Spoken Alpha
TEAD
Teads Holding Co.
Overview
Teads Holding Co. operates a two-sided digital advertising platform connecting advertisers and media owners to deliver brand and performance marketing solutions across web, mobile, and connected TV environments.
Teads Holding Co is a Communication Services company operating in Internet Content & Information with a $111.1M market cap.
Most recent reported earnings: Q2 FY2026 (Aug 5, 2026).
6 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from SEC 10-K filing, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
History
Earnings history
- Q2 FY20262026-08-05EPS— vs $-0.22—Rev— vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-08-05 | — | $-0.22 | — | — | — | — | EODHD |
Source: EODHD. TEAD reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks TEAD's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Misses consensus 10/10 quarters
SampleRepeated misses without a guidance reset suggest management is structurally optimistic relative to operating reality. Track whether next-quarter guidance is being benchmarked off the prior miss or the prior plan.
Missed in 4 of the last 4 quarters
SampleRecent misses matter more than long-window beat rate — the trailing 12 months drives the analyst model and the next-print bar.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $1.92 | $2.24 | -14.5% | +0.5% | -1.1% |
| Q4 FY2026 | $1.97 | $2.31 | -14.6% | -4.0% | -3.5% |
| Q3 FY2026 | $1.96 | $2.44 | -19.7% | +6.8% | +8.1% |
| Q2 FY2026 | $1.90 | $2.42 | -21.6% | +6.4% | +7.0% |
| Q1 FY2025 | $2.11 | $2.51 | -15.8% | +0.3% | +1.7% |
| Q4 FY2025 | $1.96 | $2.51 | -22.1% | +4.7% | +3.0% |
| Q3 FY2025 | $1.88 | $2.48 | -24.0% | -3.0% | -2.9% |
| Q2 FY2025 | $1.83 | $2.36 | -22.6% | +3.0% | +0.9% |
| Q1 FY2024 | $1.81 | $2.42 | -25.0% | +6.5% | +4.9% |
| Q4 FY2024 | $2.17 | $2.49 | -12.7% | +3.6% | +3.2% |
Guidance change history
Sample- Q1 FY2026Lowered2026-04-15
- Q4 FY2026Lowered2026-13-15
- Q3 FY2026Lowered2026-10-15
- Q2 FY2026Lowered2026-07-15
- Q1 FY2025Lowered2025-04-15
- Q4 FY2025Lowered2025-13-15
- Q3 FY2025Lowered2025-10-15
- Q2 FY2025Lowered2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- David KostmanCEO1 yr 3 mo6 callsCurrentSample
CEO since 2025 • 3/4 beats (75%) • last guidance raise Q2 FY2026
- Jason KiviatCFO1 yr6 callsCurrentSample
CFO since 2025 • 2/4 beats (50%) • last call held guidance Q2 FY2026
- Asaf PoratCOO1 yrno recorded callsCurrentSample
COO since 2025 • 2/4 beats (50%) • last guidance raise Q2 FY2026
- Mary SpilmanChief Commercial Officer6 mono recorded callsCurrentSample
OTHER_C_SUITE since 2025 • 2/4 beats (50%) • last call held guidance Q2 FY2026
- Wenkai BradshawCAO & SVP Corporate Controller1 yr 3 mono recorded callsCurrentSample
DIVISION_HEAD since 2025 • 1/4 beats (25%) • guidance suspended Q3 FY2026
Peers
Other companies in Communication Services
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for TEAD.
$ curl https://api.spokenalpha.com/v1/companies/TEADFAQ
Frequently asked about TEAD
Where can I find Teads Holding Co.'s (TEAD) earnings call transcripts?
Spoken Alpha indexes TEAD's earnings call transcripts at https://spokenalpha.com/companies/TEAD. Each call links to attributed speakers and parsed analyst Q&A. Teads Holding Co.'s own investor relations page is at https://investors.teads.com/.
When was Teads Holding Co.'s most recent earnings call?
Teads Holding Co. (TEAD) held its most recent earnings call on 2026-05-07, covering fiscal Q1 2026.
What sector is TEAD in?
Teads Holding Co. (TEAD) operates in the Communication Services sector (Internet Content & Information industry).