Teads (TEAD) Q2 FY26 earnings call

Teads reported a mixed Q2 FY26, with strong performance in its Enterprise segment, driven by significant Connected TV growth and omnichannel adoption, offsetting substantial headwinds in its Direct Response and SME business. The company is strategically investing in its high-margin Enterprise segment while actively addressing cost structures and operational efficiencies in the challenged DR/SME unit, leading to a suspension of full-year EBITDA guidance.