The stock may react positively to strong revenue growth and improved Adjusted EBITDA, but investors should monitor the company's ability to maintain profitability without one-time gains and execute on its 2026 guidance.
Price Chart
Executive Summary
Teads reported strong 2025 financial results with revenue up 46% and Adjusted EBITDA up 150% year-over-year, driven by its acquisition of legacy Teads. The company guided to approximately $100 million in Adjusted EBITDA for 2026, signaling a return to growth. However, GAAP net loss was $517.1 million due to a $352.1 million non-cash goodwill impairment.
Key Financial Metrics
Key Facts
- Revenue of $1.3 billion, up 46% YoY
- Adjusted EBITDA of $93.4 million, up 150% YoY
- GAAP net loss of $517.1 million due to $352.1 million goodwill impairment
- 2026 guidance: ~$100 million Adjusted EBITDA
- CTV revenue crossed $100 million annual mark
Financial Impact
Revenue increased by $410.6 million, Adjusted EBITDA by $56.1 million
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| CTV | $100.0M | +55.0% |
Risk Factors
- Large goodwill impairment indicates potential overpayment in acquisition
- GAAP profitability remains negative
- Guidance is based on non-GAAP measures with uncertain reconciliation
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001454938-26-000007 |
| Document: outbrain-20260305.htm | 0001454938-26-000007 |
| Document: 0001454938-26-000007-index-headers.html | 0001454938-26-000007 |
| Document: 0001454938-26-000007-index.html | 0001454938-26-000007 |
| Document: 0001454938-26-000007.txt | 0001454938-26-000007 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 4d ago | Press Release | $0.3643 | awaiting T+60 | — | $0.3420 (−6.12%) |
Oct 5, 2026 21d ago | 8-K | $0.5651 | awaiting T+60 | — | $0.3420 (−39.48%) |
Oct 1, 2026 25d ago | 8-K | $0.5590 | awaiting T+60 | — | $0.3420 (−38.82%) |
Sep 29, 2026 27d ago | Press Release | $0.5148 | awaiting T+60 | — | $0.3420 (−33.57%) |
Sep 10, 2026 6w ago | Press Release | $0.4800 | awaiting T+60 | — | $0.3420 (−28.75%) |
Jun 8, 2026 20w ago | 8-K | $1.18 $0.4910 | ▼ −58.39% | ▼ −62.20% | $0.3420 (−71.02%) |
May 7, 2026 24w ago | 8-K | $0.8710 $0.8126 | ▲ +6.70% | ▲ +10.54% | $0.3420 (+60.73%) |
Apr 1, 2026 29w ago | DEFA14A | $0.7040 $0.7669 | ▲ +8.93% | ▼ −5.23% | $0.3420 (−51.42%) |
Mar 5, 2026 33w ago | 8-K | $0.9000 $1.18 | ▲ +30.56% | ▲ +19.26% | $0.3420 (−62.00%) |
Mar 5, 2026 33w ago | Press Release | $0.9000 $1.18 | ▲ +30.56% | ▲ +19.26% | $0.3420 (−62.00%) |
US Market Status
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