secwatch.observer — SEC 8-K summary
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Issuer:     Teads Holding Co. (TEAD)
CIK:        0001454938
Form:       8-K
Filed at:   2026-03-05T23:59:59+00:00
Accession:  0001454938-26-000007
Event type: earnings
Sentiment:  neutral
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1454938/000145493826000007/0001454938-26-000007-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1454938/000145493826000007/outbrain-20260305.htm
  HTML page:      https://secwatch.observer/filing/0001454938-26-000007

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