{"schema_version":"secwatch.filing_event.v1","accession":"0001454938-23-000149","form_type":"8-K","ticker":"TEAD","cik":"0001454938","company_name":"Teads Holding Co.","filed_at":"2023-11-07T23:59:59+00:00","discovered_at":"2026-05-14T18:03:29.124264+00:00","generated_at":"2026-06-08T14:36:29.317871+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"confidence":"high","headline":"Outbrain Q3 Ex-TAC gross profit $56.8M (+8% YoY), Adj EBITDA $10.3M, guides Q4 $59-64M Ex-TAC","bullets":["Revenue $230M (flat YoY); net income $0.5M vs loss of $4.6M prior year.","Ex-TAC gross profit $56.8M (+8% YoY), driven by new media partners and improved performance.","Adjusted EBITDA $10.3M (up from $1.7M), above high end of guidance; free cash flow $1.8M.","Q4 guidance: Ex-TAC gross profit $59-64M, Adjusted EBITDA $13-17M.","Stock repurchase: $30M authorized, $12.7M used, $17.5M remaining as of Sept 30."],"urls":{"canonical":"https://secwatch.observer/filing/0001454938-23-000149","json":"https://secwatch.observer/filing/0001454938-23-000149.json","markdown":"https://secwatch.observer/filing/0001454938-23-000149.md","text":"https://secwatch.observer/filing/0001454938-23-000149.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1454938/000145493823000149/0001454938-23-000149-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1454938/000145493823000149/outbrain-20231107.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-08T14:36:29.317871+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":"0060f1f2bce59a8b6f2358050c7f1bd5f2272d4c","claim":"Teads Holding Co. reported the quarter ended September 30, 2023 results: revenue $230.0 million, net income $0.5 million.","evidence_excerpt":"62 % Free cash flow 1.8 (15.8) 111 % (27.5) (33.6) 18 % _____________________________ * See non-GAAP reconciliations below Third Quarter 2023 Financial Results • Revenue of $230.0 million, an increase of $1.0 million, compared to $229.0 million in the prior year period, including net favorable foreign currency effects of approximately $5.1 million. The reported","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1454938/000145493823000149/0001454938-23-000149-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter ended September 30, 2023"},{"label":"Revenue","value":"$230.0 million"},{"label":"Net income","value":"$0.5 million"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"d7929bdbbd06b05d0e2e66fc109cb9a485fbc9a0","claim":"Teads Holding Co. updated its the fourth quarter ending December 31, 2023 guidance (initiated).","evidence_excerpt":"2023 Fourth Quarter Guidance For the fourth quarter ending December 31, 2023, we expect: • Ex-TAC gross profit of $59 million to $64 million • Adjusted EBITDA of $13 million to $17 million","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1454938/000145493823000149/0001454938-23-000149-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fourth quarter ending December 31, 2023"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}