Earnings summaries and quarterly performance for OB.
Executive leadership at OB.
Board of directors at OB.
Research analysts who have asked questions during OB earnings calls.
Laura Martin
Needham & Company
4 questions for OB
Also covers: CTV, FUBO, NEXN
Ygal Arounian
Citigroup
2 questions for OB
Also covers: ANGI, BARK, BMBL +13 more
Zach Cummins
B. Riley Securities
2 questions for OB
Also covers: AEYE, BLZE, DHX +9 more
Andrew Boone
JMP Securities
1 question for OB
Also covers: CARG, CART, CVNA +23 more
Ed Alter
Jefferies
1 question for OB
Also covers: TTWO
JH
James Heaney
Jefferies
1 question for OB
Also covers: AOS, APP, EA +11 more
MC
Matthew Condon
Not Specified in Transcript
1 question for OB
Also covers: ANGI, CTV, DSP +12 more
Recent press releases and 8-K filings for OB.
Teads Reports Q3 2025 Results and Outlines Turnaround Plan
OB
Earnings
Guidance Update
Demand Weakening
- Teads reported Q3 2025 revenue of $319 million, reflecting a 42% year-over-year increase on an as-reported basis, but a 15% decline on a pro forma basis. Adjusted EBITDA for Q3 was $19 million.
- The company faced challenges from merger integration complexities, declining page views on premium publishers (between 10% and 15% on web and single digits in-app) partly due to AI summaries, and a $5 million ex-tech impact from de-emphasizing its DSP business.
- Despite headwinds, Connected TV (CTV) revenue grew approximately 40% year-over-year in Q3 and is projected to reach $100 million by year-end.
- Teads is implementing a comprehensive business review focused on portfolio optimization, operational efficiency, and cost optimization, expecting an annualized benefit to adjusted EBITDA of at least $35 million.
- For Q4 2025, the company expects ex-tech gross profit between $142 million and $152 million and adjusted EBITDA between $26 million and $36 million.
Nov 6, 2025, 1:30 PM
Quarterly earnings call transcripts for OB.
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