earnings
confidence medium
sentiment negative
materiality 0.70
Teads Q3 revenue up 42% to $318.8M but net loss $19.7M; CEO admits miss
Teads Holding Co.
2025-Q3 EPS reported
-$1.00
revenue$948,225,000
- Revenue $318.8M (+42% YoY); gross profit $105.7M (+116%); net loss $19.7M vs prior year net income $6.7M.
- Adjusted EBITDA $19.2M (+66% YoY); adjusted net loss $16.3M vs adjusted net income $5.5M prior year.
- Net cash used in operations $23.7M vs provided $13.7M prior year; adjusted free cash flow -$24.0M.
- CTV revenue grew ~40% YoY on pro-forma basis; restructured go-to-market organization with new leader.
- CEO says quarter fell short of expectations; planning Investor Day in March 2026. No guidance provided.