{"schema_version":"secwatch.filing_event.v1","accession":"0001454938-24-000155","form_type":"8-K","ticker":"TEAD","cik":"0001454938","company_name":"Teads Holding Co.","filed_at":"2024-08-08T23:59:59+00:00","discovered_at":"2026-05-14T18:03:13.107891+00:00","generated_at":"2026-05-31T10:48:54.817115+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Outbrain Q2 revenue down 5% to $214M; Adj EBITDA up 112% to $7.4M; Teads acquisition announced","bullets":["Q2 revenue $214.1M (-5% YoY); Ex-TAC gross profit $56.0M (+3%), in line with high end of guidance.","Adjusted EBITDA $7.4M (beat guidance, +112% YoY); net loss $2.2M vs income $11.3M (includes $3.2M acquisition costs).","Cash & marketable securities $228.9M, convertible notes $118.0M; free cash flow positive $0.3M.","Aug 1: agreed to acquire Teads for ~$1B ($725M cash + $25M deferred + 35M shares + $105M preferred); close Q1 2025.","RPM growth 3rd consecutive quarter; Zemanta DSP spend up ~50% H1 2024 vs H1 2023; Onyx rebooking rate 40%."],"urls":{"canonical":"https://secwatch.observer/filing/0001454938-24-000155","json":"https://secwatch.observer/filing/0001454938-24-000155.json","markdown":"https://secwatch.observer/filing/0001454938-24-000155.md","text":"https://secwatch.observer/filing/0001454938-24-000155.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1454938/000145493824000155/0001454938-24-000155-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1454938/000145493824000155/outbrain-20240808.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-31T10:48:54.817115+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"}