Teads Q4 revenue up 50% but slightly misses estimates

Teads Holding

05/03/2026 11:38

Overview

Omnichannel advertising platform's Q4 revenue grew 50% yr/yr, slightly missing analyst expectations

Adjusted EBITDA for Q4 beat analyst expectations

Company's adjusted net income for Q4 beat analyst expectations

Outlook

Teads expects Q1 2026 Ex-TAC gross profit of $102 mln to $106 mln

Company anticipates Q1 2026 adjusted EBITDA of breakeven to $3 mln

Teads projects full-year 2026 adjusted EBITDA of approximately $100 mln

Result Drivers

CTV REVENUE GROWTH - CTV revenue exceeded $100 mln annually, growing 55% yr/yr in Q4

ACQUISITION IMPACT - Revenue and gross profit growth primarily due to acquisition of Legacy Teads

RESTRUCTURING EFFORTS - Co reduced headcount by 10%, aiming for $35 mln to $40 mln in annual cost savings

Company press release: ID:nGNX7j1JrB

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Slight Miss*
$352.2 mln
$355.49 mln (4 Analysts)
Q4 Adjusted Net Income
Beat
$9.5 mln
-$11.46 mln (4 Analysts)
Q4 Net Income
-$428.2 mln
Q4 Adjusted EBITDA
Beat
$36.5 mln
$29.30 mln (4 Analysts)
Q4 Gross Profit
$120.40 mln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "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 $1.00, about 13.9% above its March 4 closing price of $0.88

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.)