Teads Q3 revenue misses estimates

Teads Holding

06/11/2025 11:40

Overview

Teads Q3 revenue grows 42% yr/yr but misses analyst expectations

Adjusted net loss for Q3 misses analyst estimates

Adjusted EBITDA for Q3 misses analyst expectations

Outlook

Teads expects Q4 2025 Ex-TAC gross profit between $142 mln and $152 mln

Company anticipates Q4 2025 adjusted EBITDA of $26 mln to $36 mln

Result Drivers

CTV GROWTH - Teads grew Connected TV revenue by ~40% yr/yr, highlighting traction in CTV HomeScreen product and partnerships with TCL and Google TV

CROSS-SELLING INCREASE - Revenue from cross-selling complementary solutions increased 67% sequentially from Q2 to Q3, demonstrating platform value

RESTRUCTURING IMPACT - Restructuring charges affected profitability as Teads streamlined operations post-acquisition

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Miss
$318.80 mln
$335.38 mln (5 Analysts)
Q3 Adjusted Net Income
Miss
-$16.30 mln
-$9.36 mln (5 Analysts)
Q3 Net Income
-$19.70 mln
Q3 Adjusted EBITDA
Miss
$19.20 mln
$25.56 mln (5 Analysts)
Q3 Gross Profit
$105.70 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

Wall Street's median 12-month price target for Teads Holding Co is $2.50, about 41.2% above its November 5 closing price of $1.47

Press Release: ID:nGNXbxsnLX

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