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Taboola.com Ltd. Ordinary Shares Earnings Recaps

TBLA Information Technology 3 recaps
Next earnings: November 4, 2026 (estimated) · full calendar
Q2 2026 Aug 8, 2026

Taboola's stock fell 23.6% post-earnings, reflecting investor disappointment with the cautious outlook and deceleration risks highlighted by ongoing headwinds, including the Google policy change and removal of low-quality publishers, which pressured growth and margins despite raised full-year guidance.

Key takeaways
  • Q2 faced two significant headwinds: a Google policy change deprecating the Explore More product and the removal of low-quality publishers that did not deliver advertiser value.
  • Raised full-year ex-TAC revenue growth guidance to 9%, but growth acceleration is expected more materially only in late 2026 and into 2027.
  • Strategic wins include an expanded partnership with a large media company and onboarding FOX News, signaling progress in growing premium publisher relationships and wallet share.
  • Investments in AI-driven platform Realize and new advertiser tools have early adoption but remain nascent, contributing modestly to current revenue.
  • Repurchased approximately 9 million shares for $41 million, returning capital while balancing operational challenges.
Full recap
Q1 2026 May 7, 2026

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.

Key takeaways
  • 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.
Full recap
Q3 2025 Nov 6, 2025

Taboola reported robust Q3 2025 results, surpassing guidance with $497 million in revenue and strong cash flow generation, reflecting the effectiveness of its new performance platform, Realize.

Key takeaways
  • Revenue increased 15% year-over-year, with ex-TAC gross profit rising 6%, demonstrating growing advertiser demand.
  • Adjusted EBITDA reached $48 million, yielding a margin of over 27%, and free cash flow for the quarter was $46 million.
  • The number of scaled advertisers grew by 4% to 2,064, with a significant 11% increase in average revenue per scaled advertiser.
  • Continued aggressive share repurchases totaling approximately $184 million year-to-date, representing 14% of the company.
  • Confidence in returning to double-digit growth, underpinned by the traction of Realize in a substantial market opportunity.
Full recap

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