{"schema_version":"secwatch.filing_event.v1","accession":"0001454938-24-000146","form_type":"8-K","ticker":"TEAD","cik":"0001454938","company_name":"Teads Holding Co.","filed_at":"2024-08-01T23:59:59+00:00","discovered_at":"2026-05-14T18:03:13.107332+00:00","generated_at":"2026-05-31T13:45:25.742553+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"m_and_a","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Outbrain to acquire Teads for ~$1B; reports preliminary Q2 ex-TAC gross profit $55-57M","bullets":["Acquisition of Teads for ~$1B: $725M cash upfront, $25M deferred, 35M shares (~$169M), $105M convertible preferred.","Combined 2024E Ex-TAC Gross Profit $660-680M, Adj. EBITDA $180-190M; synergies $50-60M annualized by year 2.","Preliminary Q2 2024: Ex-TAC Gross Profit $55-57M (above guidance low $53M); Adj. EBITDA at least $6M (above guidance $1-4M).","David Kostman remains CEO; Teads Co-CEOs Bertrand Quesada and Jeremy Arditi to serve as Co-Presidents.","Transaction expected to close Q1 2025; subject to regulatory and stockholder approvals. Financing $750M debt committed."],"urls":{"canonical":"https://secwatch.observer/filing/0001454938-24-000146","json":"https://secwatch.observer/filing/0001454938-24-000146.json","markdown":"https://secwatch.observer/filing/0001454938-24-000146.md","text":"https://secwatch.observer/filing/0001454938-24-000146.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1454938/000145493824000146/0001454938-24-000146-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1454938/000145493824000146/outbrain-20240801.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-31T13:45:25.742553+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}