NASDAQ$TEAD

TEAD Holdings Co · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

TEAD Holdings Co reported financial results for the second quarter ended June 30, 2025.

TEAD Holdings Co reported revenue of $343.1 million for Q2 2025, down from prior periods amid integration and market challenges. The company posted a net loss of $14.3 million and an operating loss of $2.3 million. Gross profit reached $120.3 million with a margin of 35.1%.

  • Revenue declined 17% year-over-year to $343.1 million due to lower direct response and SME advertiser spend.
  • Net loss narrowed to $14.3 million compared to larger losses in prior periods.
  • Ex-TAC Gross Profit was $144.2 million, reflecting improved traffic acquisition cost efficiency.
  • Restructuring and integration activities continued following the Legacy Teads acquisition.

Headline financials

Total Revenue

$343M

Previous: $214M+60.2%
EPS (adj)

-$0.15

Previous: $0.00
Capital Expenditures

-$4.06M

Previous: -$3.31M-22.9%
Net Income

-$14.3M

Previous: -$2.2M-550.6%
Operating Income

-$2.26M

Previous: -$5.63M+59.9%
Gross Profit

$120M

Previous: $45.6M+163.7%

Revenue & EPS history

Outbrain · Revenue · Quarterly

$343M

Q2 2025+60.2%vs Q2 2024
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

-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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