# Teads Holding Co.: overview

TEAD · Nasdaq · CIK 1454938 · [Technology](/sectors/technology.md) · fiscal year ends Dec 31

Pages: [Overview](/companies/tead.md) · [Financials](/companies/tead/financials.md) · [Filings](/companies/tead/filings.md) · [Insiders](/companies/tead/insiders.md)

Latest reported revenue: [$284.6m](/filings/0001454938-26-000054.md) for Q2 FY2026, three months to 2026-06-30, from the 10-Q filed Aug 7, 2026 (XBRL us-gaap:Revenues, accession 0001454938-26-000054).

## Last eight quarters

| Line item | Unit | Q3 FY2024 (2024-09-30) | Q4 FY2024 (2024-12-31) | Q1 FY2025 (2025-03-31) | Q2 FY2025 (2025-06-30) | Q3 FY2025 (2025-09-30) | Q4 FY2025 (2025-12-31) | Q1 FY2026 (2026-03-31) | Q2 FY2026 (2026-06-30) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [224](/filings/0001454938-25-000138.md) | [235 d](/filings/0001454938-26-000015.md) | [286](/filings/0001454938-26-000037.md) | [343](/filings/0001454938-26-000054.md) | [319](/filings/0001454938-25-000138.md) | [352 d](/filings/0001454938-26-000015.md) | [266](/filings/0001454938-26-000037.md) | [285](/filings/0001454938-26-000054.md) |
| Gross margin | % | [21.8%](/filings/0001454938-25-000138.md) | [23.9% d](/filings/0001454938-26-000015.md) | [28.9%](/filings/0001454938-26-000037.md) | [35.1%](/filings/0001454938-26-000054.md) | [33.2%](/filings/0001454938-25-000138.md) | [34.2% d](/filings/0001454938-26-000015.md) | [31.4%](/filings/0001454938-26-000037.md) | [33.6%](/filings/0001454938-26-000054.md) |
| Operating margin | % | [(1.3%)](/filings/0001454938-25-000138.md) | [1.1% d](/filings/0001454938-26-000015.md) | [(15.5%)](/filings/0001454938-26-000037.md) | [(0.7%)](/filings/0001454938-26-000054.md) | [(2.0%)](/filings/0001454938-25-000138.md) | [(98.2%) d](/filings/0001454938-26-000015.md) | [(8.2%)](/filings/0001454938-26-000037.md) | [(5.5%)](/filings/0001454938-26-000054.md) |
| Net margin | % | [3.0%](/filings/0001454938-25-000138.md) | [(0.1%) d](/filings/0001454938-26-000015.md) | [(19.2%)](/filings/0001454938-26-000054.md) | [(4.2%)](/filings/0001454938-26-000054.md) | [(6.2%)](/filings/0001454938-25-000138.md) | [(121.6%) d](/filings/0001454938-26-000015.md) | [(14.6%)](/filings/0001454938-26-000054.md) | [(14.9%)](/filings/0001454938-26-000054.md) |
| Diluted EPS | $ per share | [0.01](/filings/0001454938-25-000138.md) | not reported | [(0.70)](/filings/0001454938-26-000037.md) | [(0.15)](/filings/0001454938-26-000054.md) | [(0.21)](/filings/0001454938-25-000138.md) | not reported | [(0.40)](/filings/0001454938-26-000037.md) | [(0.44)](/filings/0001454938-26-000054.md) |
| Free cash flow | $m | [11.1 d](/filings/0001454938-25-000138.md) | [40.0 d](/filings/0001454938-26-000015.md) | [(3.9)](/filings/0001454938-26-000037.md) | [23.9 d](/filings/0001454938-26-000054.md) | [(24.5) d](/filings/0001454938-25-000138.md) | [6.5 d](/filings/0001454938-26-000015.md) | [(35.6)](/filings/0001454938-26-000037.md) | [8.0 d](/filings/0001454938-26-000054.md) |

- Revenue. XBRL Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Derived values: 9-month figure less the 6-month figure; 12-month figure less the 9-month figure; 6-month figure less the 3-month figure.

## Last five fiscal years

| Line item | Unit | FY2021 (2021-12-31) | FY2022 (2022-12-31) | FY2023 (2023-12-31) | FY2024 (2024-12-31) | FY2025 (2025-12-31) |
| --- | --- | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [1,016](/filings/0001454938-24-000024.md) | [992](/filings/0001454938-25-000020.md) | [936](/filings/0001454938-26-000015.md) | [890](/filings/0001454938-26-000015.md) | [1,300](/filings/0001454938-26-000015.md) |
| Gross margin | % | [23.7%](/filings/0001454938-24-000024.md) | [19.4%](/filings/0001454938-25-000020.md) | [19.7%](/filings/0001454938-26-000015.md) | [21.6%](/filings/0001454938-26-000015.md) | [33.0%](/filings/0001454938-26-000015.md) |
| Operating margin | % | [3.4%](/filings/0001454938-24-000024.md) | [(1.4%)](/filings/0001454938-25-000020.md) | [(0.9%)](/filings/0001454938-26-000015.md) | [(1.4%)](/filings/0001454938-26-000015.md) | [(30.7%)](/filings/0001454938-26-000015.md) |
| Net margin | % | [1.1%](/filings/0001454938-24-000024.md) | [(2.5%)](/filings/0001454938-25-000020.md) | [1.1%](/filings/0001454938-26-000015.md) | [(0.1%)](/filings/0001454938-26-000015.md) | [(39.8%)](/filings/0001454938-26-000015.md) |
| Diluted EPS | $ per share | [0.20](/filings/0001454938-24-000024.md) | [(0.44)](/filings/0001454938-25-000020.md) | [(0.06)](/filings/0001454938-26-000015.md) | [(0.11)](/filings/0001454938-26-000015.md) | [(5.69)](/filings/0001454938-26-000015.md) |
| Free cash flow | $m | [47.0](/filings/0001454938-24-000024.md) | [(9.6)](/filings/0001454938-25-000020.md) | [3.6](/filings/0001454938-26-000015.md) | [61.2](/filings/0001454938-26-000015.md) | [2.0](/filings/0001454938-26-000015.md) |

- Revenue. XBRL Revenue: us-gaap:Revenues.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:Revenues.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:Revenues.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:Revenues.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/tead/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [Value Base Ltd.](/funds/1992355.md) | 2026-06-30 | $4.4m | 5,752,107 |  | Unchanged |
| [Whitefort Capital Management, LP](/funds/1884931.md) | 2026-06-30 | $3.5m | 4,609,163 |  | Added +999,060 |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $1.2m | 1,582,009 |  | Reduced −85,751 |
| [AQR CAPITAL MANAGEMENT LLC](/funds/1167557.md) | 2026-06-30 | $798.6k | 1,041,321 |  | Added +309,140 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](/funds/1446194.md) | 2026-06-30 | $773.1k | 1,008,138 |  | Added +168,159 |
| [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $662.4k | 863,741 |  | Reduced −1,796,297 |
| [MILLENNIUM MANAGEMENT LLC](/funds/1273087.md) | 2026-06-30 | $350.1k | 456,573 |  | New +456,573 |
| [BRIDGEWAY CAPITAL MANAGEMENT, LLC](/funds/1107261.md) | 2026-06-30 | $345.0k | 449,901 |  | Added +15,534 |
| [GEODE CAPITAL MANAGEMENT, LLC](/funds/1214717.md) | 2026-06-30 | $310.4k | 404,687 |  | Reduced −543,373 |
| [BANK OF AMERICA CORP /DE/](/funds/70858.md) | 2026-06-30 | $287.3k | 375,022 |  | Reduced −6,749 |

## Recent filings

[All 384 filings](/companies/tead/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-10-05 | 21:28 ET | [8-K](/filings/0001454938-26-000070.md) | 1.01 Entry into a material agreement; 2.03 New direct financial obligation; 9.01 Financial statements and exhibits | 0001454938-26-000070 |
| 2026-10-01 | 21:09 ET | [8-K](/filings/0001454938-26-000064.md) | 5.02 Departure or appointment of officers or directors | 0001454938-26-000064 |
| 2026-08-14 | 20:41 ET | [8-K](/filings/0001454938-26-000057.md) | 3.01 Delisting notice | 0001454938-26-000057 |
| 2026-08-07 | 20:22 ET | [10-Q](/filings/0001454938-26-000054.md) | Quarterly report, period 2026-06-30 | 0001454938-26-000054 |
| 2026-08-06 | 10:33 ET | [8-K](/filings/0001454938-26-000051.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001454938-26-000051 |
| 2026-08-03 | 21:21 ET | [8-K](/filings/0001454938-26-000048.md) | 7.01 Regulation FD disclosure; 8.01 Other events; 9.01 Financial statements and exhibits | 0001454938-26-000048 |
| 2026-06-08 | 20:16 ET | [8-K](/filings/0001454938-26-000043.md) | 8.01 Other events | 0001454938-26-000043 |
| 2026-05-15 | 20:05 ET | [8-K](/filings/0001454938-26-000039.md) | 5.07 Shareholder vote results | 0001454938-26-000039 |
| 2026-05-08 | 20:13 ET | [10-Q](/filings/0001454938-26-000037.md) | Quarterly report, period 2026-03-31 | 0001454938-26-000037 |
| 2026-05-07 | 10:40 ET | [8-K](/filings/0001454938-26-000034.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001454938-26-000034 |

## Latest annual report

[Form 10-K for the fiscal year ended Dec 31, 2025](/filings/0001454938-26-000015.md), filed Mar 16, 2026.

## Forecast league

Q3 FY2026, the quarter ended 2026-09-30, is open for forecasts until the first results filing for it is accepted by EDGAR. Results are due by \[object Promise\]. [Forecast this quarter](/leagues/2026q3/targets/0dbaf16c-09d4-425b-bfdf-5244c378859e)

## About the filer

- CIK: 1454938
- Tickers: TEAD
- Exchange: Nasdaq
- SIC code: 7370 Services-Computer Programming, Data Processing, Etc.
- State of incorporation: DE
- Filer category: Accelerated filer<br>Smaller reporting company

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 24, 2026, 15:40 ET. No prices; not investment advice.
