May. 5 at 9:58 PM
$MNTN
Professor ChatGPT:
(part 1)
25% adjusted revenue growth
That’s a very different story.
And honestly, with these added details, this quarter looks flat-out excellent for MNTN.
The gross margin jump is the biggest eye-opener
81% vs 69% (+1,220 bps)
That’s enormous.
For a software / adtech platform, that kind of margin expansion says:
* better operating mix
* stronger platform efficiency
* potentially more software-driven monetization
* improved unit economics
That’s exactly what institutions look for when trying to identify whether growth is getting higher quality.