The call conveyed a balanced message: clear operational and product progress (notably strong CTV momentum, enterprise cross-sell acceleration, partnership expansions, AI-enabled product improvements, and achievement of profitability targets in Q4) contrasted with material near-term challenges (pro forma revenue and gross profit declines, a $350M non-cash goodwill impairment, deliberate revenue trimming causing an estimated $20M ex-TAC headwind in 2026, modest free cash flow, and a sizable 10% coupon long-term debt load). Management expects the restructuring and strategic focus to drive cost savings ($35M–$40M annually) and a return to growth by Q4 2026, but execution risk and capital structure pressure keep the outlook cautious in the near term.

Company Guidance

The company guided Q1 2026 ex‑TAC gross profit of $102–106M and adjusted EBITDA of breakeven to $3M, and reiterated full‑year 2026 adjusted EBITDA of ~$100M (which could cause a small use of cash though management sees opportunities to generate positive free cash flow). Management noted a ~$20M ex‑TAC year‑over‑year headwind in 2026 (mostly in H1), with roughly an $8M hit that affected Q4 2025 and is expected to impact Q1 and Q2 before phasing down into Q3–Q4 as comps ease and growth returns (management expects to be back to top‑line growth by Q4 2026). For context, Q4 revenue was about $352M (+50% as‑reported, -17% pro forma), Q4 ex‑TAC gross profit was $152M (+122% as‑reported, -19% pro forma), Q4 adjusted EBITDA was $37M, adjusted free cash flow was ~$3M in Q4 and $6M for the year; the company ended Q4 with $139M cash, €15M (~$17.5M) overdraft, $628M of long‑term debt at 10% due 2030, recorded a ~$350M goodwill impairment, took $6M of restructuring charges and expects ~$35–40M in annual run‑rate savings from the December restructuring.

Met Guidance and Profitability Progress

Hit the high end of Q4 guidance for ex-TAC gross profit and exceeded adjusted EBITDA targets; Q4 adjusted EBITDA was $37,000,000 and the company generated positive adjusted free cash flow of approximately $3,000,000 in Q4 (≈$6,000,000 for the full year).

Strong CTV Momentum

CTV accelerated: crossed $100 million annual CTV revenue mark, Q4 CTV growth cited at 55% and a separate statement referenced 455% growth on the business; access to over 500 million addressable TVs globally and ran over 3,500 home-screen campaigns.

Enterprise Cross-Sell Traction

Sales to enterprise customers (performance cross-selling) increased 300% versus Q3, demonstrating early scaling in selling full-funnel/omnichannel solutions (though still 'a few million dollars per quarter' today).

Notable Campaign Outcomes and Partnerships

Omnichannel case (Accor) delivered measurable advertiser outcomes: 23% lift in brand favorability and 17% increase in purchase intent; renewed several joint business partnerships with leading global brands and expanded exclusive OEM partnerships (LG, Samsung) and integrations (Google TV, Rakuten).

Cost Reductions and Restructuring

Completed December restructuring with recognized $6,000,000 of charges in Q4 and expect annualized cost savings of $35,000,000–$40,000,000 from headcount and structure changes.

Stronger Product and GTM alignment

Integrated Outbrain capabilities into Teads Ad Manager, launched agency/data integrations (example: Havas), invested in AI/LLM-driven algorithmic delivery and automation to improve KPIs and margins and to simplify campaign setup.

Cash Position and Liquidity

Ended Q4 with $139,000,000 of cash, cash equivalents, and marketable securities and continue to evaluate opportunistic steps to strengthen capital structure; Q1 2026 guidance implies positive focus on cash generation (ex-TAC gross profit guidance $102M–$106M; adjusted EBITDA breakeven to $3M).

Teads Holding (DE:852) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

DE:852 Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
May 07, 2026	2026 (Q1)	-0.38 / -	-0.174	―	―	―
Mar 05, 2026	2025 (Q4)	-0.11 / 0.09	0.061	42.86% (+0.03)	―
Nov 06, 2025	2025 (Q3)	-0.05 / -0.15	0.096	-254.55% (-0.24)	―
Aug 07, 2025	2025 (Q2)	-0.02 / -0.09	0.005	-1766.67% (-0.09)	―
May 09, 2025	2025 (Q1)	-0.11 / -0.17	-0.103	-68.07% (-0.07)	―
Feb 27, 2025	2024 (Q4)	0.07 / 0.06	0.078	-22.22% (-0.02)	―
Nov 07, 2024	2024 (Q3)	0.02 / 0.10	0.009	1000.00% (+0.09)	―
Aug 08, 2024	2024 (Q2)	-0.05 / <0.01	-0.069	107.50% (+0.07)	―
May 09, 2024	2024 (Q1)	-0.11 / -0.10	-0.078	-32.22% (-0.03)	―
Feb 29, 2024	2023 (Q4)	0.08 / 0.08	-0.122	164.29% (+0.20)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

DE:852 Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Mar 05, 2026	€0.71	€0.70	-2.10%
Nov 06, 2025	€1.18	€0.74	-36.86%
Aug 07, 2025	€2.20	€1.96	-10.91%
May 09, 2025	€3.02	€2.82	-6.62%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Teads Holding (DE:852) report earnings?

Teads Holding (DE:852) is schdueled to report earning on May 07, 2026, Before Open (Confirmed).

What is Teads Holding (DE:852) earnings time?

Teads Holding (DE:852) earnings time is at May 07, 2026, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

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What companies are reporting earnings today?

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What is the P/E ratio of Teads Holding stock?

The P/E ratio of Teads Holding is N/A.

What is DE:852 EPS forecast?

DE:852 EPS forecast for the fiscal quarter 2026 (Q1) is -0.38.