Taboola's shares surged 36.7% following a quarter that beat expectations across the board, driven by stronger-than-anticipated revenue growth, margin stability, and raised full-year guidance supported by its Realize platform's momentum.

• Revenue rose 9% year-over-year to $466.4 million, surpassing the high end of guidance.
• The company raised full-year expectations for excess gross profit growth to 8%, while maintaining 30% adjusted EBITDA margins.
• Realize platform continues to accelerate scaled advertiser counts (+3.5%) and average revenue per scaled advertiser (+5%), driving budget expansion.
• Share repurchases remain a key capital allocation focus, with 19% of shares bought back since 2025.
• Introduction of Realize+, an automated framework aimed at improving advertiser outcomes and simplifying campaign management, underlines product innovation and competitive positioning.