Outbrain INC

Market Movers (8-K)

Teads Holding Co. has filed a lawsuit against Google LLC and Alphabet Inc. in the U.S. District Court for the Southern District of New York, seeking financial damages and other remedies.
Teads Holding Co. announced it has regained compliance with Nasdaq's minimum bid price requirement, closing a non-compliance issue that began in December 2025.
Teads Holding Co. shareholders approved the election of directors, executive compensation, and a reverse stock split.
Teads Holding Co. reported Q1 2026 results showing a 7% revenue decrease year-over-year, but a 1% increase in gross profit and a 29% reduction in net loss, with strong growth in CTV.
Worse than expected
Teads Holding Co. announced robust revenue growth and strategic restructuring in its Q4 and full year 2025 financial results, despite a significant net loss driven by non-cash impairments.
Teads Holding Co. received a notice from Nasdaq regarding non-compliance with the minimum $1.00 bid price requirement, initiating a 180-day compliance period.
Worse than expected

Quarterly Earnings (10-Q)

Teads Holding Co. reports Q1 2026 results, highlighting ongoing strategic restructuring and integration efforts following the acquisition of Legacy Teads.
Capital raise
Teads Holding Co. reported a significant net loss in Q3 2025 despite substantial revenue growth driven by the Legacy Teads acquisition, as integration challenges and industry headwinds impacted profitability.
Worse than expected
Teads Holding Co. reports significant revenue and gross profit growth in Q2 2025, largely driven by the acquisition of Legacy Teads, despite increased net losses and one-time integration costs.
Worse than expected
Capital raise
Outbrain Inc.'s Q1 2025 results reflect the acquisition of Teads, showing increased revenue but also a net loss due to acquisition-related costs and restructuring.
Worse than expected
Outbrain Inc. announced its Q3 2024 financial results, marked by a revenue decrease, improved gross profit, and a net income, alongside the repurchase of convertible notes and a pending acquisition of Teads.
Worse than expected
Capital raise
Outbrain Inc. announced its Q2 2024 financial results, showing a slight increase in gross profit but a net loss, while also detailing a significant agreement to acquire Teads.
Worse than expected
Capital raise

Annual Reports (10-K)

Teads Holding Co. reported a significant net loss of $517.1 million in 2025, driven by a major acquisition, goodwill impairment, and restructuring charges, despite substantial revenue growth.
Capital raise
Worse than expected
Outbrain finalizes its acquisition of Teads, creating a leading omnichannel advertising platform, while also reporting its financial results for the year ended December 31, 2024.
Capital raise
Worse than expected
Outbrain Inc. released its 2023 annual report, detailing financial performance and strategic initiatives amidst a changing digital advertising market.
Worse than expected

Insider Trading (Form 4)

CEO David Kostman reported the withholding of 42,997 shares of Teads Holding Co. common stock to satisfy tax obligations related to equity vesting.
Teads Holding Co. CAO Bradshaw Wenkai reported the withholding of 3,704 shares to satisfy tax obligations related to equity vesting.
Teads Holding Co. CFO Jason Kiviat reported the withholding of 16,608 shares to satisfy tax obligations related to equity vesting.
CEO David Kostman purchased 46,500 shares of Teads Holding Co. common stock across three transactions in late May and early June 2026.
Chief Commercial Officer Mary Spilman acquired 105,000 shares of Teads Holding Co. common stock in open market transactions.
Director Arne Wolter was granted 20,000 restricted stock units in Teads Holding Co. as part of the company's long-term incentive plan.

Proxy Statements (Def-14A)

Teads Holding Co. will hold its 2026 Annual Meeting to vote on director elections, executive compensation, and a proposed reverse stock split to address Nasdaq's minimum bid price requirement.
Capital raise
Worse than expected
Outbrain Inc. has filed a definitive proxy statement with the SEC.
Outbrain Inc. has scheduled its 2025 Annual Meeting of Stockholders for June 5, 2025, in a virtual-only format, with key proposals including the election of three Class I directors and ratification of the company's independent accounting firm.
Outbrain has released an update regarding its acquisition of Teads, following the release of Altice International's Q3 2024 financial results, which include Teads' performance.
Outbrain is providing additional disclosures related to its acquisition of Teads to address stockholder lawsuits alleging deficiencies in the original proxy statement.
Worse than expected
Delay expected
Capital raise
Outbrain Inc. is set to acquire Teads S.A., pending stockholder approval at a special meeting on December 5, 2024, in a transaction valued at approximately $1 billion.
Capital raise

Schedule 13D - Activist Investments

Altice Teads, a subsidiary of Patrick Drahi's Altice Group, has become a significant shareholder in Outbrain Inc., acquiring a 46.8% stake as part of Outbrain's acquisition of Teads.

Schedule 13G - Passive Investments

RM Hamburg Holding GmbH and Bertelsmann SE & Co. KGaA jointly reported beneficial ownership of 3.79% of Teads Holding Co. common stock.
BlackRock, Inc. has filed an amended Schedule 13G, revealing a 2.7% beneficial ownership stake in Outbrain Inc. as of March 31, 2025, held for investment purposes in the ordinary course of business.
Value Base Ltd. and its affiliates have increased their beneficial ownership in Outbrain Inc. to 5.06% of common stock, indicating a passive investment strategy.
Better than expected
An amended Schedule 13G filing reveals that Gemini Israel funds and associated individuals have fully divested their beneficial ownership in Outbrain Inc., holding 0% of the common stock as of December 31, 2022.
Worse than expected