---
schema_version: "secwatch.filing_event.v1"
accession: "0001454938-26-000007"
form_type: "8-K"
ticker: "TEAD"
cik: "0001454938"
company_name: "Teads Holding Co."
filed_at: "2026-03-05T23:59:59+00:00"
generated_at: "2026-05-15T19:30:37.265994+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Teads Q4 revenue up 50% to $352M, net loss $428M on $352M goodwill impairment

## Summary
- 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%.

## SEC filing metadata
- accession: 0001454938-26-000007
- form_type: 8-K
- ticker: TEAD
- cik: 0001454938
- company_name: Teads Holding Co.
- filed_at: 2026-03-05T23:59:59+00:00
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1454938/000145493826000007/0001454938-26-000007-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1454938/000145493826000007/outbrain-20260305.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001454938-26-000007
- JSON: https://secwatch.observer/filing/0001454938-26-000007.json
- Plain text: https://secwatch.observer/filing/0001454938-26-000007.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.