Teads

Teads

Programmatic ads with data-driven creative optimization

Overview

Teads provides digital advertising solutions that use data and creative optimization to engage audiences across premium digital media. Its products, including Teads Ad Manager and Teads Studio, support programmatic buying and creative optimization for ads tailored to mobile and vertical screens. Revenue comes from ad placements, data solutions, and platform usage fees. The company distinguishes itself by focusing on advertising across premium publishers, optimizing creatives for mobile formats, and promoting responsible advertising along with training modules to help clients navigate the digital landscape. Its goal is to help advertisers, publishers, and agencies reach audiences effectively while maintaining responsible advertising practices.

About Teads

Simplify's Rating
Why Teads is rated
C
Rated C on Competitive Edge
Rated B on Growth Potential
Rated D+ on Differentiation

Industries

Data & Analytics

Enterprise Software

Company Size

1,001-5,000

Company Stage

Acquired

Total Funding

$1.4B

Headquarters

New York City, New York

Founded

2005

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Simplify's Take

What believers are saying

  • CTV revenue exceeded $100M annually with 50%+ YoY growth in Q1 2026.
  • Ex-TAC gross profit grew 5% YoY to $107.9M despite 7% revenue decline.
  • Full-year 2026 Adjusted EBITDA guidance of $100M targets profitability inflection point.

What critics are saying

  • Q1 2026 revenue declined 7% YoY; core business contracting despite CTV growth.
  • $352.1M goodwill impairment in Q4 2025 signals severe Outbrain merger integration failure.
  • CTV dependency on Google, Samsung, myTV SUPER creates platform gatekeeper renegotiation risk.

What makes Teads unique

  • CTV HomeScreen partnerships with Google TV, Samsung Ads, myTV SUPER reach 500M+ devices.
  • Attention measurement via XPLN.AI partnership delivers +66% uplift on CTV instream.
  • Omnichannel platform integrates CTV, mobile, desktop, inRead across 20,000 advertisers globally.

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Funding

Total Funding

$1.4B

Above

Industry Average

Funded Over

9 Rounds

Notable Investors:
Acquisition funding comparison data is currently unavailable. We're working to provide this information soon!
Acquisition Funding Comparison
Coming Soon

Benefits

Hybrid Work Options

Growth & Insights and Company News

Headcount

6 month growth

1%

1 year growth

2%

2 year growth

5%
Yahoo Finance
Mar 5th, 2026
Teads hits $100M CTV revenue milestone, cuts 10% of staff for $35M–40M annual savings

Teads Holding Co. reported fourth quarter 2025 results at the high end of guidance whilst generating positive adjusted free cash flow. The digital advertising company posted $167.9 million in revenue for Q4, down 5% year-over-year, with full-year revenue of $681.5 million. Connected TV emerged as a growth driver, surpassing $100 million in annual revenue with 55% year-over-year growth in Q4. The company expanded CTV inventory through partnerships with LG, Samsung and Google TV across multiple markets. Teads implemented a strategic restructuring, reducing headcount by approximately 10% to generate $35 million to $40 million in annualised cost savings. The company appointed new leadership across commercial, marketing and North American operations. CEO David Kostman expects 2026 to mark an inflection point for returning to growth.

The Associated Press
Mar 5th, 2026
Teads reports $352M Q4 revenue, cuts 10% of staff for $35M-$40M annual savings

Teads Holding Co. reported fourth quarter 2025 revenue of $352.2 million, up 50% year-over-year, primarily due to its acquisition of Legacy Teads in early 2025. Ex-TAC gross profit reached $151.8 million, up 122%, whilst adjusted EBITDA rose to $36.5 million from $17 million in the prior year period. The company posted a net loss of $428.2 million, including $352.1 million in non-cash goodwill impairment charges and integration costs. However, it generated positive adjusted free cash flow of $2.6 million. For full year 2025, revenue increased 46% to $1.3 billion. CTV revenue surpassed $100 million annually, growing 55% year-over-year in Q4. Teads implemented a 10% headcount reduction expected to deliver $35 million to $40 million in annual savings. The company projects 2026 adjusted EBITDA of approximately $100 million.

Campaign Asia-Pacific
Feb 13th, 2026
Teads and Samsung Ads strike multi-market CTV ad partnership in Asia

Teads and Samsung Ads strike multi-market CTV ad partnership in Asia. Samsung Ads taps Teads to be the exclusive local reseller of its CTV native ad formats in Vietnam, Philippines, Thailand, Malaysia, Hong Kong and Taiwan. Omnichannel ad platform Teads, has struck a major partnership with Samsung Ads, opening up the latter's CTV native ad formats to more advertisers across multiple Asian markets. Under the terms of the deal, Teads will be the exclusive local reseller of these ads in Vietnam, Philippines, Thailand, Malaysia, Hong Kong and Taiwan in 2026-27. Indonesia is also included in the agreement without exclusivity, while Samsung Ads will continue to manage the Singapore market. Samsung Ads' CTV ad formats allow advertisers to tailor their campaigns for specific home environments based on TV models and screen size, while the new partnership with Teads now combines targeting and planning services in the above-mentioned markets. Placements include different scales of reach and attention in what is considered a high-value window for consumers before watching their content. "By placing high-impact native ads directly on Samsung Smart TV home screens, we allow brands to show up in the new 'front page of the living room,' where discovery begins and decisions are made," said Emmanuel Fischmeister, SVP of Business Development for APAC. "Partnering with Teads across Southeast Asia markets as well as Hong Kong and Taiwan allows brands to tap into the strength of the Samsung Ads ecosystem with confidence and transparency," said Alex Spurzem, Samsung Ads' managing director for ANZ and Oceania. "Together we are helping advertisers navigate a fast-evolving CTV landscape and look forward to working with brands to unlock a future-ready, data-rich and creative-first solution to capture consumer attention in the moments that matter."

TV Tech
Feb 4th, 2026
Teads, Google TV Partner To Grow CTV HomeScreen Ad Availability

Teads, Google TV partner to grow CTV HomeScreen ad availability. The company's HomeScreen inventory now reaches more than 500 million TV devices NEW YORK - Omnichannel outcomes platform Teads has partnered with Google TV to expand its connected TV (CTV) HomeScreen ad inventory. The strategic partnership gives brands access to high-attention placements on connected television, appearing as the first visual impression on Google TV devices across major global markets, including the U.S. and U.K. With Google TV Masthead, advertisers get access to a large, engaged audience in a premium viewing environment. Google TV brings together more than 400,000 movies and shows from across over 10,000 apps, so they're in one place. With personalized profiles and recommendations, everyone's experience is customized for them. These innovations make content discovery intuitive and conversational, creating a more valuable moment for HomeScreen placements. "Our partnership with Google TV is designed first and foremost to drive impact for our clients," said Simon Klein, senior vice president of Commercial Strategy CTV at Teads. "Google TV offers exceptional reach and premium supply, and by pairing that with Teads' creative and omnichannel capabilities, we're able to bring brands a unique entry point that doesn't just reach viewers. It commands attention and delivers premium quality." To help brands get the most value from premium placements, Teads pairs its media with the creative innovation of Teads Studio, its in-house team focused on optimizing storytelling across screens. Since its launch in 2023, Teads has had more than 4,000 CTV HomeScreen campaigns successfully activated. HomeScreen inventory reaches more than 500 million unique devices, and campaigns have been run by premium brands globally, including Cartier, Nestlé and Air France. More information is available on the company's website. The professional video industry's #1 source for news, trends and product and tech information. Sign up below.

Campaign Middle East
Jan 21st, 2026
Teads appoints managing director for Middle East and Africa

Teads appoints managing director for Middle East and Africa. Teads has promoted Julien Cavailles from Deputy Managing Director to Managing Director, tasking him with the company's strategic vision and execution in the region. Julien Cavailles, Managing Director, Middle East and Africa. Teads has promoted Julien Cavailles from Deputy Managing Director to Managing Director, Middle East and Africa (MEA). The omnichannel outcomes platform said the appointment is a recognition of his instrumental role in driving business performance, strengthening client relationships, and shaping the company's strategic direction. Since joining Teads nine years ago, Cavailles has played a key role in scaling the business, strengthening operations, and cementing its market position. He has also worked closely with local and regional leadership teams to deliver strong commercial results while fostering a culture of collaboration, innovation, and operational excellence. "Julien has consistently demonstrated outstanding leadership, deep market expertise, and a strong commitment to our clients and teams, making his promotion to Managing Director a natural next step and an important milestone for the business," said Mihai Bostinaru, Managing Director CEE & MEA at Teads, to whom Cavailles reports. In his new role as Managing Director of MEA, Cavailles will take full responsibility for the company's strategic vision and execution in the region, with a focus on continued growth, client impact, and long-term value creation. "I'm proud to take on the role of Managing Director and grateful for the trust placed in me," Cavailles said on his appointment. "I look forward to building on the strong foundations we've established and continuing to deliver meaningful impact for our clients, partners, and teams." Teads claims Cavailles' promotion reflects both his proven leadership and the confidence placed in him to guide the company through its next phase of development.

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