Earnings summaries and quarterly performance for Taboola.com.
Executive leadership at Taboola.com.
Board of directors at Taboola.com.
Research analysts who have asked questions during Taboola.com earnings calls.
JK
James Kopelman
TD Cowen
6 questions for TBLA
Laura Martin
Needham & Company, LLC
6 questions for TBLA
Also covers: CNVS, CTV, CURI +11 more
MZ
Mark Zgutowicz
The Benchmark Company
5 questions for TBLA
Also covers: CART, CRTO, DASH +7 more
Zach Cummins
B. Riley Securities
5 questions for TBLA
Also covers: AEYE, BLZE, DHX +9 more
MC
Matthew Condon
Not Specified in Transcript
4 questions for TBLA
Also covers: ANGI, CTV, DSP +12 more
Jason Helfstein
Oppenheimer & Co. Inc.
3 questions for TBLA
Also covers: ANGI, BLDE, CART +23 more
Andrew Boone
JMP Securities
2 questions for TBLA
Also covers: ACVA, CARG, CART +26 more
Barton Crockett
Rosenblatt Securities
2 questions for TBLA
Also covers: BATRA, DSP, EEX +17 more
Tyler DiMatteo
BTIG, LLC
2 questions for TBLA
Also covers: BLBD, CLSK, CORZ +4 more
Ethan Widell
B. Riley Securities
1 question for TBLA
Also covers: BLZE, NOTE
SR
Steve Roman
Oppenheimer
1 question for TBLA
Also covers: PUBM
Recent press releases and 8-K filings for TBLA.
Taboola.com Reports Strong Q4 and Full-Year 2025 Results, Issues 2026 Guidance
TBLA
Earnings
Guidance Update
Share Buyback
- Taboola.com closed 2025 with full-year revenue of $1.91 billion, an 8% increase, and ex-TAC Gross Profit of $713.5 million, up 7%. Adjusted EBITDA grew 7% to $215.5 million, representing a 30% margin.
- The company generated $163.4 million in free cash flow for 2025, a 10% year-over-year increase, with a 76% conversion rate from Adjusted EBITDA. Taboola repurchased 76.9 million shares for over $250 million in 2025, reducing its share count by approximately 18%.
- For full-year 2026, Taboola expects revenue between $1.99 billion and $2.05 billion and Adjusted EBITDA between $222 million and $236 million.
- The Realize advertising platform contributed to growth, with scaled advertisers increasing by 6% and average revenue per scaled advertiser up 2% in 2025. The company continues to invest in technology and sales to accelerate growth and aims for sustainable double-digit growth over time.
3 days ago
Taboola.com Reports Strong Q4 and Full-Year 2025 Results, Provides 2026 Guidance
TBLA
Earnings
Guidance Update
Share Buyback
- Taboola.com reported Q4 2025 revenue of $522.3 million, a 6% increase, and full-year 2025 revenue of $1.91 billion, up 8%.
- For the full year 2025, ex-TAC gross profit grew 7% to $713.5 million, and adjusted EBITDA increased 7% to $215.5 million. The company also generated $163.4 million in free cash flow, a 10% year-over-year increase.
- Taboola repurchased 76.9 million shares for over $250 million in 2025, reducing its share count by approximately 18%. The company has $180 million remaining in its share repurchase authorization.
- For full-year 2026, Taboola expects revenues between $1.99 billion and $2.05 billion, and adjusted EBITDA between $222 million and $236 million.
3 days ago
Taboola.com Reports Strong Q4 and Full-Year 2025 Results, Issues 2026 Guidance
TBLA
Earnings
Guidance Update
Share Buyback
- Taboola reported Q4 2025 revenue of $522.3 million (up 6% year-over-year) and full-year 2025 revenue of $1.91 billion (up 8%), with growth largely driven by the Realize advertising platform.
- For fiscal year 2025, ex-TAC Gross Profit grew 7% to $713.5 million, and Adjusted EBITDA reached $215.5 million. The company generated $163.4 million in free cash flow, representing a 76% conversion from Adjusted EBITDA.
- In 2025, Taboola repurchased 76.9 million shares for over $250 million, reducing the share count by approximately 18%, and intends to continue using a majority of its free cash flow for share repurchases.
- The company issued Q1 2026 revenue guidance of $444 million to $462 million and full-year 2026 revenue guidance of $1.99 billion to $2.05 billion, with anticipated FY 2026 Adjusted EBITDA of $222 million to $236 million.
3 days ago
Taboola.com Announces Q4 and Full Year 2025 Results and 2026 Guidance
TBLA
Earnings
Guidance Update
Revenue Acceleration/Inflection
- For Q4 2025, Taboola reported revenues of $522.3 million, which was below guidance, but gross profit of $175.6 million, ex-TAC gross profit of $212.8 million, and Adjusted EBITDA of $86.1 million all exceeded their respective guidance ranges.
- For the full year 2025, the company reported revenues of $1,912 million, slightly below guidance, while gross profit of $569.5 million, ex-TAC gross profit of $713.5 million, and Adjusted EBITDA of $215.5 million all surpassed their guidance ranges.
- Taboola provided Q1 2026 revenue guidance of $444 to $462 million and full-year 2026 revenue guidance of $1,993 to $2,054 million, representing a 6% year-over-year growth at the midpoint for both periods.
- In Q4 2025, Scaled Advertisers grew approximately 3% year-over-year to 2,157, contributing about 84% of total revenue, with average revenue per scaled advertiser increasing by approximately 2% to ~$204K.
- The company's Non-GAAP Net Income for FY 2025 was $168.6 million and Free Cash Flow was $163.5 million.
3 days ago
Taboola Reports Fourth Quarter and Full Year 2025 Financial Results
TBLA
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Taboola reported Q4 2025 revenues of $522.3 million, a 6.4% increase year-over-year, and full year 2025 revenues of $1.9 billion, up 8.3% from 2024.
- Net Income for Q4 2025 was $50.1 million and $42.3 million for the full year 2025, significantly improving from $33.1 million and $(3.8) million in the prior year periods, respectively.
- Adjusted EBITDA for Q4 2025 was $86.1 million, a 6.6% decrease, while full year 2025 Adjusted EBITDA increased 7.2% to $215.5 million.
- The company generated Free Cash Flow of $46.9 million in Q4 2025 and $163.4 million for the full year 2025.
- For Q1 2026, Taboola expects Revenues between $444 million and $462 million and Adjusted EBITDA between $20 million and $26 million. Full year 2026 guidance projects Revenues between $1,993 million and $2,054 million and Adjusted EBITDA between $222 million and $236 million.
3 days ago
Taboola Reports Strong Fourth Quarter & Full Year 2025 Financial Results and Issues 2026 Guidance
TBLA
Earnings
Guidance Update
Share Buyback
- Taboola announced Q4 2025 revenues of $522.3 million and full-year 2025 revenues of $1.9 billion, marking increases of 6.4% and 8.3% respectively compared to 2024.
- For Q4 2025, the company reported Net Income of $50.1 million and Adjusted EBITDA of $86.1 million. For the full year 2025, Net Income was $42.3 million and Adjusted EBITDA was $215.5 million.
- The company also reduced its share count by 18% during 2025.
- Taboola provided Q1 2026 revenue guidance of $444 - $462 million and FY 2026 revenue guidance of $1,993 - $2,054 million. Adjusted EBITDA guidance for Q1 2026 is $20 - $26 million and for FY 2026 is $222 - $236 million.
3 days ago
Taboola Discusses Growth Drivers, AI Strategy, and Share Buybacks at Needham Conference
TBLA
Product Launch
Revenue Acceleration/Inflection
Share Buyback
- Taboola, a $2 billion performance advertising company, is focused on achieving double-digit revenue growth by increasing demand and scaled advertisers, with its Realize platform identified as the primary driver.
- The company has launched Deeper Dive, an LLM AI-based product for the open web that integrates high-converting ads within the AI experience, representing a key part of its AI strategy.
- Realize, an advertising console launched a year ago, is successfully expanding Taboola's offerings beyond native ads to include display advertising, with hundreds of advertisers adopting it, though the financial impact from display is still in early stages.
- Taboola News, which delivers news on OEM devices and monetizes Apple News ads, is highlighted as one of the fastest-growing parts of the business.
- Taboola demonstrated confidence in its valuation by aggressively buying back approximately 14% of its shares last year.
Jan 14, 2026, 6:30 PM
Taboola Discusses Growth Drivers, AI Strategy, and Financial Goals
TBLA
Revenue Acceleration/Inflection
New Projects/Investments
Share Buyback
- Taboola operates as a $2 billion performance advertising company focused on the open web, distinct from Google, Facebook, and Amazon, and is 100% CPC-based.
- The company's new Realize advertising console is showing faster-than-anticipated progress, driving towards double-digit revenue growth by expanding beyond native ads to include display advertising and utilizing predictive audiences.
- Taboola News, which renders news on OEM devices like Samsung and Xiaomi, is identified as one of the fastest-growing parts of the business.
- While acknowledging AI's risks to search traffic, Taboola's U.S. revenue is only 5% from search, and the company is optimistic about AI as an ARPU driver for trusted brands, having launched its own LLM product, Deeper Dive, for the open web.
- The company aims for double-digit growth, 30% EBITDA margin, and 60%-70% free cash flow conversion, and has been aggressively buying back shares, including 14% of Taboola last year.
Jan 14, 2026, 6:30 PM
Taboola Launches Realize Platform, Targets Expanded Performance Advertising Market
TBLA
Product Launch
Revenue Acceleration/Inflection
New Projects/Investments
- Taboola (TBLA) launched its new Realize advertising platform in February 2025, transitioning from native advertising to offering all types of performance advertising across the open internet.
- The company measures its success by XTAC gross profit (revenue minus traffic acquisition cost), targeting an adjusted EBITDA margin above 30% on XTAC and converting 60-70% or more to free cash flow.
- TBLA is observing an "inflection point" with the Realize platform, noting increased advertiser spend and success, which provides confidence for a return to double-digit growth.
- Taboola estimates a $10 billion opportunity in performance budgets currently handled by other ad tech players in the open internet, expanding its addressable market from $3 billion-$4 billion (native ads) to an overall $50 billion-$55 billion for "all things performance".
- The company reports low exposure to the impact of LLMs on search traffic, with only about 5% of its US traffic and high single digits globally originating from search.
Nov 18, 2025, 4:20 PM
Taboola Discusses Realize Platform and Growth Strategy
TBLA
Product Launch
Revenue Acceleration/Inflection
New Projects/Investments
- Taboola launched its Realize advertising platform in February 2025, migrating all advertisers to it. This platform supports various performance ad formats and incorporates new algorithms and features to improve advertiser success.
- The company believes Realize is crucial for its return to double-digit growth, noting an inflection point where advertisers are increasing spend and achieving greater success with the new platform.
- Taboola is transitioning from a native advertising business to an "all things performance" platform across the open internet, aiming to expand its addressable market from an estimated $3 billion-$4 billion to $50 billion-$55 billion.
- The company identifies an opportunity to capture an estimated $10 billion in performance budgets currently handled by other ad tech players in the open internet, leveraging its unique data and technology.
- Taboola has low exposure to search traffic, with approximately 5% of its US traffic and high single digits globally originating from search, which limits the impact of large language models (LLMs) on its business.
Nov 18, 2025, 4:20 PM
Quarterly earnings call transcripts for Taboola.com.
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