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Stock impact report

Teads Holding Co (TEAD) Q4 2025 Earnings Call Highlights: Revenue Surge Amidst Strategic ... [Yahoo! Finance]

Teads Holding Co. (TEAD) 
Company Research Source: Yahoo! Finance
This article first appeared on GuruFocus Q4 Revenue: Approximately $352 million, a 50% increase year-over-year on an as-reported basis. Pro-forma Revenue Decline: 17% year-over-year decline in Q4. Ex-TAC Gross Profit: $152 million in Q4, a 122% increase year-over-year on an as-reported basis, and a 19% decline on a pro-forma basis. Adjusted EBITDA: $37 million in Q4. Adjusted Free Cash Flow: Approximately $3 million in Q4 and $6 million for the full year. Goodwill Impairment: Recorded an impairment to goodwill of around $350 million. Restructuring Charges: $6 million in Q4, expected to save $35 million to $40 million annually. Cash Equivalents and Investments: $139 million at the end of Q4. Long-term Debt: $628 million with a 10% coupon due in 2030. Q1 2026 Guidance: Ex-TAC gross profit of $102 million to $106 million; adjusted EBITDA of breakeven to $3 million. Full Year 2026 Guidance: Adjusted EBITDA of approximately $100 million. Warning! GuruFocus has dete Show less Read more
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