{"schema_version":"secwatch.filing_event.v1","accession":"0001454938-25-000067","form_type":"8-K","ticker":"TEAD","cik":"0001454938","company_name":"Teads Holding Co.","filed_at":"2025-05-09T23:59:59+00:00","discovered_at":"2026-05-14T18:02:48.333773+00:00","generated_at":"2026-05-22T01:35:32.810606+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Outbrain Q1 revenue $286M (+32% YoY); Teads acquisition drives growth; CTV >100% YoY","bullets":["Revenue $286.4M (+32% YoY); Ex-TAC gross profit $103.1M (+98%); Adjusted EBITDA $10.7M vs $1.4M.","Net loss $54.8M including $16.4M acquisition costs, $15.6M impairment, $7.3M restructuring.","Closed Teads acquisition Feb 2025 for ~$900M ($625M cash + 43.75M shares); combined company now Teads.","CTV revenue grew >100% YoY, ~5% of ad spend; synergies ~$40M in 2025 (increased), ~$65-75M in 2026.","Issued $637.5M 10% senior secured notes due 2030; new $100M revolver; cash $155.9M."],"urls":{"canonical":"https://secwatch.observer/filing/0001454938-25-000067","json":"https://secwatch.observer/filing/0001454938-25-000067.json","markdown":"https://secwatch.observer/filing/0001454938-25-000067.md","text":"https://secwatch.observer/filing/0001454938-25-000067.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1454938/000145493825000067/0001454938-25-000067-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1454938/000145493825000067/outbrain-20250509.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-22T01:35:32.810606+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"}