Teads Holding Co. (TEAD) - Dilution Analysis

Visualizing historical and potential share dilution over time

Dilution Analysis

Medium Risk
Moderate dilution risk
Last updated: May 08, 2026

Risk Assessment Details

Potential Dilution: 9.56% of current shares
Recent Dilution: 93.74% (2 years)
Historical Dilution Factor: significant recent dilution
Outstanding Shares
96M
Potential Supply
9.2M
Additional shares possible
Splits
None
Past 2 years

Summary

TEAD currently has 96.3M outstanding shares. with limited dilution risk as only 9.2M additional shares (9.6%) are authorized for issuance. The company has significantly diluted shareholders by 93.74% over the past 2 years, indicating aggressive capital raising.

Share Structure Timeline

Outstanding Shares
Total Supply

Historical Data Points

Date Event Outstanding Supply
May 08, 2026

10-Q filing | 96.3M shares outstanding

96M 9.2M
Nov 06, 2025

10-Q filing | 95.1M shares outstanding

95M 9.2M
Aug 08, 2025

10-Q filing | 94.5M shares outstanding

94M 9.2M
May 12, 2025

10-Q filing | 94.3M shares outstanding

94M 9.2M
Mar 07, 2025

10-K filing | 93.9M shares outstanding

94M 9.2M
Feb 03, 2025

8-K filing: Outbrain Inc. consummated the acquisition of TEADS, issuing 43.75 million shares of common stock to Altice Teads S.A. as part of the consideration.

49M 9.2M
Nov 07, 2024

10-Q filing | 49.3M shares outstanding

49M 9.2M
Sep 23, 2024

8-K filing: Outbrain Inc. repurchased $118 million in aggregate principal amount of its 2.95% Convertible Senior Notes due 2026 from Baupost Group Securities, L.L.C. for approximately $109.74 million, inclusive of accrued and unpaid interest. ($109.74M proceeds)

49M 9.2M
Aug 08, 2024

10-Q filing | 48.9M shares outstanding

49M 9.2M
Aug 01, 2024

8-K filing: Outbrain Inc. entered into a share purchase agreement with Altice Teads S.A. to acquire all of the issued and outstanding share capital of Teads, involving cash consideration, newly issued shares of Outbrain's common stock and Series A Convertible Preferred Stock.

49M 9.2M
May 09, 2024

10-Q filing | 49.3M shares outstanding

49M 9.2M
Mar 08, 2024

10-K filing | 50.9M shares outstanding

51M 9.2M
Nov 07, 2023

10-Q filing | 50.9M shares outstanding

51M 9.2M
Aug 08, 2023

10-Q filing | 51.2M shares outstanding

51M 9.2M
May 09, 2023

10-Q filing | 51.4M shares outstanding

51M 9.2M
Apr 17, 2023

8-K filing: Outbrain Inc. repurchased $118 million in aggregate principal amount of its 2.95% Convertible Senior Notes due 2026 from Baupost Group Securities, L.L.C. for approximately $96.17 million, inclusive of accrued and unpaid interest. ($96.17M proceeds)

56M 9.2M
Mar 15, 2023

10-K filing | 55.6M shares outstanding

56M 9.2M
Nov 10, 2022

10-Q filing | 55.2M shares outstanding

55M 9.2M
Aug 12, 2022

10-Q filing | 57.6M shares outstanding

58M 9.2M
May 16, 2022

10-Q filing | 57.2M shares outstanding

57M 9.2M
Mar 18, 2022

10-K filing | 53.9M shares outstanding

54M 9.2M
Nov 12, 2021

10-Q filing | 55.5M shares outstanding

56M 9.2M
Aug 20, 2021

10-Q filing | 55.2M shares outstanding

55M 9.2M
Jul 20, 2021

S-1/A filing: This S-1/A filing relates to the potential issuance of common stock and preferred stock. Up to 9,200,000 shares of common stock are being offered.

45M 9.2M
Jul 14, 2021

S-1/A filing: Initial public offering of shares of common stock.

45M 9.2M
Jul 06, 2021

S-1/A filing: Initial public offering of common stock. The company intends to list its common stock on the Nasdaq Global Select Market under the symbol "OB."

N/A 140K
Jun 29, 2021

S-1 filing: The company intends to use the net proceeds from this offering for working capital and general corporate purposes, including research and development expenditures focused on product development and sales and marketing expenditures aimed at growing our business.

N/A 140K
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