Financial Performance - Revenues for Q3 2025 were $496.8 million, representing a 14.7% increase compared to Q3 2024, driven by a 4.4% growth in Scaled Advertisers and a 10.9% increase in Average Revenue per Scaled Advertiser[4] - Gross Profit for Q3 2025 was $139.0 million, up 4.6%, with ex-TAC Gross Profit at $176.8 million, a 6.3% increase, benefiting from strong advertising spend[4] - Net Income improved to $5.2 million from a Net Loss of $(6.5) million in Q3 2024, with Adjusted EBITDA at $48.2 million, a 0.6% increase[4] - Revenues for Q3 2025 reached $496.764 million, a 14.7% increase from $433.012 million in Q3 2024[19] - Gross profit for Q3 2025 was $139.019 million, compared to $132.877 million in Q3 2024, reflecting a growth of 4.3%[19] - Net income for Q3 2025 was $5.244 million, a significant improvement from a net loss of $6.454 million in Q3 2024[20] - Adjusted EBITDA for Q3 2025 was $48,223, slightly higher than $47,927 in Q3 2024, indicating stable operational performance[30] Cash Flow and Liquidity - Cash Flow from operating activities was $53.2 million, up from $49.8 million, while Free Cash Flow increased to $46.3 million from $42.9 million[4] - Cash flows from operating activities for Q3 2025 were $53,203, compared to $49,772 in Q3 2024, showing improved cash generation[23] - Cash and cash equivalents at the end of Q3 2025 were $115,475, down from $217,230 at the end of Q3 2024, indicating liquidity challenges[23] - Free Cash Flow for the three months ended September 30, 2025, was $46,289, compared to $42,864 in the same period of 2024, indicating a year-over-year increase of 8.9%[39] - The company reported a Free Cash Flow of $116,520 for the nine months ended September 30, 2025, an increase from $97,266 in the same period of 2024, reflecting a growth of 19.8%[39] Shareholder Equity and Liabilities - Total current liabilities decreased to $466.223 million as of September 30, 2025, down from $485.582 million at the end of 2024, a reduction of 4.4%[18] - Long-term liabilities decreased to $151.661 million as of September 30, 2025, compared to $181.170 million at the end of 2024, a decline of 16.3%[18] - Total shareholders' equity as of September 30, 2025, was $911.462 million, down from $1,051.906 million at the end of 2024, a decrease of 13.4%[18] Expenses - Research and development expenses for Q3 2025 were $37.867 million, slightly up from $36.727 million in Q3 2024[19] - Total operating expenses for Q3 2025 were $132.514 million, compared to $128.319 million in Q3 2024, an increase of 3.5%[19] - Share-based compensation expenses totaled $15.714 million for Q3 2025, down from $17.186 million in Q3 2024[21] - Total depreciation and amortization expense for Q3 2025 was $20.331 million, compared to $24.793 million in Q3 2024, a decrease of 18.0%[22] Future Guidance - For Q4 2025, the company expects revenues between $1,914 million and $1,932 million, with a gross profit guidance of $550 million to $564 million[3] - The company expects Q4 2025 revenues to be between $532 million and $542 million, with a projected Gross Profit of $166 million to $171 million[42] - For the full year 2025, the company projects revenues of $1,914 million to $1,932 million, with an ex-TAC Gross Profit guidance of $700 million to $710 million[42] Strategic Initiatives - The company continues to focus on expanding its performance platform, Realize, which is driving significant success for advertisers[2] - The company has repurchased 14% of its shares this year, reflecting confidence in its strategy and performance[2] Tax and Financing Activities - The company reported a significant increase in income tax payments, totaling $9,202 in Q3 2025 compared to $3,796 in Q3 2024[25] - The company experienced a net cash used in financing activities of $46,476 in Q3 2025, compared to $9,741 in Q3 2024, highlighting increased financing pressures[23] Foreign Currency Impact - The company experienced foreign currency exchange rate losses of $(667) for the three months ended September 30, 2025, compared to losses of $(738) in the same period of 2024[34]

Core Insights - Taboola.com Ltd. (NASDAQ:TBLA) is highlighted as a promising stock under $5, particularly following its partnership with Paramount Advertising to launch the Performance Multiplier, aimed at enhancing CTV advertising for small and medium-sized businesses [1][3] Group 1: Partnership and Product Launch - Taboola and Paramount Advertising have announced a partnership to introduce the Performance Multiplier, a solution designed to extend and measure the impact of Connected TV advertising across the open web for SMBs [1][2] - The Performance Multiplier leverages Taboola's extensive network and performance marketing expertise, integrating into Paramount Ads Manager, which allows SMB advertisers to access premium streaming advertising [2][3] Group 2: Technology and Reach - The integration of Taboola's Realize AI technology into Paramount Ads Manager will enhance targeting and attribution capabilities for advertisers [3] - This collaboration enables advertisers to extend their brand message from Paramount's extensive CTV reach to matched and lookalike viewers across Taboola's network, which includes over 9,000 publisher partners, reaching hundreds of millions of users [3][4]

Core Insights - The partnership between Paramount and Taboola aims to revolutionize the advertising industry by combining high-impact TV ads with performance-driven online advertising technology [3][9] - The traditional approach to TV advertising is being challenged as advertisers seek measurable results rather than relying on hope for consumer action [2][4] Advertising Industry Transformation - The TV advertising market is valued at approximately $100 billion and is undergoing significant changes as advertisers demand more accountability [2] - Advertisers can now utilize a dashboard provided by Paramount to enable Taboola's technology, allowing them to track conversions and performance across the open web [6][8] Technology Integration - The integration of AI technology from Taboola allows advertisers to see their TV ads and related content across various online platforms, enhancing visibility and engagement [3][4] - This new service is expected to launch across all Paramount properties by Q1, targeting small business advertisers initially [8] Competitive Landscape - The partnership draws inspiration from Amazon's successful advertising model, which demonstrates the effectiveness of tracking consumer actions from ads to purchases [9][10] - The shift towards performance-based advertising is seen as essential for various sectors beyond retail, including healthcare and small businesses [6][10] Future Outlook - There is optimism regarding the role of AI in enhancing the open web experience for both consumers and advertisers, emphasizing the importance of trusted publishers in decision-making processes [13][15] - The younger generation's preference for authenticity and trust in media sources is expected to drive demand for reliable advertising platforms [15]

Core Insights - Taboola and Paramount Advertising have announced a strategic partnership to launch "Performance Multiplier," a solution aimed at enhancing the effectiveness of TV advertising for small and medium-sized businesses (SMBs) [1][2] Group 1: Partnership Overview - The Performance Multiplier will integrate into Paramount Ads Manager, allowing SMB advertisers to access premium streaming advertising while measuring its impact [2][4] - This partnership marks the first time a major streaming provider has adopted a solution like Taboola Realize, setting a new standard for how TV advertising can drive performance across digital channels [3] Group 2: Technology and Capabilities - The Performance Multiplier leverages Taboola's Realize AI technology to enhance targeting and attribution capabilities, extending brand messages beyond Paramount's reach to matched and lookalike viewers across Taboola's network [2][4] - Advertisers will be able to track post-view outcomes such as clicks, sign-ups, and purchases directly within the Paramount Ads Manager dashboard [7] Group 3: Market Impact - The initiative aims to make CTV advertising more measurable and actionable for SMBs, driving performance outcomes beyond traditional advertising environments [4] - The Performance Multiplier is currently in BETA within Paramount Ads Manager, with general availability expected by early 2026 [4]

Core Viewpoint - Taboola is set to release its third quarter 2025 financial results on November 5, 2025, with a conference call scheduled for 8:30 a.m. ET to discuss the earnings [1] Group 1: Financial Results Announcement - The third quarter 2025 financial results will be announced on November 5, 2025 [1] - A conference call and webcast will be held at 8:30 a.m. ET to discuss the financial results [1] - The webcast will be available for replay for one year, until November 5, 2026 [1] Group 2: Company Overview - Taboola specializes in performance advertising technology that extends beyond search and social media, delivering measurable outcomes at scale [2] - The company collaborates with thousands of businesses, reaching approximately 600 million daily active users through its ad platform, Realize [3] - Major publishers like NBC News and Yahoo, as well as OEMs such as Samsung and Xiaomi, utilize Taboola's technology to enhance audience engagement and revenue [3]

Core Insights - Taboola has partnered with India Today Group to introduce DeeperDive, a Gen AI answer engine designed for the open web, marking a significant advancement in AI-driven content engagement in the APAC region [1][3] Group 1: DeeperDive Overview - DeeperDive allows readers to ask questions and receive instant answers sourced from high-quality content created by journalists, enhancing the user experience on publisher websites [2][4] - The AI engine leverages proprietary, real-time content, providing smarter and more diverse answers based on current trends and user engagement [5][6] Group 2: India Today Group's Role - India Today Group, with a legacy of 50 years, is recognized for its leadership in India's media landscape and commitment to innovation [3][7] - The partnership with Taboola reflects the Group's strategy to embrace technology and enhance reader engagement through AI [5][9] Group 3: Benefits of DeeperDive - DeeperDive aims to increase readership and engagement by providing intuitive answers and links to relevant articles, encouraging deeper content exploration [5][6] - The platform also opens new monetization opportunities for publishers by integrating contextually relevant ads into the AI-generated results, allowing for search-like advertising revenue [5][6]

Core Insights - Taboola has enhanced its Realize platform with new Generative AI technology, enabling the transformation of static images into motion ads, which has resulted in a 20% increase in conversion rates for select advertisers [1][11]. Company Overview - Taboola is a global leader in performance advertising technology, focusing on delivering measurable outcomes at scale beyond traditional search and social media [3][12]. - The Realize platform is designed to provide advertisers with performance-based campaign management across a wide range of trusted publishers and ad inventories [2][4]. Performance Metrics - Since its launch, over 650 advertisers have tested the features of Realize, with notable success stories including an aviation brand that exceeded its performance goal by 34% [5]. - Advertisers across various sectors, such as Homes.com, Tripadvisor, and Philips Home Appliances, have reported significant improvements in user engagement and conversion rates due to the platform [7][8][9]. Technological Advancements - The introduction of Generative AI features in Realize allows advertisers to create more engaging ads, contributing to improved campaign performance [11]. - Realize leverages first-party data and AI technology to optimize advertising outcomes, reaching approximately 600 million daily active users [12]. Advertiser Feedback - Advertisers have praised Realize for its impact on performance marketing, highlighting increased user activity and effective campaign scaling [7][10]. - The platform is recognized as a vital tool for new customer acquisition and engagement, enhancing overall marketing strategies [8][9].

Core Insights - Gannett Co., Inc. has launched DeeperDive, an industry-first Generative AI answer engine developed by Taboola, fully implemented on USA TODAY, reaching over 195 million monthly unique visitors [1][2][3] - The DeeperDive technology aims to enhance user engagement by providing clear, AI-generated responses enriched with relevant stories and context, addressing the challenges posed by traditional AI search engines [2][3] - This partnership is expected to create new revenue channels through stronger advertising CPMs and increased reader engagement, with plans to integrate purchasing opportunities tailored to user interests [2][3] Company Overview - Gannett Co., Inc. is a diversified media company focused on empowering communities through trusted journalism and digital marketing solutions, reaching approximately 140 million monthly unique visitors [5][7] - USA TODAY, a cornerstone of the national media landscape since 1982, serves as the foundation for Gannett's newsroom network, delivering high-quality content to a significant audience [6][7] - Taboola, the partner behind DeeperDive, provides performance advertising technology that reaches approximately 600 million daily active users, enabling businesses to achieve measurable outcomes [8]

Core Insights - Gannett Co., Inc. has launched DeeperDive, an industry-first Generative AI answer engine developed by Taboola, now fully implemented on USA TODAY, reaching over 195 million monthly unique visitors [1][2] - DeeperDive aims to enhance user engagement by providing AI-generated responses enriched with relevant stories and context, addressing the challenges posed by traditional AI search engines [2][3] - The partnership with Taboola is expected to drive stronger advertising CPMs and create new revenue channels through curated ads and increased reader engagement [2][3] Company Overview - Gannett Co., Inc. is a diversified media company focused on empowering communities through trusted journalism and digital marketing solutions, reaching approximately 140 million monthly unique visitors [5][7] - USA TODAY, a cornerstone of the national media landscape since 1982, serves as the foundation for Gannett's newsroom network, delivering high-quality content to an audience of about 73 million unique visitors each month [6][7] - Taboola specializes in performance advertising technology, reaching approximately 600 million daily active users and partnering with major publishers to enhance audience engagement and revenue [8]

NEW YORK, Sept. 08, 2025 (GLOBE NEWSWIRE) -- Taboola (Nasdaq: TBLA), a global leader in delivering performance at scale for advertisers, today announced that members of its management team will host one-on-one meeting at the B. Riley Consumer & TMT Conference on Wednesday, September 10, 2025. About TaboolaTaboola empowers businesses to grow through performance advertising technology that goes beyond search and social and delivers measurable outcomes at scale. Taboola works with thousands of businesses who a ...