StockWatch
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Computer Software: Programming, Data Processing
Quarterly ResultAug 6, 2026, 06:37 AM

Teads Q2 Revenue Down 17% to $284.6M; Suspends Guidance

AI Summary

Teads Holding Co. reported a significant decline in its second-quarter 2026 financial results, with revenue falling 17% to $284.6 million and net loss widening to $42.5 million. Adjusted EBITDA also saw a substantial 74% decrease to $7.0 million. Due to volatility in its Direct Response and SME business, the company announced the suspension of its full-year 2026 Adjusted EBITDA guidance. Despite the financial downturn, Teads highlighted strong CTV momentum with 67% revenue growth and the launch of its AI-powered EngageOS for publishers.

Key Highlights

  • Revenue decreased 17% to $284.6 million for Q2 2026 compared to Q2 2025.
  • Net loss widened by 197% to $42.5 million in Q2 2026 from $14.3 million in Q2 2025.
  • Adjusted EBITDA declined 74% to $7.0 million for Q2 2026.
  • Net cash provided by operating activities fell 63% to $9.2 million.
  • Adjusted free cash flow decreased 86% to $3.2 million.
  • Company suspended full-year 2026 Adjusted EBITDA guidance due to volatility.
  • CTV revenue grew 67% year-over-year, now representing 13% of Q2 revenue.
  • Launched Teads EngageOS, an AI-powered operating system for publishers.