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    James Kopelman • TD Cowen

    James Kopelman's questions to Taboola.com Ltd (TBLA) leadership

    James Kopelman's questions to Taboola.com Ltd (TBLA) leadership • Q2 2025

    Question

    James Kopelman of TD Cowen asked for more color on the growth and long-term opportunity for Tabula News, inquired about the current digital ad market conditions, and sought clarification on operating expense trends for the second half of the year.

    Answer

    CEO Adam Singolda described Tabula News as a key initiative that is growing faster than the company by providing unique, high-intent supply for the Realize platform. CFO Stephen Walker characterized the macro ad environment as stable, which is reflected in the guidance, and noted the company is about 50% US-based. He also clarified that Q2 operating expenses were higher due to timing shifts from Q1, and the average of the two quarters provides a better run-rate for modeling the second half.

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    James Kopelman's questions to Taboola.com Ltd (TBLA) leadership • Q1 2025

    Question

    James Kopelman from TD Cowen sought details on the 'net new' impact being tracked from the Realize platform, the potential scale of the LINE partnership, and future headcount trends as Realize is scaled over the next 12-18 months.

    Answer

    CEO Adam Singolda defined 'net new' as display and social budgets Taboola couldn't previously access and is tracking it closely with positive early signs. He positioned the LINE deal as strategically important, opening a new category of utility app publishers, though not financially material for the current year. CFO Stephen Walker indicated that hiring for Realize was mostly completed, with some R&D ramp-up expected, but the company remains focused on cost prudence and leveraging AI for productivity.

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    James Kopelman's questions to Taboola.com Ltd (TBLA) leadership • Q4 2024

    Question

    James Kopelman asked for insights from early advertiser conversations regarding the new Realize platform and questioned if this launch signifies a shift in the company's AI investment strategy.

    Answer

    CEO Adam Singolda shared that early advertiser feedback is positive, citing frustration with diminishing returns on social platforms and a lack of control with other ad channels as key drivers of interest. He clarified that Realize is an adjacent expansion, not a pivot, as it still focuses on performance advertising. He stated AI investments will continue, with a focus on leveraging Taboola's unique first-party data and distribution.

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    James Kopelman's questions to Taboola.com Ltd (TBLA) leadership • Q3 2024

    Question

    James Kopelman of TD Cowen inquired about Taboola's strategy for educating publishers on AI tool adoption and whether publisher comfort has grown. He also asked about the drivers of the recent return to positive yield growth and the outlook for this trend.

    Answer

    CEO Adam Singolda stated that publisher adoption of AI is driven by the significant upside potential and the changing industry landscape, with Taboola being a trusted partner to facilitate this transition. CFO Stephen Walker attributed the return to positive yield growth to the stabilization of supply after the Yahoo! onboarding, which now allows for a focus on growing advertiser budgets. He expects this positive yield trend to continue, driven by AI-powered advertiser success tools like Max Conversions.

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