Welcome to our dedicated page for Teads Holding Co. SEC filings (Ticker: TEAD), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page compiles U.S. SEC filings for Teads Holding Co. (NASDAQ: TEAD), an Internet content and information company that operates as an omnichannel outcomes platform for the open internet. Through these regulatory documents, investors can review how Teads reports its financial performance, non-GAAP measures, and material events as a Nasdaq-listed issuer.
Teads files current reports on Form 8-K to announce significant developments, including quarterly financial results. In recent 8-K filings, the company has furnished press releases detailing revenue, gross profit, net income or loss, cash flow, and a range of non-GAAP metrics such as Ex-TAC gross profit, Ex-TAC gross margin, Adjusted EBITDA, adjusted net income or loss, free cash flow, and adjusted free cash flow. The filings also explain how management and the board of directors use these measures to evaluate operating performance, understand trends, and make capital allocation decisions.
Beyond 8-Ks, investors can use this filings page to access Teads’ other periodic and annual reports, including Forms 10-Q and 10-K when filed. These documents typically provide additional detail on the company’s omnichannel advertising platform, its merger background, risk factors, segment information where applicable, and discussions of liquidity, indebtedness, and cash generation.
Stock Titan enhances access to TEAD filings by pairing real-time updates from EDGAR with AI-powered summaries that highlight key points, definitions, and context. Instead of reading full-length documents line by line, users can rely on AI explanations to understand how Teads defines and uses non-GAAP measures, how its outcomes-focused model is reflected in reported results, and what management emphasizes in its discussion and analysis.
For those interested in topics such as quarterly performance, non-GAAP reconciliations, capital structure, or the impact of the combination between Outbrain and TEADS, this page serves as a focused entry point into Teads Holding Co.’s SEC reporting history.
Spilman Mary reported acquisition or exercise transactions in this Form 4 filing.
Teads Holding Co. Chief Commercial Officer Mary Spilman reported an award of 1,400,000 shares of common stock. The shares were granted at a price of $0.00 per share, giving her direct ownership of 1,400,000 shares following the transaction. This amended filing clarifies a clerical error in the original report, changing the initial vesting date from December 5, 2025 to December 5, 2026.
Teads Holding Co. filed its Annual Report outlining a major transformation following Outbrain Inc.’s $900 million acquisition of Legacy Teads, paid with $625 million in cash and 43.75 million shares of common stock. Altice Teads now holds about 46.6% of the company. Teads describes a global omnichannel advertising platform spanning web, CTV and apps, handling over $1.4 billion of ad spend in 2025, around 10,000 media owners and more than 2 billion monthly consumers. As of February 28, 2026, it had 95,980,437 common shares outstanding. The report highlights strengths in AI-driven ad targeting, exclusive publisher relationships and CTV growth, but also details risks from integration challenges, heavy regulation, economic uncertainty, high-cost 10.000% senior secured notes due 2030 and a Nasdaq minimum bid price deficiency that could lead to delisting if not cured.
Teads Holding Co. reported that Chief Commercial Officer Mary Spilman received an equity grant of 1,400,000 shares of Common Stock in the form of restricted stock units under the company’s 2021 Long-Term Incentive Plan.
The units vest 25% on December 5, 2025, with the remaining RSUs vesting in equal quarterly installments after that date, so the award converts into shares gradually over time as vesting conditions are met.
Porat Asaf reported acquisition or exercise transactions in this Form 4 filing.
Teads Holding Co. Chief Operating Officer Asaf Porat received an equity award tied to past performance. On March 11, 2026, a previously granted performance-based restricted stock unit (PSU) award resulted in the issuance of 73,836 shares of common stock.
The PSUs were originally granted on June 5, 2023 under the 2021 Long-Term Incentive Plan, based on Ex-TAC Gross Profit growth and Adjusted EBITDA to Ex-TAC Gross Profit over multi-year periods. The compensation committee certified achievement of 100% of the Ex-TAC target and 64.08% of the EBITDA target. Following this issuance, Porat directly owns 1,002,136 shares of common stock, reflecting compensation rather than an open-market share purchase.
Teads Holding Co. chief accounting officer and senior vice president corporate controller Bradshaw Wenkai had 1,987 shares of common stock withheld at $0.84 per share on March 7, 2026. These F-code transactions were tax-withholding dispositions tied to vesting of performance and restricted stock units under company incentive plans.
After these withholding events, Wenkai directly holds 117,931 shares of Teads common stock. The disclosures indicate compensation-related share vesting and associated tax payments, rather than open-market buying or selling activity.
Teads Holding Co. Chief Executive Officer David Kostman reported routine share dispositions tied to tax withholding, not open-market sales. On March 7, 2026, the issuer withheld a total of 32,383 shares of common stock at $0.84 per share to cover taxes on vested performance and restricted stock units under company incentive plans. After these transactions, Kostman directly owned 1,182,937 shares of Teads common stock.
Teads Holding Co. Chief Financial Officer Jason Kiviat reported three tax-withholding dispositions of Common Stock on 2026-03-07. A total of 10,274 shares were withheld by the company at $0.84 per share to cover tax obligations triggered by vesting and settlement of performance and restricted stock units under Teads’ long-term incentive plans. After these withholding transactions, Kiviat directly held 220,381 shares of Common Stock. These are compensation-related, non-market events rather than open-market sales.
Teads Holding Co. reported strong 2025 top-line growth but a large GAAP loss driven by non-cash charges. Revenue reached $352.2 million in Q4, up 50%, and $1,300.5 million for 2025, up 46%, mainly from the Teads acquisition. Q4 gross margin improved to 34.2%, and Ex-TAC gross margin rose to 43.1%, while Q4 Adjusted EBITDA more than doubled to $36.5 million. However, Q4 net loss widened to $428.2 million and full-year net loss to $517.1 million, largely due to a $352.1 million goodwill impairment plus other integration, restructuring, and financing costs. Adjusted EBITDA for 2025 increased to $93.4 million, but adjusted net loss was $31.7 million and adjusted free cash flow was only $6.0 million. At year-end the company held $138.7 million in cash and marketable securities against $622.7 million of total debt, including 10.000% senior secured notes. For 2026, Teads targets Q1 Ex-TAC gross profit of $102–106 million, Q1 Adjusted EBITDA around breakeven, and full-year Adjusted EBITDA of about $100 million.
Teads Holding Co. reported that one of its directors bought additional common stock in the open market. On 12/11/2025, the director purchased 8,108 shares at a price of $0.74 per share.
On 12/12/2025, the same director bought a further 1,892 shares at a price of $0.70 per share. Following these transactions, the director beneficially owned 111,027 shares of Teads Holding Co. common stock held directly.
Teads Holding Co. reported Q3 2025 results. Revenue was $318.8M, up from $224.2M a year ago, with gross profit of $105.7M. The company posted a loss from operations of $6.3M and a net loss of $19.7M, or $0.21 per share. For the nine months, revenue reached $948.2M with a net loss of $88.8M.
Results reflect the February acquisition of Legacy Teads and higher operating and financing costs. Long‑term debt stood at $604.0M in 10% senior secured notes, contributing to $17.1M of Q3 interest expense. Cash and cash equivalents were $130.8M, and short‑term investments $7.5M. Operating cash flow for the nine months was $0.3M.
Purchase accounting lifted intangible assets to $389.9M and goodwill to $633.0M. The company recorded $15.6M of impairments year‑to‑date tied to discontinuing a prior video product and $9.6M of restructuring charges as part of a workforce reduction of about 15%. Common shares outstanding were 95.5M as of September 30, 2025.