Teads Holding Co (FRA:852)

Q1 2025 Outbrain Inc Earnings Call Transcript

May 9, 2025 / 12:30 PM GMT

Release Date Price: €2.82 (-6.62%)

Transcript

Key Points

Positve

Outbrain Inc (OB) achieved its Q1 guidance for ex-tech gross profit and adjusted EBITDA, indicating strong financial performance.
The merger with Teds has been successfully integrated, leading to significant milestones and synergies.
The company has exclusive media relationships, providing access to a massive global inventory and proprietary data.
Outbrain Inc (OB) has a diverse balance of advertiser segments and geographies, with a healthy mix of branding and performance campaigns.
The CTV revenue grew over 100% year over year, showcasing strong growth in this segment.

Negative

Despite the acquisition, there was a year-over-year decline of approximately 7% on a pro forma basis for the full quarter.
The company incurred $16 million in acquisition-related costs and $16 million from the impairment of intangible assets.
There is uncertainty in the macroeconomic environment, leading to shortened planning and buying cycles for advertisers.
Free cash flow was negatively impacted by acquisition-related costs and restructuring charges, resulting in a use of cash of approximately $7 million.
The company has a significant amount of long-term debt, with a net debt balance of $471 million.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

OB.OQ - Outbrain Inc
Q1 2025 Outbrain Inc Earnings Call
May 09, 2025 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good day. Welcome to Outrain Incorporated's first quarter 2025 earnings conference call. At this time, all participants are in a listed only mode. Question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. I would like to turn the call over to Outres Investor Relations. Please go ahead.

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Unidentified_2 [2]
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Good morning and thank you for joining us on today's conference call to discuss outgrain now operating a state first quarter 2025 results.

Joining me on the call today, we have David Kaufman and Jason,

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