News Summary:
On September 10, 2026, Teads made the home screen ad inventory of Whale TV, an independent television operating system, available to advertisers globally through its buying platform, widening a supply relationship that began in Europe two years earlier. Previously, on August 18, 2026, Teads announced a multi-year partnership with V (formerly known as VIDAA) extending through 2028, designating Teads as the exclusive global partner for a 10-day TV home screen takeover during Black Friday and Cyber Monday sales periods. This follows Teads’ Q2 2026 earnings report on August 13, 2026, where the company reported a 17% revenue decline and a 14% decrease in ex-TAC gross profit, which reached $123 million, with an adjusted EBITDA of $7 million. The Enterprise business delivered $89 million in ex-TAC gross profit and saw a 67% year-over-year growth in Connected TV revenue, reaching $40 million and representing 13% of total revenue. Teads is investing in AI-powered publisher operating systems and programmatic environments, shifting its focus to higher-margin Enterprise solutions and omnichannel campaigns, which currently represent 16% of branding revenue. Conversely, the Direct Response and SME business experienced a 30% year-over-year decline in ex-TAC gross profit, leading Teads to suspend its full-year 2026 EBITDA guidance due to the business's volatility.
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