Tuesday was a big day for CTV platform MNTN.
In addition to announcing its first quarter financial results for 2026, the company also announced the launch of QuickFrame AI 3.0, which CEO Mark Douglas revealed to investors at an earnings conference on the same day. This new iteration of the video tool allows users to generate multi-scene stories and save characters, products, and locations across different projects.
Since MNTN acquired QuickFrame in January 2022, the brand has pivoted its business model from a content creation studio to a maker community and now to AI products.
But Douglas told AdExchanger after Wednesday’s earnings that making videos cheaper and easier to create has always been a goal for QuickFrame. He said lowering the cost of creative will lead to companies developing more creative, which will also improve campaign performance as they become more creative over time.
QuickFrame AI is intended to enable a pool of small and medium-sized businesses eligible for MNTN, but exists separately as its own monthly subscription fee rather than a usage-based fee (“nobody likes tokens,” according to Douglas). We’re also seeing a growing customer base of independent content creators, many of whom are developing ads for social media rather than television.
“We want this tool to be successful on its own merits and not just as a feature of the MNTN Performance TV platform,” Douglas said.
command performance
Speaking of which, Tuesday’s earnings report also revealed that MNTN’s core CTV advertising business is still growing rapidly.
Revenue for Q1 2026 increased 25% year over year to $73.7 million (adjusting for the sale of creative agency Maximum Effort last April – no need to note this in future reports).
MNTN also ended the quarter with a total of 3,874 active performance TV clients, representing 46% year-over-year growth, CFO Patrick Pollen told investors on Tuesday.
Looking forward, the company expects 2026 revenue to be 21% higher than 2025, with annual revenue of $347 million to $357 million.
Debate over the feasibility of unlimited growth aside, Douglas doesn’t expect MNTN’s upward trajectory to slow anytime soon.
“You can see that in other parts of performance marketing as well,” Douglas told AdExchanger. “Advertising businesses tend to grow into the largest companies in their respective fields.”
social vs tv
During Tuesday’s earnings call, Douglas also answered questions from investors about what Pinterest’s recent foray into CTV advertising with its newly acquired tvScientific means for the broader performance TV space.
tvScientific, like MNTN, promotes itself as a performance TV platform, but Pinterest’s interest in this space has to do with expanding its own audience reach, and “we can’t compete with MNTN,” Douglas responded.
Douglas then elaborated on his position on AdExchangers, saying that social-aligned digital platforms like Pinterest (and Meta, which may be considering a similar foray into CTV), won’t be able to offer the same level of targeting and measurement tools as full-service platforms like MNTN.
“The car market exists, but that doesn’t mean a Toyota minivan is going to compete with a Porsche,” Douglas said. “They’re targeting a different demographic of consumers.”
