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Teads (TEAD) investor relations material
Teads Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary7 Aug, 2025
Executive summary
First full quarter as a combined company post-merger, with strong customer and partner response to the new platform and branding.
Completed acquisition of Teads in February 2025, rebranding as Teads Holding Co. and updating Nasdaq ticker to TEAD.
Integration efforts included organizational restructuring, new leadership in Europe, and a refined go-to-market strategy.
Net loss widened to $14.3M in Q2 2025, compared to $2.2M in Q2 2024, due to acquisition, integration, and restructuring costs.
Adjusted EBITDA increased to $27.0M in Q2 2025 from $7.4M in Q2 2024, with meaningful sequential growth.
Financial highlights
Q2 2025 revenue reached $343.1M, up 60% year-over-year, mainly due to the acquisition and $5.4M favorable FX impact.
Gross profit increased 164% to $120.3M, with gross margin improving to 35.1% from 21.3% year-over-year.
Adjusted EBITDA for Q2 was $27M, nearly 2.5x Q1, and adjusted free cash flow was $22M excluding transaction costs.
US market revenue declined over 20% year-over-year, while CTV business grew over 80% year-over-year on a pro forma basis.
Ex-TAC gross profit was $144.2M in Q2 2025, up 158% year-over-year; Ex-TAC gross margin rose to 42.0%.
Outlook and guidance
Q3 2025 guidance: Ex-TAC gross profit of $133M–$143M and Adjusted EBITDA of $21M–$29M.
No reaffirmation of full-year 2025 Adjusted EBITDA guidance due to Q4 integration uncertainty, but positive free cash flow still expected.
Management expects at least $40M in cost synergies for 2025, with $65M–$75M targeted for 2026.
Sufficient liquidity anticipated for at least the next 12 months, supported by $266M in cash, investments, and undrawn credit.
Anticipates improved execution and momentum building into Q4 and 2026 as integration changes take effect.
What is the impact of sales org changes on growth?
What differentiates Teads' CTV offering?
How will Teads monetize AI-based search results?
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Next Teads earnings date
Q3 20256 Nov, 2025
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