Teads

What Teads does

Teads Holding Co. (NASDAQ: TEAD) operates a cloud-based omnichannel outcomes platform for programmatic digital advertising on the open internet, serving both advertisers (20,000+) and publishers (10,000+) across 50 markets. The company originated from Outbrain Inc.'s February 2025 acquisition of Legacy Teads (founded 2006) for approximately $1 billion, after which Outbrain rebranded to Teads and is now headquartered in New York with approximately 1,700 employees across 36 countries. Its core product is Teads Ad Manager, an end-to-end platform unifying planning, activation, optimization, and measurement across web, mobile, and connected TV (CTV), underpinned by a predictive AI engine that processes 4 billion signals per minute and a proprietary omnichannel graph reaching 2 billion+ consumers.

The product portfolio spans CTV HomeScreen (OS-native takeovers on Google TV, Samsung, LG, TCL, Hisense across 500M+ devices), CTV InStream, InRead OutStream for editorial video, Omnichannel Audiences for cross-device targeting, Teads Studio (an in-house creative studio producing 70,000 unique creations annually), and the newly launched CTV Ensemble orchestration suite and EngageOS publisher feed operating system. Teads monetizes through programmatic advertising revenue from advertisers, revenue share with publishers (€6B+ reinvested over an average 7-year partnership), managed creative services via Teads Studio, and data/audience monetization through agency API integrations (e.g., Havas Converged.AI). FY2025 revenue was $1.3 billion with FY2026 Adjusted EBITDA guidance of approximately $100 million, and Q1 2026 revenue of $266 million reflected a 7% YoY decline offset by 50%+ CTV revenue growth.

Name

Teads

Legal name

Teads Holding Co.

Website

https://teads.com

Company type

Public

Founded year

2025

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Teads Holding Co. operates an omnichannel programmatic advertising platform on the open internet, serving 20,000+ advertisers and 10,000+ publishers across 50 markets via AI-driven CTV, web, and mobile inventory monetization through Teads Ad Manager.

Ownership category

akta.pro rank

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices10 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure, Others

Revenue model

1. Programmatic Advertising: Primary revenue stream from programmatic ad sales across the open web and CTV inventory sourced from 10,000+ publishers. Teads connects advertisers with audiences via Teads Ad Manager, leveraging AI-driven performance and omnichannel targeting. Full year 2025 revenue was $1.3 billion, Q1 2026 revenue was $266 million.
2. Creative Services (Teads Studio): In-house creative studio that produces custom ad creative (immersive, AR, 360 video, 3D CTV screens) on a professional-services basis for advertisers; produces 70,000 unique creations annually.
3. Publisher Monetization Revenue Share: Revenue generated from monetizing publisher ad inventory across web, app, and CTV. Teads reinvests over €6 billion with publisher partners and operates long-term partnerships (7 years average, 80% multi-year).
4. Data & Audience Monetization: Audience API integrations with agency platforms (e.g., Havas Converged.AI) generate revenue from audience targeting and data-driven campaign activation, leveraging omnichannel graph and contextual signals.

Pricing tiers

Go-to-market motion5 records

Distribution channels6 records

Marketing channels3 records

Core offering

Teads operates an omnichannel outcomes platform for the open internet, anchored by Teads Ad Manager, which unifies premium publisher inventory and CTV OEM supply with advertiser demand through AI-driven predictive technology. It enables end-to-end planning, activation, optimization, and measurement of digital advertising campaigns across web, mobile, and connected TV screens, including CTV HomeScreen, CTV InStream, InRead OutStream, and Omnichannel Audiences, with Teads Studio providing managed creative services.

Product overview

Teads is a unified omnichannel outcomes platform for the open internet, architected around Teads Ad Manager as its core product, with a modular suite spanning CTV, web, and mobile. The portfolio combines Teads Studio for creative production, the CTV Ensemble suite (which orchestrates CTV HomeScreen, CTV InStream, and CTV Performance under a single workflow), InRead OutStream for editorial video, Omnichannel Audiences for cross-device targeting, and EngageOS as the AI-driven publisher feed operating system. Outbrain Direct Response contributes performance marketing capabilities following the 2025 merger of Outbrain and Teads. Together, these products enable end-to-end campaign planning, activation, optimization, and measurement across connected TV, web, and mobile screens.

Differentiator

Problem solved

Functional benefit

Brands

• Teads Studio: In-house creative studio that adapts and optimizes advertising creative for digital screens, including TV-to-mobile adaptation and KPI-driven format optimization.
• Teads Ad Manager
• Teads Academy
• EngageOS
• CTV Ensemble
• Outbrain Direct Response

Products and services

• Teads Ad Manager End-to-end omnichannel platform that enables advertisers and agencies to plan, activate, optimize, and measure campaigns across web, mobile, and CTV from a single interface, with predictive AI for CPC optimization and editorial content recommendations.
• Teads Studio Managed creative services that adapt and produce high-impact ad creative (AR, 360 video, 3D CTV HomeScreen formats) for advertisers, delivering 70,000 unique creations annually with KPI-driven optimization.
• Teads CTV Ensemble Unified omnichannel advertising orchestration suite combining CTV HomeScreen and CTV InStream solutions under a single workflow through Teads Ad Manager, with AI-powered Dynamic Creative Optimization, Program-Level Agentic Targeting, and CTV Performance attribution, enabling cross-screen campaigns across CTV, web, and mobile.
• CTV HomeScreen

Quantifiable outcome

• 48% attention rate on CTV HomeScreen placements (16% higher than YouTube skippables)
• +10 more outcomes

Named customers10 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration19 records

AI capability9 records

Feature11 records

Partnerships

14 partnerships are on record, tiered flagship, core and minor.

• MagniteflagshipStrategic or Co-development Partner · 11 June 2026Anchors the launch of Teads EngageOS. Magnite's Demand Server integrates third-party programmatic demand into Teads' premium native placements, enabling unified publisher feed operating system combining editorial recommendations and ads in a single auction.
• Havas Media NetworkflagshipStrategic or Co-development Partner · 2 June 2026Integration of Teads Audience Planning API into Havas Media Network's Converged.AI platform, live across France, Germany, Italy, Spain, the UK, and the United States. Enables planners to activate audiences directly from Havas' planning environment into Teads Ad Manager without manual rebuilds. Powered by Havas Match.AI, partnership reaches over 2.5 billion consumers across Teads' network of more than 10,000 premium global supply partners.
• Lumen ResearchcoreTechnology or Integration · 6 May 2026Expanded partnership to introduce attention measurement across CTV offering, providing Teads exclusive access to Lumen's CTV attention measurement for HomeScreen placement across the US, EMEA, APAC, and LATAM regions. Integration uses Lumen's eye-tracking data from over 50 countries to create attention models.
• KantarcoreTechnology or Integration · 1 May 2026Measurement partner for brand lift and creative verification among Teads' "Best in Class Partners" ecosystem
• LG Ad SolutionsflagshipOEM/ Whitelabel/ Licensing Partner · 23 April 2026Renewed and expanded exclusive global partnership for connected TV (CTV) advertising across Europe and Asia-Pacific, adding new markets including Italy, Greece, and Cyprus in Europe, with Vietnam and South Korea under non-exclusive arrangement in APAC. Enables advertisers to access LG Smart TV HomeScreen inventory through Teads Ad Manager across 20+ markets.
• NewsGuardcoreTechnology or Integration · 8 April 2026Expanded partnership to enhance inventory quality and brand safety across Teads' global advertising marketplace. Applies NewsGuard's human-vetted reliability ratings to evaluate news and information sites across multiple European and North American markets.
• StagwellminorGTM or Marketing Partner · 18 February 2026Stagwell, Axel Springer, Teads, and The Trade Desk partnered on the German News Advertising Study drawing insights from over 11,000 respondents. The study found that the proportion of "news junkies" in Germany is the highest of all surveyed markets (35% checking news 7.2 times per day on average).
• Axel SpringerminorGTM or Marketing Partner · 18 February 2026Co-partner with Stagwell, Teads, and The Trade Desk on German News Advertising Study to assess news consumption habits and advertising effectiveness among 11,282 adults.
• The Trade DeskminorGTM or Marketing Partner · 18 February 2026Co-partner with Stagwell, Axel Springer, and Teads on German News Advertising Study.
• Samsung AdsflagshipChannel Partner/ Reseller/ Distributor · 13 February 2026Multi-market CTV ad partnership in Asia. Teads serves as the exclusive local reseller of Samsung Ads' CTV native ad formats in Vietnam, Philippines, Thailand, Malaysia, Hong Kong, and Taiwan during 2026-27; Indonesia included without exclusivity; Samsung Ads retains management of Singapore. Combines targeting and planning services for Samsung Smart TVs.
• Google TVflagshipOEM/ Whitelabel/ Licensing Partner · 5 February 2026Strategic partnership to access Google TV Masthead placement (the first visual impression on Google TV devices) across the US and UK, expanding CTV HomeScreen advertising inventory to over 500 million unique devices globally. Targets APAC markets including Australia, New Zealand, Japan, India, South Korea, Taiwan, and Southeast Asia.
• DoubleVerifycoreTechnology or IntegrationVerification partner (Brand Safety, ad fraud) within Teads Best in Class Partners ecosystem
• IAS (Integral Ad Science)coreTechnology or IntegrationVerification partner for brand safety within Teads Best in Class Partners ecosystem
• inMarket

Scale indicators17 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Yahoo Advertising: Yahoo Advertising operates one of the largest premium publisher ad-tech stacks on the open web (formerly Verizon Media/Gemini), competing broadly with Teads Ad Manager for omnichannel advertiser demand and offering supply-side programmatic tools.
• FreeWheel (Comcast): FreeWheel, owned by Comcast, is a major premium video ad management and monetization platform serving broadcasters, MVPDs, and CTV publishers, competing with Teads in the CTV/video monetization space. As an incumbent with deep TV heritage, FreeWheel competes for the same premium video budgets Teads targets.
• Microsoft Advertising (Xandr): Microsoft Advertising (via Xandr) operates a large programmatic ad platform offering DSP, SSP, and CTV capabilities, directly comparable to Teads' omnichannel stack. As a Tier-1 incumbent, Microsoft competes for both advertiser demand and publisher supply that Teads targets.

Direct peers

• PubMatic: PubMatic is a programmatic ad-selling infrastructure platform serving publishers across web, mobile, and CTV, comparable to Teads' supply-side monetization capabilities. Both compete for premium publisher inventory with header bidding, omnichannel formats, and AI-driven yield optimization.
• The Trade Desk: The Trade Desk is the largest independent programmatic advertising DSP on the open internet, directly competing with Teads Ad Manager for omnichannel advertiser budgets across CTV, web, and mobile. Both platforms emphasize AI-driven optimization, omnichannel activation, and outcome-based buying — making TTD Teads' most direct head-to-head competitor.
• Criteo: Criteo is a performance-focused ad-tech platform serving retailers and brands across the open web, comparable to Teads in the post-cookie performance advertising and retargeting categories. Teads CCO Mollie Spilman was previously Criteo CRO, and both compete for performance advertiser budgets.
• Index Exchange: Index Exchange is a global independent supply-side platform focused on programmatic advertising across web and CTV, comparable to Teads on the supply side. Both compete for publisher header bidding integrations and premium video/CTV inventory monetization.
• Innovid: Innovid is an ad delivery, measurement, and creative personalization platform specialized in CTV and video, directly comparable to Teads' CTV Ensemble and Dynamic Creative Optimization capabilities. Both compete for CTV advertiser and agency budgets.
• Magnite: Magnite is the largest independent CTV-focused supply-side platform, directly comparable to Teads on the supply side as a CTV monetization partner for publishers and OEMs. Magnite is simultaneously a Teads partner (Demand Server integration for EngageOS) and a competitor for CTV programmatic budgets — Rubicon Project/Magnite's former President Mark Zagorski even sits on Teads' board.

Others

• DoubleVerify: DoubleVerify is a leading ad verification and measurement platform (brand safety, fraud, viewability), listed as a Teads 'Best in Class Partner' but also operating its own performance/measurement offerings. CEO Mark Zagorski of DoubleVerify sits on Teads' board, reflecting the close ecosystem relationship.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/teads
• Instagraminstagram.com/teadsglobal
• Xx.com/teads
• Facebookfacebook.com/TeadsGlobal

Compliance10 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles20 records

Subsidiaries7 records

Funding overview

Funding rounds9 records

Investors15 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A7 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Teads