Teads Partners with Google TV™ to Expand CTV HomeScreen Availability Globally

Rhea-AI Summary

Teads (NYSE:TEAD) announced a global partnership with Google TV to expand its connected TV (CTV) HomeScreen ad inventory, now reaching 500M+ unique TV devices. The deal offers brands access to Google TV Masthead placements across major markets, combining Teads Studio creative formats with Google TV’s premium supply.

Teads highlighted 4,000+ HomeScreen campaigns since 2023 and cited a Michelin case study showing single-campaign uplifts: +7% brand favorability, +8% safety perception, +6% consideration.

Key Figures

CTV devices reach: over 500M TV devices Content catalog: 400,000+ movies and shows Apps integrated: 10,000+ apps +5 more

8 metrics

CTV devices reach over 500M TV devices Teads HomeScreen inventory reach

Content catalog 400,000+ movies and shows Google TV aggregated content

Apps integrated 10,000+ apps Google TV ecosystem size

Brand favorability lift +7 percent Michelin Motion for Life campaign result

Perception of safety lift +8 percent Michelin Motion for Life campaign result

Brand consideration lift +6 percent Michelin Motion for Life campaign result

CTV HomeScreen campaigns more than 4,000 campaigns Since launch in 2023

HomeScreen reach 500M+ unique devices Global HomeScreen inventory reach

Market Reality Check

Price: $0.5868 Vol: Volume 497,233 vs 402,715...

normal vol

$0.5868 Last Close

Volume Volume 497,233 vs 402,715 20-day average (relative volume 1.23). normal

Technical Trading below 200-day MA at 1.54 with price at 0.5868, near 52-week low 0.574.

Peers on Argus

TEAD traded down 3.76% while key peer ASST showed downside momentum (scanner cha...

1 Down

TEAD traded down 3.76% while key peer ASST showed downside momentum (scanner change about -10.53%); other peers were flat to modestly negative, suggesting primarily stock-specific dynamics around this partnership news.

Historical Context

5 past events · Latest: Jan 05 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Jan 05	Executive appointment	Positive	+3.0%	New CMO hired to lead global marketing and support omnichannel growth.
Nov 06	Executive appointment	Positive	-45.9%	New Chief Commercial Officer to drive global commercial strategy post‑merger.
Nov 06	Quarterly earnings	Positive	-45.9%	Strong Q3 2025 growth in revenue, profit metrics and CTV traction.
Oct 29	Regional leadership	Positive	-5.6%	New LATAM Managing Director to drive regional growth and transformation.
Oct 23	Earnings date notice	Neutral	+0.7%	Announcement of Q3 2025 results release date and conference call details.

Pattern Detected

Mixed reactions: strategic and leadership news have sometimes led to sharp selloffs despite operational growth, especially around Q3 2025 earnings and integration updates.

Recent Company History

Recent news for TEAD has focused on leadership expansion, post‑merger integration and strong growth in CTV and cross‑selling. On Nov 6, 2025, Q3 results showed sharp year‑over‑year revenue and profit growth but the stock fell heavily, alongside a leadership appointment announcement. Prior updates in Oct–Nov 2025 covered regional leadership hires and an earnings date release with modest moves. The current Google TV partnership builds on prior commentary about accelerating CTV HomeScreen traction and omnichannel expansion.

Market Pulse Summary

This announcement highlights a global expansion of Teads’ CTV HomeScreen inventory through Google TV...

Analysis

This announcement highlights a global expansion of Teads’ CTV HomeScreen inventory through Google TV, extending reach to over 500M devices and building on prior disclosures of strong CTV traction. The deal reinforces Teads’ focus on high‑impact placements and creative innovation, such as 3D formats and measurable lifts in brand metrics. In context of earlier earnings and integration updates, key items to monitor include CTV revenue contribution, campaign performance at scale, and progress toward profitability.

Key Terms

connected tv (ctv), omnichannel, homeScreen, 3d creative formats

4 terms

connected tv (ctv) technical

"has partnered with Google TV to expand its connected TV (CTV) HomeScreen ad inventory"

Connected TV (CTV) is a television set that uses an internet connection to stream video apps and services instead of or alongside traditional broadcast or cable signals. For investors it matters because CTV shifts where viewers spend time and how ads are bought and measured, creating new revenue opportunities and competitive pressures for media companies much like a smartphone changed where people spend their attention and advertisers place their money.

omnichannel technical

"Teads, the omnichannel outcomes platform, has partnered with Google TV"

A coordinated approach to selling and serving customers across all touchpoints—stores, websites, mobile apps, social media, and call centers—so the experience feels like one continuous conversation no matter where a customer interacts. For investors, omnichannel capability signals how well a company can attract and keep customers, turn interactions into sales, and use shared customer data to cut costs and boost revenue—making it a key driver of growth and competitive strength.

homeScreen technical

"expand its connected TV (CTV) HomeScreen ad inventory significantly"

The homescreen is the main screen a user sees when they open a device or app, acting like the front door or storefront window that displays key content, shortcuts and notifications. For investors it matters because the design and content of the homescreen drive how often people use the product, what they click on, and how easily new features or ads are discovered — which directly affects user engagement, retention and potential revenue.

3d creative formats technical

"As pioneers of 3D creative formats on the CTV HomeScreen, Teads Studio turns"

3D creative formats are digital advertising and visual assets that use three‑dimensional models, depth, motion and lighting instead of flat images or video to present products, experiences or brand messages. For investors, they matter because they can boost viewer engagement and conversion like a physical demo in a showroom, but often require more advanced technology and higher production or distribution costs, affecting a company’s revenue potential and capital needs.

AI-generated analysis. Not financial advice.

Teads HomeScreen Inventory Now Reaches Over 500M TV Devices

NEW YORK, Feb. 05, 2026 (GLOBE NEWSWIRE) -- Teads, the omnichannel outcomes platform, has partnered with Google TV to expand its connected TV (CTV) HomeScreen ad inventory significantly. This strategic partnership gives brands access to one of the most prominent, high-attention placements on connected television, appearing as the first visual impression on Google TV devices across major global markets, including the US and UK.

With Google TV Masthead, advertisers get access to a large, engaged audience in a premium viewing environment. Google TV brings together 400,000+ movies, shows, and more from across 10,000+ apps, so they’re in one place; and with personalized profiles and recommendations, everyone’s experience is customized for them. These innovations make content discovery more intuitive and conversational, creating an even more valuable moment for HomeScreen placements to capture attention.

"Our partnership with Google TV is designed first and foremost to drive impact for our clients,” said Simon Klein, SVP 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, our in-house team focused on optimizing storytelling across screens. As pioneers of 3D creative formats on the CTV HomeScreen, Teads Studio turns standard video assets into dynamic, interactive experiences that boost attention and recall. One example is our work with Michelin on the “Motion for Life” campaign. BETC (Michelin’s creative agency), guided by Teads Studio, leveraged the HomeScreen’s high-impact canvas to build a 3D creative execution. The results were strong, delivering +7 percent brand favorability, +8 percent perception of safety, and +6 percent brand consideration, proving that pairing high-quality creative with premium CTV environments delivers meaningful brand impact.

To date, Teads has had more than 4,000 CTV HomeScreen campaigns successfully activated since its launch in 2023. HomeScreen inventory reaches 500m+ unique devices, and campaigns have been run by premium brands globally, including Cartier, Nestlé, and Air France.

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 generally relate to possible or assumed future results of our business, financial condition, results of operations, liquidity, plans and objectives. 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 our expectations, strategy, plans or intentions.

We have based these forward-looking statements largely on our current expectations and projections regarding future events and trends that we believe may affect our business, financial condition and results of operations. 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 risk that we may be unable to maintain or expand our strategic partnership with Google TV or other CTV partners; technical challenges related to integrating our advertising demand with CTV operating systems; the risk that advertisers may not adopt CTV HomeScreen formats at the rates we anticipate; the highly competitive nature of the CTV and streaming advertising market; and the other important risks described in the section entitled “Risk Factors” and elsewhere in the Annual Report on Form 10-K filed for the year ended December 31, 2024, and our Quarterly Reports on Form 10-Q filed for the quarters ended March 31, 2025, June 30, 2025, and September 30, 2025, filed with the Securities and Exchange Commission (the “SEC”), which are available on our 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. We 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. We undertake no obligation to update any forward-looking statement to reflect events or circumstances after the date on which the statement is made or to reflect the occurrence of unanticipated events. We do not assume any obligation to update any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by law.

About Teads
Teads Holding Co. (“Teads”) (Nasdaq: TEAD) is the omnichannel outcomes platform for the Open Internet, driving full-funnel results for marketers across premium media. With a focus on meaningful business outcomes for branding and performance objectives, Teads drives value with every media dollar by leveraging predictive AI technology to connect quality media, beautiful brand creative, and context-driven addressability and measurement. One of the most scaled advertising platforms on the open internet, 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 1700 people in 30+ countries.

For more information, visit www.teads.com.

Google TV is the name of this device's software experience and a trademark of Google LLC.

Media Contact
press@teads.com

Investor Relations Contact
IR@teads.com

FAQ

What does the Teads and Google TV partnership mean for TEAD advertisers?

It expands premium CTV reach to over 500M devices, increasing potential impressions and high-attention placements. According to the company, advertisers gain access to Google TV Masthead inventory and Teads Studio creative formats to boost attention and recall in major markets.

How many CTV HomeScreen campaigns has Teads run since launch and what scale does TEAD cite?

Teads has activated more than 4,000 CTV HomeScreen campaigns since 2023, demonstrating scale. According to the company, campaigns have run globally for brands such as Cartier, Nestlé, and Air France across the expanded Google TV inventory.

What performance lift did Teads report from a Michelin HomeScreen campaign example?

The Michelin example delivered measured uplifts: +7% brand favorability, +8% safety perception, and +6% brand consideration. According to the company, Teads Studio’s 3D creative execution on HomeScreen drove those attention and perception gains for the campaign.

Which markets and content reach are available via the Google TV integration for TEAD inventory?

The integration covers major global markets, including the US and UK, and aggregates 400,000+ movies and shows across 10,000+ apps. According to the company, Google TV’s personalized profiles create high-attention moments for HomeScreen ads.

How does Teads plan to help brands optimize creative for Google TV HomeScreen placements?

Teads leverages its in-house Teads Studio to convert standard assets into dynamic 3D and interactive formats optimized for HomeScreen canvases. According to the company, this creative approach is intended to increase attention, recall, and brand metrics in premium CTV environments.