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 9 of 14 quarters(64%)
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 20 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
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

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro