Teads Holding Co. (TEAD)

Teads’ second fiscal quarter of 2026 results trailed consensus on both revenue and adjusted EPS, as reported August 6, 2026, with revenue down 17.1% year over year to roughly $284.6 million and adjusted EPS of -$0.41 trailing the -$0.23 estimate by $0.18. Revenue of $284.6 million also trailed the $308.7 million estimate (-7.8%), reflecting a pullback from $343.1 million a year ago across its digital advertising and audience monetization marketplace spanning CPC and CPM buying formats. Profitability remained negative, with gross profit of about $95.6 million translating to a gross margin of roughly 34%, while operating loss was around $14.4 million for an operating margin of -5.1%. Net loss widened to roughly $42.5 million, down from a net loss of about $14.3 million a year ago, and the year-over-year change in net income was -196.8%, alongside adjusted EPS down from -$0.10 a year ago (eps_actual YoY -310.0%). Despite the loss, Teads generated operating cash flow of about $9.2 million. For the next period, consensus calls for EPS of -$0.20 on revenue of $280.6 million.