology, Media & Telecom Conference 2026 March 2, 2026 4:05 PM EST Company Participants Mark Douglas - Founder, President, CEO & Chairman of the Board Conference Call Participants Matthew Cost - Morgan Stanley, Research Division Presentation Matthew CostMorgan Stanley, Research Division All right. Welcome, everybody. I'm just going to quickly start with the disclosures. For important research disclosures, please see the Morgan Stanley research disclosure website at morganstanley.com/researchdisclosures. If you have any questions, please reach out to your MS sales representative. And with that out of the way, my name is Matt Cost from the Morgan Stanley U.S. Internet team. Very happy to be joined today by Mark Douglas, CEO of MNTN. Thanks for being here. Mark DouglasFounder, President, CEO & Chairman of the Board Thank you. Question-and-Answer Session Matthew CostMorgan Stanley, Research Division Awesome. So maybe we can jump right into it maybe as a high level. For people in the audience who may be newer to the MNTN story, talk to us a little bit about an overview of MNTN, where you fit into the advertising ecosystem and how the business has changed over the past couple of years? Mark DouglasFounder, President, CEO & Chairman of the Board Sure. So at MNTN, with the advent of streaming television, relatively early in that journey from linear TV to streaming, we recognized that, that was a digital marketing opportunity. And we created the world's first Performance TV platform, and the idea of using television as a direct response marketing vehicle similar to what companies do with paid search and paid social. And so -- and we did that specifically for the SMB market, small and midsized businesses who the majority of spend was on search and social and now for the first time, can really come on -- into the television ecosystem and drive measurable