Teads Holding Co.
outbrain.comWhat Do They Do?
Sells advertising placements across websites, connected TV and apps to brands and agencies, and provides publishers and other media owners with tools to earn advertising revenue from their audiences.
10-K for FY2025, filed Mar 16, 2026We operate a two-sided marketplace, which creates a scaled end-to-end advertising solution. We have direct relationships with both (i)…View ↗
Our platform is designed to enable advertisers to not only reach their audiences across the digital advertising ecosystem — from web, to…View ↗
Media Owner Solutions: We partner with approximately 10,000 media owners, ranging from premium publishers to original equipment…View ↗
How Do They Make Money?
Brands, performance marketers and other advertisers buy ad placements through Teads directly or through advertising platforms. Charges track ads delivered or outcomes such as clicks, views or actions; billing is generally monthly or at campaign end, with payment terms typically 30 to 60 days.
10-K for FY2025, filed Mar 16, 2026The Company sells the placement of advertisements to media agencies and advertisers, which it collectively refers to as its customers. The…View ↗
Performance obligations and timing of recognition. The Company’s primary performance obligation is to deliver advertising or achieve the…View ↗
Revenue is earned across multiple monetization models using cost-per-click (“CPC”), cost-per-thousand impressions (“CPM”), cost-per-view…View ↗
Payment terms and taxes. Billing is generally monthly (or at campaign end for certain managed services), with payment terms typically 30 to…View ↗
$1.3B
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10-K for FY2025, filed Mar 16, 2026
$1.3B ↗
Who Are Their Customers?
Brands, performance marketers and media agencies buy advertising placements through Teads' self-service tools or managed campaigns; some purchases come through advertising platforms.
10-K for FY2025, filed Mar 16, 2026The Company sells the placement of advertisements to media agencies and advertisers, which it collectively refers to as its customers. The…View ↗
Do Revenues Turn Into Profits?
Not on paper. It lost $517.1M in FY2025, but brought in more cash than it spent: $2M of free cash flow.
10-K for FY2025, filed Mar 16, 2026
−$399MView ↗
10-K for FY2025, filed Mar 16, 2026
−$517.1MView ↗
10-K for FY2025, filed Mar 16, 2026
$2MView ↗
How Are They Changing?
- Net income
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Sources
10-Q for Q2 FY2026, filed Aug 7, 2026
−$42.5MView ↗
- ▲ +197% (Loss)
- vs −$14.3M in Q2 FY2025
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Aug 14, 2026
Nasdaq warned that Teads fell below its minimum share-price rule
Trading continues, and Teads has until February 8, 2027 to regain compliance.
Sources
8-K, filed Aug 14, 2026
Pursuant to Nasdaq Listing Rule 5810(c)(3)(A), the Company has been provided an initial period of 180 calendar days, or until February 8…View ↗
Growing. Revenue grew 28% in 4 years, from $1B in FY2021 to $1.3B in FY2025, about 6% a year.
From recommendations to cross-screen ads
The older report centers on personalized content recommendations and ads on digital media properties. The latest describes an advertising platform spanning websites, connected TV and apps, with campaigns aimed at brand and performance outcomes.
10-K for FY2022, filed Mar 15, 2023 10-K for FY2025, filed Mar 16, 2026
Who Do They Compete With?
Competes with Google, Meta, Amazon, Apple, ByteDance, Microsoft, The Trade Desk, Taboola, Magnite, Connatix, TripleLift, Kargo, Ogury, Criteo, SeedTag, RevContent, and GumGum
10-K for FY2025, filed Mar 16, 2026The digital advertising industry is highly competitive and fragmented. The Company has peers of varying sizes and ranges of establishment…View ↗
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