secwatch.observer — SEC 8-K summary
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Issuer:     Teads Holding Co. (TEAD)
CIK:        0001454938
Form:       8-K
Filed at:   2026-08-06T10:33:53+00:00
Accession:  0001454938-26-000051
Event type: earnings
Sentiment:  negative
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Teads Q2 revenue down 17% YoY, net loss widens; suspends FY 2026 guidance
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- Revenue $284.6M (-17% YoY); net loss $42.5M vs $14.3M loss in Q2 2025.
- Adjusted EBITDA $7.0M, down 74% from $27.0M; adjusted net loss $40.0M vs $9.7M loss.
- CTV revenue grew 67% YoY, now 13% of total revenue (vs 7% in Q2 2025).
- Suspends full-year 2026 Adjusted EBITDA guidance citing volatility in Direct Response and SME business.
- Cash and equivalents $91.0M; total debt $614.5M (10% senior secured notes due 2030).

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1454938/000145493826000051/0001454938-26-000051-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1454938/000145493826000051/tead-20260806.htm
  HTML page:      https://secwatch.observer/filing/0001454938-26-000051

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