{"schema_version":"secwatch.filing_event.v1","accession":"0001454938-23-000120","form_type":"8-K","ticker":"TEAD","cik":"0001454938","company_name":"Teads Holding Co.","filed_at":"2023-08-08T23:59:59+00:00","discovered_at":"2026-05-14T18:03:33.984140+00:00","generated_at":"2026-06-12T01:31:39.138098+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"confidence":"high","headline":"Outbrain Q2 revenue down 10% to $225.8M; net income $11.3M vs loss; adjusted EBITDA $3.5M","bullets":["Revenue $225.8M (-10% YoY); Ex-TAC gross profit $54.6M (-8%); net income $11.3M vs loss of $10.3M.","Adjusted EBITDA $3.5M, down 40% YoY; adjusted net loss $3.9M vs $10.9M loss in prior year.","Recorded $22.6M pre-tax gain on partial repurchase of $118M convertible notes at ~19% discount.","Launched Onyx by Outbrain, a new branding platform for enterprise advertisers and agencies.","Cash and marketable securities $217.8M; remaining $22.9M under $30M stock repurchase program."],"urls":{"canonical":"https://secwatch.observer/filing/0001454938-23-000120","json":"https://secwatch.observer/filing/0001454938-23-000120.json","markdown":"https://secwatch.observer/filing/0001454938-23-000120.md","text":"https://secwatch.observer/filing/0001454938-23-000120.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1454938/000145493823000120/0001454938-23-000120-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1454938/000145493823000120/outbrain-20230808.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-12T01:31:39.138098+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"8e2b93d22ca2fc3e595300b43944ae9c3eff1595","claim":"Teads Holding Co. reported the quarter ended June 30, 2023 results: revenue $225.8 million, net income $11.3 million.","evidence_excerpt":"(2.2) (8.9) 76 % (29.2) (17.8) (64) % _____________________________ * See non-GAAP reconciliations below NM Not meaningful Second Quarter 2023 Financial Results • Revenue of $225.8 million, a decrease of $25.1 million, or 10%, compared to $250.9 million in the prior year period, including net favorable foreign currency effects of approximately $0.8 million. The","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1454938/000145493823000120/0001454938-23-000120-index.htm","confidence":0.4,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter ended June 30, 2023"},{"label":"Revenue","value":"$225.8 million"},{"label":"Net income","value":"$11.3 million"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}