Symbols

TEAD

Teads·NASDAQ

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TEAD fundamentals

TEAD Q4 2025 Earnings

Teads (TEAD) released its earnings on Mar 5, 2026: revenue was 352.24M (YoY +50.15%), missed estimates; EPS was 0.1 (YoY +42.86%), beat estimates.

Revenue / YoY

352.24M

+50.15%

EPS / YoY

0.1

+42.86%

Report date

Mar 5, 2026

TEAD Earnings Call Summary for Q4,2025

Revenue Growth: Q4 2025 Ex-TAC gross profit up 122% YoY (as-reported), driven by CTV expansion and cross-selling.
CTV Dominance: 55% Q4 CTV growth, $100M+ annual run rate, exclusive home screen partnerships with LG, Samsung, and Google TV.
Cost Efficiency: $35M-$40M annual savings from restructuring, offsetting $20M headwind from quality cleanup.
AI Innovation: LLM models reducing CPA by 20%, enabling margin expansion.
2026 Outlook: Target $100M Adjusted EBITDA, with inflection point in Q4 for top-line growth.

Earnings

EPS

Revenue

Revenue & Expenses

TEAD has released its 2025 Q4 earnings report, with revenue of 352.24M, reflecting a YoY change of 50.15%, and net profit of -428.22M, showing a YoY change of -256321.56%. The Sankey diagram below clearly presents TEAD's revenue sources and cost distribution.

Key Indicators

Teads (TEAD) key financial stats and ratios, covering profitability, financial health, and leverage.

Income Statement

Teads (TEAD)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.

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Balance Sheet

Teads (TEAD)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.

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Cash Flow

Teads (TEAD)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.

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