NASDAQ$TEAD

TEAD Holdings Co · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

Teads reported Q1 2026 revenue of $266.0M with a net loss of $38.8M and diluted loss per share of $0.40.

For the quarter ended March 31, 2026, Teads (formerly Outbrain) reported revenue of $266.0 million versus $286.4 million a year ago. Net loss was $38.8 million compared with $54.8 million in Q1 2025. Diluted loss per share was $0.40 versus $0.70. Gross profit was $83.6 million. The company completed its rebrand following the Teads acquisition and continues integrating ad-tech platforms.

  • Revenue of $266.0M; gross profit $83.6M.
  • Net loss improved to $38.8M from $54.8M.
  • Diluted loss per share of $0.40.
  • Traffic acquisition costs remain the largest expense line.
  • Interest expense of $17.4M weighed on pretax results.

Headline financials

Total Revenue

$266M

Previous: $286M-7.1%
EPS (adj)

-$0.40

Previous: -$0.20-100.0%
Capital Expenditures

-$726K

Previous: -$2.92M+75.1%
Net Income

-$38.8M

Previous: -$54.8M+29.3%
Operating Income

-$21.8M

Previous: -$44.4M+50.9%
Gross Profit

$83.6M

Previous: $82.7M+1.2%

Revenue & EPS history

Outbrain · Revenue · Quarterly

$266M

Q1 2026-7.1%vs Q1 2025
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Forward guidance

Post-merger integration outlook is discussed qualitatively; no numeric revenue or profitability guidance in the 10-Q.

Tailwinds

  • Loss narrowed year over year.
  • Scale in programmatic advertising platform.

Headwinds

  • Revenue declined YoY on macro ad spend.
  • High interest burden from merger financing.

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 2026

Historical avgQ1 2026

-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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