Teads Holding Co. (TEAD)
NASDAQ:TEAD
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Earnings Data
Report Date
Aug 06, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.23Last Year’s EPS
-0.1Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call balanced meaningful operational and strategic progress — notably rapid CTV growth (>50%), Ex-TAC gross profit expansion (+5% YoY), enterprise strength, increased omnichannel adoption and cost reductions — against notable financial and near-term execution challenges such as a 7% revenue decline in Q1, minimal Q1 adjusted EBITDA (~$1M), negative free cash flow (EUR 41M), and a near-term $20M Ex-TAC headwind from direct-response cleanups. Management provided concrete guidance and emphasized integration, AI-driven product advantages, and steps to stabilize the U.S. business and balance sheet, but liquidity and top-line recovery remain watchpoints in the short term.Company Guidance
Strong CTV Growth
CTV revenue grew over 50% year-over-year in Q1, with particularly strong momentum in EMEA and APAC; home-screen leadership expanded via partnerships with LG, Samsung and Google TV, providing exclusive high-value inventory and a springboard for omnichannel campaigns.
Ex-TAC Gross Profit Expansion
Ex-TAC gross profit was EUR 108 million in Q1, a 5% increase year-over-year (pro forma decline of 11% vs. tougher comps), with gross profit growth outpacing headline revenue due to a favorable shift toward higher-margin enterprise business and RPM improvements.
Large, Stable Enterprise Base & Joint Business Partnerships
Enterprise customers generated approximately EUR 900 million in 2025 revenue (about 80% of Ex-TAC), with ~EUR 450 million coming through major agencies and ~50 global joint business partnerships (JBPs) that represented over $200 million of spend in 2025, validating strategic long-term relationships.
Omnichannel Adoption Increasing
13% of campaigns are now omnichannel versus 8% in Q1 last year (an increase of 5 percentage points), indicating stronger adoption of full-funnel, cross-screen solutions that combine CTV and open-internet placements.
Cost Reductions and Operating Efficiency
Restructuring and integration actions reduced compensation run rate by over 20% year-over-year; other cost of sales and operating expenses decreased vs. the prior year, driven by one-time prior costs, gear-related synergies and implemented cost reductions.
Product/Technology Differentiation and Client Wins
Successful technical integration of Outbrain performance algorithms into Teads Ad Manager, aggressive adoption of AI for creative/optimization, launch of vertical video formats and renewals with enterprise clients including McDonald's, Heineken and Volkswagen — example Gucci campaign showed strong funnel impacts (175% increase in top-of-mind awareness; 29% higher attention; 2.8x ad recall; +3 point consideration).
Clear Financial Targets and Guidance
Provided Q2 Ex-TAC gross profit guidance of $121M–$131M and adjusted EBITDA guidance of $14M–$22M; reiterated full-year adjusted EBITDA target of approximately $100M and expectation to return to year-over-year revenue growth by Q4 2026.
TEAD 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
TEAD Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $1.15 | $0.87 | -24.26% |
Mar 05, 2026 | $0.88 | $0.90 | +2.51% |
Nov 06, 2025 | $1.47 | $0.79 | -45.99% |
Aug 07, 2025 | $2.58 | $1.94 | -24.81% |
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 Co. (TEAD) report earnings?
Teads Holding Co. (TEAD) is schdueled to report earning on Aug 06, 2026, Before Open (Confirmed).
What is Teads Holding Co. (TEAD) earnings time?
Teads Holding Co. (TEAD) earnings time is at Aug 06, 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 2026 (Q2) is -0.23.