TEAD Teads Holding Co. - Common Stock
NASDAQ · N/A · Ver en SEC EDGAR ↗ cerrar Oct 2, 2026 10-K/10-Q Ago 7, 2026TEAD Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
TEAD Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.
Acerca de Teads Holding Co. - Common Stock Descripción general de la empresa de Wikipedia
Outbrain is a web recommendation platform founded in 2006 by co-founder and Co-CEO Yaron Galai and co-founder, Chief Technology Officer and General Manager, Ori Lahav. The company is headquartered in New York City.
In February 2024, Yaron Galai resigned.
The company generates revenue for online publishers by displaying feeds of content and ads, or boxes of links, known as chumboxes, to pages within a website or mobile platform. Advertisers pay Outbrain on a pay-per-click basis and a portion of that revenue is shared with publishers.
The quality of Outbrain's recommendations has been debated.
Products
Outbrain is a native advertising company. It uses targeted advertising to recommend articles, slideshows, blog posts, photos or videos to a reader. Some of the content recommended by Outbrain link to publisher's own content, while others link to other sites.
As of March 2019, Outbrain's promoted articles are found on 108,121 websites. In 2020, Outbrain delivered an average of 10 billion recommendations daily for over 20,000 advertisers.
History
Outbrain first marketed its content discovery platform in 2006.
It was founded by Yaron Galai and Ori Lahav, who were both officers in the Israeli Navy. Galai sold his company Quigo to AOL in 2007 for $363 million. Lahav worked at Shopping.com, acquired by eBay in 2005.
The company is headquartered in New York with global offices in London, San Francisco, Chicago, Washington, D.C., Cologne, Gurugram, Paris, Ljubljana, Munich, Milan, Madrid, Tokyo, São Paulo, Netanya, Singapore, and Sydney.
Outbrain went public in July 2021. The company offered 8 million shares in the IPO, bringing in $160 million.
Mergers and acquisitions
Outbrain has acquired 6 companies—related content recommendation platform, Surphace (February 2011), content curation platform, Scribit (December 2012), and predictive analytics company, Visual Revenue (March 2013). In early 2016, Outbrain acquired technology company Revee. In July 2017, Outbrain acquired Zemanta. In February 2019, Outbrain acquired Ligatus.
In October 2019, Outbrain announced its intention to merge with Taboola under the Taboola brand. In September 2020, Taboola and Outbrain ceased merger discussions.
In August 2024, Outbrain and Teads announced plans to merge in "an approximately $1 billion transaction".
In February 2025, Outrain announced the closing of its acquisition of Teads, following receipt of all necessary regulatory approvals. Following Outbrain’s acquisition of Teads in February 2025, they announced in June that the combined company has completed its corporate renaming from “Outbrain Inc.” to “Teads Holding Co.”
Business model
Advertisers typically pay on a pay-per-click basis and publishers generate income from external clicks. Approximately 75% of that revenue is paid to the site or app which presented the Outbrain link. Outbrain shares advertising revenue with publishers who implement their feeds or links on their sites, which are sometimes referred to as chumboxes.
Reception
Outbrain has often been compared with competitor Taboola. One way that Outbrain claimed to distinguish itself from Taboola was that it tried to pre-filter spammy links before displaying them, whereas Taboola had a feature called Taboola Choice, where users can offer feedback on what recommendations they do not like.
Both Outbrain and Taboola have been described by Internet commentators as alternatives to Google AdSense that content publishers could consider for revenue streams.
In November 2012, in response to criticism of it for low-quality links, Outbrain decided to cut off showing such links and stated that doing so would cause it a 25% revenue cut, but that it was important for its long-term reputation with publishers and users. In 2021, Outbrain revamped its algorithm to incorporate machine learning and artificial intelligence to improve the quality of its ads. However, the quality of Outbrain's recommendations have been debated.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | TEAD | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | -0.1promedio 5A ≈-15.3 | ≈-15.3 | · | · | |
| P/S (TTM) | 0.0promedio 5A ≈0.3 | ≈0.3 | 1.1 | Infravalorado | |
| P/C (MRQ) | 7.5promedio 5A ≈1.4 | ≈1.4 | 1.7 | Sobrevalorado | |
| EV / EBITDA | 0.2 | · | 16.7 | Infravalorado | |
| Precio / FCF (TTM) | -1.2promedio 5A ≈19.4 | ≈19.4 | · | · | |
| Precio / Flujo de Caja (TTM) | -1.3promedio 5A ≈18.7 | ≈18.7 | 8.9 | Valor razonable | |
| EV / Ingresos (TTM) | -0.0 | · | · | · | |
| EV / FCF (TTM) | 0.6 | · | · | · | |
| Precio / Valor Contable Tangible (MRQ) | -0.2promedio 5A ≈2.3 | ≈2.3 | · | · |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | TEAD | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Bruto (TTM) | 33.2%promedio 5A ≈23.5% | ≈23.5% | 41.3% | Débil | |
| Margen Operativo (TTM) | -31.9%promedio 5A ≈-6.2% | ≈-6.2% | -7.4% | De primer nivel | |
| EBITDA Margin (Margen EBITDA) | -30.7%promedio 5A ≈-6.2% | ≈-6.2% | -7.4% | De primer nivel | |
| Margen antes de impuestos (TTM) | -38.0%promedio 5A ≈-7.6% | ≈-7.6% | -10.7% | Débil | |
| Margen de Beneficio Neto (TTM) | -43.3%promedio 5A ≈-8.0% | ≈-8.0% | -11.8% | Débil | |
| ROA (TTM) | -36.0%promedio 5A ≈-11.0% | ≈-11.0% | -6.6% | Débil | |
| ROE (TTM) | -196.2%promedio 5A ≈-33.4% | ≈-33.4% | -33.7% | Débil | |
| ROIC | -382.1%promedio 5A ≈-80.1% | ≈-80.1% | -6.1% | Débil |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | TEAD | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Deuda / Patrimonio (MRQ) | 1.0 | · | 0.8 | Deuda alta | |
| Ratio corriente (MRQ) | 1.0promedio 5A ≈1.5 | ≈1.5 | 0.8 | Liquidez sólida | |
| Ratio Rápido (MRQ) | 0.9promedio 5A ≈1.4 | ≈1.4 | 0.5 | Liquidez sólida |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | TEAD | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 46.1%promedio 5A ≈13.1% | ≈13.1% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 9.4%promedio 5A ≈4.0% | ≈4.0% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 11.1% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | 33.0% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | TEAD | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 1.4promedio 5A ≈1.4 | ≈1.4 | 0.7 | De primer nivel | |
| Receivables Turnover (Rotación de Cuentas por Cobrar) | 5.3promedio 5A ≈5.3 | ≈5.3 | 6.6 | Débil | |
| Revenue / Employee (Ingresos / Empleado) | ≈$765.0K | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Ago 5, 2026 | $-0.44 | $-0.23 | -90.3% |
| 31 de marzo de 2026 | May 7, 2026 | $-0.38 | $-0.51 | 25.7% |
| 31 de diciembre de 2025 | $0.00 | $-0.12 | 100.0% | |
| 30 de septiembre de 2025 | $-0.21 | $-0.10 | -107.1% | |
| 30 de junio de 2025 | $-0.16 | $-0.05 | -198.0% | |
| 31 de marzo de 2025 | $-0.20 | $-0.10 | -104.7% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.30B | $890M | $936M | $992M | $1.02B | $767M | $687M | |
| Cost of Revenue | $771M | $654M | $708M | $757M | $744M | $573M | $517M | |
| Gross Profit | $429M | $192M | $185M | $193M | $240M | $165M | $142M | |
| R&D Expense | $44M | $37M | $36M | $40M | $39M | $29M | $26M | |
| SG&A Expense | $124M | $70M | $58M | $57M | $71M | $48M | $51M | |
| Operating Expenses | $828M | $205M | $193M | $206M | $206M | $155M | $156M | |
| Operating Income | $-399M | $-13M | $-9M | $-14M | $35M | $10M | $-15M | |
| Interest Expense | · | · | $5M | $8M | $4M | $832.0K | $601.0K | |
| Other Non-op | $-79M | $14M | $25M | $-5M | $-49M | $-3M | $-449.0K | |
| Pretax Income | $-478M | $2M | $16M | $-19M | $-15M | $8M | $-15M | |
| Income Tax | $39M | $2M | $6M | $6M | $-26M | $3M | $5M | |
| Net Income | $-517M | $-711.0K | $10M | $-25M | $11M | $4M | $-21M | |
| EPS (Basic) | $-5.69 | $-0.01 | $0.20 | $-0.44 | $0.31 | $0.10 | $-1.34 | |
| EPS (Diluted) | $-5.69 | $-0.11 | $-0.06 | $-0.44 | $0.20 | $0.08 | $-1.34 | |
| Shares (Basic) | 90,855,702 | 49,321,301 | 50,900,422 | 55,615,385 | 35,159,757 | 16,816,178 | 15,275,129 | |
| Shares (Diluted) | 90,855,702 | 52,709,356 | 56,965,299 | 55,615,385 | 53,894,347 | 20,186,802 | 15,275,129 | |
| EBITDA | $-399M | $-13M | $-9M | $-14M | $35M | · | · |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $128M | $89M | $71M | $106M | $455M | $94M | $50M | |
| Short-term Investments | $10M | $77M | $94M | $167M | $0 | · | · | |
| Receivables | $342M | $149M | $189M | $181M | $193M | $165M | · | |
| Prepaid Expense | $49M | $28M | $47M | $47M | $28M | $18M | · | |
| Current Assets | $530M | $343M | $402M | $501M | $676M | $277M | · | |
| PP&E (Net) | · | · | · | · | $28M | $25M | · | |
| PP&E (Gross) | $184M | $164M | $148M | $134M | $102M | $93M | · | |
| Accum. Depreciation | $133M | $119M | $105M | $94M | $74M | $68M | · | |
| Goodwill | $281M | $63M | $63M | $63M | $33M | $33M | · | |
| Intangibles | $377M | $17M | $20M | $25M | $6M | $10M | · | |
| Other Non-current Assets | $22M | $25M | $21M | $28M | $20M | $9M | · | |
| Total Assets | $1.33B | $549M | $665M | $781M | $796M | $356M | · | |
| Accounts Payable | $259M | $207M | $151M | $148M | $161M | $118M | · | |
| Short-term Debt | $18M | $0 | · | · | · | · | · | |
| Current Liabilities | $484M | $289M | $298M | $300M | $288M | $257M | · | |
| Capital Leases | $22M | $12M | $9M | $8M | $0 | · | · | |
| Deferred Tax | $73M | $2M | · | · | · | · | · | |
| Other Non-current Liabilities | $14M | $6M | $17M | $19M | $15M | $17M | · | |
| Total Liabilities | $1.23B | $318M | $442M | $563M | $539M | $274M | · | |
| Long-term Debt | $605M | $0 | $118M | $236M | $236M | $0 | · | |
| Total Debt | $18M | · | · | · | · | · | · | |
| Common Stock | $96.0K | $64.0K | $62.0K | $60.0K | $58.0K | $17.0K | · | |
| Paid-in Capital | $686M | $485M | $469M | $456M | $435M | $95M | · | |
| Retained Earnings | $-687M | $-169M | $-169M | $-179M | $-157M | $-168M | · | |
| Treasury Stock | $533.0K | $74M | $68M | $49M | $17M | $2M | · | |
| AOCI | $97M | $-9M | $-9M | $-10M | $-4M | $-4M | · | |
| Stockholders' Equity | $95M | $231M | $223M | $218M | $257M | $-80M | $-90M | |
| Liabilities + Equity | $1.33B | $549M | $665M | $781M | $796M | $356M | · | |
| Shares Outstanding | 95,980,437 | 63,503,274 | 61,567,520 | 60,175,020 | 58,015,075 | 17,439,488 | 16,837,232 |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $14M | $15M | $12M | $12M | $26M | $4M | $4M | |
| Deferred Tax | $28M | $-5M | $-4M | $-4M | $-32M | $-2M | $-141.0K | |
| Amort. of Intangibles | $48M | $3M | $4M | $6M | $4M | $4M | $4M | |
| Restructuring | $15M | $742.0K | $4M | · | · | · | · | |
| Operating Cash Flow | $8M | $69M | $14M | $4M | $57M | $53M | $17M | |
| CapEx | $6M | $7M | $10M | $13M | $10M | $2M | $2M | |
| Investing Cash Flow | $-554M | $67M | $70M | $-318M | $-20M | $-9M | $-8M | |
| Net Debt Issued | $-8M | $-110M | $-96M | · | · | · | · | |
| Stock Repurchased | $646.0K | $7M | $19M | $33M | $14M | $280.0K | · | |
| Net Stock Activity | $-646.0K | $-7M | $-19M | $-33M | · | · | · | |
| Financing Cash Flow | $585M | $-118M | $-117M | $-32M | $326M | $-4M | $-4M | |
| Net Change in Cash | $40M | $19M | $-35M | $-350M | $362M | $44M | $6M | |
| Taxes Paid | $24M | $10M | $9M | $7M | $7M | $3M | $5M | |
| Free Cash Flow | $2M | $61M | $4M | $-10M | $47M | · | · | |
| Levered FCF | · | · | $241.7K | $-20M | $50M | · | · |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Gross Margin | 33.0% | 21.6% | 19.8% | 19.4% | 23.7% | · | · | |
| Operating Margin | -30.7% | -1.4% | -0.92% | -1.4% | 3.4% | · | · | |
| Net Margin | -39.8% | -0.08% | 1.1% | -2.5% | 1.1% | · | · | |
| Pretax Margin | -36.7% | 0.19% | 1.8% | -1.9% | -1.4% | · | · | |
| EBITDA Margin | -30.7% | -1.4% | -0.92% | -1.4% | 3.4% | · | · | |
| ROA | -55.1% | -0.12% | 1.4% | -3.1% | 1.9% | · | · | |
| ROE | -164.8% | -0.31% | 4.6% | -11.1% | 4.6% | · | · | |
| ROIC | -382.1% | 2.3% | -2.4% | -8.2% | -10.2% | · | · |
Liquidez y Solvencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.1 | 1.2 | 1.4 | 1.7 | 2.3 | · | · | |
| Quick Ratio | 1.0 | 1.1 | 1.2 | 1.5 | 2.2 | · | · | |
| Debt / Equity | 0.2 | · | · | · | · | · | · | |
| Interest Coverage | · | · | -1.6 | -1.8 | 8.7 | · | · |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.4 | 1.5 | 1.3 | 1.3 | 1.8 | · | · | |
| Receivables Turnover | 5.3 | 5.3 | 5.1 | 5.3 | 5.7 | · | · |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $0.99 | $4.62 | $4.49 | $4.17 | $4.53 | · | · | |
| Revenue / Share | $14.31 | $16.88 | $16.43 | $17.84 | $18.84 | · | · | |
| Cash Flow / Share | $0.08 | $1.30 | $0.24 | $0.07 | $1.05 | · | · | |
| Cash / Share | $1.34 | $1.78 | $1.43 | $2.02 | $8.03 | · | · | |
| EPS (TTM) | $-5.69 | $-0.11 | $-0.06 | $-0.44 | $0.20 | · | · |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 46.1% | -4.9% | -5.7% | -2.3% | 32.4% | · | · | |
| Revenue CAGR 3Y | 9.4% | -4.3% | 6.9% | · | · | · | · | |
| Revenue CAGR 5Y | 11.1% | · | · | · | · | · | · | |
| EPS YoY | · | · | · | · | 150.0% | · | · | |
| Net Income YoY | · | · | · | · | 152.3% | · | · | |
| Net Income CAGR 3Y | · | · | 33.0% | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.30B | $890M | $936M | $992M | $1.02B | · | · | |
| Net Income TTM | $-517M | $-711.0K | $10M | $-25M | $11M | · | · | |
| Market Cap | $68M | $360M | $218M | $189M | $794M | · | · | |
| Enterprise Value | $-54M | · | · | · | · | · | · | |
| P/E | -0.1 | -65.3 | -73.0 | -8.2 | 70.0 | · | · | |
| P/S | 0.1 | 0.4 | 0.2 | 0.2 | 0.8 | · | · | |
| P/B | 0.7 | 1.6 | 1.0 | 0.9 | 3.1 | · | · | |
| P / Tangible Book | · | 2.4 | 1.6 | 1.5 | 3.6 | · | · | |
| P / Cash Flow | 8.9 | 5.2 | 15.8 | 49.6 | 14.0 | · | · | |
| P / FCF | 33.8 | 5.9 | 60.2 | -19.8 | 16.9 | · | · | |
| EV / EBITDA | 0.1 | · | · | · | · | · | · | |
| EV / FCF | -26.8 | · | · | · | · | · | · | |
| EV / Revenue | -0.0 | · | · | · | · | · | · | |
| Earnings Yield | -808.2% | -1.5% | -1.4% | -12.2% | 1.4% | · | · |
Estado de resultados
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $285M | $266M | $352M | $319M | $343M | $286M | $235M | $224M | $214M | $217M | $248M | $230M | $226M | $232M | $258M | $229M | |
| Cost of Revenue | $161M | $158M | $200M | $188M | $199M | $183M | $166M | $164M | $158M | $165M | $184M | $173M | $171M | $180M | $199M | $176M | |
| Gross Profit | $96M | $84M | $120M | $106M | $120M | $83M | $56M | $49M | $46M | $42M | $53M | $46M | $44M | $41M | $48M | $42M | |
| R&D Expense | $11M | $11M | $6M | $11M | $13M | $14M | $9M | $9M | $9M | $9M | $8M | $9M | $10M | $9M | $9M | $10M | |
| SG&A Expense | $28M | $27M | $28M | $32M | $28M | $36M | $18M | $20M | $17M | $15M | $13M | $14M | $16M | $15M | $16M | $12M | |
| Operating Expenses | $111M | $105M | $466M | $112M | $123M | $127M | $54M | $52M | $51M | $48M | $48M | $44M | $52M | $50M | $52M | $49M | |
| Operating Income | $-16M | $-22M | $-346M | $-6M | $-2M | $-44M | $3M | $-3M | $-6M | $-7M | $6M | $3M | $-8M | $-9M | $-4M | $-7M | |
| Interest Expense | · | · | · | · | · | · | · | · | $569.0K | $937.0K | · | $1M | $1M | $2M | · | $2M | |
| Other Non-op | $-20M | $-18M | $-19M | $-18M | $-18M | $-24M | $823.0K | $11M | $2M | $468.0K | $1M | $-1M | $23M | $2M | $2M | $1M | |
| Pretax Income | $-35M | $-40M | $-365M | $-24M | $-20M | $-68M | $3M | $8M | $-3M | $-6M | $7M | $2M | $15M | $-7M | $-1M | $-6M | |
| Income Tax | $7M | $-988.0K | $63M | $-5M | $-6M | $-13M | $4M | $1M | $-1M | $-1M | $3M | $1M | $4M | $-2M | $7M | $-1M | |
| Net Income | $-42M | $-39M | $-428M | $-20M | $-14M | $-55M | $-167.0K | $7M | $-2M | $-5M | $4M | $508.0K | $11M | $-6M | $-8M | $-5M | |
| EPS (Basic) | $-0.44 | $-0.40 | $-4.63 | $-0.21 | $-0.15 | $-0.70 | $-0.01 | $0.14 | $-0.04 | $-0.10 | $0.08 | $0.01 | $0.22 | $-0.11 | $-0.15 | $-0.08 | |
| EPS (Diluted) | $-0.44 | $-0.40 | $-4.63 | $-0.21 | $-0.15 | $-0.70 | $0.02 | $0.01 | $-0.04 | $-0.10 | $0.13 | $0.01 | $-0.09 | $-0.11 | $-0.15 | $-0.08 | |
| Shares (Basic) | 97,299,602 | 96,279,745 | · | 95,113,669 | 94,492,931 | 77,954,579 | · | 49,325,518 | 48,922,017 | 49,265,012 | · | 50,881,194 | 51,223,988 | 51,435,289 | · | 55,232,611 | |
| Shares (Diluted) | 97,299,602 | 96,279,745 | · | 95,113,669 | 94,492,931 | 77,954,579 | · | 53,908,058 | 48,922,017 | 49,265,012 | · | 51,240,968 | 56,625,766 | 51,435,289 | · | 55,232,611 | |
| EBITDA | $-16M | $-22M | · | $-6M | $-2M | $-44M | · | $-3M | $-6M | $-7M | · | $3M | $-8M | $-9M | · | $-7M |
Balance general
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $88M | $85M | $128M | $131M | $149M | $136M | $89M | $57M | $75M | $71M | $71M | $65M | $60M | $73M | $106M | $138M | |
| Short-term Investments | $3M | $13M | $10M | $8M | $17M | $20M | $77M | $73M | $88M | $92M | · | $104M | $113M | $179M | · | $136M | |
| Receivables | $282M | $279M | $342M | $312M | $338M | $328M | $149M | $158M | $154M | $156M | · | $171M | $169M | $181M | · | $166M | |
| Prepaid Expense | $33M | $49M | $49M | $43M | $47M | $50M | $28M | $38M | $40M | $39M | · | $47M | $47M | $48M | · | $43M | |
| Current Assets | $406M | $426M | $530M | $494M | $551M | $534M | $343M | $326M | $357M | $359M | · | $387M | $389M | $481M | · | $482M | |
| PP&E (Gross) | $196M | $190M | $184M | $178M | $173M | $169M | $164M | $160M | $156M | $151M | · | $149M | $144M | $139M | · | · | |
| Accum. Depreciation | $141M | $137M | $133M | $129M | $125M | $121M | $119M | $116M | $113M | $109M | · | $106M | $102M | $99M | · | · | |
| Goodwill | $274M | $276M | $281M | $633M | $633M | $587M | $63M | $63M | $63M | $63M | $63M | $63M | $63M | $63M | · | $63M | |
| Intangibles | $343M | $358M | $377M | $390M | $403M | $391M | $17M | $18M | $19M | $20M | · | $21M | $22M | $23M | · | $26M | |
| Other Non-current Assets | $19M | $21M | $22M | $23M | $24M | $24M | $25M | $21M | $20M | $20M | · | $21M | $24M | $26M | · | $23M | |
| Total Assets | $1.16B | $1.20B | $1.33B | $1.71B | $1.77B | $1.69B | $549M | $530M | $626M | $627M | · | $630M | $634M | $746M | · | $753M | |
| Accounts Payable | $215M | $211M | $259M | $266M | $290M | $274M | $207M | $123M | $129M | $140M | · | $126M | $141M | $138M | · | $129M | |
| Short-term Debt | $7M | $17M | $18M | $18M | $18M | $16M | $0 | · | · | · | · | · | · | · | · | · | |
| Current Liabilities | $413M | $409M | $484M | $455M | $503M | $473M | $289M | $273M | $261M | $261M | · | $267M | $267M | $275M | · | $266M | |
| Capital Leases | $20M | $21M | $22M | $18M | $20M | $20M | $12M | $13M | $13M | $14M | · | $10M | $11M | $9M | · | $9M | |
| Deferred Tax | $65M | $67M | $73M | $63M | $67M | $62M | $2M | · | · | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $12M | $13M | $14M | $13M | $12M | $11M | $6M | $18M | $18M | $16M | · | $18M | $17M | $18M | · | $17M | |
| Total Liabilities | $1.15B | $1.15B | $1.23B | $1.19B | $1.24B | $1.21B | $318M | $303M | $410M | $410M | · | $412M | $413M | $538M | · | $528M | |
| Long-term Debt | $607M | $606M | $605M | $604M | $603M | $611M | $0 | $0 | $118M | $118M | · | $118M | $118M | $236M | · | $236M | |
| Total Debt | $7M | $17M | · | $18M | $18M | $16M | · | · | · | · | · | · | · | · | · | · | |
| Common Stock | $98.0K | $97.0K | $96.0K | $96.0K | $95.0K | $94.0K | $64.0K | $63.0K | $63.0K | $62.0K | · | $61.0K | $61.0K | $60.0K | · | $60.0K | |
| Paid-in Capital | $690M | $688M | $686M | $682M | $678M | $674M | $485M | $480M | $476M | $472M | · | $465M | $462M | $459M | · | $453M | |
| Retained Earnings | $-768M | $-725M | $-687M | $-258M | $-239M | $-224M | $-169M | $-169M | $-176M | $-174M | · | $-173M | $-173M | $-185M | · | $-174M | |
| Treasury Stock | $646.0K | $571.0K | $533.0K | $526.0K | $440.0K | $242.0K | $74M | $74M | $74M | $72M | · | $62M | $57M | $56M | · | $42M | |
| AOCI | $85M | $88M | $97M | $96M | $92M | $25M | $-9M | $-10M | $-10M | $-9M | · | $-12M | $-12M | $-11M | · | $-11M | |
| Stockholders' Equity | $7M | $50M | $95M | $519M | $532M | $475M | $231M | $227M | $216M | $217M | $223M | $218M | $220M | $208M | $218M | $225M | |
| Liabilities + Equity | $1.16B | $1.20B | $1.33B | $1.71B | $1.77B | $1.69B | $549M | $530M | $626M | $627M | · | $630M | $634M | $746M | · | $753M | |
| Shares Outstanding | 98,065,162 | 96,991,430 | 95,980,437 | 95,469,264 | 94,969,026 | 94,293,190 | 50,090,114 | 49,654,192 | 49,215,351 | 49,091,230 | 61,567,520 | 50,598,994 | 51,305,013 | 51,146,939 | 60,175,020 | 53,583,382 |
Flujo de Efectivo
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $2M | $2M | $3M | $4M | $4M | $3M | $4M | $4M | $5M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | |
| Deferred Tax | $2M | $-6M | $70M | $-11M | $-14M | $-18M | $-664.0K | $311.0K | $-5M | $-174.0K | $-1M | $-3M | $217.0K | $-437.0K | $5M | $-4M | |
| Amort. of Intangibles | $13M | $13M | $13M | $13M | $13M | $8M | $850.0K | $855.0K | $852.0K | $852.0K | $853.0K | $852.0K | $853.0K | $2M | $2M | $2M | |
| Restructuring | $1M | $2M | $6M | $657.0K | $2M | $7M | $0 | $0 | $575.0K | $167.0K | · | · | $2M | $800.0K | · | · | |
| Operating Cash Flow | $9M | $-35M | $7M | $-24M | $25M | $-966.0K | $43M | $14M | $4M | $9M | $25M | $7M | $2M | $-20M | $17M | $-12M | |
| CapEx | $1M | $726.0K | $755.0K | $789.0K | $1M | $3M | $3M | $3M | $805.0K | $1M | $2M | $3M | $1M | $4M | $3M | $496.0K | |
| Investing Cash Flow | $4M | $-9M | $-9M | $3M | $-3M | $-546M | $-8M | $76M | $3M | $-4M | $-14M | $4M | $83M | $-4M | $-43M | $-223M | |
| Stock Repurchased | $75.0K | $38.0K | $7.0K | $86.0K | $198.0K | $355.0K | $210.0K | $168.0K | $2M | $4M | $5M | $6M | $1M | $6M | $7M | $16M | |
| Net Stock Activity | · | $-38.0K | · | · | · | $-355.0K | · | · | · | $-4M | · | · | · | $-6M | · | · | |
| Financing Cash Flow | $-11M | $-136.0K | $-23.0K | $-195.0K | $-11M | $596M | $-808.0K | $-110M | $-2M | $-4M | $-6M | $-6M | $-98M | $-7M | $-7M | $-17M | |
| Net Change in Cash | $3M | $-43M | $-2M | $-19M | $12M | $49M | $32M | $-18M | $4M | $469.0K | $6M | $5M | $-13M | $-32M | $-32M | $-254M | |
| Taxes Paid | $-7M | $-1M | $7M | $4M | $5M | $8M | $-845.0K | $3M | $6M | $2M | $1M | $1M | $4M | $2M | $3M | $1M | |
| Free Cash Flow | · | $-36M | · | · | · | $-4M | · | · | · | $7M | · | · | · | $-24M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $6M | · | · | · | $-26M | · | · |
Rentabilidad
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 33.6% | 31.4% | · | 33.2% | 35.0% | 28.9% | · | 21.8% | 21.3% | 19.2% | · | 20.2% | 19.5% | 17.8% | · | 18.3% | |
| Operating Margin | -5.5% | -8.2% | · | -2.0% | -0.66% | -15.5% | · | -1.3% | -2.6% | -3.0% | · | 1.1% | -3.4% | -4.0% | · | -3.1% | |
| Net Margin | -14.9% | -14.6% | · | -6.2% | -4.2% | -19.1% | · | 3.0% | -1.0% | -2.3% | · | 0.22% | 5.0% | -2.4% | · | -2.0% | |
| Pretax Margin | -12.4% | -14.9% | · | -7.6% | -5.9% | -23.8% | · | 3.5% | -1.6% | -2.8% | · | 0.66% | 6.8% | -3.2% | · | -2.5% | |
| EBITDA Margin | -5.5% | -8.2% | · | -2.0% | -0.66% | -15.5% | · | -1.3% | -2.6% | -3.0% | · | 1.1% | -3.4% | -4.0% | · | -3.1% | |
| ROA | -2.9% | -2.7% | · | -1.8% | -1.2% | -4.7% | · | 1.0% | · | -0.73% | · | · | 1.6% | -0.72% | · | -0.62% | |
| ROE | -15.8% | -14.8% | · | -5.3% | -3.8% | -15.9% | · | 3.0% | · | -2.4% | · | · | 4.8% | -2.4% | · | -2.1% | |
| ROIC | -130.9% | -31.5% | · | -0.95% | -0.29% | -7.3% | · | -1.1% | · | -2.5% | · | · | -2.6% | -3.4% | · | -2.5% |
Liquidez y Solvencia
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.0 | 1.0 | · | 1.1 | 1.1 | 1.1 | · | 1.2 | · | 1.4 | · | · | 1.5 | 1.7 | · | 1.8 | |
| Quick Ratio | 0.9 | 0.9 | · | 1.0 | 1.0 | 1.0 | · | 1.1 | · | 1.2 | · | · | 1.3 | 1.6 | · | 1.7 | |
| Debt / Equity | 1.0 | 0.3 | · | 0.0 | 0.0 | 0.0 | · | · | · | · | · | · | · | · | · | · | |
| Interest Coverage | · | · | · | · | · | · | · | · | -9.9 | -7.0 | · | 1.8 | -6.9 | -5.0 | · | -3.7 |
Eficiencia
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | · | 0.3 | 0.3 | 0.2 | · | 0.3 | · | 0.3 | · | · | 0.3 | 0.3 | · | 0.3 | |
| Receivables Turnover | 0.9 | 0.9 | · | 1.4 | 1.3 | 1.2 | · | 1.4 | · | 1.3 | · | · | 1.3 | 1.3 | · | 1.4 |
Por Acción
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $0.07 | $0.52 | · | $5.44 | $5.60 | $5.03 | · | $4.57 | · | $4.42 | · | · | $4.29 | $4.07 | · | $4.20 | |
| Revenue / Share | $2.92 | $2.76 | · | $3.35 | $3.63 | $3.67 | · | $4.16 | $4.38 | $4.40 | · | $4.49 | $3.98 | $4.51 | · | $4.15 | |
| Cash Flow / Share | · | $-0.36 | · | · | · | $-0.01 | · | · | · | $0.17 | · | · | · | $-0.40 | · | · | |
| Cash / Share | $0.90 | $0.88 | · | $1.37 | $1.57 | $1.45 | · | $1.15 | · | $1.45 | · | · | $1.17 | $1.43 | · | $2.57 | |
| EPS (TTM) | $-5.68 | $-5.39 | · | $-1.04 | $-0.82 | $-0.71 | · | $0.00 | $0.00 | $-0.05 | · | $-0.34 | $-0.43 | $-0.52 | · | $0.55 |
Valoración (TTM)
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.22B | $1.28B | · | $1.18B | $1.09B | $959M | · | $904M | $909M | $921M | · | $946M | $945M | $970M | · | $1.02B | |
| Net Income TTM | $-529M | $-501M | · | $-89M | $-63M | $-51M | · | $4M | $-3M | $11M | · | $-2M | $-7M | $-28M | · | $22M | |
| Market Cap | $75M | $64M | · | $158M | $236M | $352M | · | $241M | · | $194M | · | · | $252M | $211M | · | $196M | |
| Enterprise Value | $-9M | $-18M | · | $37M | $87M | $212M | · | · | · | · | · | · | · | · | · | · | |
| P/E | -0.1 | -0.1 | · | -1.6 | -3.0 | -5.3 | · | · | · | -79.0 | · | -14.3 | -11.4 | -7.9 | · | 6.6 | |
| P/S | 0.1 | 0.0 | · | 0.1 | 0.2 | 0.4 | · | 0.3 | · | 0.2 | · | 0.3 | 0.3 | 0.2 | · | 0.2 | |
| P/B | 10.2 | 1.3 | · | 0.3 | 0.4 | 0.7 | · | 1.1 | · | 0.9 | · | · | 1.1 | 1.0 | · | 0.9 | |
| P / Tangible Book | · | · | · | · | · | · | · | 1.6 | · | 1.4 | · | · | 1.9 | 1.7 | · | 1.4 | |
| P / Cash Flow | · | -1.8 | · | · | · | -364.1 | · | · | · | 22.5 | · | · | · | -10.3 | · | · | |
| EV / Revenue | -0.0 | -0.0 | · | 0.0 | 0.1 | 0.2 | · | · | · | · | · | · | · | · | · | · | |
| Earnings Yield | -740.5% | -817.9% | · | -63.0% | -33.1% | -19.0% | · | 0.00% | 0.00% | -1.3% | · | -7.0% | -8.7% | -12.6% | · | 15.1% |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ingresos | $1.30B | $890M | $936M | $992M | $1.02B |
| Margen Bruto % | 33.0% | 21.6% | 19.8% | 19.4% | 23.7% |
| Margen Operativo % | -30.7% | -1.4% | -0.92% | -1.4% | 3.4% |
| Beneficio neto | $-517M | $-711.0K | $10M | $-25M | $11M |
| EPS Diluido | $-5.69 | $-0.11 | $-0.06 | $-0.44 | $0.20 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.2 | · | · | · | · |
| Ratio corriente | 1.1 | 1.2 | 1.4 | 1.7 | 2.3 |
| Ratio Rápido | 1.0 | 1.1 | 1.2 | 1.5 | 2.2 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flujo de caja libre | $2M | $61M | $4M | $-10M | $47M |
Propietarios institucionales (13F) 91 declarantes · $16.9M total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 17 (-8 vs trimestre anterior) | 21 (+7 vs trimestre anterior) | 27 (-2 vs trimestre anterior) | 30 (+9 vs trimestre anterior) | -1.6M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| Value Base Ltd. | $4 411 291 | 5 752 107 | 26,13% | Acciones |
| Whitefort Capital Management, LP | $3 534 767 | 4 609 163 | 20,94% | Acciones |
| VANGUARD GROUP INC | $1 476 091 | 2 096 721 | 8,74% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $1 213 401 | 1 582 009 | 7,19% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $798 590 | 1 041 321 | 4,73% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $773 141 | 1 008 138 | 4,58% | Acciones |
| BlackRock, Inc. | $662 404 | 863 741 | 3,92% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $350 146 | 456 573 | 2,07% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $345 029 | 449 901 | 2,04% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $310 423 | 404 687 | 1,84% | Acciones |
| BANK OF AMERICA CORP /DE/ | $287 267 | 375 022 | 1,70% | Acciones |
| Empowered Funds, LLC | $244 949 | 319 401 | 1,45% | Acciones |
| GOLDMAN SACHS GROUP INC | $236 313 | 308 141 | 1,40% | Acciones |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | $160 594 | 209 407 | 0,95% | Acciones |
| JANE STREET GROUP, LLC | $155 068 | 202 201 | 0,92% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $144 904 | 188 923 | 0,86% | Acciones |
| STATE STREET CORP | $133 586 | 174 190 | 0,79% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $123 515 | 161 058 | 0,73% | Acciones |
| TWO SIGMA ADVISERS, LP | $111 568 | 158 500 | 0,66% | Acciones |
| Qube Research & Technologies Ltd | $96 501 | 125 832 | 0,57% | Acciones |
| IA Venture Strategies Fund II, LP | $95 808 | 136 091 | 0,57% | Acciones |
| RBF Capital, LLC | $84 359 | 110 000 | 0,50% | Acciones |
| CITADEL ADVISORS LLC | $78 454 | 102 300 | 0,46% | Opción de compra |
| Point72 Asset Management, L.P. | $73 831 | 96 272 | 0,44% | Acciones |
| IEQ CAPITAL, LLC | $63 999 | 83 451 | 0,38% | Acciones |
| Yelin Lapidot Holdings Management Ltd. | $61 321 | 79 959 | 0,36% | Acciones |
| EVERGREEN CAPITAL MANAGEMENT LLC | $60 994 | 79 532 | 0,36% | Acciones |
| JPMORGAN CHASE & CO | $52 305 | 65 620 | 0,31% | Acciones |
| NORTHERN TRUST CORP | $51 758 | 67 490 | 0,31% | Acciones |
| BARCLAYS PLC | $50 799 | 66 240 | 0,30% | Acciones |
| Robertson Stephens Wealth Management, LLC | $44 632 | 58 198 | 0,26% | Acciones |
| JANE STREET GROUP, LLC | $38 192 | 49 800 | 0,23% | Opción de compra |
| CITADEL ADVISORS LLC | $37 941 | 49 473 | 0,22% | Acciones |
| HSBC HOLDINGS PLC | $37 006 | 49 493 | 0,22% | Acciones |
| Cerity Partners LLC | $33 780 | 44 048 | 0,20% | Acciones |
| Mariner, LLC | $29 983 | 39 093 | 0,18% | Acciones |
| FMR LLC | $29 894 | 38 980 | 0,18% | Acciones |
| CastleKnight Management LP | $26 850 | 35 011 | 0,16% | Acciones |
| MORGAN STANLEY | $24 265 | 31 640 | 0,14% | Acciones |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $22 909 | 27 772 | 0,14% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $20 077 | 26 179 | 0,12% | Acciones |
| CWM, LLC | $19 916 | 30 240 | 0,12% | Acciones |
| Arax Advisory Partners | $17 622 | 22 979 | 0,10% | Acciones |
| Engineers Gate Manager LP | $15 734 | 20 517 | 0,09% | Acciones |
| Abel Hall, LLC | $14 590 | 19 025 | 0,09% | Acciones |
| Jasper Ridge Partners, L.P. | $13 703 | 17 868 | 0,08% | Acciones |
| Callan Family Office, LLC | $13 431 | 17 514 | 0,08% | Acciones |
| Proficio Capital Partners LLC | $13 024 | 16 983 | 0,08% | Acciones |
| SmartHarvest Portfolios, LLC | $12 590 | 16 417 | 0,07% | Acciones |
| HighTower Advisors, LLC | $12 176 | 15 877 | 0,07% | Acciones |
Activistas y propietarios del %+ 5 1 tenencia
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| Patrick Drahi, Altice Teads S.A., Altice International S.a r.l., Altice Luxembourg S.A., Altice Group Lux S.a r.l., Next Alt S.a r.l., Next Luxembourg S.C.Sp, Next Luxembourg Management GP S.a r.l. | 10 de febrero de 2025 | 46,80% | Presentación inicial | Inversión pasiva | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Informantes de la empresa 21 insiders · 7 directivos · 11 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| David Kostman | Chief Executive Officer | 5 de junio de 2026 F | 1 510 440 | 3 | 0 | $53 175 |
| Jason Kiviat | Chief Financial Officer | 5 de septiembre de 2026 F | 314 185 | 0 | 0 | $0 |
| Elise Garofalo | Chief Financial Officer | 13 de junio de 2022 F | 339 113 | 0 | 0 | $0 |
| Asaf Porat | Chief Operating Officer | 11 de marzo de 2026 A | 1 002 136 | 0 | 0 | $0 |
| Wenkai Bradshaw | CAO & SVP Corporate Controller | 5 de septiembre de 2026 F | 161 651 | 0 | 0 | $0 |
| Mary Spilman | Chief Commercial Officer | 18 de mayo de 2026 P | 1 505 000 | 1 | 0 | $103 950 |
| Ori Lahav | Co-Founder, CTO & GM, Israel | 15 de agosto de 2022 S | 878 255 | 0 | 0 | $0 |
| Yaffa Krindel | Consejero | 13 de mayo de 2026 A | 131 027 | 2 | 0 | $7 324 |
| Jhaveri Kathryn Taneyhill | Consejero | 13 de mayo de 2026 A | 92 500 | 0 | 0 | $0 |
| Arne Wolter | Consejero | 13 de mayo de 2026 A | 92 500 | 0 | 0 | $0 |
| Yaron Galai | Consejero | 13 de mayo de 2026 A | 3 438 019 | 0 | 0 | $0 |
| B. Das Nithya | Consejero | 13 de mayo de 2026 A | 90 000 | 0 | 0 | $0 |
| Mark Zagorski | Consejero | 13 de mayo de 2026 A | 72 500 | 0 | 0 | $0 |
| Mark Mullen | Consejero | 13 de mayo de 2026 A | 50 000 | 0 | 0 | $0 |
| Dexter Goei | Consejero | 13 de mayo de 2026 A | 50 000 | 0 | 0 | $0 |
| Jonathan Cheifetz | Consejero | 5 de junio de 2023 A | 75 572 | 0 | 0 | $0 |
| Yossi Sela | Consejero | 27 de julio de 2021 C | 4 921 763 | 0 | 0 | $0 |
| LSVP VII Trust | Propietario del 10% | 15 de junio de 2022 J | 3 153 157 | 0 | 0 | $0 |
| Viola Ventures III, L.P. | Propietario del 10% | 27 de julio de 2021 C | 6 345 789 | 0 | 0 | $0 |
| Shlomo Dovrat | · | 13 de mayo de 2026 A | 90 000 | 0 | 0 | $0 |
| Dominique Vidal | · | 27 de julio de 2021 C | 2 470 972 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 2 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
TEAD Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
Precio objetivo a 12 meses
2 analistas · 2026-09-29Objetivo medio $0.88 +56,5%
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| TEAD | $68M | -0.1 | 46.1% | -39.8% | -164.8% | 33.0% |
| DHX | $69M | -5.2 | -9.9% | -10.6% | -12.9% | · |
| AEHL | · | · | · | · | · | · |
| SSTK | · | 15.3 | 5.8% | · | · | · |
| BZFD | · | · | · | · | · | · |
| TZOO | $78M | 17.4 | 9.3% | 5.1% | -117.8% | 80.3% |
| IZEA | $76M | · | -12.9% | 0.14% | 0.09% | · |
| GAME | $38M | -0.6 | 63.4% | -89.1% | -168.3% | 43.4% |
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