earnings
confidence high
sentiment neutral
materiality 0.80
Teads Q4 revenue up 50% to $352M, net loss $428M on $352M goodwill impairment
Teads Holding Co.
- Q4 revenue $352.2M (+50% YoY), gross profit $120.4M (+115%), driven by acquisition of Legacy Teads.
- Net loss $428.2M includes $352.1M non-cash goodwill impairment; adjusted net income $9.5M, adjusted EBITDA $36.5M.
- Full-year 2025 revenue $1,300.5M (+46%), net loss $517.1M; adjusted EBITDA $93.4M (+150%).
- Restructuring: 10% headcount reduction, expected annualized cost savings of $35M-$40M; new CCO, CMO, MD North America.
- CTV revenue crossed $100M annual, 55% YoY Q4 growth; Google TV expansion; omnichannel adoption rising to 10%.