secwatch.observer — SEC 8-K summary
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Issuer:     Teads Holding Co. (TEAD)
CIK:        0001454938
Form:       8-K
Filed at:   2025-08-07T23:59:59+00:00
Accession:  0001454938-25-000129
Event type: earnings
Sentiment:  neutral
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Teads Q2 revenue $343M (+60% YoY); CTV revenue up >80%; net loss widens to $14.3M
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1454938/000145493825000129/0001454938-25-000129-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1454938/000145493825000129/outbrain-20250807.htm
  HTML page:      https://secwatch.observer/filing/0001454938-25-000129

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer