Teads Q1 revenue misses analyst estimates

Teads Holding

07/05/2026 11:46

Overview

Omnichannel ad platform's Q1 revenue fell 7% yr/yr, missing analyst expectations

Adjusted net loss for Q1 was better than analyst consensus

Company cites strong CTV revenue growth and higher omnichannel campaign adoption

Outlook

Teads expects Q2 ex-TAC gross profit of $121 mln to $131 mln

Company sees Q2 adjusted EBITDA of $14 mln to $22 mln

Teads maintains 2026 full-year adjusted EBITDA guidance of about $100 mln

Result Drivers

CTV GROWTH - Co said CTV revenue grew more than 50% yr/yr, helping offset declines elsewhere

PARTNERSHIPS AND PLATFORM ACCESS - Expanded CTV HomeScreen access through exclusive partnerships with LG, Samsung and others supported results

Company press release: ID:nGNX9J8Lck

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Miss
$266 mln
$269.97 mln (3 Analysts)
Q1 Adjusted Net Income
Beat
-$36.20 mln
-$36.67 mln (3 Analysts)
Q1 Net Income
-$38.80 mln
Q1 Adjusted EBITDA
Miss
$800,000
$2.40 mln (1 Analyst)
Q1 Gross Profit
$83.60 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

Wall Street's median 12-month price target for Teads Holding Co is $1.00, about 13% below its May 6 closing price of $1.15

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)