Teads (TEAD) Q3 2026 Earnings Call Transcript

Teads reported Q3 2026 results showing significant headwinds from AI-driven search traffic declines and macroeconomic pressures. Revenue fell 26% year-over-year to $235.1 million, with a net loss of $325.5 million including a $272.4 million goodwill impairment charge. However, Connected TV revenue grew 37% and now represents 20% of the Enterprise business. The company appointed a new CFO and is focusing on cost reduction and capital structure optimization while navigating industry-wide open internet traffic compression.