10-Q quarterly report · filed Aug 7, 2026

Teads Holding Co. (TEAD) Q2 2026 10-Q Quarterly Report

Short answer

Teads Holding Co. (TEAD) filed its Q2 2026 10-Q quarterly report on Aug 7, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $285M (down 17.1% year over year) with net income of −$42M.

Q2 2026 key financials · XBRL

Revenue
$285M
−17.1% YoY · +7.0% QoQ
Net income
−$42M
−196.8% YoY · −9.5% QoQ
Operating margin
-5.5%
Gross margin
33.6%
EPS (diluted)
−$0.44
−340.0% YoY · −10.0% QoQ

Source: XBRL data from the Teads Holding Co. (TEAD) Q2 2026 10-Q on SEC EDGAR. USD.

Teads Holding Co. Q2 2026 10-Q analysis

AI summary of MD&A and risk factor updates

Management Discussion & Analysis

  • Enterprise Ex-TAC Gross Profit $89M; Direct Response and SME $34M in Q2 2026
  • Premium publisher page views down approximately 21% YoY in Q2 2026
  • Strategic Plan reduced global workforce approximately 10% to lower costs and improve operating margins
  • Outlook headwinds: AI-driven traffic declines, macroeconomic volatility, competition and reduced advertiser spending

Risk Factors

  • Nasdaq relisting risk renewed: closing bid below $1.00 since June 29, 2026, potentially triggering a new 180-day compliance period
  • Google litigation risk newly added after August 3, 2026 lawsuit seeking damages and other remedies
  • Google retaliation risk: potential disruption to customer and partner service, revenue, and publisher relationships
  • Digital advertising concentration: meaningful revenue involves Google advertising technology
  • Equity-market risk: Nasdaq delisting could reduce liquidity, market price, and access to equity financing

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

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