Jun 2026 (Q2 FY26) — Aug 6, 2026
Teads Q2 FY26 — Enterprise Growth and CTV Acceleration Offset DR/SME Headwinds
Read the full callTeads earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 285 | −17.1% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -5.5 | −4.8 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -42.5 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
1Y: $1.44 on 17 Oct 2025 → $0.41. High $1.72 (27 Oct 2025), low $0.4 (16 Oct 2026).
Overview
Call summaries
Teads Q2 FY26 — Enterprise Growth and CTV Acceleration Offset DR/SME Headwinds
Read the full callEvery analysed call
Financials
Net profit, year on year: −197% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 224 | 235 | 286 | 343 | 319 | 352 | 266 | 285 |
| Operating profit | -3 | 3 | -44 | -2 | -6 | -346 | -22 | -16 |
| Operating margin | −1.3% | 1.1% | −15.5% | −0.7% | −2.0% | −98.2% | −8.2% | −5.5% |
| Other income | 11 | 1 | -24 | -18 | -18 | -19 | -18 | -20 |
| Interest | 1 | 1 | 23 | 18 | 17 | 17 | 17 | 17 |
| Profit before tax | 8 | 3 | -68 | -20 | -24 | -365 | -40 | -35 |
| Tax rate | 15.5% | 105.0% | 19.4% | 28.7% | 19.2% | −17.3% | 2.5% | −20.8% |
| Net profit | 7 | -0 | -55 | -14 | -20 | -428 | -39 | -42 |
| EPS ($ per share) | 0.14 | — | -0.70 | -0.15 | -0.21 | — | -0.40 | -0.44 |
| Line item | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Equity capital | — | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | — | -168 | -157 | -179 | -169 | -169 | -687 |
| Total liabilities | — | 274 | 539 | 563 | 442 | 318 | 1,233 |
| Fixed assets | — | 25 | 28 | 40 | 42 | 45 | 51 |
| Investments | — | — | 0 | 167 | 94 | 77 | 10 |
| Total assets | — | 356 | 796 | 781 | 665 | 549 | 1,328 |
| Line item | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Cash from operations | 17 | 53 | 57 | 4 | 14 | 69 | 8 |
| Cash from investing | -8 | -9 | -20 | -318 | 70 | 67 | -554 |
| Cash from financing | -4 | -4 | 326 | -32 | -117 | -118 | 585 |
| Net cash flow | 6 | 44 | 362 | -350 | -35 | 19 | 40 |
| Capital expenditure | -2 | -2 | -10 | -13 | -10 | -7 | -6 |
| Free cash flow | 14 | 51 | 47 | -10 | 4 | 61 | 2 |
50 filings between Dec 7, 2025 and Sep 5, 2026.
Purchases
$164.5K
6 purchases by 3 insiders
Sales
None
No insider sold shares.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Spilman Mary | $104.0K | — | May 18, 2026 |
| Kostman David | $53.3K | — | Jun 2, 2026 |
| Krindel Yaffa | $7.3K | — | Dec 12, 2025 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 5, 2026 | Bradshaw Wenkai CAO & SVP Corporate Controller | Tax withheld | 2,104 | $1.1K |
| Sep 5, 2026 | Kiviat Jason Chief Financial Officer | Tax withheld | 5,742 | $2.9K |
| Sep 5, 2026 | Bradshaw Wenkai CAO & SVP Corporate Controller | Tax withheld | 378 | $189 |
| Sep 5, 2026 | Kiviat Jason Chief Financial Officer | Tax withheld | 3,540 | $1.8K |
| Sep 5, 2026 | Kiviat Jason Chief Financial Officer | Tax withheld | 306 | $153 |
| Sep 5, 2026 | Bradshaw Wenkai CAO & SVP Corporate Controller | Tax withheld | 94 | $47 |
| Jun 5, 2026 | Bradshaw Wenkai CAO & SVP Corporate Controller | Tax withheld | 378 | $461 |
| Jun 5, 2026 | Kostman David Chief Executive Officer | Tax withheld | 7,870 | $9.1K |
| Jun 5, 2026 | Kostman David Chief Executive Officer | Tax withheld | 6,716 | $7.7K |
| Jun 5, 2026 | Kostman David Chief Executive Officer | Tax withheld | 28,411 | $34.7K |
| Jun 5, 2026 | Kiviat Jason Chief Financial Officer | Tax withheld | 6,731 | $7.7K |
| Jun 5, 2026 | Bradshaw Wenkai CAO & SVP Corporate Controller | Tax withheld | 94 | $108 |
| Jun 5, 2026 | Kiviat Jason Chief Financial Officer | Tax withheld | 9,571 | $11.7K |
| Jun 5, 2026 | Bradshaw Wenkai CAO & SVP Corporate Controller | Tax withheld | 3,232 | $3.7K |
| Jun 5, 2026 | Kiviat Jason Chief Financial Officer | Tax withheld | 306 | $352 |
| Jun 2, 2026 | Kostman David Chief Executive Officer | Purchase | 13,500 | $14.4K |
| Jun 1, 2026 | Kostman David Chief Executive Officer | Purchase | 15,000 | $17.9K |
| May 29, 2026 | Kostman David Chief Executive Officer | Purchase | 18,000 | $20.9K |
| May 18, 2026 | Spilman Mary Chief Commercial Officer | Purchase | 105,000 | $104.0K |
| May 13, 2026 | Goei Dexter Director | Award | 20,000 | $0 |
| May 13, 2026 | Bradshaw Wenkai CAO & SVP Corporate Controller | Award | 50,000 | $0 |
| May 13, 2026 | Dovrat Shlomo Director | Award | 20,000 | $0 |
| May 13, 2026 | Krindel Yaffa Director | Award | 20,000 | $0 |
| May 13, 2026 | Taneyhill Jhaveri Kathryn Director | Award | 20,000 | $0 |
| May 13, 2026 | Wolter Arne Director | Award | 20,000 | $0 |
| May 13, 2026 | Kiviat Jason Chief Financial Officer | Award | 120,000 | $0 |
| May 13, 2026 | Kostman David Chief Executive Officer | Award | 324,000 | $0 |
| May 13, 2026 | Galai Yaron Director | Award | 20,000 | $0 |
| May 13, 2026 | Das Nithya B. Director | Award | 20,000 | $0 |
| May 13, 2026 | Mullen Mark Director | Award | 20,000 | $0 |
| May 13, 2026 | Zagorski Mark Director | Award | 20,000 | $0 |
| Mar 11, 2026 | Spilman Mary Chief Commercial Officer | Award | 1,400,000 | $0 |
| Mar 11, 2026 | Porat Asaf Chief Operating Officer | Award | 73,836 | $0 |
| Mar 7, 2026 | Kiviat Jason Chief Financial Officer | Tax withheld | 340 | $286 |
| Mar 7, 2026 | Kostman David Chief Executive Officer | Tax withheld | 13,680 | $11.5K |
| Mar 7, 2026 | Kostman David Chief Executive Officer | Tax withheld | 11,043 | $9.3K |
| Mar 7, 2026 | Kiviat Jason Chief Financial Officer | Tax withheld | 2,129 | $1.8K |
| Mar 7, 2026 | Kiviat Jason Chief Financial Officer | Tax withheld | 7,805 | $6.6K |
| Mar 7, 2026 | Bradshaw Wenkai CAO & SVP Corporate Controller | Tax withheld | 434 | $365 |
| Mar 7, 2026 | Kostman David Chief Executive Officer | Tax withheld | 7,660 | $6.4K |
| Mar 7, 2026 | Bradshaw Wenkai CAO & SVP Corporate Controller | Tax withheld | 1,445 | $1.2K |
| Mar 7, 2026 | Bradshaw Wenkai CAO & SVP Corporate Controller | Tax withheld | 108 | $91 |
| Dec 12, 2025 | Krindel Yaffa Director | Purchase | 1,892 | $1.3K |
| Dec 11, 2025 | Krindel Yaffa Director | Purchase | 8,108 | $6.0K |
| Dec 7, 2025 | Kiviat Jason Chief Financial Officer | Tax withheld | 1,914 | $1.2K |
| Dec 7, 2025 | Kiviat Jason Chief Financial Officer | Tax withheld | 7,018 | $4.3K |
| Dec 7, 2025 | Bradshaw Wenkai CAO & SVP Corporate Controller | Tax withheld | 378 | $231 |
| Dec 7, 2025 | Kiviat Jason Chief Financial Officer | Tax withheld | 306 | $187 |
| Dec 7, 2025 | Bradshaw Wenkai CAO & SVP Corporate Controller | Tax withheld | 1,260 | $769 |
| Dec 7, 2025 | Bradshaw Wenkai CAO & SVP Corporate Controller | Tax withheld | 94 | $57 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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