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Edge23 Jan 2026
Death, Taxes, and Garbage: The Story of WM
How Waste Management turned garbage into one of America's most stable business models through landfills, regulation, and nationwide scale.
MNTN
MNTN (MNTN) investor relations material
MNTN 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary14 Jan, 2026
Company overview and market positioning
Pioneered performance television, enabling small and mid-size businesses to run targeted, measurable ad campaigns on streaming TV, with 97% of customers new to TV advertising.
Operates as a DSP but is viewed by customers as a performance marketing platform, similar to Meta or Google, rather than traditional ad tech competitors.
Focused on consistent growth, expanding market share, and moving from early adopter to mainstream adoption among marketers.
Holds direct partnerships with major streaming networks, aggregating inventory and acting as a walled garden for SMBs.
Penetration in the SMB market is in the single digits, with significant room for growth compared to larger platforms like Meta.
Technology, AI, and product innovation
Heavy investment in engineering, with half of staff in technical roles, leveraging generative AI for targeting and creative optimization.
AI-driven targeting (MNTN Match) profiles and matches consumers to products, enhancing campaign effectiveness.
Quick Frame AI platform enables rapid, cost-effective TV ad creation, reducing average go-live time from 45 days to less than a week.
Over 5,000 users have adopted Quick Frame AI within weeks of launch, with ongoing rapid feature releases and integration with independent creators.
Upcoming Quick Frame AI 2 will introduce features like casting and saveable characters, including influencer integration and digital clones.
Market trends, supply, and competitive landscape
Shift from linear to streaming TV continues, with inventory and impressions growing rapidly; now at 4 million impressions per second.
Pricing for CTV ad units remains stable, and supply is not constrained; new ad formats like pause ads and live sports are expanding inventory.
Partnerships with networks like Disney, Warner Bros., Paramount, Peacock, and Fox provide broad access, with Netflix expected soon.
Competition from Amazon and other large platforms is limited due to different customer bases and product focus; MNTN offers real-time attribution, which is critical for SMBs.
The main competitive advantage lies in advanced targeting, creative capabilities, and favorable network partnerships.
Quick Frame AI's impact on creative production
How to grow share of wallet with existing clients?
How does Amazon's CTV ad offering compete?
Partial view of Summaries dataset, powered by Quartr API
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Next MNTN earnings date
Q4 202510 Feb, 2026
MNTN
Next MNTN earnings date
Q4 202510 Feb, 2026
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