earnings
confidence high
sentiment neutral
materiality 0.85
Teads Q2 revenue $343M (+60% YoY); CTV revenue up >80%; net loss widens to $14.3M
Teads Holding Co.
2025-Q2 EPS reported
-$0.80
revenue$629,453,000
- Revenue $343.1M (+60% YoY); gross profit $120.3M (+164%); Ex-TAC gross profit $144.2M (+158%).
- Adjusted EBITDA $27.0M vs $7.4M prior year; net loss $14.3M includes $5.4M acquisition costs and $1.7M restructuring.
- CTV revenue grew >80% YoY on pro-forma basis; new OEM partnership with Samsung.
- Repurchased $9.3M principal of 10% senior secured notes at ~17% discount.
- Q3 guidance not provided in release; management notes integration benefits taking longer; still expects ≥$40M synergies in 2025.
item 2.02item 9.01