Teads Holding マネジメント
マネジメント 基準チェック /34
Teads Holdingの CEO はDavid Kostmanで、 Apr2024年に任命され、 の在任期間は 2.08年です。 の年間総報酬は$ 3.61Mで、 13.9%給与と86.1%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.72%を直接所有しており、その価値は$ 764.29K 。経営陣と取締役会の平均在任期間はそれぞれ4.8年と4.4年です。
主要情報
David Kostman
最高経営責任者
US$3.6m
報酬総額
| CEO給与比率 | 13.87% |
| CEO在任期間 | 2.1yrs |
| CEOの所有権 | 0.7% |
| 経営陣の平均在職期間 | 4.8yrs |
| 取締役会の平均在任期間 | 4.4yrs |
経営陣の近況
Recent updates
ナラティブの更新 • May 10
TEAD: Expanded CTV Partnerships And Attention Metrics Will Support Long Term Upside
Analysts have nudged their price target on Teads Holding higher, reflecting small adjustments to fair value estimates, discount rates, revenue growth assumptions, profit margin expectations, and future P/E inputs. What's in the News Teads expanded its partnership with Lumen Research to introduce attention measurement across its CTV offering, giving the company exclusive access to Lumen’s CTV attention measurement for the HomeScreen placement across the US, EMEA, APAC, and LATAM (Key Developments).ナラティブの更新 • Apr 22
TEAD: Connected TV Partnership Will Support Long Term Upside Potential
Analysts have made a small upward adjustment to the price target for Teads Holding, citing refined assumptions on fair value, discount rate, revenue growth, profit margin, and future P/E that slightly increase their estimated long term upside in dollar terms. What's in the News Teads Holding Co. plans to seek shareholder approval at the May 14, 2026 AGM for an amendment to its Thirteenth Amended and Restated Certificate of Incorporation that would allow a reverse stock split of common shares at a ratio between 1-for-5 and 1-for-25.ナラティブの更新 • Apr 08
TEAD: Connected TV Expansion And Reverse Split Plan Will Support Upside Potential
Analysts have modestly trimmed their price targets on Teads Holding, reflecting slightly lower assumed future P/E multiples and a small adjustment to long term profit margin expectations, while key inputs like the discount rate and revenue growth remain essentially unchanged. What's in the News Teads Holding plans to seek shareholder approval at its May 14, 2026 AGM to amend its Thirteenth Amended and Restated Certificate of Incorporation to allow a reverse stock split in a range of 1-for-5 to 1-for-25, with the exact ratio and timing to be set later by the Board without a further shareholder vote (company filing).ナラティブの更新 • Mar 24
TEAD: Connected TV Partnership With Google TV Will Support Upside Potential
Analysts have nudged their price target on Teads Holding slightly lower to reflect a modestly reduced future P/E assumption alongside a small adjustment to profit margin expectations, while keeping core growth inputs such as the discount rate and projected revenue growth broadly unchanged. What's in the News Teads Holding Co. has partnered with Google TV to expand its connected TV HomeScreen ad inventory, giving brands access to prominent placements on Google TV devices in major markets such as the US and UK (Key Developments).ナラティブの更新 • Mar 10
TEAD: Connected TV Expansion Will Support Recovery Toward Nasdaq Listing Compliance
Analysts have nudged their price target on Teads Holding higher, citing slightly lower modeled revenue growth of 1.03% and a modestly trimmed profit margin of 8.53%, while also accepting a richer future P/E assumption of 1.25x as they refresh their fair value framework. What's in the News Teads has partnered with Google TV to expand its connected TV HomeScreen ad inventory, giving brands access to high attention placements that appear as the first visual impression on Google TV devices in major markets including the US and UK (Key Developments).ナラティブの更新 • Feb 23
TEAD: Connected TV Partnership Will Support Recovery Toward Nasdaq Compliance
Analysts have adjusted their price targets for Teads Holding as they factor in updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E. This has led to a revised $1.00 fair value estimate and a future P/E of roughly 1.20x.ナラティブの更新 • Feb 09
TEAD: Connected TV Expansion Will Drive Recovery Toward Nasdaq Compliance
Analysts have moderately adjusted their price target on Teads Holding, reflecting small refinements to fair value, a discount rate of 12.33%, revenue growth of 4.39%, a profit margin of 10.42% and a future P/E of 1.01x, based on updated valuation work rather than any new Street research. What's in the News Teads Holding has partnered with Google TV to expand connected TV HomeScreen ad inventory, giving brands access to a prominent first visual impression on Google TV devices across major markets, including the US and UK (Key Developments).分析記事 • Jan 30
Teads Holding (NASDAQ:TEAD) Has A Somewhat Strained Balance Sheet
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...ナラティブの更新 • Jan 25
TEAD: Integration Progress And Revenue Stabilization Will Drive Recovery Toward Compliance
Analysts have revised their fair value estimate for Teads Holding to US$1.00 per share, down from US$2.50 per share. They cite reduced price targets and ongoing integration challenges, which are affecting visibility into revenue trends.ナラティブの更新 • Jan 11
TEAD: Outbrain Integration Progress Will Determine Recovery From Nasdaq Bid Price Pressure
Narrative Update on Teads Holding Analysts have trimmed their price target on Teads Holding to US$1.00 from US$2.50, citing Q3 results that came in below expectations and ongoing operational challenges from the Teads and Outbrain merger, which are clouding visibility on when revenue trends may stabilize. Analyst Commentary Recent Street research reflects a more cautious tone on Teads Holding after Q3 results and ongoing integration work with Outbrain, with price targets and ratings pulled back to more neutral stances.分析記事 • Dec 30
What Is Teads Holding Co.'s (NASDAQ:TEAD) Share Price Doing?
While Teads Holding Co. ( NASDAQ:TEAD ) might not have the largest market cap around , it led the NASDAQGS gainers with...ナラティブの更新 • Dec 26
TEAD: Outbrain Integration Challenges Will Shape Future Trading And Delisting Risk
Analysts have sharply reduced their price target on Teads Holding to $1.00 from $2.50, citing disappointing Q3 results, ongoing operational challenges from the Outbrain integration, and limited visibility into when revenue trends may stabilize. Analyst Commentary Analyst reactions to Teads Holding's latest update have been predominantly cautious, reflecting concerns about execution risk and the pace of integration with Outbrain.ナラティブの更新 • Dec 11
TEAD: Outbrain Integration Improvements Will Drive Future Upside Despite Recent Downgrades
Analysts have sharply reduced their price target on Teads Holding to $1.00 from $2.50, citing weaker than expected Q3 results, ongoing operational challenges from the Outbrain integration, and limited visibility into when revenue trends might stabilize. Analyst Commentary Analyst sentiment around Teads Holding has tilted cautious following the Q3 miss and updated outlook, with most commentary highlighting execution risks around the Outbrain integration and limited near term visibility into growth and margins.分析記事 • Dec 04
Is There An Opportunity With Teads Holding Co.'s (NASDAQ:TEAD) 22% Undervaluation?
Key Insights Teads Holding's estimated fair value is US$0.79 based on 2 Stage Free Cash Flow to Equity Teads Holding's...ナラティブの更新 • Nov 27
TEAD: Integration Progress And Efficiency Gains Will Drive Future Upside Potential
Analysts have sharply reduced their price target for Teads Holding from $1.85 to $0.98, citing weaker revenue growth projections and ongoing integration challenges faced by the company. Analyst Commentary Following the recent reduction in Teads Holding’s price target, analysts have offered both optimistic and cautious perspectives on the company’s near-term trajectory.ナラティブの更新 • Nov 12
TEAD: Near-Term Challenges Will Ease as Integration Progresses for Future Stability
Teads Holding's analyst price target was recently reduced from $2.50 to $1. Analysts cite ongoing operational challenges and weaker-than-expected financial results as the main drivers for the downward revision.ナラティブの更新 • Aug 23
Launching 'Moments' Will Attract Premium Brands With Engaging Content Solutions
Teads Holding's consensus price target was lowered from $3.62 to $3.02 as analysts reset expectations following Q2 earnings and guidance misses, while longer-term outlooks remain stable. Analyst Commentary Q2 earnings results missed expectations, prompting downward revisions.ナラティブの更新 • Aug 08
Launching 'Moments' Will Attract Premium Brands With Engaging Content Solutions
Despite a substantial improvement in Net Profit Margin and a marked reduction in Future P/E, the consensus analyst price target for Teads Holding has been sharply revised downward from $5.23 to $3.62. What's in the News Teads announced the beta launch of Connected Ads, a new dual-ad creative solution for sequential storytelling and deeper engagement, available exclusively on its platform across major markets.分析記事 • Jul 24
Further Upside For Teads Holding Co. (NASDAQ:TEAD) Shares Could Introduce Price Risks After 31% Bounce
Teads Holding Co. ( NASDAQ:TEAD ) shareholders are no doubt pleased to see that the share price has bounced 31% in the...Seeking Alpha • Jul 10
Teads: Bargain Valuation Even As Persistent Risks Remain
Summary The Outbrain acquisition of Teads was completed in February for $0.9 billion, with the combined entity now adopting the Teads brand name as Teads Holding Co. Adjusted EBITDA guidance for this year stands at $180 million, compared to the current TEAD market cap of $255 million. Adjusted EBITDA could reach $230 million next year once all the cost and revenue synergies have been realized. While the company has a large net debt position of $481 million, its maturity in 2030 and the solid FCF generation expected going forward help to mitigate this risk. Despite the risks I have identified, I find the current valuation of TEAD stock compelling enough to warrant a Buy rating. Read the full article on Seeking Alpha分析記事 • Jul 03
Is Teads Holding (NASDAQ:TEAD) Using Too Much Debt?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • May 24
Slammed 28% Outbrain Inc. (NASDAQ:OB) Screens Well Here But There Might Be A Catch
Unfortunately for some shareholders, the Outbrain Inc. ( NASDAQ:OB ) share price has dived 28% in the last thirty days...分析記事 • Mar 19
Positive Sentiment Still Eludes Outbrain Inc. (NASDAQ:OB) Following 41% Share Price Slump
Outbrain Inc. ( NASDAQ:OB ) shareholders that were waiting for something to happen have been dealt a blow with a 41...Seeking Alpha • Mar 18
Outbrain: Decent Potential Due To Diversification From Native Display Business
Summary I initiated coverage on Outbrain with a buy rating, projecting a 1-year price target of $4.5 per share, suggesting it is undervalued today. OB's acquisition of Teads is expected to drive strong growth and bottom-line catalysts, with $65-$75 million in annual synergies by FY 2026. Despite mixed fundamentals and revenue decline, OB's operating cash flow rebounded to a record $68.6 million in FY 2024, boosting liquidity. Risks include potential TAM size challenges in native advertising and increased debt load post-acquisition, which could pressure revenue and bottom-line performance. Read the full article on Seeking Alpha
新しいナラティブ • Feb 19
Teads Will Harness AI To Deliver Superior Advertising Results
Merging with Teads creates a major open Internet player, boosting revenue growth and profitability through strategic synergies and expanded offerings.分析記事 • Dec 04
Outbrain Inc.'s (NASDAQ:OB) Shares Bounce 35% But Its Business Still Trails The Industry
Outbrain Inc. ( NASDAQ:OB ) shareholders would be excited to see that the share price has had a great month, posting a...分析記事 • Mar 16
Outbrain's (NASDAQ:OB) Profits May Not Reveal Underlying Issues
The market shrugged off Outbrain Inc.'s ( NASDAQ:OB ) solid earnings report. We think that investors might be worried...分析記事 • Mar 10
Is Outbrain (NASDAQ:OB) Using Too Much Debt?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...分析記事 • Dec 14
Investors Don't See Light At End Of Outbrain Inc.'s (NASDAQ:OB) Tunnel
With a price-to-sales (or "P/S") ratio of 0.2x Outbrain Inc. ( NASDAQ:OB ) may be sending bullish signals at the...分析記事 • May 11
Earnings Update: Here's Why Analysts Just Lifted Their Outbrain Inc. (NASDAQ:OB) Price Target To US$6.60
Outbrain Inc. ( NASDAQ:OB ) investors will be delighted, with the company turning in some strong numbers with its...CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$501m |
| Dec 31 2025 | US$4m | US$500k | -US$517m |
| Sep 30 2025 | n/a | n/a | -US$89m |
| Jun 30 2025 | n/a | n/a | -US$63m |
| Mar 31 2025 | n/a | n/a | -US$51m |
| Dec 31 2024 | US$4m | US$430k | -US$711k |
| Sep 30 2024 | n/a | n/a | US$4m |
| Jun 30 2024 | n/a | n/a | -US$3m |
| Mar 31 2024 | n/a | n/a | US$11m |
| Dec 31 2023 | US$1m | US$430k | US$10m |
| Sep 30 2023 | n/a | n/a | -US$2m |
| Jun 30 2023 | n/a | n/a | -US$7m |
| Mar 31 2023 | n/a | n/a | -US$28m |
| Dec 31 2022 | US$1m | US$430k | -US$25m |
| Sep 30 2022 | n/a | n/a | US$22m |
| Jun 30 2022 | n/a | n/a | -US$27m |
| Mar 31 2022 | n/a | n/a | US$5m |
| Dec 31 2021 | US$2m | US$400k | US$11m |
| Sep 30 2021 | n/a | n/a | -US$17m |
| Jun 30 2021 | n/a | n/a | US$38m |
| Mar 31 2021 | n/a | n/a | US$15m |
| Dec 31 2020 | US$5m | US$400k | US$2m |
| Dec 31 2019 | US$2m | US$400k | -US$21m |
報酬と市場: Davidの 総報酬 ($USD 3.61M ) は、 US市場 ($USD 626.93K ) の同規模の企業の平均を上回っています。
報酬と収益: Davidの報酬は、過去 1 年間の会社の業績と一致しています。
CEO
David Kostman (61 yo)
2.1yrs
在職期間
US$3,605,067
報酬
Mr. David Kostman is Chief Executive Officer(CEO) & Director of Teads, Inc. He Served as Chief Executive Officer of Teads Holding Co. (formerly known as Outbrain Inc.) since April 1, 2024. He served as Co-...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Co-Founder & Chairman | 19.9yrs | US$131.40k | 3.51% $ 3.7m | |
| CEO & Director | 2.1yrs | US$3.61m | 0.72% $ 764.3k | |
| Chief Financial Officer | 3.8yrs | US$1.15m | 0.23% $ 242.4k | |
| Chief Operating Officer | 6.8yrs | US$2.47m | 1.03% $ 1.1m | |
| Chief Technology Officer | less than a year | データなし | データなし | |
| Chief Administrative Officer & Corporate Secretary | 4.8yrs | データなし | データなし | |
| Head of Global Marketing Programmes & Corporate Communications | no data | データなし | データなし | |
| Senior VP of Corporate Development & Strategy and GM of Video | 3yrs | データなし | データなし | |
| Chief Marketing Officer | less than a year | データなし | データなし | |
| Chief People Officer | 6.8yrs | データなし | データなし | |
| Managing Director for France | 7.1yrs | データなし | データなし | |
| Managing Director for Italy | 7.1yrs | データなし | データなし |
4.8yrs
平均在職期間
46yo
平均年齢
経験豊富な経営陣: TEADの経営陣は 経験豊富 であると考えられます ( 4.8年の平均在職年数)。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Co-Founder & Chairman | 19.9yrs | US$131.40k | 3.51% $ 3.7m | |
| CEO & Director | 11.8yrs | US$3.61m | 0.72% $ 764.3k | |
| Independent Director | 4.1yrs | US$111.40k | 0.089% $ 94.6k | |
| Independent Director | 1.2yrs | US$153.93k | 0.0077% $ 8.2k | |
| Independent Lead Director | 17.3yrs | US$51.40k | 0.030% $ 32.1k | |
| Independent Director | 2.1yrs | US$94.40k | 0.023% $ 24.8k | |
| Independent Director | 7.1yrs | US$107.40k | 0.024% $ 25.4k | |
| Independent Director | 1.2yrs | US$153.93k | 0.0077% $ 8.2k | |
| Independent Director | 3.3yrs | US$106.40k | 0.046% $ 48.6k | |
| Independent Director | 4.8yrs | US$101.90k | 0.049% $ 52.3k |
4.4yrs
平均在職期間
54.5yo
平均年齢
経験豊富なボード: TEADの 取締役会 は 経験豊富 であると考えられます ( 4.4年の平均在任期間)。
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/25 23:58 |
| 終値 | 2026/05/22 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
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業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Teads Holding Co. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。5
| アナリスト | 機関 |
|---|---|
| Ygal Arounian | Citigroup Inc |
| Matthew Condon | Citizens JMP Securities, LLC |
| Shweta Khajuria | Evercore ISI |