AI brief of an SEC Form 8-K · Teads Holding Co. (TEAD)

Teads Q3 revenue falls 26% to $235.1 million; net loss widens to $325.5 million

Negative Impact 4 of 5 earnings Written later

Teads Holding Co. reported third-quarter 2026 revenue of $235.1 million, down 26% from a year earlier, and a net loss of $325.5 million, which included a $272.4 million non-cash goodwill impairment charge. The company has suspended guidance, including its full-year 2026 Adjusted EBITDA guidance, and is not providing an outlook. It also named Michael Coyle as chief financial officer, effective November 11, 2026, succeeding Jason B. Kiviat.

Key points

  • Revenue $235.1 million vs. $318.8 million a year earlier; gross profit $60.9 million vs. $105.7 million.
  • Net loss $325.5 million vs. $19.7 million, including a $272.4 million goodwill impairment; Adjusted EBITDA was $(8.1) million vs. $19.2 million.
  • Full-year 2026 guidance, including Adjusted EBITDA guidance, has been suspended and is not being provided.
  • Michael Coyle becomes CFO effective November 11, 2026; Jason B. Kiviat ceases as CFO on November 10, 2026 and moves to an advisory role.

The filing

CompanyTeads Holding Co. (TEAD)
Form8-K, current report
Filed with the SECNov 5, 2026, 7:37 AM ET
Accession number0001454938-26-000074

Items reported: 2.02 Results of Operations5.02 Director / Officer Change

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 10:08 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on November 05, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.