Financial Data and Key Metrics Changes - Revenue for Q3 2021 was $339 million, representing a 17% year-over-year increase [7] - Ex-TAC gross profit was $127 million, up 22% year-over-year, exceeding guidance [8] - Adjusted EBITDA was $40 million, above the expected range [8] - Full-year 2021 ex-TAC gross profit guidance raised to $512 million to $515 million, indicating 34% to 35% growth [10][69] - Adjusted EBITDA for the full year is now projected at $174 million to $177 million, reflecting a growth of 64% to 66% [12][70] Business Line Data and Key Metrics Changes - 46% of Q3 growth came from new publisher relationships, while 54% came from existing clients [27][32] - The addition of Connexity contributed to the overall performance, with one month of its results included in Q3 [51] - The company is focusing on expanding video recommendations, which currently account for 15% of business [21][22] Market Data and Key Metrics Changes - Taboola operates in a $64 billion open web market, emphasizing the importance of diversifying outside major platforms [19] - The company reached 500 million active users daily, leveraging partnerships with 9,000 publishers [46] - The net dollar retention rate on an ex-TAC gross profit basis was 112%, indicating strong growth in existing relationships [60] Company Strategy and Development Direction - The company aims to recommend anything and anywhere, expanding its recommendation engine to various platforms [20][25] - The acquisition of Connexity is seen as a transformative move to tap into the $40 billion e-commerce market [24] - Investment in R&D is set at $100 million annually to enhance product offerings and support publisher needs [18] Management's Comments on Operating Environment and Future Outlook - Management did not observe any negative impacts from privacy changes or supply chain issues in Q3 [12][47] - The company is optimistic about Q4 and has raised its guidance based on strong Q3 performance [69] - There is a focus on leveraging contextual signals for advertising, which is becoming increasingly important in the current market [45][46] Other Important Information - The company ended Q3 with $312 million in cash and cash equivalents, indicating a strong financial position post-acquisition [68] - Free cash flow for Q3 was $19 million, with expectations to exceed the original guidance for the year [66] Q&A Session Summary Question: Impact of SmartBid Dimensions on advertiser base expansion - Management indicated that SmartBid Dimensions will simplify advertising for smaller advertisers and enhance existing advertiser experiences, potentially expanding the advertiser base significantly [76][77] Question: Deployment of products on LINE Today and Xiaomi - The integration with LINE and Xiaomi will enhance user engagement by providing personalized news recommendations, which is expected to drive traffic to publisher sites [81][82] Question: Future of ad performance with SmartBid - Management explained that SmartBid will utilize additional dimensions for optimization, improving ad performance and conversion rates over time [85][86] Question: Incorporating e-commerce demand onto the core Taboola platform - The immediate focus is on integrating Connexity demand into Taboola's core experiences, with expectations for higher yields and revenue growth [98][100] Question: Concerns about content quality with Connexity acquisition - Management reassured that the strategy will not compromise content quality, as high-quality publishers are increasingly looking to tap into e-commerce opportunities [103][106]

Financial Performance & Guidance - The company's 2021 revenue guidance is \$1.363-\$1.367 billion, representing a 15% growth rate compared to 2020[21] - The company's 2021 ex-TAC Gross Profit guidance is \$512-\$515 million, a 34-35% increase from 2020[21] - The company's 2021 Adjusted EBITDA guidance is \$174-\$177 million, a 64-66% increase from 2020[21] - The company projects \$100M+ annual ex-TAC synergies in 4 years from integrating Connexity[95] - The company's FY 2022 Revenues guidance is \$1.588 to \$1.633 billion, representing 18.1% growth vs FY 2021[168] - The company's FY 2022 ex-TAC Gross Profit guidance is \$645 to \$665 million, representing 27.7% growth vs FY 2021[168] - The company's FY 2022 Adjusted EBITDA guidance is \$193 to \$213 million, representing 15.4% growth vs FY 2021[168] Business Highlights - The company has 516 million daily active users[22] - The company paid out over \$2 billion to publishers over 3 years[25] - The company's Net Dollar Retention was 118% in 2020[26] - The company estimates the e-commerce market represents a \$40 billion ad spend opportunity[60]

Tab@la Bloomberg Your Bloo What Happens to Vous Body When You Drink Too Moch collee 20 Beautiful Places to Ved. 70-1 WOxDDept What Does Toyota Do with its Used Yhbrid. Batterius? Puts Them to Better Use Boy these Trendy Glasses Only los 550 ey in 2012 ASSES USA. Management Presentation August 10, 2021 Disclaimer Forward-Looking Statements Certain statements in this Presentation may be considered forward-looking statements. Forward-looking statements generally relate to future events or Taboola.com Ltd.'s (t ...

Taboola.com Ltd. (NASDAQ:TBLA) Q2 2021 Results Conference Call August 11, 2021 8:30 AM ET Company Participants Jennifer Horsley - IR Adam Singolda - CEO Steve Walker - CFO Conference Call Participants Andrew Boone - JMP Securities Sham Patel - CIG Laura Martin - Needham John Blackledge - Cowen Operator Good day, and thank you for standing by. Welcome to the Taboola Second Quarter 2021 Earnings Conference Call. [Operator Instructions]. Please be advised that today's conference is being recorded. [Operator In ...