Q3 2025 Teads Holding Co Earnings Call Transcript
Key Points
- Teads Holding Co (TEAD) reported a 42% year-over-year increase in revenue for Q3 2025, driven primarily by the impact of the acquisition.
- The Connected TV (CTV) segment continues to be a significant growth driver, with a 40% year-over-year increase and expected to reach $100 million by the end of the year.
- The company has made meaningful progress on integration and realization of synergies, with operational improvements in sales team structure and processes.
- Teads Holding Co (TEAD) has generated positive adjusted free cash flow year-to-date, focusing on improving cost structure and efficiencies.
- The company is enhancing its leadership team with the addition of Molly Spielman as Chief Commercial Officer, bringing extensive experience in sales and operations.
- Teads Holding Co (TEAD) experienced a 15% year-over-year decline in revenue on a pro forma basis for Q3 2025.
- The company faced challenges with declining page views on premium publishers, partly due to increased adoption of AI summaries and volatility in programmatic supply.
- Operational changes in key regions like the U.S., UK, and France have shown slower than anticipated impact, affecting sales performance.
- The legacy Outbrain business continues to face headwinds, including lower page views and a $10 million year-over-year impact from supply cleanup.
- Teads Holding Co (TEAD) reported a $5 million year-over-year decline in Ex-TAC from its DSP business due to a few large clients reducing their scale significantly.
Good day. Welcome to Teads 3rd quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. As a reminder, this conference is being recorded. I would now like to turn the call over to Teads Investor relations. Please go ahead.
Good morning and thank you for joining us on today's conference call to discuss Teads 3rd quarter 2025 results. Joining me on the call today, we have David Kosman and Jason Kiviat, the CEO and CFO of Teads.
During this conference call, management will make forward-looking statements based on current expectations and assumptions, including statements regarding our business outlook and prospects. These statements are subject to risk and uncertainties that may cause actual results to differ materially from our forward-looking statements.
These risk factors are discussed in detail in our Form 10k filed for the year December 31, 2024 as updated in our subsequent reports filed with the Securities and Exchange
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