NASDAQ$TEAD

TEAD Holdings Co · Q1 2025 earnings

Q1 2025 earnings · · Before market open · Investor relations

Briefing

Teads (Outbrain) reported Q1 2025 revenue of $286.4M, a net loss of $54.8M.

For Q1 2025, Teads (Outbrain) reported Revenue was $286.4M, net loss was $54.8M. Management discusses operating trends, liquidity, and outlook in the quarterly filing.

  • Revenue $286.4M for Q1 2025.
  • Net loss $54.8M.
  • MD&A highlights operating priorities, capital, and sector risks.

Headline financials

Total Revenue

$286M

Previous: $217M+32.0%
EPS (adj)

-$0.20

Previous: -$0.10-100.0%
Ex-TAC Gross Profit

$103M

No prior period
Adjusted EBITDA

$10.7M

No prior period
Ex-TAC Gross Margin

36.0%

No prior period
Gross Margin

28.9%

No prior period
Adjusted Net Loss

-$15.3M

No prior period
CTV Revenue Growth YoY

100.0%

No prior period
CTV % of Total Ad Spend

5.0%

No prior period
Capital Expenditures

-$2.92M

Previous: -$1.34M-118.8%
Net Income

-$54.8M

Previous: -$5.04M-987.9%
Operating Income

-$44.4M

Previous: -$6.6M-573.6%
Gross Profit

$82.7M

Previous: $41.6M+98.7%

Revenue & EPS history

Outbrain · Revenue · Quarterly

$286M

Q1 2025+32%vs Q1 2024
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Forward guidance

Technology and services outlook focuses on demand, mix, and operating leverage.

Tailwinds

  • Recurring or platform revenue growth.
  • Margin improvement from scale.

Headwinds

  • Competition and macro IT or ad-spend cycles.
  • Integration or investment spend.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

-3.1%

Avg return

Earnings day

-5.3%

Avg return

5 days after

-8.2%

Avg return

30 days after

35%

8 / 23 earnings

Positive

+20.4%

Q1 2026

Best reaction

-45.9%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025———
Q1 2026+20.4%+9.4%+38.5%
Q3 2025-45.9%-38.8%-58.5%
Q1 2025-2.0%-14.7%-20.4%
Q4 2024-3.3%-13.1%-30.1%
Q3 2024+5.0%+7.6%+30.0%
Q2 2024-3.7%-2.1%-0.8%
Q1 2024+1.6%+1.6%+2.9%
Q4 2023-11.3%-7.4%+1.0%
Q3 2023-13.2%-12.9%-7.4%
Q2 2023+10.7%+12.2%+2.5%
Q1 2023+2.2%+2.4%+29.7%
Q4 2022+13.3%+11.2%-4.0%
Q3 2022+18.9%+10.1%-9.3%
Q2 2022-13.7%-20.8%-36.6%
Q1 2021-0.5%-2.1%-8.1%
Q1 2022-23.3%-23.7%-31.7%
Q4 2019-1.1%-3.7%-10.7%
Q4 2021-9.6%-18.5%-17.7%
Q3 2020+4.7%+3.6%-11.6%
Q3 2021-2.7%-1.1%-15.4%
Q4 2020-2.5%-4.0%-8.8%
Q2 2020-2.5%-4.0%-8.8%
Q2 2021-13.1%-13.1%-12.6%
Q2 2017———
Q1 2017———
Q4 2016———
Q3 2016———
Q2 2016———
Q1 2016———
Q3 2015———
Q2 2015———
Q1 2015———
Q4 2014———
Q4 2011———
Q3 2011———
Q2 2011———

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