Teads Q3 revenue misses estimates

Reuters

11/06

Teads Q3 revenue misses estimates

Overview

Teads Q3 revenue grows 42% yr/yr but misses analyst expectations
Adjusted net loss for Q3 misses analyst estimates
Adjusted EBITDA for Q3 misses analyst expectations

Outlook

Teads expects Q4 2025 Ex-TAC gross profit between $142 mln and $152 mln
Company anticipates Q4 2025 adjusted EBITDA of $26 mln to $36 mln

Result Drivers

CTV GROWTH - Teads grew Connected TV revenue by ~40% yr/yr, highlighting traction in CTV HomeScreen product and partnerships with TCL and Google TV
CROSS-SELLING INCREASE - Revenue from cross-selling complementary solutions increased 67% sequentially from Q2 to Q3, demonstrating platform value
RESTRUCTURING IMPACT - Restructuring charges affected profitability as Teads streamlined operations post-acquisition

Key Details

Metric	Beat/Miss	Actual	Consensus Estimate
Q3 Revenue	Miss	$318.80 mln	$335.38 mln (5 Analysts)
Q3 Adjusted Net Income	Miss	-$16.30 mln	-$9.36 mln (5 Analysts)
Q3 Net Income		-$19.70 mln
Q3 Adjusted EBITDA	Miss	$19.20 mln	$25.56 mln (5 Analysts)
Q3 Gross Profit		$105.70 mln

Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"
Wall Street's median 12-month price target for Teads Holding Co is $2.50, about 41.2% above its November 5 closing price of $1.47

Press Release: ID:nGNXbxsnLX

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.</p><p>(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Teads Q3 revenue misses estimates</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.</p><p>(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4077","symbol_name":"互动媒体与服务","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251106:nL1N3WI0HK:1","article_id":"2581544061","we_media_id":"1032215980","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2581544061","pubTimestamp":1762429248,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Reuters","introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"summary":"Teads Q3 revenue misses estimatesOverviewTeads Q3 revenue grows 42% yr/yr but misses analyst expectationsAdjusted net loss for Q3 misses analyst estimatesAdjusted EBITDA for Q3 misses analyst expectat","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4077":"互动媒体与服务","TEAD":"Teads Holding"},"translate_title":"Teads第三季度收入未达预期","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TEAD":0.9},"content_text":"Teads Q3 revenue misses estimatesOverviewTeads Q3 revenue grows 42% yr/yr but misses analyst expectationsAdjusted net loss for Q3 misses analyst estimatesAdjusted EBITDA for Q3 misses analyst expectationsOutlookTeads expects Q4 2025 Ex-TAC gross profit between $142 mln and $152 mlnCompany anticipates Q4 2025 adjusted EBITDA of $26 mln to $36 mlnResult DriversCTV GROWTH - Teads grew Connected TV revenue by ~40% yr/yr, highlighting traction in CTV HomeScreen product and partnerships with TCL and Google TVCROSS-SELLING INCREASE - Revenue from cross-selling complementary solutions increased 67% sequentially from Q2 to Q3, demonstrating platform valueRESTRUCTURING IMPACT - Restructuring charges affected profitability as Teads streamlined operations post-acquisitionKey DetailsMetricBeat/MissActualConsensus EstimateQ3 RevenueMiss$318.80 mln$335.38 mln (5 Analysts)Q3 Adjusted Net IncomeMiss-$16.30 mln-$9.36 mln (5 Analysts)Q3 Net Income-$19.70 mlnQ3 Adjusted EBITDAMiss$19.20 mln$25.56 mln (5 Analysts)Q3 Gross Profit$105.70 mlnAnalyst CoverageThe current average analyst rating on the shares is \"hold\" and the breakdown of recommendations is 2 \"strong buy\" or \"buy\", 3 \"hold\" and no \"sell\" or \"strong sell\"Wall Street's median 12-month price target for Teads Holding Co is $2.50, about 41.2% above its November 5 closing price of $1.47Press Release: ID:nGNXbxsnLXFor questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}