Teads Holding Stock Price, News & Analysis

Teads Holding Co. (Nasdaq: TEAD) reported third quarter 2025 results for the period ended September 30, 2025.

Key figures: Revenue $318.8M (+42% YoY), Gross profit $105.7M (+116% YoY), Ex-TAC gross profit $130.5M (+119% YoY), and Adjusted EBITDA $19.2M (+66% YoY). The company recorded a net loss of $19.7M and net cash used in operations of $23.7M. Cash and short-term investments totaled $138.3M and total debt was $621.6M.

Operational highlights: ~40% YoY CTV revenue growth (pro-forma), launch of CTV Performance globally, accelerating CTV HomeScreen traction, and cross-selling revenue up 67% sequentially. Fourth-quarter guidance: Ex-TAC $142–152M and Adjusted EBITDA $26–36M. Investor Day planned for March 2026.

Teads (NASDAQ: TEAD) appointed Fernando Tassinari as Managing Director of LATAM, effective Oct 29, 2025. Tassinari brings 20+ years of international marketing and digital-advertising leadership across Brazil, Mexico, Argentina, Colombia, Israel, Europe, APAC, and the US.

He will lead Teads’ LATAM strategy, consolidate market position, and accelerate the company’s performance business while focusing on culture, business development innovation, and local team growth. Mayra Contreras remains SVP of LATAM and will continue to lead Mexico and Miami operations.

Teads (NASDAQ: TEAD) will release its third quarter 2025 results before the market opens on Thursday, November 6, 2025, followed by a conference call at 8:30 a.m. ET to discuss results and business outlook.

Investors can join the live call by dialing 1-877-497-9071 (U.S.) or 1-201-689-8727 (international), or listen via webcast at https://investors.teads.com/. A replay will be available three hours after the call at 1-877-660-6853 (U.S.) or 1-201-612-7415 (international) using passcode 13756052. The phone replay will be available until November 20, 2025, and an online replay will be posted for a limited time.

Teads (NASDAQ: TEAD) launched CTV Performance in beta on Oct 23, 2025, a deterministic measurement and optimization solution that connects premium connected TV exposure to site visits, leads, and sales across global markets.

The solution extends Teads’ omnichannel stack with a Universal Pixel, a household graph for cross-device attribution, optimized media delivery, and CTV creative formats with overlays and interactive features. Beta availability covers the US, EU5, and APAC, with a broader rollout and additional creatives and formats planned.

Teads cites a recent Men’s Wearhouse campaign that recorded >41,000 site visits and >50,000 incremental store visits tied to CTV Performance.

Teads (NASDAQ: TEAD) has released results from its CTV HomeScreen study conducted with MediaMento Institute, demonstrating superior performance of its advertising solution. The study revealed that HomeScreen ads achieved a 48% attention rate, surpassing YouTube skippable pre-roll by 16%.

Key findings show that 3D ads captured attention 29% faster than traditional formats, with unaided recall reaching 50% and aided recall peaking at 84%. The company has successfully executed over 1,500 CTV HomeScreen campaigns since 2023, with notable clients including Cartier, Nestlé, and Air France. Cartier's campaign generated 12 million impressions, while Air France experienced a 22% increase in recommendation intent.

Teads Holding Co. (NASDAQ: TEAD) announced its senior management team's participation in two upcoming investor conferences in September 2025. The company will participate in Citi's 2025 Global TMT Conference in New York on September 3, featuring a fireside chat from 2:10-2:45 PM EST. Additionally, Teads will attend the Jefferies TechTrek 2025 Conference in Tel Aviv from September 10-11.

Management will be available for one-on-one meetings with investors at both conferences, which can be arranged through Citi and Jefferies sales representatives.

Teads Holding Co. (NASDAQ:TEAD) reported Q2 2025 financial results with revenue of $343.1 million, up 60% year-over-year. The company posted Ex-TAC gross profit of $144.2 million, a 158% increase, and Adjusted EBITDA of $27.0 million, up 264% from the prior year.

Key highlights include 80%+ growth in Connected TV revenue, repurchase of $9.3 million in senior secured notes at a 17% discount, and expected synergies of $40 million in 2025 and $65-75 million in 2026. The company reported a net loss of $14.3 million.

For Q3 2025, Teads expects Ex-TAC gross profit of $133-143 million and Adjusted EBITDA of $21-29 million. The company withdrew its FY 2025 Adjusted EBITDA guidance due to post-merger integration impacts but expects positive Free Cash Flow for the full year.

Teads (NASDAQ: TEAD) has launched Connected Ads in beta, introducing an innovative dual-placement advertising format for the open internet. This new solution features two complementary ad placements on the same publisher page - one embedded within the article and another at the end, creating enhanced opportunities for brand storytelling and engagement.

The format is designed to provide advertisers with sequential, high-attention opportunities within a single content session, combining brand awareness with measurable outcomes. Currently being tested by enterprise advertisers, Connected Ads is available across leading publishers in Germany, France, Italy, Japan, the UK, and the US.

Teads (NASDAQ: TEAD) has scheduled its second quarter 2025 financial results release for August 7, 2025, before market opening. The company will host a conference call at 8:30 a.m. ET the same day to discuss results and business outlook.

Investors can access the conference call via phone (US: 1-888-437-3179; International: 1-862-298-0702) or through a simultaneous webcast on the company's Investor Relations website. A replay will be available until August 21, 2025, using passcode 13754497.