Teads Holding Co. (TEAD) Form 10-Q — Aug 7, 2026
Teads Holding Co. reported Q2 2026 revenue of $284.6 million, down 17.0% year over year, with the net loss widening to $42.5 million (EPS -$0.44) from $14.3 million (-$0.15) a year earlier. Adjusted EBITDA collapsed to $7.0 million from $27.0 million, and H1 net loss reached $81.3 million. Management attributed the decline largely to generative AI integration in search engines and browsers cutting premium publisher page views by roughly 21% in the quarter, shrinking the open-web inventory Teads can monetize — hitting its direct response and SME advertisers hardest — on top of the company's deliberate exit from low-quality supply.
Key figures
- Revenue
- 284589000
- Total Debt
- 614467000
- Revenue Yoy
- -17.0%
- Cash Position
- 88016000
- Shares Outstanding
- 98065162
- Revenue H1
- 550572000
- Revenue Yoy H1
- -12.5%
- Gross Margin Q2
- 33.6%
- Gross Profit Q2
- 95600000
- Senior Notes Rate
- 10.000%
- Adjusted EBITDAQ2
- 6986000
- Interest Expense Q2
- 17417000
- Page View Decline H1
- -16%
- Page View Decline Q2
- -21%
- Accumulated Deficit
- 767828000
- Ex TACGross Profit Q2
- 123389000
- Stockholders Equity
- 7353000
- Senior Notes Maturity
- February 15, 2030
- Senior Notes Principal
- 628226000
- Revolving Facility Limit
- 100000000
- Hsbc Overdraft Outstanding
- 7100000
- Adjusted EBITDAQ2 Prior Year
- 26976000
- Revolving Facility Available
- 40000000
- Verve Arbitration Dispute Amount
- 8100000
- Strategic Plan Restructuring Costs
- 8000000
- Goodwill Impairment Prior Period Q4 2025
- 352100000
Price after filing
Close on the filing date to close N calendar days later (from $0.83). Historical, not a forecast.
AI analysis
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