TEADNasdaqServices-Computer Programming, Data Processing, Etc.US GAAP · USD

Teads Holding Co.

Teads Holding Co. is a U.S.-listed digital advertising company headquartered in New York with subsidiaries across Europe, the Middle East, and Asia. The business operates an omnichannel marketplace that connects advertisers with premium media inventory across web, app, and connected TV environments.

Kysy yhtiöstä
Liikevaihto1 300milj. USD
+46,1 %v/v
Liikevoitto (EBIT)−399milj. USD
−3 057,3 %v/v
EBIT-marginaali−30,7%
−29,3 %-yks.v/v
Nettotulos−517milj. USD
−72 624,3 %v/v
Vapaa kassavirta2,0milj. USD
−96,7 %v/v

Tilikausi 2025 · muutos edellisvuodesta

Kehitys 2020–2025

−50005001 0001 500milj. USD2020: 767 milj. USD2020: EBIT 10 milj. USD20202021: 1 016 milj. USD2021: EBIT 35 milj. USD20212022: 992 milj. USD2022: EBIT −14 milj. USD20222023: 936 milj. USD2023: EBIT −8,6 milj. USD20232024: 890 milj. USD2024: EBIT −13 milj. USD20242025: 1 300 milj. USD2025: EBIT −399 milj. USD20251 300−399
LiikevaihtoLiikevoitto (EBIT)

Liiketoiminta

Osuus liikevaihdosta
Advertising marketplace55 %

Platform that matches advertiser demand with premium media inventory across the open internet.

Connected TV solutions20 %

CTV ad placements and related monetization tools for streaming and on-demand video environments.

Publisher monetization tools15 %

Technology and demand access that help media owners monetize and retain audiences.

Measurement and addressability10 %

Context-driven targeting, measurement, and optimization capabilities for campaign outcomes.

Asiakkaat

Teads sells primarily to advertisers and their agencies, while also serving media owners that supply inventory into the platform. Its customer base includes global brands, agency holding companies, and small-to-medium businesses buying media to reach audiences and measure outcomes across premium digital environments.

Global advertisers

Large brands buy premium inventory and measurement tools to run full-funnel campaigns across the open internet.

Agency holding companies

Agencies buy media access and optimization tools on behalf of multiple advertiser clients.

Small and medium businesses

SMBs buy targeted digital advertising to reach audiences efficiently with measurable outcomes.

Premium publishers

Publishers supply inventory and use monetization technology to generate year-round ad revenue.

Connected TV platforms

CTV owners and streaming environments provide inventory as advertisers shift spend into on-demand video.

Strategia

Teads is focused on connecting premium media, creative, and measurement into a single outcomes-oriented platform for advertisers. A key strategic direction is expanding into connected TV and other high-growth digital environments while maintaining access to premium inventory across the open internet.

Grow in connected TVKeskipitkä aikaväli

CTV is a high-growth channel and broadens the platform beyond web and app inventory.

Improve full-funnel outcomesLyhyt aikaväli

The platform aims to link brand advertising with measurable performance results.

Strengthen premium supply accessKeskipitkä aikaväli

Exclusive or curated inventory improves scale, quality, and advertiser appeal.

Maantiede

Q1/2026

The company is headquartered in New York and operates through subsidiaries in Europe, the Middle East, and Asia, reflecting a multinational operating footprint. Its business is tied to digital advertising demand across major developed markets, with CTV and premium publisher relationships spanning multiple regions.

EMEA49 %
Americas22 %
USA20 %
Asia9,3 %

Osuus liikevaihdosta, jonka yhtiö raportoi maantieteellisesti.

Riskit

Teads depends on advertiser budgets, publisher inventory, and the efficiency of digital ad targeting, so its results are exposed to cyclical ad spending and platform competition. The business also faces integration and execution risk from acquisitions, plus technology, privacy, and measurement changes that can affect how ads are targeted and priced.

Järjestetty vakavuuden mukaan
Platform and inventory competitionKorkea

The company competes for premium publisher supply and advertiser demand in a crowded market.

Kohdistuu: Premium publishers and CTV inventory

Advertising demand cyclicalityKorkea

Revenue depends on marketer budgets, which can weaken in slower economic periods.

KohdistuuAdvertiser media spend across webAppCTV
Privacy and measurement changesKorkea

Targeting and attribution depend on data access and evolving browser/device rules.

Kohdistuu: Contextual addressability and campaign measurement

Acquisition integrationKeskitaso

Combining platforms, systems, and teams can create execution risk and cost complexity.

Kohdistuu: Integration of Teads and legacy Outbrain operations

Kirjanpito

Harkinnanvaraiset erät
Business combinations

Acquisitions require fair value estimates for acquired intangibles, liabilities, and goodwill.

Vaikutus: Can materially affect balance sheet values and future impairment risk

Revenue recognition in advertising marketplace

Revenue depends on how media transactions are recorded and whether the company acts as principal or agent.

Vaikutus: Affects reported revenue, gross margin, and comparability

Capitalized software development costs

Development spending may be capitalized and amortized over time rather than expensed immediately.

Vaikutus: Changes operating expense timing and asset balances

Goodwill and intangible impairment

Acquired assets must be tested if business performance or market conditions weaken.

Vaikutus: Potential non-cash charges to earnings

Samankaltaisia listattuja yhtiöitä

Julkisesti listattuja yhtiöitä, joilla on samankaltainen liiketoiminta.

Leidos Holdings, Inc.

LDOS · Services-Computer Integrated Systems Design

Tenable Holdings, Inc.

TENB · Services-Prepackaged Software

Gamehaus Holdings Inc.

GMHS · Services-Computer Processing & Data Preparation

Viant Technology Inc.

DSP · Services-Computer Programming, Data Processing, Etc.

PDD Holdings Inc.

PDD · Services-Business Services, NEC

Youdao, Inc.

DAO · Services-Educational Services

Päivitetty: 24.9.2026