Teads Holding Co (STU:852)

Q2 2025 Teads Holding Co Earnings Call Transcript

Aug 7, 2025 / 12:30 PM GMT

Release Date Price: €2.18 (-0.91%)

Transcript 10-Q8-K

Key Points

Positve

Teads Holding Co (TEAD) reported a significant year-over-year revenue increase of 60% in Q2 2025, primarily driven by the impact of the acquisition.
The company successfully launched the new Teads brand and value proposition globally, which has been well-received by advertisers, agencies, and media owners.
Teads Holding Co (TEAD) achieved positive year-over-year growth in ex-tech from the legacy operating business, driven by higher RPMs through improved algorithms and optimizations.
The company is on track to deliver $40 million in cost savings for 2025, with a full-year run rate savings of $60 million expected in 2026.
Teads Holding Co (TEAD) continues to see strong growth in its CTV business, with 80% year-over-year growth in Q2 on a pro forma basis.

Negative

Teads Holding Co (TEAD) is experiencing a slower pace in the return to growth than anticipated post-merger, attributed to organizational issues.
The US market remains a significant headwind, with a year-over-year decline of more than 20%, impacting overall business performance.
The company faced challenges in converting sales pipeline, particularly in key markets like the US, UK, and France, due to operational issues.
There was a deliberate reduction in publishers and properties that did not meet quality standards, leading to a 5% year-over-year reduction in legacy outgoing revenues.
Teads Holding Co (TEAD) did not reaffirm adjusted EBITDA guidance for the full year 2025 due to uncertainty in how quickly recent changes will impact revenue trends.

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

TEAD.OQ - Teads Holding Co
Q2 2025 Teads Holding Co Earnings Call
Aug 07, 2025 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good day, ladies and gentlemen, and welcome to Ted's 2nd quarter 2025 earnings conference call. At this time, all participants are in a listen-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 Ted's 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 Ted's 2nd quarter 2025 results. Joining me on the call today, we have David Kaufman and Jason Kiviat, the

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