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Outbrain (OB)
NASDAQ:OB
Earnings Data
Report Date
May 08, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
-0.13Last Year’s EPS
-0.12Same Quarter Last Year
Moderate Buy
Based on 5 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 27, 2025
|% Change Since: -31.43%
|Next Earnings Date:May 08, 2025
Earnings Call Sentiment|Positive
The earnings call demonstrated strong strategic moves with the Teads acquisition, growth in non-traditional revenue streams, and strong free cash flow, while also highlighting challenges such as a decline in revenue and transition issues with a key supply partner. The company showed optimism about future synergies and growth opportunities.Company Guidance
During the fourth quarter and full year 2024 earnings call for Outbrain Incorporated, the company provided guidance that highlighted several key metrics. Outbrain achieved its Q4 guidance for Ex-TAC gross profit and adjusted EBITDA, with the former reaching $68.3 million, a 7% increase year-over-year, and the latter growing by 21% to $17 million. The company reported record free cash flow of approximately $38 million for Q4 and $51 million for the year. Revenue for Q4 was approximately $235 million, reflecting a 5% year-over-year decrease, while total ad spend was flat for the quarter but increased year-over-year. Outbrain's strategic pillars, including expanding beyond its traditional feed and leveraging its DSP, drove growth, with revenue from supply beyond the traditional feed comprising 30% of Q4 2024 revenue, up from 26% in Q4 2023. The company also closed its acquisition of Teads on February 3rd, 2025, and anticipates annual synergies of $65 million to $75 million by 2026, with $60 million from cost savings. For Q1 2025, Outbrain projects Ex-TAC gross profit of $100 million to $105 million and adjusted EBITDA of $8 million to $12 million, while for the full year 2025, the company expects adjusted EBITDA of at least $180 million.Teads Acquisition and Integration
Outbrain completed the acquisition of Teads, bringing together two open Internet category leaders. The merger is expected to generate synergies of $65 million to $75 million by 2026, with half of the cost-related synergies already secured shortly after closing.
Outbrain DSP Growth
The Outbrain DSP saw a 45% growth in advertiser spend in 2024, demonstrating strong momentum in performance solutions.
Expansion Beyond Traditional Feed
Revenue generated from supply beyond the traditional feed increased to approximately 30% in Q4 2024 from 26% in Q4 2023.
Strong Free Cash Flow
Outbrain generated record free cash flow of $38 million in Q4 2024 and $51 million for the year.
New Partnerships and Renewals
Outbrain successfully renewed agreements with major publishing partners and secured new business partnerships, highlighting the value of strategic relationships with premium publishers globally.
AI Creative Automation Adoption
Over 70% of Outbrain's customer base has used the AI-based Creative Automation suite, enhancing consumer engagement through AI-driven insights.
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OB Earnings History
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
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OB Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 27, 2025 | $5.44 | $5.26 | -3.31% |
| Nov 07, 2024 | $4.76 | $5.07 | +6.51% |
| Aug 08, 2024 | $4.84 | $4.86 | +0.41% |
| May 09, 2024 | $4.43 | $4.55 | +2.71% |
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.
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FAQ
When does Outbrain (OB) report earnings?
Outbrain (OB) is schdueled to report earning on May 08, 2025, TBA Not Confirmed.
What is Outbrain (OB) earnings time?
Outbrain (OB) earnings time is at May 08, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is OB EPS forecast?
OB EPS forecast for the fiscal quarter 2025 (Q1) is -0.13.
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