The earnings call highlighted substantial growth in connected TV and promising advancements in AI and algorithms. However, these were tempered by significant revenue declines, operational challenges, and client losses. The company is actively addressing these issues, but the immediate outlook remains cautious.

Company Guidance

During the Teads Third Quarter 2025 Earnings Conference Call, the company provided guidance reflecting both challenges and strategic actions for improvement. Despite experiencing a 15% year-over-year decline on a pro forma basis, Teads highlighted a 40% year-over-year growth in their Connected TV (CTV) segment, projecting it to reach $100 million by the end of 2025. The company is focused on portfolio optimization, operational efficiency, and cost optimization to drive growth and profitability. In terms of financial metrics, Teads reported Q3 revenue of approximately $319 million, with Ex-TAC gross profit at $131 million, and adjusted EBITDA at $19 million. Looking ahead to Q4, Teads expects Ex-TAC gross profit between $142 million and $152 million and adjusted EBITDA between $26 million and $36 million. They aim to achieve positive adjusted free cash flow for the year, following $3 million year-to-date, and project at least $35 million in annualized EBITDA improvement from their strategic initiatives.

Connected TV Growth

Connected TV remains a significant growth area with approximately 40% year-over-year growth in Q3. It is expected to hit $100 million by the end of the year.

Cross-Screen and CTV Performance

Over 10% of branding advertisers are now active across both CTV and web. A campaign with Men's Wearhouse generated over 41,000 site visits and more than 50,000 incremental store visits.

AI and Algorithmic Advancements

The merger has accelerated AI and algorithmic capabilities, improving conversion rates, click-through rates, and ad selection personalization, setting a promising trajectory for 2026.

Leadership Strengthening

Mollie Spilman was appointed as the new Chief Commercial Officer, bringing extensive experience and expected to lead transformation.

Teads Holding (TEAD) 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 >

TEAD Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 26, 2026	2025 (Q4)	-0.11 / -	0.07	―	―	―
Nov 06, 2025	2025 (Q3)	-0.06 / -0.17	0.11	-254.55% (-0.28)	―
Aug 07, 2025	2025 (Q2)	-0.02 / -0.10	0.006	-1766.67% (-0.11)	―
May 09, 2025	2025 (Q1)	-0.13 / -0.20	-0.119	-68.07% (-0.08)	―
Feb 27, 2025	2024 (Q4)	0.08 / 0.07	0.09	-22.22% (-0.02)	―
Nov 07, 2024	2024 (Q3)	0.03 / 0.11	0.01	1000.00% (+0.10)	―
Aug 08, 2024	2024 (Q2)	-0.06 / <0.01	-0.08	107.50% (+0.09)	―
May 09, 2024	2024 (Q1)	-0.13 / -0.12	-0.09	-32.22% (-0.03)	―
Feb 29, 2024	2023 (Q4)	0.09 / 0.09	-0.14	164.29% (+0.23)	―
Nov 07, 2023	2023 (Q3)	-0.01 / 0.01	-0.1	110.00% (+0.11)	―

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

TEAD Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 06, 2025	$1.47	$0.79	-46.26%
Aug 07, 2025	$2.58	$1.94	-24.81%
May 09, 2025	$3.53	$3.46	-1.98%
Feb 27, 2025	$5.44	$5.26	-3.31%

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 (TEAD) report earnings?

Teads Holding (TEAD) is schdueled to report earning on Feb 26, 2026, Before Open (Confirmed).

What is Teads Holding (TEAD) earnings time?

Teads Holding (TEAD) earnings time is at Feb 26, 2026, Before Open (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 TEAD EPS forecast?

TEAD EPS forecast for the fiscal quarter 2025 (Q4) is -0.11.

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