---
schema_version: "secwatch.filing_event.v1"
accession: "0001454938-26-000034"
form_type: "8-K"
ticker: "TEAD"
cik: "0001454938"
company_name: "Teads Holding Co."
filed_at: "2026-05-07T23:59:59+00:00"
generated_at: "2026-05-14T21:34:19.192833+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "medium"
source: SEC EDGAR
---

# Teads Q1 2026 revenue falls 7% to $266M; adjusted EBITDA down 93% to $0.8M

## Summary
- Revenue of $266.0M, down 7% YoY from $286.4M; gross profit up 1% to $83.6M.
- Net loss improved to $38.8M from $54.8M; adjusted net loss widened to $36.2M from $15.3M.
- Adjusted EBITDA plunged 93% to $0.8M from $10.7M; Ex-TAC gross profit up 5% to $107.9M.
- CTV revenue grew >50% YoY; renewed Joint Business Partnerships with McDonald's, Heineken, Volkswagen.
- Cash and marketable securities $98.7M; total debt $623.4M; full-year and Q2 guidance provided in press release.

## SEC filing metadata
- accession: 0001454938-26-000034
- form_type: 8-K
- ticker: TEAD
- cik: 0001454938
- company_name: Teads Holding Co.
- filed_at: 2026-05-07T23:59:59+00:00
- event_type: earnings
- sentiment: negative
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: medium
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1454938/000145493826000034/0001454938-26-000034-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1454938/000145493826000034/tead-20260507.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001454938-26-000034
- JSON: https://secwatch.observer/filing/0001454938-26-000034.json
- Plain text: https://secwatch.observer/filing/0001454938-26-000034.txt

## Source-grounded claims
- claim_id: 10c896f0df30811fed1d73ebf7b3f035629cbcae
  claim: Teads Holding Co. reported the quarter ended March 31, 2026 results: revenue $266.0 million, net income Net loss of $38.8 million.
  evidence_excerpt: goals. • Renewed several Joint Business Partnerships with global brands, including McDonald’s, Heineken, and Volkswagen. First Quarter 2026 Financial Highlights: • Revenue of $266.0 million, a decrease of $20.4 million, or 7%, compared to $286.4 million in the prior year period. Results include net favorable foreign currency effects of approximately $11.6 million. •
  evidence_url: https://www.sec.gov/Archives/edgar/data/1454938/000145493826000034/0001454938-26-000034-index.htm

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