Latest revenue
$266.0M
as of 2026-03-31
Latest net income
$-38.8M
as of 2026-03-31
Net margin
-14.6%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $106.7M
- Enterprise value
- $106.7M
- P/E (trailing)
- —
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 0.0%
- 52-wk high
- $3.13
- 52-wk low
- $0.53
- Beta
- —
- Shares out
- 97.0M
5-year trend
What this company does
Item 1. Business Acquisition of Teads On February 3, 2025, Outbrain Inc. (“Outbrain”) completed its acquisition (the “Acquisition”) of TEADS, a private limited liability company (société à responsabilité limitée) incorporated and existing under the laws of the Grand Duchy of Luxembourg (“Legacy Teads”). The consideration paid at the closing of the Acquisition was approximately $900 million, comprising a cash payment of $625 million, subject to certain customary adjustments, and 43.75 million shares of the Company’s common stock, $0.001 par value per share, and following the closing, Altice Teads S.A. owned approximately 46.6% of the Company’s issued and outstanding Common Stock. Effective…
AI summary unavailable — showing raw filing excerpt
Generated from TEAD's filing dated 2026-03-16
Key risks
Table of Contents Item 1A. Risk Factors An investment in our shares of Common Stock involves a high degree of risk. You should consider carefully the risks described below and all other information contained in this Report, including in the “Note About Forward-Looking Statements,” the section titled “Management’s Discussion and Analysis of Financial Condition and Results of Operations” (“MD&A”), and our audited consolidated financial statements and the accompanying notes included elsewhere in this Report. If any of the following risks actually occur, our business, financial condition and results of operations could be materially and adversely affected. In that event, the trading price of…
AI summary unavailable — showing raw filing excerpt
Generated from TEAD's filing dated 2026-03-16
Profitability
Gross margin
33.0%
52.8%Operating margin
-30.7%
2060.5%Net margin
-39.8%
49663.6%Return on equity
-541.8%
176186.6%Return on assets
-38.9%
29976.8%Leverage
Debt / equity
12.91×
839.9%Long-term debt / equity
6.34×
Debt / assets
92.8%
60.4%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $266.0M | -7.1% | $-38.8M | +29.3% | -14.6% |
Q4 2025 2025-12-31 | $352.2M | +50.2% | $-428.2M | -6154.3% | -121.6% |
Q3 2025 2025-09-30 | $318.8M | +42.2% | $-19.7M | -3519.5% | -6.2% |
Q2 2025 2025-06-30 | $343.1M | +60.2% | $-14.3M | -550.9% | -4.2% |
Q1 2025 2025-03-31 | $286.4M | +32.0% | $-54.8M | -987.9% | -19.2% |
Q4 2024 2024-12-31 | $234.6M | — | $7.1M | — | 3.0% |
Q3 2024 2024-09-30 | $224.2M | -2.5% | $-544.0K | -207.1% | -0.2% |
Q2 2024 2024-06-30 | $214.1M | -5.2% | $-2.2M | -138.7% | -1.0% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Services-Computer Programming, Data Processing, Etc. · SIC 7370
Your notes
Keep private notes on TEAD — thesis, target price, catalysts to watch.
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Insider activity
Insider buying
$140.6K
Insider selling
$0
Net activity
+$140.6K
Distinct insiders
2
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns TEAD
Institutional value
$7.7M
Total shares held
12.4M
Distinct holders
52
-30 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | Value Base Ltd. | 5.8M | $3.8M | +0 (+0.0%) | No change |
| 2 | BlackRock, Inc. | 2.7M | $1.8M | -21.0K (-0.8%) | Trimmed |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 1.7M | $1.1M | — | New |
| 4 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | 209.4K | $137.9K | +0 (+0.0%) | No change |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 209.1K | $137.8K | — | New |
| 6 | VANGUARD FIDUCIARY TRUST CO | 202.2K | $133.2K | — | New |
| 7 | UBS Group AG | 118.7K | $78.3K | +60.1K (+102.4%) | Added |
| 8 | Robertson Stephens Wealth Management, LLC | 116.4K | $76.7K | +0 (+0.0%) | No change |
| 9 | Yelin Lapidot Holdings Management Ltd. | 96.6K | $63.6K | +0 (+0.0%) | No change |
| 10 | JANE STREET GROUP, LLC | 84.3K | $55.5K | -39.0K (-31.6%) | Trimmed |
| 11 | Bank of New York Mellon Corp | 76.4K | $50.3K | +0 (+0.0%) | No change |
| 12 | Nuveen, LLC | 56.7K | $37.3K | +0 (+0.0%) | No change |
| 13 | HSBC HOLDINGS PLC | 50.7K | $33.3K | -48.3K (-48.8%) | Trimmed |
| 14 | NINE MASTS CAPITAL Ltd | 46.6K | $30.7K | — | New |
| 15 | RHUMBLINE ADVISERS | 44.8K | $29.5K | -9.7K (-17.7%) | Trimmed |
| 16 | JPMORGAN CHASE & CO | 39.6K | $25.8K | -3.2K (-7.5%) | Trimmed |
| 17 | Abel Hall, LLC | 29.0K | $19.1K | -43.3K (-59.8%) | Trimmed |
| 18 | Mariner, LLC | 20.7K | $13.6K | — | New |
| 19 | Jasper Ridge Partners, L.P. | 17.9K | $11.8K | +0 (+0.0%) | No change |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 16.4K | $11.5K | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once TEAD's latest filing finishes processing.