Teads Q2 revenue falls 17%, misses analyst estimates

Teads Holding

06/08/2026 11:42

Overview
Omnichannel advertising platform's Q2 revenue fell 17% yr/yr, missing analyst expectations
Company suspended financial guidance amid volatility in Direct Response and SME business

Outlook
Teads suspends guidance, including previously provided full-year 2026 Adjusted EBITDA forecast

Result Drivers
CTV GROWTH - Co said Connected TV revenue grew 67% yr/yr and now represents 13% of Q2 revenue, up from 7% in Q2 2025
DIRECT RESPONSE & SME HEADWINDS - Co said Direct Response and SME business faced open-web headwinds, which it is actively mitigating
OMNICHANNEL ADOPTION - Branding customers utilizing omnichannel campaigns represented 16% of CTV spend, up from 9% in Q2 2025

Company press release: ID:nGNX8JKdph

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Miss
$284.60 mln
$308.67 mln (3 Analysts)
Q2 Adjusted Net Loss
Miss
$40 mln
$21.70 mln (3 Analysts)
Q2 Net Loss
 
$42.50 mln
 
Q2 Adjusted EBITDA
Miss
$7 mln
$18.70 mln (3 Analysts)
Q2 Gross Profit
 
$95.60 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 $1.20, about 45.1% above its August 5 closing price of $0.83

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(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.)