NASDAQ$TEAD

TEAD Holdings Co · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Reported strong quarter, achieving high end Q2 guidance on Ex TAC gross profit, beating on Adjusted EBITDA, improving margins and profitability, and generating positive cash flow for 4th consecutive quarter.

Outbrain reported a decrease in revenue but an increase in gross profit and Adjusted EBITDA for Q2 2024. The company also announced an agreement to merge with Teads.

  • Third consecutive quarter of year-over-year RPM growth.
  • Strong Onyx re-booking rate of 40% in Q2 2024.
  • Growth in advertiser spend on the Zemanta DSP by approximately 50% in the first half of 2024, as compared to the first half of 2023.
  • Outbrain has signed an agreement to acquire Teads in an approximately $1 billion transaction.

Headline financials

Total Revenue

$214M

Previous: $226M-5.2%
EPS (adj)

$0.00

Previous: -$0.08+100.0%
Ex-TAC Gross Profit

$56M

Previous: $54.6M+2.6%
Adjusted EBITDA

$7.4M

Previous: $3.5M+111.4%
Capital Expenditures

-$3.31M

Previous: -$5.09M+35.0%
Net Income

-$2.2M

Previous: $11.3M-119.5%
Operating Income

-$5.63M

Previous: -$7.66M+26.5%
Gross Profit

$45.6M

Previous: $44M+3.6%
R&D Expense

$9.4M

No prior period
Stock-Based Comp

$4.51M

Previous: $3.5M+28.9%

Revenue & EPS history

Outbrain · Revenue · Quarterly

$214M

Q2 2024-5.2%vs Q2 2023
Beat estimate in 9 of 14 quarters(64%)
ActualEstimate

Forward guidance

Outbrain expects Ex-TAC gross profit of $58 million to $62 million and Adjusted EBITDA of $8 million to $10.5 million for the third quarter ending September 30, 2024. For the full year ending December 31, 2024, the company continues to expect Ex-TAC gross profit of $238 million to $248 million and is increasing its expectation of Adjusted EBITDA to $31.5 million to $36 million.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

-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
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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