Taboola.com Ltd. Ordinary Shares Earnings Recaps
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.
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.