Teads Holding (TEAD) Cost of Revenue (2020 - 2026)
Teads Holding (TEAD) posted quarterly Cost of Revenue of $158.1 million for Q1 2026, up 672.32% year-over-year from $20.5 million in Q1 2025, and up 133.66% quarter-over-quarter from -$469.8 million in Q4 2025.
Analysis
Teads Holding (TEAD) Cost of Revenue (2020 - 2026) Analysis & Trends
Teads Holding (TEAD) has reported Cost of Revenue for 7 consecutive years, with $158.1 million the latest figure, recorded in Q1 2026.
- In Q1 2026, Cost of Revenue rose 672.32% year-over-year to $158.1 million; the TTM figure through Mar 2026 stood at $100.3 million (down 88.28% YoY), while the FY2025 annual figure was $100.6 million, down 85.58% from the prior year.
- Cost of Revenue rose to $158.1 million in Q1 2026 per TEAD's latest filing, from -$469.8 million in the prior quarter.
- Across five years, Cost of Revenue topped out at $666.0 million in Q4 2024 and bottomed at -$469.8 million in Q4 2025.
- Historically, Cost of Revenue has averaged $133.5 million across 5 years, with a median of $175.4 million in 2024.
- On a YoY basis, Cost of Revenue climbed as much as 1867.89% in 2025 and fell as far as 170.54% in 2025.
- Teads Holding's Cost of Revenue stood at $198.7 million in 2022, then fell by 23.3% to $152.4 million in 2023, then soared by 336.94% to $666.0 million in 2024, then slumped by 170.54% to -$469.8 million in 2025, then soared by 133.66% to $158.1 million in 2026.
- Business Quant data shows TEAD's Cost of Revenue at $158.1 million in Q1 2026, -$469.8 million in Q4 2025, and $213.0 million in Q3 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Cost of Rev (Qtr) |
|---|---|---|---|---|---|
| 1 | Alphabet | 4,083.83 Bn | 3,654.79 Bn | 73.85 Bn | 45.94 Bn |
| 2 | Meta Platforms | 1,456.07 Bn | 1,365.81 Bn | 49.47 Bn | 11.33 Bn |
| 3 | Spotify Technology | 111.71 Bn | 104.79 Bn | 1.86 Bn | 3.70 Bn |
| 4 | Nebius | 50.03 Bn | 40.93 Bn | 448.70 Mn | 133.60 Mn |
| 5 | 28.44 Bn | 25.65 Bn | 734.60 Mn | 70.31 Mn | |
| 6 | Bilibili | 13.59 Bn | 11.45 Bn | 433.97 Mn | 732.09 Mn |
| 7 | Tencent Music Entertainment | 12.71 Bn | 9.21 Bn | 582.00 Mn | 735.00 Mn |
| 8 | 12.21 Bn | 10.93 Bn | 922.30 Mn | 257.35 Mn | |
| 9 | Match | 9.45 Bn | 8.86 Bn | 648.84 Mn | 204.26 Mn |
| 10 | Teads Holding | 48.84 Mn | -42.17 Mn | 95.60 Mn | 188.99 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 188.99 Mn |
| Jun 30, 2026 | 188.99 Mn |
| Mar 31, 2026 | 182.37 Mn |
| Mar 31, 2026 | 182.37 Mn |
| Dec 31, 2025 | 231.85 Mn |
| Dec 31, 2025 | 231.85 Mn |
| Sep 30, 2025 | 213.02 Mn |
| Sep 30, 2025 | 213.02 Mn |
| Jun 30, 2025 | 222.83 Mn |
| Jun 30, 2025 | 222.83 Mn |
| Mar 31, 2025 | 203.71 Mn |
| Mar 31, 2025 | 203.71 Mn |
| Dec 31, 2024 | 178.52 Mn |
| Dec 31, 2024 | 178.52 Mn |
| Sep 30, 2024 | 175.31 Mn |
| Sep 30, 2024 | 175.31 Mn |
| Jun 30, 2024 | 168.57 Mn |
| Jun 30, 2024 | 168.57 Mn |
| Mar 31, 2024 | 175.37 Mn |
| Mar 31, 2024 | 175.37 Mn |