Q2 FY2026 EarningsQ2 FY26 missed consensus estimates across top and bottom lines: revenue of $284.6M was 7.80% below the $308.7M expected, while GAAP EPS of -$0.44 significantly missed the -$0.23 consensus. Performance was hampered by structural declines in publisher traffic (page views down 21% YoY) and headwinds in the Direct Response/SME segments, despite growth in CTV. Operating margins were pressured by lower scale, resulting in an EBIT loss of $15.6M compared to the thin mean expectation of $0.15M.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Teads(TEAD) the Revenue is 284.59 M (-17.05%), Miss estimate;the EBIT is -10.56 M (-222.3%), Miss estimate;the EPS is -0.44 (-193.3%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
0.28B17.05%
0.31B10.03%
-0.02B7.02%
EBITMiss expectations
-0.01B222.25%
0.00B98.26%
-0.01B123.99%
EPSMiss expectations
-0.44193.33%
-0.226751.11%
-0.2133142.22%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf