Outbrain Inc. Stock Price, News & Analysis

Outbrain, now operating under the Teads brand, has scheduled the release of its first quarter 2025 financial results. The announcement will take place before market opening on Friday, May 9, 2025.

A conference call is scheduled for 8:30 a.m. Eastern Time on the same day to discuss the company's results and business outlook. Investors can join via phone using these numbers:

• Domestic: 1-877-497-9071
• International: 1-201-689-8727

A replay will be available two hours after the call until May 23, 2025, accessible at:

• Domestic: 1-877-660-6853
• International: 1-201-612-7415
• Passcode: 13753068

Additionally, interested parties can access a live webcast through the Investor Relations section at investors.outbrain.com, with a limited-time replay available after the call.

Teads (NASDAQ: OB) has achieved a significant milestone with its CTV HomeScreen platform, powering 1,500 campaigns since its 2023 launch. The platform, which places ads directly on smart TV home screens, has attracted premium brands including Cartier, Nestlé, and Air France.

Through partnerships with major TV manufacturers like LG and Hisense, Teads now reaches 330 million TV screens across 50+ countries. The platform leverages high-attention moments when viewers first turn on their TVs, with TVision (2024) reporting 74% of attention going to the first ad seen on the home screen.

Notable campaign results include:

• Cartier's first 3D CTV HomeScreen campaign generated 12M+ impressions
• Air France achieved 22% increase in recommendation intent
• Nestlé saw 9% lift in ad recall

The service is now integrated into Teads Ad Manager (TAM), allowing advertisers to execute omnichannel campaigns across CTV, mobile, and desktop platforms, with access to over 7,000 CTV apps globally.

Outbrain (NASDAQ: OB) reported Q4 and full year 2024 results, highlighting growth acceleration and profitability. The company completed its $900 million acquisition of Teads in February 2025, now operating under the Teads brand.

Q4 2024 financial highlights include:

• Revenue of $234.6M (down 5% YoY)
• Ex-TAC gross profit of $68.3M (up 7% YoY)
• Adjusted EBITDA of $17M
• Net loss of $0.2M

Full Year 2024 results show revenue of $889.9M (down 5% YoY) and Ex-TAC gross profit of $236.1M (up 4% YoY). The company expects to realize $65-75M in annual synergies by 2026 from the Teads merger. For Q1 2025, guidance projects Ex-TAC gross profit of $100-105M and Adjusted EBITDA of $8-12M, with full-year 2025 Adjusted EBITDA expected to be at least $180M.

Outbrain (NASDAQ: OB), now operating under the Teads brand, has successfully closed a private offering of $637.5 million in 10.000% senior secured notes due 2030. The notes were issued at 98.087% of the principal amount, exceeding the initially announced $625.0 million.

The notes will be guaranteed jointly and severally on a secured, unsubordinated basis by Outbrain and its qualifying wholly owned subsidiaries. The proceeds, combined with cash on hand, were used to fully repay and cancel the senior secured bridge facility that funded the Teads acquisition, along with covering associated fees and expenses.

Outbrain Inc. (NASDAQ: OB), now operating under the new Teads brand, has scheduled the release of its fourth quarter and full year 2024 financial results before market opening on Thursday, February 27, 2025. The company will host a conference call at 8:30 a.m. Eastern Time on the same day to discuss results and business outlook.

Investors can access the conference call via phone (1-877-497-9071 for US, 1-201-689-8727 for international) or through a simultaneous webcast on the company's Investor Relations website. A replay will be available until March 13, 2025, accessible by phone using passcode 13750872 or through the company website.

Outbrain (NASDAQ: OB) has completed its acquisition of Teads for approximately $900 million, consisting of $625 million in cash and 43.75 million Outbrain shares. The combined company will operate under the Teads name, creating one of the largest open internet companies with combined advertising spend of $1.7 billion (FY24) and reaching 2.2 billion consumers.

The merger unites two major contextual and interest data sets, powered by AI prediction technology. The combined company reports preliminary Ex-TAC Gross Profit of $623 million and Adjusted EBITDA of $230 million in 2024, including $65-75 million of estimated synergies. David Kostman will serve as CEO, with Jeremy Arditi and Bertrand Quesada as Co-Presidents.

The new entity will provide an omnichannel platform delivering outcomes from branding to performance across all screens, including CTV, mobile, and web. Altice, Teads' selling shareholder, will nominate two out of ten board members.

Outbrain (NASDAQ: OB) shareholders have approved the issuance of 35 million common stock shares and 10.5 million Series A Convertible Preferred Shares for the acquisition of Teads S.A. At the special meeting, over 64% of outstanding shares were represented, with more than 99% voting in favor of the Share Issuance Proposal.

The transaction is expected to close in the first quarter of 2025, subject to regulatory approvals and customary closing conditions. The combination aims to create a global leader in Open Internet advertising, focusing on delivering full-funnel value proposition for brands and media owners.

Outbrain (Nasdaq: OB) reported Q3 2024 financial results with revenue of $224.2 million, down 3% year-over-year. The company achieved net income of $6.7 million, compared to $0.5 million in Q3 2023. Ex-TAC gross profit increased 5% to $59.7 million, with margins improving 190 basis points to 26.6%. Adjusted EBITDA grew 12% to $11.5 million.

Notable highlights include positive cash flow for the fifth consecutive quarter, with free cash flow of $8.7 million. The company repurchased remaining Convertible Notes at a 7.5% discount and reported total advertiser spend growth of 6% year-over-year. Outbrain DSP showed strong growth of approximately 60% year-to-date.

Outbrain (NASDAQ: OB) announced an expanded collaboration with Microsoft, enhancing its advertising platform through Microsoft Azure cloud integration and AI solutions. The company will scale its North American traffic on Azure and implement generative AI solutions using Azure OpenAI Service, including Dall-E model integration. This enhancement aims to deliver more relevant content and improved advertising solutions.

Outbrain's platform currently serves about 1 billion users worldwide with over 50 million daily engagements across more than 8,000 media owners. The expansion builds upon existing partnerships with Azure, MSN, and Bing, focusing on infrastructure flexibility and innovation in advertising technology.