The earnings call reflects a positive sentiment due to strong financial performance, successful integration of the merger, and growth in CTV revenue. However, there are notable challenges, including a pro forma revenue decline, significant acquisition costs, and cash flow issues. The company appears optimistic about future growth and cost synergies.

Company Guidance -

Q2 2025

During the Outbrain Inc. First Quarter 2025 Earnings Conference Call, management provided guidance on several key financial metrics. They reported achieving their Q1 guidance for Ex-TAC gross profit and adjusted EBITDA, with Ex-TAC gross profit reaching $103.1 million, a 98% year-over-year increase due to the acquisition of Teads. Adjusted EBITDA for Q1 was $10.7 million, a more than sevenfold increase from the previous year. They targeted $60 million in annualized cost savings by 2026, with $40 million expected in 2025, primarily from compensation-related synergies, of which 90% have been actioned. For Q2, they guided Ex-TAC gross profit to be between $141 million and $150 million, and adjusted EBITDA between $26 million and $34 million. Full-year 2025 adjusted EBITDA is anticipated to be at least $180 million. Revenue in Q1 was approximately $286 million, a 32% increase year-over-year, driven by the acquisition, with a pro forma year-over-year decline of approximately 7% for the full quarter. The company also highlighted ongoing integration efforts, with $16 million in acquisition-related costs, $16 million in impairment of intangible assets, and $7 million in restructuring charges recorded in the quarter.

Successful Merger and Integration

Outbrain and Teads merged on February 3, forming the new Teads. The company achieved significant milestones in integration, with 90% of headcount-related synergies actioned and a focus on achieving $60 million in annualized cost savings by 2026.

Strong Financial Performance

Revenue in Q1 was approximately $286 million, reflecting an increase of 32% year over year on an as-reported basis. Ex-TAC gross profit in the quarter was $103.1 million, an increase of 98% year over year.

Growth in CTV Revenue

CTV revenue grew over 50% year over year, now representing approximately 5% of total ad spend, with access to more than 300 million TV screens globally.

Positive Client Engagement

The company closed Q1 with over 50 Joint Business Partnerships (JBPs) including new commitments with Ferrero, Halion, Philip Morris International, and Beiersdorf. More than 500 advertisers are spending at least $500,000 annually on the platform.

Teads Holding (DE:852) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

DE:852 Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 07, 2025	2025 (Q2)	-0.04 / -	0.005	―	―	―
May 09, 2025	2025 (Q1)	-0.11 / -0.17	-0.101	-68.07% (-0.07)	―
Feb 27, 2025	2024 (Q4)	0.07 / 0.06	0.077	-22.22% (-0.02)	―
Nov 07, 2024	2024 (Q3)	0.02 / 0.09	0.009	1000.00% (+0.09)	―
Aug 08, 2024	2024 (Q2)	-0.05 / <0.01	-0.068	107.50% (+0.07)	―
May 09, 2024	2024 (Q1)	-0.11 / -0.10	-0.077	-32.22% (-0.02)	―
Feb 29, 2024	2023 (Q4)	0.08 / 0.08	-0.119	164.29% (+0.20)	―
Nov 07, 2023	2023 (Q3)	-0.01 / <0.01	-0.085	110.00% (+0.09)	―
Aug 08, 2023	2023 (Q2)	-0.10 / -0.07	-0.162	57.89% (+0.09)	―
May 09, 2023	2023 (Q1)	-0.11 / -0.08	-0.002	-4400.00% (-0.07)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

DE:852 Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 09, 2025	€3.02	€2.82	-6.62%
Feb 27, 2025	€5.50	€5.00	-9.09%
Nov 07, 2024	€4.32	€4.38	+1.39%
Aug 08, 2024	€4.40	€4.46	+1.36%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Teads Holding Co. (DE:852) report earnings?

Teads Holding Co. (DE:852) is schdueled to report earning on Aug 07, 2025, Before Open (Confirmed).

What is Teads Holding Co. (DE:852) earnings time?

Teads Holding Co. (DE:852) earnings time is at Aug 07, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is the P/E ratio of Teads Holding Co. stock?

The P/E ratio of Teads Holding is N/A.

What is DE:852 EPS forecast?

DE:852 EPS forecast for the fiscal quarter 2025 (Q2) is -0.04.

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