Teads Holding Co Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
2analysts covering
FY Revenue (est.)
$1.3Bnext fiscal year
FY EPS (est.)
-$0.65next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 9 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Ex-TAC Gross Profit Quarterly107.9MTarget: 121000000 to 131000000
Adjusted EBITDA Quarterly760KTarget: 14000000 to 22000000
Connected TV (CTV) Revenue Growth Quarterly5,000.0%Target: Maintain >50% YoY growth
Omnichannel Campaign Penetration Quarterly1,300.0%Target: 15% by end of 2026
Watch Items
- Reverse Stock Split ImplementationTrigger: 1-for-5 to 1-for-25 ratio executionAction: Monitor board decision on exact ratio and timing to maintain Nasdaq compliance and improve share price structure.
- Synergy Realization Post-MergerTrigger: $65 million to $75 million annualized run-rateAction: Track cost-reduction milestones and cross-selling progress between legacy Outbrain and Teads platforms.
- U.S. Market Revenue StabilizationTrigger: Return to positive year-over-year growth by Q4 2026Action: Evaluate commercial leadership changes and operational restructuring effectiveness in North America.
Research as of 19 Jun 2026