Teads partners with Google TV to enhance CTV advertising, providing brands with high-impact ad placements on connected devices.
Quiver AI Summary
Teads has announced a partnership with Google TV to enhance its connected TV HomeScreen advertising inventory, allowing brands to access premium ad placements on Google TV devices in major markets like the US and UK. This collaboration aims to provide advertisers with a unique opportunity to reach a large, engaged audience in a high-quality viewing environment. Teads is leveraging its creative capabilities through Teads Studio, which optimizes storytelling for dynamic ad experiences, showcased in successful campaigns such as Michelin's "Motion for Life." With over 500 million unique devices reached and more than 4,000 CTV HomeScreen campaigns activated since its launch, Teads continues to establish itself as a leader in the CTV advertising space, delivering meaningful brand impact for various premium brands.
Potential Positives
- Teads has partnered with Google TV, expanding its connected TV advertising capabilities, which enhances its market presence and offerings.
- This partnership grants brands access to high-profile ad placements on Google TV, significantly increasing visibility and engagement opportunities.
- Teads has successfully activated over 4,000 CTV HomeScreen campaigns, demonstrating strong demand and effectiveness in this advertising format.
- The use of innovative 3D creative formats by Teads Studio has proven to enhance brand recall and favorability, showcasing their capability in delivering impactful advertising solutions.
Potential Negatives
- The release contains strong forward-looking statements that highlight potential risks and uncertainties related to the company's ability to maintain or expand its partnership with Google TV and the adoption of CTV HomeScreen formats by advertisers.
- The mention of competitive pressures in the CTV and streaming advertising market suggests challenges in achieving market share and growth, which could impact financial results.
- The necessity to caution stakeholders against relying too heavily on forward-looking statements indicates possible volatility in future business performance, which may concern investors.
FAQ
What is the partnership between Teads and Google TV about?
Teads has partnered with Google TV to greatly expand its connected TV HomeScreen ad inventory, enhancing brand visibility on CTV platforms.
How does Teads' technology enhance advertising on Google TV?
Teads employs creative innovations and 3D formats to transform standard video ads into dynamic, engaging experiences that boost viewer attention and recall.
What benefits do brands gain from the Teads and Google TV collaboration?
Brands gain access to premium inventory on Google TV, leading to high engagement with a large audience in a customized viewing environment.
How many successful campaigns has Teads activated on connected TV?
Teads has successfully activated over 4,000 CTV HomeScreen campaigns since their launch in 2023, reaching a vast number of unique devices.
What results did the Michelin campaign achieve with Teads Studio?
The Michelin “Motion for Life” campaign saw increases in brand favorability by 7%, perception of safety by 8%, and brand consideration by 6%.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$TEAD Insider Trading Activity
$TEAD insiders have traded $TEAD stock on the open market 9 times in the past 6 months. Of those trades, 9 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $TEAD stock by insiders over the last 6 months:
- YAFFA KRINDEL has made 9 purchases buying 26,250 shares for an estimated $36,637 and 0 sales.
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$TEAD Revenue
$TEAD had revenues of $318.8M in Q3 2025. This is an increase of 48.86% from the same period in the prior year.
You can track TEAD financials on Quiver Quantitative's TEAD stock page.
$TEAD Hedge Fund Activity
We have seen 38 institutional investors add shares of $TEAD stock to their portfolio, and 68 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MILLENNIUM MANAGEMENT LLC added 769,884 shares (+628.5%) to their portfolio in Q3 2025, for an estimated $1,270,308
- GSA CAPITAL PARTNERS LLP added 480,680 shares (+inf%) to their portfolio in Q3 2025, for an estimated $793,122
- VALUE BASE LTD. added 400,000 shares (+7.5%) to their portfolio in Q3 2025, for an estimated $660,000
- MARSHALL WACE, LLP added 339,951 shares (+1997.2%) to their portfolio in Q3 2025, for an estimated $560,919
- DIMENSIONAL FUND ADVISORS LP removed 292,021 shares (-45.6%) from their portfolio in Q3 2025, for an estimated $481,834
- AWM INVESTMENT COMPANY, INC. removed 286,155 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $472,155
- JACOBS LEVY EQUITY MANAGEMENT, INC removed 231,513 shares (-68.6%) from their portfolio in Q3 2025, for an estimated $381,996
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$TEAD Analyst Ratings
Wall Street analysts have issued reports on $TEAD in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 11/07/2025
To track analyst ratings and price targets for $TEAD, check out Quiver Quantitative's $TEAD forecast page.
Full Release
NEW YORK, Feb. 05, 2026 (GLOBE NEWSWIRE) -- Teads, the omnichannel outcomes platform, has partnered with Google TV to expand its connected TV (CTV) HomeScreen ad inventory significantly. This strategic partnership gives brands access to one of the most prominent, high-attention placements on connected television, appearing as the first visual impression on Google TV devices across major global markets, including the US and UK.
With Google TV Masthead, advertisers get access to a large, engaged audience in a premium viewing environment. Google TV brings together 400,000+ movies, shows, and more from across 10,000+ apps, so they’re in one place; and with personalized profiles and recommendations, everyone’s experience is customized for them. These innovations make content discovery more intuitive and conversational, creating an even more valuable moment for HomeScreen placements to capture attention.
"Our partnership with Google TV is designed first and foremost to drive impact for our clients,” said Simon Klein, SVP Commercial Strategy CTV at Teads. “Google TV offers exceptional reach and premium supply, and by pairing that with Teads’ creative and omnichannel capabilities, we’re able to bring brands a unique entry point that doesn’t just reach viewers - it commands attention and delivers premium quality."
To help brands get the most value from premium placements, Teads pairs its media with the creative innovation of Teads Studio, our in-house team focused on optimizing storytelling across screens. As pioneers of 3D creative formats on the CTV HomeScreen, Teads Studio turns standard video assets into dynamic, interactive experiences that boost attention and recall. One example is our work with Michelin on the “Motion for Life” campaign . BETC (Michelin’s creative agency), guided by Teads Studio, leveraged the HomeScreen’s high-impact canvas to build a 3D creative execution. The results were strong, delivering +7 percent brand favorability, +8 percent perception of safety, and +6 percent brand consideration, proving that pairing high-quality creative with premium CTV environments delivers meaningful brand impact.
To date, Teads has had more than 4,000 CTV HomeScreen campaigns successfully activated since its launch in 2023. HomeScreen inventory reaches 500m+ unique devices, and campaigns have been run by premium brands globally, including Cartier, Nestlé, and Air France.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the federal securities laws, which statements involve substantial risks and uncertainties. Forward-looking statements generally relate to possible or assumed future results of our business, financial condition, results of operations, liquidity, plans and objectives. You can generally identify forward-looking statements because they contain words such as “may,” “will,” “should,” “expects,” “plans,” “anticipates,” “could,” “intends,” “guidance,” “outlook,” “target,” “projects,” “contemplates,” “believes,” “estimates,” “predicts,” "foresee,” “potential” or “continue” or the negative of these terms or other similar expressions that concern our expectations, strategy, plans or intentions.
We have based these forward-looking statements largely on our current expectations and projections regarding future events and trends that we believe may affect our business, financial condition and results of operations. The outcome of the events described in these forward-looking statements is subject to risks, uncertainties and other factors, including but not limited to: the risk that we may be unable to maintain or expand our strategic partnership with Google TV or other CTV partners; technical challenges related to integrating our advertising demand with CTV operating systems; the risk that advertisers may not adopt CTV HomeScreen formats at the rates we anticipate; the highly competitive nature of the CTV and streaming advertising market; and the other important risks described in the section entitled “Risk Factors” and elsewhere in the Annual Report on Form 10-K filed for the year ended December 31, 2024, and our Quarterly Reports on Form 10-Q filed for the quarters ended March 31, 2025, June 30, 2025, and September 30, 2025, filed with the Securities and Exchange Commission (the “SEC”), which are available on our website at https://investors.teads.com/ and on the SEC’s website at www.sec.gov.
Accordingly, you should not rely upon forward-looking statements as predictions of future events. We cannot assure you that the results, events and circumstances reflected in the forward-looking statements will be achieved or occur, and actual results, events or circumstances could differ materially from those projected in the forward-looking statements. We undertake no obligation to update any forward-looking statement to reflect events or circumstances after the date on which the statement is made or to reflect the occurrence of unanticipated events. We do not assume any obligation to update any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by law.
About Teads
Teads Holding Co. (“Teads”) (Nasdaq: TEAD) is the omnichannel outcomes platform for the Open Internet, driving full-funnel results for marketers across premium media. With a focus on meaningful business outcomes for branding and performance objectives, Teads drives value with every media dollar by leveraging predictive AI technology to connect quality media, beautiful brand creative, and context-driven addressability and measurement. One of the most scaled advertising platforms on the open internet, Teads is directly partnered with more than 10,000 publishers and 20,000 advertisers globally. The company is headquartered in New York, New York with a global team of around 1700 people in 30+ countries.
For more information, visit www.teads.com .
Google TV is the name of this device's software experience and a trademark of Google LLC.
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