Teads Q2 earnings call highlights. August 7, 2026 Key points. * Teads reported $285 million in Q2 revenue, $123 million in ex-TAC gross profit, $7 million in adjusted EBITDA and $3 million in free cash flow. The company suspended its 2026 guidance because of volatility in its direct-response and SME business. * The enterprise business stabilized, with flat year-over-year advertiser spending and expectations for mid-single-digit gross-profit growth in the second half of 2026. Connected TV revenue rose 67% to approximately $40 million, while omnichannel adoption increased significantly. * The direct-response and SME segment's ex-TAC gross profit fell 30% to $34 million amid search-related traffic declines, platform changes and weaker publisher page views. Teads is responding with its AI-powered EngageOS platform, cost reductions and a shift toward higher-margin supply channels. * MarketBeat previews the top five stocks to own by September 1st. Teads NASDAQ: TEAD reported second-quarter results that reflected diverging performance between its enterprise advertising business and its direct-response and small-and-medium enterprise segment, as connected TV growth and omnichannel adoption helped support the company's higher-margin operations. Chief Executive Officer David Kostman said the company generated $123 million in ex-TAC gross profit, $7 million in adjusted EBITDA and $3 million in free cash flow during the quarter. Revenue was approximately $285 million, down 17% from a year earlier, according to Chief Financial Officer Jason Kiviat. The company said it is suspending guidance, including its previously issued full-year 2026 adjusted EBITDA outlook, citing volatility in its direct-response and SME business as it pursues strategic and operational changes. Enterprise business shows stabilization. Teads' enterprise business, which serves global brands and agencies, produced $89 million in ex-TAC gross profit in the second quarter. Kostman said advertiser spending in the segment was flat year over year, stabilizing after headwinds in 2025. The company expects mid-single-digit ex-TAC gross-profit growth in the second half of 2026. Kiviat said May and June each posted positive year-over-year advertiser-spend growth from enterprise customers. He characterized that trend as an indication that the company has moved beyond the low point in the business and is positioned to return the segment to growth this year. Connected TV was a central contributor to the enterprise strategy. CTV revenue increased 67% year over year to approximately $40 million and represented 13% of second-quarter revenue, compared with 7% in the same period of 2025. Kostman said Teads' home-screen offering reaches more than 500 million home screens globally. During the quarter, the company renewed its exclusive LG home-screen partnership across Europe and Asia-Pacific, expanded into additional markets, partnered with TiVo Ads across 5.3 million households in North America and the U.K., and integrated with VIDAA Japan, adding 2.3 million devices as of July 1. The company also cited increased adoption of omnichannel advertising packages. Branding customers using omnichannel campaigns accounted for 16% of second-quarter branding revenue, up from 9% a year earlier and approaching Teads' 18% full-year target. Teads secured or renewed global joint-business partnerships with Stellantis, Louis Vuitton, Warner Bros. and Dyson, Kostman said. He added that the company has active discussions and early-stage implementations involving artificial intelligence and data collaborations with major agency holding companies. Direct-Response segment faces industry and operational pressures. Teads' direct-response and SME business, which includes affiliate search, performance buyers and direct-to-consumer brands using its Amplify platform, generated $34 million in ex-TAC gross profit, down 30% year over year. Discover more Stock Market Holidays EV Market Report Kostman attributed the decline to broader changes in search and open-web traffic, including the growing use of AI-generated summaries that are altering organic referral patterns and reducing publisher impressions. He also cited competition from closed advertising ecosystems and ongoing platform policy changes. During the question-and-answer session, Kostman said page views among Teads' premium publishers had declined by roughly 15% to 25%, varying by country. He said the changes have not materially affected the company's ability to sell omnichannel products, because much of that offering is sold in mid-article in-feed placements. The company also said part of the decline was intentional. Teads exited certain low-margin direct-response accounts and removed lower-quality open-web supply as part of a quality reset intended to strengthen brand safety and improve supply standards for strategic brand customers. Most of those actions occurred during 2025, management said. To address the pressures, Teads launched EngageOS, an AI-powered publisher operating system designed to help publishers monetize complete reader sessions rather than depending on search-driven page views. Penske Media, The Arena Group, Scripps and New Post are among publishers testing the product, and Kostman said Teads has seen significant lifts in yield. The company is also pursuing higher-margin programmatic supply channels, holding discussions with AI companies concerning emerging large-language-model channels, enhancing advertiser targeting and campaign efficiency within Amplify, and introducing formats such as vertical video. Costs, profitability and balance sheet. While Teads met its second-quarter ex-TAC gross-profit guidance, adjusted EBITDA came in below its expected range. Kiviat said a late-quarter increase in expenses contributed to the shortfall. Approximately half of the variance from expectations stemmed from expense timing and cutoffs, including discretionary travel, entertainment and marketing expenses as well as temporary costs related to moving the company's cloud platform to a new provider. Foreign-exchange movements, particularly involving the Israeli shekel, and elevated bad-debt expenses tied primarily to prior customers also weighed on costs. Kiviat said Teads expects costs to decline in the third quarter and is reviewing the cost structure of lower-profit and more scalable parts of the business. The company is centralizing teams and embedding AI tools to streamline processes and reduce the direct-response segment's cost base. Teads ended the quarter with $91 million in cash equivalents and investments in marketable securities, along with access to $40 million through its revolving credit facility. Kostman said the company continues to evaluate opportunities to strengthen its balance sheet but did not provide further details on potential transactions. Management said it intends to continue investing in the enterprise business despite possible near-term EBITDA trade-offs, citing CTV, omnichannel products, agency relationships and higher margins as the company's primary long-term growth opportunities. About Teads (NASDAQ:TEAD). Teads is a global digital media platform specializing in outstream video advertising and high-impact display formats. Founded in 2007 and listed on the Nasdaq under the ticker TEAD, the company connects advertisers, agencies and publishers through a programmatic marketplace designed to maximize brand engagement across desktop, mobile and connected TV. Teads offers proprietary ad formats such as inRead, outstream expansion units and seamless mobile placements that activate only when visible to the user, helping clients optimize viewability and attention metrics without relying on traditional pre-roll or banner placements. The Teads platform leverages data-driven targeting and machine learning to serve personalized creative in real time. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. Continue following MarketBeat Before you consider Teads, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. 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Teads files lawsuit against Google seeking financial damages following federal Court antitrust ruling. * 1 hr ago NEW YORK, Aug. 03, 2026 (GLOBE NEWSWIRE) - Teads Holding Co. (Nasdaq: TEAD), the omnichannel outcomes platform, today announced that it has filed a lawsuit in the U.S. District Court for the Southern District of New York against Google LLC and Alphabet Inc. (together, "Google") seeking financial damages and other legal remedies. The lawsuit follows the ruling by the U.S. District Court for the Eastern District of Virginia, which found that Google LLC had engaged in unlawful anticompetitive practices and monopolistic conduct in certain digital advertising technology markets. Mayor of London lays wreath at 7/7 Memorial in Hyde Park to mark attacks anniversary Teads' complaint outlines how Google's exclusionary ad tech practices directly restricted fair competition across digital advertising markets, limiting growth and revenue potential for independent platforms, publishers, and advertisers. As a participant in the global ad tech ecosystem, Teads filed the litigation to hold Google accountable for historical marketplace distortions and to recover monetary damages resulting from Google's unlawful behavior. "Teads was built to empower publishers to thrive by connecting them with leading advertisers and maximizing their yield through innovative formats, premium user experiences, and scalable monetization technology," said David Kostman, Chief Executive Officer of Teads. "For years, Google used its dominance to suppress fair competition and distort the digital ad tech ecosystem to its own advantage. We filed this action to recover the financial damages caused to our business and restore a transparent, competitive marketplace for publishers and advertisers." Teads is represented in this litigation by Kellogg, Hansen, Todd, Figel & Frederick, P.L.L.C. A copy of the complaint is attached as Exhibit 99.2 to Teads' Current Report on Form 8-K filed with the U.S. Securities and Exchange Commission on August 3, 2026. About Teads Teads (Nasdaq: TEAD) is a leading omnichannel advertising platform focused on driving outcomes for brand and performance advertisers across screens. With a focus on meaningful business outcomes for full funnel objectives, Teads drives value by leveraging predictive AI technology to connect quality media, beautiful brand creative, and context-driven addressability and measurement. Teads is directly partnered with more than 10,000 publishers and 20,000 advertisers globally. The company is headquartered in New York, New York, with a global team of around 1,700 people in 30+ countries. Forward-Looking Statements. This Press Release contains forward-looking statements within the meaning of the federal securities laws, which statements involve substantial risks and uncertainties. Forward-looking statements may include, without limitation, statements related to its lawsuit against Google, the purpose and reason for the lawsuit, and any anticipated damages related to the lawsuit. You can generally identify forward-looking statements because they contain words such as "may," "will," "should," "expects," "plans," "anticipates," "could," "intends," "guidance," "outlook," "target," "projects," "contemplates," "believes," "estimates," "predicts," "foresee," "potential" or "continue" or the negative of these terms or other similar expressions that concern the Company's expectations, strategy, plans or intentions or are not statements of historical fact. The Company has based these forward-looking statements largely on the Company's expectations and projections regarding future events. The outcome of the events described in these forward-looking statements is subject to risks, uncertainties and other factors, including but not limited to, the uncertainty and timing of any resolution to the lawsuit and the amount of damages or other remedies Mycarrollcountynews may recover, if any, and the other important risks described in the sections entitled "Risk Factors" and elsewhere in the Company's Annual Report on Form 10-K filed for the year ended December 31, 2025, the Company's Quarterly Report on Form 10-Q filed for the quarter ended March 31, 2026, and in our other public filings, each filed with the Securities and Exchange Commission (the "SEC"), which are available on the Company's website at https://investors.teads.com/ and on the SEC's website at www.sec.gov. Accordingly, you should not rely upon forward-looking statements as predictions of future events. The Company cannot assure you that the results, events and circumstances reflected in the forward-looking statements will be achieved or occur, and actual results, events, or circumstances could differ materially from those projected in the forward-looking statements. The forward-looking statements made in this Press Release relate only to events as of the date on which the statements are made. The Company may not actually achieve the plans, intentions or expectations disclosed in its forward-looking statements and you should not place undue reliance on the Company's forward-looking statements. The Company undertakes no obligation to update and does not assume any obligation to update any forward-looking statements, whether as a result of new information, future events or circumstances after the date on which the statements are made or to reflect the occurrence of unanticipated events or otherwise, except as required by law. Media Contact Investor Relations Contact (332) 205-8999

Teads (NASDAQ:TEAD) shares up 6.2% - what's next? July 28, 2026 Key points. * Teads shares rose 6.2% to $0.8233, though trading volume was about 81% below the average daily level. The stock remains below its 50-day moving average of $1.03. * Analyst sentiment is mixed, with one Buy, three Hold and one Sell rating; the consensus rating is Hold, while the average price target is $3.27. * Teads reported a quarterly loss of $0.38 per share, a negative net margin of 39.14% and revenue of $265.98 million. Insider purchases totaled 151,500 shares in the last quarter, and insiders own nearly 12% of the company. * MarketBeat previews the top five stocks to own by August 1st. Teads Holding Co. (NASDAQ:TEAD - Get Free Report) shares rose 6.2% on Monday. The company traded as high as $0.8290 and last traded at $0.8233. Approximately 33,444 shares were traded during mid-day trading, a decline of 81% from the average daily volume of 180,643 shares. The stock had previously closed at $0.7756. Wall Street analyst weigh in. TEAD has been the subject of a number of research analyst reports. Zacks Research downgraded Teads from a "strong-buy" rating to a "hold" rating in a report on Monday, May 18th. Needham & Company LLC increased their target price on Teads from $1.00 to $1.40 and gave the stock a "buy" rating in a research report on Wednesday, June 10th. Weiss Ratings upgraded Teads from a "sell (e+)" rating to a "sell (d-)" rating in a report on Tuesday, May 26th. Finally, Wall Street Zen raised Teads from a "strong sell" rating to a "sell" rating in a research report on Saturday, June 6th. One analyst has rated the stock with a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat.com, Teads has an average rating of "Hold" and an average price target of $3.27. Teads trading up 6.2%. The stock has a market capitalization of $79.85 million, a price-to-earnings ratio of -0.16 and a beta of 1.64. The company has a debt-to-equity ratio of 12.06, a current ratio of 1.04 and a quick ratio of 1.04. The business's 50-day simple moving average is $1.03 and its two-hundred day simple moving average is $0.85. Teads (NASDAQ:TEAD - Get Free Report) last released its quarterly earnings data on Thursday, May 7th. The company reported ($0.38) earnings per share (EPS) for the quarter. Teads had a negative return on equity of 17.58% and a negative net margin of 39.14%.The business had revenue of $265.98 million for the quarter. Insider buying and selling at Teads. In other Teads news, insider Mary Spilman purchased 105,000 shares of the firm's stock in a transaction that occurred on Monday, May 18th. The stock was purchased at an average cost of $0.99 per share, with a total value of $103,950.00. Following the transaction, the insider owned 1,505,000 shares in the company, valued at approximately $1,489,950. This trade represents a 7.50% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this link. In the last quarter, insiders have acquired 151,500 shares of company stock worth $157,125. Insiders own 11.99% of the company's stock. Institutional trading of Teads. Several large investors have recently added to or reduced their stakes in the stock. Verition Fund Management LLC acquired a new position in shares of Teads during the fourth quarter worth about $25,000. CastleKnight Management LP purchased a new stake in shares of Teads in the fourth quarter worth about $25,000. Wells Fargo & Company MN acquired a new stake in shares of Teads in the fourth quarter valued at about $29,000. Hsbc Holdings PLC acquired a new stake in shares of Teads in the fourth quarter valued at about $35,000. Finally, Dimensional Fund Advisors LP purchased a new stake in shares of Teads during the 4th quarter valued at about $37,000. 60.44% of the stock is currently owned by institutional investors and hedge funds. Teads company profile. Teads is a global digital media platform specializing in outstream video advertising and high-impact display formats. Founded in 2007 and listed on the Nasdaq under the ticker TEAD, the company connects advertisers, agencies and publishers through a programmatic marketplace designed to maximize brand engagement across desktop, mobile and connected TV. Teads offers proprietary ad formats such as inRead, outstream expansion units and seamless mobile placements that activate only when visible to the user, helping clients optimize viewability and attention metrics without relying on traditional pre-roll or banner placements. The Teads platform leverages data-driven targeting and machine learning to serve personalized creative in real time. Further reading. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. Before you consider Teads, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Teads wasn't on the list. While Teads currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys. MarketBeat just released its list of the 7 hottest IPOs expected to hit Wall Street in 2026. See which companies are preparing to go public and why investors are watching closely.