TEAD
Teads Holding Co.
Price as of Jul 20, 2026
TEAD earnings
Teads Holding Co. earnings
Reported EPS and revenue history, upcoming estimates and available earnings-call summaries.
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 7, 2026 | $-0.44 | $-0.38 | +13.6% | $266M | -1.5% |
| Mar 5, 2026 | $-0.19 | $0.10 | +152.6% | $352M | +23.0% |
| Nov 6, 2025 | $-0.15 | $-0.17 | -13.3% | $319M | -10.3% |
| Aug 7, 2025 | $-0.13 | $-0.10 | +23.1% | $343M | +1.7% |
| May 9, 2025 | $-0.10 | $-0.20 | -100.0% | $286M | +2.4% |
Earnings call summary
Q1 FY2026 · May 7, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
Framed market position after one year of combination; enterprise business with global brands and agencies generated $900M in 2025 (80% of ad stack); direct response engine $500M (20% of ad stack); Q1 was pivotal, exceeded revenue guidance, CTV revenue up over 50% YOY with strong EMEA and APAC momentum; solidified home screen leadership via partnerships; 13% of campaigns omnichannel vs 8% last year Q1; renewed partnerships with enterprise brands; launched vertical video formats in direct response business; aggressive AI adoption.
Guidance
For Q2 2026, expect ex-tech gross profit of $121 million to $131 million, and adjusted EBITDA of $14 million to $22 million. For full year 2026, continue to expect adjusted EBITDA of approximately $100 million.
Segment performance
Enterprise business generated approximately $900 million in revenue in 2025, accounting for approximately 80% of the company's ad stack. The direct response engine represented approximately $500 million in revenue and 20% of the ad stack. Q1 revenue was approximately $266 million, down 7% year over year. XTAC gross profit in the quarter was $108 million, an increase of 5% year-over-year, but on a pro forma basis, it represents a decline of 11% year over year. Adjusted EBITDA for Q1 was approximately $1 million, and adjusted free cash flow was a use of cash of $41 million.
Risks & headwinds
Forward-looking statements are subject to risks and uncertainties that may cause actual results to differ materially. Risk factors are discussed in detail in the company's annual report on Form 10-K for the year ended December 31, 2020-25, as updated in subsequent reports filed with the Securities and Exchange Commission.
Analyst Q&A
Q: Laura Martin asks about work with ad agencies and free cash flow progress.
A: David talks about strengthening strategic integrations with agencies; Jason explains cash flow related to timing and working capital.
Q: Brianna Diaz asks about go-to-market model changes and balance sheet evaluation.
A: David mentions changes in go-to-market coverage model; Jason talks about evaluating capital structure and minimum cash.
Q: Ed Alter asks about CTV business impact on ex-tech gross margins and CTV format expansion.
A: Related person explains CTV's impact on margins and focus on CTV format optimization.
Earnings history is derived from company filings and calendar data. Call summaries are grouped by reporting period. Latest covered event: 2026-08-06.