Teads Holding Co.

NasdaqGS:TEAD Stock Report

Market Cap: US$84.5m

Teads Holding Management

Management criteria checks 2/4

Teads Holding's CEO is David Kostman, appointed in Apr 2024, has a tenure of 1.67 years. total yearly compensation is $3.86M, comprised of 11.1% salary and 88.9% bonuses, including company stock and options. directly owns 1.27% of the company’s shares, worth $1.07M. The average tenure of the management team and the board of directors is 4.4 years and 4 years respectively.

Key information

David Kostman

Chief executive officer

US$3.9m

Total compensation

CEO salary percentage11.14%
CEO tenure1.7yrs
CEO ownership1.3%
Management average tenure4.4yrs
Board average tenure4yrs

Recent management updates

Recent updates

Is There An Opportunity With Teads Holding Co.'s (NASDAQ:TEAD) 22% Undervaluation?

Dec 04
Is There An Opportunity With Teads Holding Co.'s (NASDAQ:TEAD) 22% Undervaluation?

Further Upside For Teads Holding Co. (NASDAQ:TEAD) Shares Could Introduce Price Risks After 31% Bounce

Jul 24
Further Upside For Teads Holding Co. (NASDAQ:TEAD) Shares Could Introduce Price Risks After 31% Bounce

Teads: Bargain Valuation Even As Persistent Risks Remain

Jul 10

Is Teads Holding (NASDAQ:TEAD) Using Too Much Debt?

Jul 03
Is Teads Holding (NASDAQ:TEAD) Using Too Much Debt?

Slammed 28% Outbrain Inc. (NASDAQ:OB) Screens Well Here But There Might Be A Catch

May 24
Slammed 28% Outbrain Inc. (NASDAQ:OB) Screens Well Here But There Might Be A Catch

Positive Sentiment Still Eludes Outbrain Inc. (NASDAQ:OB) Following 41% Share Price Slump

Mar 19
Positive Sentiment Still Eludes Outbrain Inc. (NASDAQ:OB) Following 41% Share Price Slump

Outbrain: Decent Potential Due To Diversification From Native Display Business

Mar 18
User avatar

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.

Outbrain Inc.'s (NASDAQ:OB) Shares Bounce 35% But Its Business Still Trails The Industry

Dec 04
Outbrain Inc.'s (NASDAQ:OB) Shares Bounce 35% But Its Business Still Trails The Industry

Outbrain's (NASDAQ:OB) Profits May Not Reveal Underlying Issues

Mar 16
Outbrain's (NASDAQ:OB) Profits May Not Reveal Underlying Issues

Is Outbrain (NASDAQ:OB) Using Too Much Debt?

Mar 10
Is Outbrain (NASDAQ:OB) Using Too Much Debt?

Investors Don't See Light At End Of Outbrain Inc.'s (NASDAQ:OB) Tunnel

Dec 14
Investors Don't See Light At End Of Outbrain Inc.'s (NASDAQ:OB) Tunnel

Earnings Update: Here's Why Analysts Just Lifted Their Outbrain Inc. (NASDAQ:OB) Price Target To US$6.60

May 11
Earnings Update: Here's Why Analysts Just Lifted Their Outbrain Inc. (NASDAQ:OB) Price Target To US$6.60

Outbrain: Enhancement Of Algorithms And Stock Buyback Could Bring The Price Up

Oct 06

Outbrain Non-GAAP EPS of -$0.19 misses by $0.15, revenue of $250.9M beats by $4.47M

Aug 11

An Intrinsic Calculation For Outbrain Inc. (NASDAQ:OB) Suggests It's 32% Undervalued

Jul 22
An Intrinsic Calculation For Outbrain Inc. (NASDAQ:OB) Suggests It's 32% Undervalued

CEO Compensation Analysis

How has David Kostman's remuneration changed compared to Teads Holding's earnings?
DateTotal CompensationSalaryCompany Earnings
Sep 30 2025n/an/a

-US$89m

Jun 30 2025n/an/a

-US$63m

Mar 31 2025n/an/a

-US$51m

Dec 31 2024US$4mUS$430k

-US$711k

Sep 30 2024n/an/a

US$4m

Jun 30 2024n/an/a

-US$3m

Mar 31 2024n/an/a

US$11m

Dec 31 2023US$1mUS$430k

US$10m

Sep 30 2023n/an/a

-US$2m

Jun 30 2023n/an/a

-US$7m

Mar 31 2023n/an/a

-US$28m

Dec 31 2022US$1mUS$430k

-US$25m

Sep 30 2022n/an/a

US$22m

Jun 30 2022n/an/a

-US$27m

Mar 31 2022n/an/a

US$5m

Dec 31 2021US$2mUS$400k

US$11m

Sep 30 2021n/an/a

-US$17m

Jun 30 2021n/an/a

US$38m

Mar 31 2021n/an/a

US$15m

Dec 31 2020US$5mUS$400k

US$2m

Dec 31 2019US$2mUS$400k

-US$21m

Compensation vs Market: David's total compensation ($USD3.86M) is above average for companies of similar size in the US market ($USD575.90K).

Compensation vs Earnings: David's compensation has increased whilst the company is unprofitable.

CEO

David Kostman (61 yo)

1.7yrs
Tenure
US$3,858,289
Compensation

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-...

Leadership Team

NamePositionTenureCompensationOwnership
Yaron Galai
Co-Founder & Chairman19.5yrsUS$648.35k3.58%
$ 3.0m
David Kostman
CEO & Director1.7yrsUS$3.86m1.27%
$ 1.1m
Jason Kiviat
Chief Financial Officer3.4yrsUS$839.29k0.24%
$ 204.2k
Asaf Porat
Chief Operating Officer6.3yrsUS$1.37m0.97%
$ 821.9k
Jeremy Arditi
Co-President & Chief Business Officer of the Americasless than a yearno datano data
Bertrand Quesada
Co-President & Chief Business Officer Internationalless than a yearno datano data
Veronica Gonzalez
Chief Administrative Officer4.4yrsno datano data
Sarah Gavin
Head of Global Marketing Programmes & Corporate Communicationsno datano datano data
Craig Hughes
Senior VP of Corporate Development & Strategy and GM of Video2.6yrsno datano data
Daphna Michaeli
Chief People Officer6.3yrsno datano data
François-Xavier Préaut
Managing Director for France6.7yrsno datano data
Sebastiano Cappa
Managing Director for Italy6.7yrsno datano data
4.4yrs
Average Tenure
45yo
Average Age

Experienced Management: TEAD's management team is considered experienced (4.4 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Yaron Galai
Co-Founder & Chairman19.5yrsUS$648.35k3.58%
$ 3.0m
David Kostman
CEO & Director11.4yrsUS$3.86m1.27%
$ 1.1m
Yaffa Krindel
Independent Director3.7yrsUS$158.50k0.090%
$ 76.2k
Mark Mullen
Independent Directorless than a yearno datano data
Shlomo Dovrat
Independent Lead Director16.9yrsUS$91.00k0.031%
$ 25.8k
Mark Zagorski
Independent Director1.7yrsUS$150.77k0.017%
$ 14.8k
Arne Wolter
Independent Director6.7yrsUS$143.67k0.024%
$ 20.5k
Dexter Goei
Directorless than a yearno datano data
Nithya Das
Independent Director2.8yrsUS$144.13k0.032%
$ 27.3k
Kathryn Jhaveri
Independent Director4.3yrsUS$141.50k0.034%
$ 28.8k
4.0yrs
Average Tenure
55yo
Average Age

Experienced Board: TEAD's board of directors are considered experienced (4 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/12/26 09:43
End of Day Share Price 2025/12/24 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Teads Holding Co. is covered by 10 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Ross SandlerBarclays
Daniel DayB. Riley Securities, Inc.
Zachary CumminsB. Riley Securities, Inc.