NASDAQ$TEAD

TEAD Holdings Co · Q3 2025 earnings

Q3 2025 earnings · · Investor relations

Briefing

Teads reported Q3 2025 revenue of $318.8M with a net loss of $19.7M.

Revenue rose 42% to $318.8 million including the legacy Teads business post-acquisition. Net loss was $19.7 million as integration costs and interest on acquisition debt weighed on GAAP results.

  • Q3 revenue $318.8M (+42% YoY).
  • Gross margin 33.2%; Ex-TAC gross profit expanded.
  • Net loss $19.7M includes acquisition financing amortization.
  • Adjusted EBITDA $19.2M; programmatic CTV demand strong.

Headline financials

Total Revenue

$319M

Previous: $224M+42.2%
EPS (adj)

$12.00

Previous: $0.01+119900.0%
Capital Expenditures

-$4.85M

Previous: -$4.67M-4.0%
Free Cash Flow

-$24.5M

Previous: $2.03M-1310.2%
Net Income

-$19.7M

Previous: $6.7M-394.1%
Operating Income

-$6.28M

Previous: -$2.95M-113.0%
Gross Profit

$106M

Previous: $48.9M+116.4%

Revenue & EPS history

Outbrain · Revenue · Quarterly

$319M

Q3 2025+42.2%vs Q3 2024
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Forward guidance

The filing discusses Teads Holding's outlook, capital priorities, and key risks, including guidance or operating targets where disclosed.

Tailwinds

  • Teads Holding cites execution and demand supporting the near-term outlook.
  • Balance sheet and capital allocation remain focal points in the filing.

Headwinds

  • GAAP profitability remained under pressure in the quarter.
  • Macro, competition, and input costs may pressure margins quarter to quarter.
  • One-time items and segment mix can affect comparability versus prior periods.

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 Q3 2025

Historical avgQ3 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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