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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Teads
Teads (TEAD) investor relations material
Teads Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary5 Nov, 2026
Executive summary
Q3 revenue was $235.1M, down 26.3% YoY; gross profit fell 42.4% to $60.9M and Adjusted EBITDA was $(8.1)M.
Net loss of $325.5M included a $272.4M non-cash goodwill impairment; CTV revenue grew 37% amid open-internet headwinds.
Financial highlights
Q3 Ex-TAC Gross Profit was $93.5M, down 28% YoY; Ex-TAC margin was 39.8% vs. 40.9%.
Q3 diluted loss per share was $3.31 vs. $0.21; adjusted diluted loss per share was $0.48 vs. $0.14.
9M revenue was $785.6M, down 17.1%; Adjusted EBITDA was $(0.4)M vs. $56.8M.
Q3 adjusted free cash flow was $(33.1)M, including a $31M semi-annual interest payment; free cash flow before interest was $(1.4)M.
Outlook and guidance
Guidance, including FY2026 Adjusted EBITDA guidance, was suspended; management cited some improvement in early Q4 trends.
Current forecasts and plans within management’s control are expected to cover obligations for at least 12 months, subject to uncertainty; absent those actions, additional liquidity would be required.
FY2026 capex guidance is $3M–$5M; capitalized software development costs are expected at $20M–$27M, including AI and machine-learning investment.
Cost-saving measures continue, alongside exploration of transactions to strengthen the balance sheet and reduce leverage and interest expense.
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Latest events from Teads
- Q2 revenue fell 17% to $284.6M; CTV up 67% but net loss widened and guidance suspended.TEAD
Q2 2026 - All proposals, including director elections and a reverse stock split, were approved by majority vote.TEADAGM 2026
- Acquisition forms a top omnichannel ad platform with $1.7bn spend and robust synergy upside.TEADAcquisition presentation
- Gross and Ex-TAC profit rose, CTV revenue surged 50%, and net loss narrowed in Q1 2026.TEADQ1 2026
- Key votes include director elections, say-on-pay, auditor ratification, and a reverse stock split.TEADProxy filing
- Key votes include director elections, say-on-pay, auditor ratification, and a reverse stock split.TEADProxy filing
- Q3 saw higher margins, net income, and cash flow, with Teads acquisition and innovation progressing.TEADQ3 2024
- Q2 margins and cash flow improved as a transformative $1B Teads acquisition was announced.TEADQ2 2024
- $900M Teads acquisition accelerates synergy capture, EBITDA growth, and CTV/DSP expansion.TEADQ4 2024
Next Teads earnings date
Q4 20264 Mar, 2027
Teads
Next Teads earnings date
Q4 20264 Mar, 2027
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Outbrain Inc. is a technology company specializing in content recommendation and digital advertising solutions. The company operates a proprietary platform that connects publishers, advertisers, and audiences by delivering personalized content and advertisements through native ad formats. Outbrain’s platform uses machine learning and data analytics to optimize user engagement and advertising performance. Outbrain is headquartered in New York, New York, and its shares are listed on the NASDAQ.