Core Insights - Teads Holding Co. reported significant revenue growth in Q3 2025, with revenue reaching $318.8 million, a 42% increase from $224.2 million in the same period last year, primarily driven by acquisitions and favorable foreign currency effects [2][10] - The company experienced a net loss of $19.7 million in Q3 2025, a substantial decline from a net income of $6.7 million in Q3 2024, attributed to acquisition-related costs and restructuring charges [2][10] - Teads is focusing on improving profitability and cash flow generation following a restructuring of its go-to-market organization [3][4] Financial Performance - Revenue for the nine months ended September 30, 2025, was $948.2 million, up 45% from $655.3 million in the prior year [2] - Gross profit for Q3 2025 was $105.7 million, a 116% increase from $48.9 million in Q3 2024, with a gross margin improvement to 33.2% from 21.8% [2][10] - Adjusted EBITDA for Q3 2025 was $19.2 million, a 66% increase from $11.5 million in Q3 2024, indicating improved operational efficiency [2][10] Business Highlights - Connected TV (CTV) revenue grew approximately 40% year-over-year in Q3 2025, with the launch of CTV Performance globally [5][6] - Cross-selling revenue increased by 67% sequentially from Q2 to Q3 2025, demonstrating the effectiveness of the company's integrated platform [5][6] - The company plans to host an Investor Day in March 2026 to further engage with stakeholders [5] Guidance and Future Outlook - For Q4 2025, Teads expects Ex-TAC gross profit to be between $142 million and $152 million, and adjusted EBITDA to range from $26 million to $36 million [11][15] - The company remains confident in the strategic benefits of its recent merger and the potential of its cross-screen advertising platform [4][3]

Core Insights - Teads' CTV HomeScreen study indicates that HomeScreen placements significantly enhance viewer attention and engagement compared to traditional ad formats like skippable pre-roll [1][2] Group 1: Study Findings - The study utilized eye-tracking and brand recall surveys with 100 Smart TV viewers, revealing that Teads' CTV HomeScreen ads captured attention 29% faster and maintained it longer than traditional formats [2] - HomeScreen video ads achieved a 48% attention rate, surpassing YouTube skippable pre-roll by 16% [2] - Creative formats, such as 3D ads, resulted in even higher viewer focus and recall, with unaided recall reaching 50% and aided recall peaking at 84% [3] Group 2: Strategic Implications - HomeScreen ads are positioned as a new frontier for advertisers aiming to connect with audiences in a fragmented CTV landscape, transforming passive discovery into active engagement [3] - The research indicates that viewers not only noticed HomeScreen ads but also remembered them, with visual recognition averaging 55% and top executions reaching 86% [3] Group 3: Future Developments - Teads is developing a predictive attention model for CTV HomeScreen ads in collaboration with third-party measurement partners, with Phase 1 completed in June 2025 [4] - Phase 2 will enable attention measurement for live CTV HomeScreen campaigns, allowing advertisers to evaluate these placements alongside other CTV formats [4] Group 4: Company Milestones - Teads has successfully activated over 1,500 CTV HomeScreen campaigns since its launch in 2023, with notable brands like Cartier and Air France participating [6] - Cartier's first 3D CTV HomeScreen campaign generated over 12 million impressions, while Air France experienced a 22% increase in recommendation intent [6]

Core Insights - Teads' CTV HomeScreen ads significantly outperform traditional skippable formats, achieving a 48% attention rate, which is 16% higher than YouTube's skippable pre-roll ads [1][2][3] Performance Metrics - The study utilized eye-tracking and brand recall surveys with 100 Smart TV viewers, revealing that 3D ads captured attention 29% faster and sustained it longer than traditional formats [2] - Unaided recall for HomeScreen ads reached 50%, while aided recall peaked at 84%, indicating strong viewer memory retention [3] - Visual recognition averaged 55%, with top executions reaching 86%, surpassing typical short-form norms [3] Strategic Implications - HomeScreen ads are positioned as a new frontier for advertisers to connect meaningfully with audiences in a fragmented CTV landscape, transforming passive discovery into active engagement [3] - Teads is developing a predictive attention model for CTV HomeScreen ads in collaboration with third-party measurement partners, with Phase 1 already completed [4] Campaign Success - Since its launch in 2023, Teads has activated over 1,500 CTV HomeScreen campaigns globally, with notable brands like Cartier and Air France participating [6] - Cartier's first 3D CTV HomeScreen campaign generated over 12 million impressions, while Air France experienced a 22% increase in recommendation intent [6]

Core Insights - Teads has launched CTV HomeScreen, an innovative advertising solution that allows brands to reach consumers on their smart TV home screens, enhancing visibility and engagement [1][3][4] - The platform has facilitated 1,500 campaigns globally since its inception in 2023, with notable brands like Cartier, Nestlé, and Air France participating [1][5] - Teads Ad Manager integrates CTV HomeScreen with mobile and desktop formats, providing a cohesive platform for omnichannel campaign management [7][8] Group 1: CTV HomeScreen Overview - CTV HomeScreen ads are designed to capture consumer attention at the moment they turn on their TVs, providing a unique advertising opportunity [2][4] - The integration with major TV manufacturers like LG and Hisense allows brands to access audiences that are typically unreachable through traditional ad-supported streaming platforms [2][3] - High-impact native ads displayed on smart TV home screens ensure superior attention, with 74% of viewer attention directed to the first ad seen [4] Group 2: Campaign Performance and Impact - Brands utilizing CTV HomeScreen have reported significant engagement metrics, such as Cartier's campaign generating over 12 million impressions and Air France achieving a 22% increase in recommendation intent [5][6] - Nestlé experienced a 9% lift in ad recall through the use of Teads' high-attention formats, demonstrating the effectiveness of the platform [5] - The partnership with LG enhances the value proposition for advertisers, combining innovation with extensive reach [4] Group 3: Teads Ad Manager Features - Teads Ad Manager offers real-time attention measurement, contextual targeting, and planning tools, enabling advertisers to maximize impact across all screens [8][9] - The platform supports a data-driven approach to audience engagement, allowing for seamless campaign execution across different formats [7][8] - Teads is committed to advancing CTV advertising through innovative ad formats and measurement tools, positioning itself as a leader in the industry [9][10]