Shares of Teads Holding Co (NASDAQ: TEAD) experienced a remarkable 33.5% premarket surge on Thursday following the announcement of a strategic partnership with Google TV to significantly expand the company’s connected television (CTV) advertising reach.
This development underlines investor optimism around Teads’ positioning in the rapidly growing CTV advertising market, where premium ad placements command higher rates due to elevated viewer engagement and attention.
Teads revealed that its collaboration with Google TV will significantly expand its CTV HomeScreen advertising inventory, now accessible on more than 500 million connected TV devices worldwide. The agreement allows brands to secure premium Masthead placements — the first ad space visible when users power on their Google TV devices — across key markets such as the United States and the United Kingdom.
These placements are highly coveted because they deliver unparalleled attention and brand visibility by hitting viewers at the outset of their streaming experience.
Google TV pulls together a massive catalogue of content — including over 400,000 movies and television shows from more than 10,000 apps — centralizing premium streaming content on a single platform. This aggregation creates a highly valuable moment for advertisers, as ads appear before the viewer engages with any specific content.
For brands, this means their message appears at a prime visual moment, elevating the likelihood of viewer recall and brand impact.
Beyond premium placements, Teads is enhancing its offering with innovative creative solutions developed by its in-house team, Teads Studio. This unit specializes in 3D ad formats for CTV HomeScreen, tailored to engage viewers and improve brand performance outcomes.
Creative ad formats — especially 3D and interactive units — are increasingly valued for their ability to capture attention more effectively than traditional static or linear video ads. By integrating advanced creative formats with premium inventory, Teads is positioning its platform as a comprehensive solution for modern advertisers.
Since its launch in 2023, Teads’ CTV HomeScreen solution has powered thousands of campaigns for major global brands, including household names such as Cartier, Nestlé and Air France.
Among showcased examples, a campaign for Michelin demonstrated notable improvements across key branding metrics — including increased brand favorability and consideration — which underscores the potential effectiveness of premium CTV inventory paired with strong creative execution.
These results give advertisers confidence in CTV HomeScreen placements, contributing to the strategic appeal of Teads’ expanded reach.
Connected TV advertising continues to attract increased spending as viewers shift from traditional broadcast and cable TV to internet-connected streaming platforms. Premium CTV placements — especially those that secure the initial screen impression — are becoming a central focus for marketers seeking expansive reach and high audience engagement.
Teads’ expanded partnership with Google TV taps directly into this shift, giving the company a unique competitive advantage as demand for such placements grows.
The ability to deliver advertising to 500 million+ devices globally presents a huge monetization opportunity for Teads. As brands allocate more budget toward CTV formats, Teads’ control of high-impact inventories like the Google TV Masthead increases the firm’s ability to command higher ad rates.
This expansion stands to boost both revenue and profitability over time, which in turn has resonated positively with investors, evidenced by the strong stock reaction.
Teads’ evolution follows its merger with Outbrain, completed in early 2025, which combined the strengths of two major advertising platforms into a unified omnichannel outcomes network. The merged entity aims to deliver comprehensive branding and performance advertising solutions across screens and formats.
This integration has helped to consolidate inventory, technology, and client relationships, leading to greater scale and efficiency in product offerings.
Teads has also broadened its global footprint through various partnerships and exclusive inventory deals. For example, expanded collaborations with CTV platforms and smart TV operating systems around the world further enhance the company’s reach beyond Google TV, strengthening its connected TV strategy.
These developments feed into a broader narrative of Teads positioning itself as a leading player in the open internet advertising arena.
The 33.5% jump in pre-market trading following the Google TV announcement reflects strong market enthusiasm. Investors appear to be rewarding Teads for both strategic vision and execution, especially its ability to secure premium ad placements and expand inventory in a highly competitive space.
The volume and scale of the stock move suggest that market participants perceive the announcement as a meaningful step toward future growth.
While short-term stock movements are driven by news flow and investor sentiment, Teads’ long-term performance will likely hinge on its ability to convert this expanded reach into consistent revenue growth and profitable operations.
Analysts and industry watchers are increasingly focused on how well Teads can scale its CTV business while continuing to innovate in ad formats and deliver measurable outcomes for brands — both of which are critical to maintaining competitive momentum.
Teads’ partnership with Google TV marks a significant milestone in the company’s connected TV strategy, bringing premium Masthead ad placements to over 500 million devices globally.
This expansion not only triggered a substantial 33.5% surge in TEAD stock but also highlights the broader shift in advertising toward high-impact, attention-driven environments like CTV. For advertisers, it represents a valuable opportunity to connect with audiences at the moment of highest engagement. For investors, the development underscores Teads’ potential to capture a larger share of the growing CTV ad market.
As Teads continues to execute on its strategic roadmap — combining premium inventory, innovative creative formats, and global partnerships — the company is poised to be a notable contender in the evolving digital advertising landscape.
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