TEAD
Teads Holding Co.0.6735
-0.0006-0.09%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A details Q1 momentum, team stability
Q&A reinforced the prepared script with details on Q1 momentum: CTV accelerating via home screen exclusives (LG/Samsung geos, new Google TV), U.S./U.K. stabilizing, and performance cross-sells gaining steam—building toward pro forma ex-TAC growth by Q4 despite $8M quarterly headwinds from completed $20M revenue cleanup. Management affirmed the team is fully staffed, no further org changes eyed. Linearity shows sequential quarterly gains, with FY adj EBITDA ~$100M baked in via cost cuts. Verticals balanced, nothing material. Team sounds locked in. Investors will eye Q1 execution for growth inflection.
Key Stats
Market Cap
64.30MP/E (TTM)
-Basic EPS (TTM)
-1.01Dividend Yield
0%Recent Filings
8-K
Q4 revenue surges 50%
Teads reported Q4 revenue of $352.2M, up 50% year-over-year, and full-year $1.3B, up 46%, fueled by the Legacy Teads acquisition; Adjusted EBITDA hit $36.5M in Q4, $93.4M annually. Restructuring cut headcount 10% for $35M-$40M savings. CTV revenue topped $100M annually. Guides ~$100M Adjusted EBITDA for 2026.
8-K
Nasdaq bid price violation
8-K
Teads starts workforce cuts
Teads Holding Co. launched a restructuring plan on December 3, 2025, targeting 10% of its global workforce to slash costs and boost margins. It eyes $35 million to $40 million in annualized savings, offset by $8 million to $12 million in mostly cash charges through Q1 2026. Completion hinges on local laws. Risks loom for morale and operations.
10-Q
Q3 FY2025 results
Teads blasted revenue to $318.8M in Q3 ended September 30, 2025, up 42% y/y from $224.2M, with gross profit leaping 116% to $105.7M at 33.2% margin versus 21.8% prior year, fueled by the February 2025 Teads acquisition for $885M (cash/stock mix, $503M goodwill, $384M intangibles over 5-11 years). Operating loss widened slightly to $6.3M from $2.9M on higher sales/marketing, yet net loss hit $19.7M ($0.21/share) versus $6.7M profit, driven by $17.1M interest on 10% notes due 2030 ($604M carrying value). Cash swelled to $131M with $100M revolver available; ops cash was negligible at $0.3M YTD. Acquisition integration ramps smoothly. Conflicts in Israel threaten operations.
8-K
Teads Q3 revenue up 42%, cash burns
Teads reported Q3 revenue of $318.8M, up 42% year-over-year, driven by the February acquisition, with ex-TAC gross profit surging 119% to $130.5M and Adjusted EBITDA rising 66% to $19.2M despite a $19.7M net loss from integration costs. CTV revenue grew ~40%; cross-selling jumped 67% sequentially. Cash burned $24.0M adjusted free cash flow. Q4 guides ex-TAC gross profit $142M-$152M, Adjusted EBITDA $26M-$36M.
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