Outbrain fusionne avec Teads, une plateforme globale leader de vidéos omnicanal

David Kostman

il y a 3 mois

C’est avec une immense fierté que nous annonçons aujourd’hui une étape clé dans l’histoire et l’évolution d’Outbrain. Nous avons conclu un accord définitif pour fusionner avec Teads, une plateforme globale leader de vidéos omnicanal. Vous pouvez consulter l’annonce officielle ici.

Cet événement marque un tournant stratégique majeur pour Outbrain et ouvre des perspectives inédites pour notre organisation unifiée. Outbrain et Teads sont tous deux des précurseurs et des innovateurs. Outbrain a inventé les recommandations sur l’open web et offre aujourd’hui une des plateformes les plus performantes pour le marketing à la performance et les résultats business.

Notre entreprise a permis aux plus grands groupes médias de prospérer, tout en offrant aux annonceurs des résultats concrets au-delà des “walled gardens”. Nous unissons désormais nos forces à celles de Teads, la meilleure plateforme omnicanal de vidéo et de branding.

Cette fusion ne va pas seulement changer la donne pour ce que nous pouvons accomplir en tant qu’entreprise — elle constitue une transformation profonde pour notre industrie et ouvre les champs des possibles. Les besoins évoluent et les opportunités sont nombreuses : les marques demandent des résultats tangibles, les éditeurs indépendants recherchent des partenaires solides et fiables, tandis que les consommateurs veulent une expérience publicitaire véritablement engageante et pertinente. Ensemble, Outbrain et Teads sont prêts à répondre à ces attentes.

Voici ce que cette fusion apporte de concret :

Un reach inédit : Notre fusion crée l’un des “Direct Supply Paths” les plus importants avec plus de 2 milliards de consommateurs à travers l’open web et la CTV.
Des expertises et produits complémentaires : Nous combinons la force de Teads en matière de vidéo et de branding avec nos solutions de performance, pour un impact maximal tout au long du funnel.
Une technologie de pointe : Grâce à la combinaison de nos data d’engagement et d’action, alimentées par des milliards de signaux contextuels et comportementaux, nous allons pouvoir affiner encore davantage nos prédictions et offrir des résultats inégalés à nos partenaires.
Une expérience créative unique : Nos équipes Studio dédiées redoublent d’ingéniosité pour offrir des expériences publicitaires engageantes et immersives et permettre ainsi aux marques de raconter leur histoire de marque de manière inédite sur l’open web: expérience “full-page”, story sequencing de la CTV au digital, et bien plus.

Outbrain tout comme Teads peuvent compter sur des équipes talentueuses, passionnées, et innovantes. Chacune des personnes qui les composent a aidé à faire de ces 2 acteurs majeurs ce qu’ils sont aujourd’hui. Ayant travaillé de nombreuses années avec l’équipe de direction de Teads et ayant essayé de faire de ce “mariage” une réalité depuis quelque temps, je suis convaincu que nous saurons, ensemble, fusionner nos cultures et créer une équipe de renommée mondiale, à l’image de nos précédentes réussites avec Zemanta (2016), AdNgin (2018), Ligatus (2019) et Video Intelligence (2022).

Nous sommes impatients de partager avec vous, dans les mois à venir, la valeur et les avantages que cette entreprise fusionnée apportera. En attendant, notre priorité reste centrée sur les clients et partenaires d’Outbrain. Soyez assurés que nous restons pleinement engagés à vous fournir les solutions, le service, et la valeur auxquels vous êtes habitués.

Je tiens à remercier chaleureusement les plus de 1 000 collaborateurs d’Outbrain à travers le monde pour leur engagement tout au long de ce parcours incroyable, et pour leur préparation à cette nouvelle étape. Nous sommes extrêmement enthousiastes quant aux opportunités que cette nouvelle apporte, et nous espérons que vous serez à nos côtés pour ce nouveau chapitre.

Additional Information About the Transaction and Where to Find It:

This article may be deemed to be solicitation material in respect of the stockholder approval (the “Stockholder Approval”) to authorize the issuance of certain equity securities of Outbrain as consideration for the proposed transaction. In connection with a special meeting of its shareholders for the Stockholder Approval, Outbrain intends to file relevant materials with the SEC, including Outbrain’s proxy statement in preliminary and definitive form. INVESTORS AND STOCKHOLDERS ARE URGED TO READ THE DEFINITIVE PROXY STATEMENT AND OTHER RELEVANT MATERIALS CAREFULLY IN THEIR ENTIRETY WHEN THEY BECOME AVAILABLE BECAUSE THEY WILL CONTAIN IMPORTANT INFORMATION ABOUT OUTBRAIN, TEADS AND THE TRANSACTION. Investors and stockholders may obtain a free copy of these materials (when available) and other documents filed by Outbrain with the SEC through the website maintained by the SEC at www.sec.gov. In addition, free copies of these materials will be made available free of charge through Outbrain’s website at https://www.outbrain.com.

Participants in the Solicitation:

Outbrain and its directors and executive officers may be deemed to be participants in the solicitation of proxies from the stockholders of Outbrain in favor of the Stockholder Approval. Information regarding these directors and executive officers and a description of their direct and indirect interests, by security holdings or otherwise, is set forth in Outbrain’s proxy statement for its 2024 annual meeting of stockholders on Schedule 14A, which was filed with the SEC on April 26, 2024. To the extent holdings of Outbrain’s securities by its directors or executive officers have changed since the amounts set forth in such 2024 proxy statement, such changes have been or will be reflected on Initial Statements of Beneficial Ownership on Form 3 or Statements of Change in Ownership on Form 4 filed with the SEC. Additional information concerning the direct or indirect interests, by security holdings or otherwise, of Outbrain’s participants in the solicitation, which may, in some cases, be different than those of Outbrain’s shareholders generally, will be set forth in Outbrain’s proxy statement relating to the Stockholder Approval when it becomes available.

Cautionary Note About Forward-Looking Statements:

This article contains forward-looking statements within the meaning of the federal securities laws and the Private Securities Litigation Reform Act of 1995, which statements involve substantial risks and uncertainties. These statements are based on current expectations, estimates, forecasts and projections about the industries in which Outbrain and Teads operate, and beliefs and assumptions of Outbrain’s management. Forward-looking statements may include, without limitation, statements regarding possible or assumed future results of our business, financial condition, results of operations, liquidity, plans and objectives, expected synergies and statements of a general economic or industry-specific nature. 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 or are not statements of historical fact. 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 the conditions to the consummation of the transaction will not be satisfied (or waived); uncertainty as to the timing of the consummation of the transaction and Outbrain’s and Teads’ ability to complete the transaction; the occurrence of any event, change or other circumstance or condition that could give rise to the termination of the stock purchase agreement; the failure to obtain, or delays in obtaining, required regulatory approvals or clearances; the risk that any such approval may result in the imposition of conditions that could adversely affect Outbrain or Teads, or the expected benefits of the transaction; the failure to obtain the necessary debt financing to complete the transaction; the effect of the announcement or pendency of the transaction on Outbrain’s or Teads’ operating results and business generally; risks that the transaction disrupts current plans and operations or diverts management’s attention from its ongoing business; the initiation or outcome of any legal proceedings that may be instituted against Outbrain or Teads, or their respective directors or officers, related to the transaction; unexpected costs, charges or expenses resulting from the transaction; the risk that Outbrain’s stock price may decline significantly if the transaction is not consummated; the effect of the announcement of the transaction on the ability of Outbrain and Teads to retain and hire key personnel and maintain relationships with their customers, suppliers and others with whom they do business; the ability of Outbrain to successfully integrate Teads’ operations, technologies and employees; the ability to realize anticipated benefits and synergies of the transaction, including the expectation of enhancements to Outbrain’s services, greater revenue or growth opportunities, operating efficiencies and cost savings; overall advertising demand and traffic generated by Outbrain and the combined company’s media partners; factors that affect advertising demand and spending, such as the continuation or worsening of unfavorable economic or business conditions or downturns, instability or volatility in financial markets, and other events or factors outside of Outbrain and the combined company’s control, such as U.S. and global recession concerns, geopolitical concerns, including the ongoing wars between Ukraine-Russia and Israel-Hamas, supply chain issues, inflationary pressures, labor market volatility, bank closures or disruptions, and the impact of unfavorable economic conditions and other factors that have and may further impact advertisers’ ability to pay; Outbrain and the combined company’s ability to continue to innovate, and adoption by Outbrain and the combined company’s advertisers and media partners of expanding solutions; the success of Outbrain and the combined company’s sales and marketing investments, which may require significant investments and may involve long sales cycles; Outbrain and the combined company’s ability to grow their business and manage growth effectively; the ability to compete effectively against current and future competitors; the loss of one or more of large media partners, and Outbrain and the combined company’s ability to expand advertiser and media partner relationships; conditions in Israel, including the ongoing war between Israel and Hamas and other terrorist organizations, may limit Outbrain and the combined company’s ability to market, support and innovate their products due to the impact on employees as well as advertisers and advertising markets; Outbrain and the combined company’s ability to maintain revenues or profitability despite quarterly fluctuations in results, whether due to seasonality, large cyclical events, or other causes; the risk that research and development efforts may not meet the demands of a rapidly evolving technology market; any failure of Outbrain and the combined company’s recommendation engine to accurately predict attention or engagement, any deterioration in the quality of Outbrain and the combined company’s recommendations or failure to present interesting content to users or other factors which may cause us to experience a decline in user engagement or loss of media partners; limits on Outbrain and the combined company’s ability to collect, use and disclose data to deliver advertisements; Outbrain and the combined company’s ability to extend their reach into evolving digital media platforms; Outbrain and the combined company’s ability to maintain and scale their technology platform; the ability to meet demands on our infrastructure and resources due to future growth or otherwise; the failure or the failure of third parties to protect Outbrain and the combined company’s sites, networks and systems against security breaches, or otherwise to protect the confidential information of Outbrain and the combined company; outages or disruptions that impact Outbrain or the combined company or their service providers, resulting from cyber incidents, or failures or loss of our infrastructure; significant fluctuations in currency exchange rates; political and regulatory risks in the various markets in which Outbrain and the combined company operate; the challenges of compliance with differing and changing regulatory requirements; the timing and execution of any cost-saving measures and the impact on Outbrain and the combined company’s business or strategy; and the risks described in the section entitled “Risk Factors” and elsewhere in Outbrain’s Annual Report on Form 10-K filed for the year ended December 31, 2023 and in subsequent reports filed with the SEC.

Accordingly, you should not rely upon forward-looking statements as an indication of future performance. Outbrain cannot assure you that the results, events and circumstances reflected in the forward-looking statements will be achieved or will occur, and actual results, events, or circumstances could differ materially from those projected in the forward-looking statements. The forward-looking statements made in this communication relate only to events as of the date on which the statements are made. Outbrain and the combined company may not actually achieve the plans, intentions or expectations disclosed in the forward-looking statements and you should not place undue reliance on the forward-looking statements. Outbrain undertakes no obligation, and does not assume, any obligation to update any forward-looking statements, whether as a result of new information, future events or circumstances after the date on which the statements are made or to reflect the occurrence of unanticipated events or otherwise, except as required by law.