Core Insights - Taboola conducted a study with YouGov to assess advertiser readiness for cookie deprecation and its anticipated impact on their business [5][7][8] Group 1: Advertiser Preparedness - Only 25% of advertisers feel completely prepared for the cookie phaseout, indicating a significant gap in readiness [7] - 46% of advertisers support Google's decision to delay the cookie phaseout, reflecting uncertainty in the industry [7] Group 2: Changes in Advertising Spend - 44% of advertisers plan to shift their advertising spend to different channels as cookies are phased out, suggesting a strategic pivot in response to changing digital landscapes [7] - Search advertising (59%) and digital native advertising (55%) are viewed as the channels likely to provide the best performance and return on investment in a cookieless environment [13] Group 3: Taboola's Market Position - Taboola serves around 18,000 advertisers, reaching nearly 600 million daily active users, and is a leader in e-commerce recommendations with over 1 million monthly transactions [5] - The company has established partnerships with major digital properties, enhancing its market presence and credibility [9]

Core Insights - Taboola has announced a partnership with Foundry, a division of IDG, Inc., which attracts 28 million monthly visitors [1][2] - The partnership aims to enhance Foundry's audience growth, user engagement, and revenue through Taboola's products [2][3] Company Overview - Taboola specializes in powering recommendations for the open web, utilizing artificial intelligence to enhance user engagement and monetization for digital properties [4] - The platform is used by various digital properties, including major names like Yahoo, CNBC, and BBC [4] - Approximately 18,000 advertisers leverage Taboola to reach nearly 600 million daily active users [5] Partnership Details - Foundry is implementing Taboola Feed and Explore More to provide personalized content recommendations and improve user engagement on its technology sites [2][3] - The partnership is expected to help Foundry optimize user experiences and increase session depth for visitors coming from social media and apps [2][3]

Taboola.com Ltd. (NASDAQ:TBLA) Q1 2024 Earnings Conference Call May 8, 2024 8:30 AM ET Company Participants Jessica Kourakos - Head of IR Adam Singolda - Founder and CEO Stephen Walker - CFO Conference Call Participants Laura Martin - Needham Matt Condon - Citizens JMP Zach Cummins - B. Riley Securities James Kopelman - TD Cowen Jason Helfstein - Oppenheimer Operator Good day, and thank you for standing by. Welcome to the Taboola First Quarter 2024 Earnings Conference Call. [Operator Instructions] Please be ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended March 31, 2024 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___________ to ___________ Commission File Number: 001-40566 TABOOLA.COM LTD. (Exact name of registrant as specified in its charter) Israel (State or other jurisdiction of ...

Exhibit 99.1 Taboola Q1 2024 Results Beat High End of Guidance; Reiterates 2024 Guidance and Expects Accelerating Growth Across All Key Metrics Q1 2024 and FY 2024 Key Highlights Q1 Financials - beat high end of guidance across all key metrics 2024 Guidance - expecting strong Q2 and FY 2024 YoY growth across all metrics Share Buyback - Bought back $28M in shares in Q1; $92M remaining under current buyback authorization (~7% of current market cap); expecting buyback program to continue through 2024 Engaging/ ...

Financial Data and Key Metrics Changes - Q4 2023 revenues were approximately $420 million, growing 13% year-over-year, accelerating from Q3 levels [18] - Ex-TAC gross profit for Q4 was $169 million, representing a 6% year-over-year growth [18] - Full-year 2023 revenue reached over $1.4 billion, with an adjusted EBITDA of $99 million and a net loss of $82 million [19][26] - Free cash flow for 2023 was $52 million, up 181% compared to 2022 [19] Business Line Data and Key Metrics Changes - E-commerce experienced double-digit growth in 2023, driven by increased advertising budgets from major retail advertisers [20] - Taboola News exceeded $100 million in revenue in 2023, indicating strong growth potential [20][43] - The Header Bidding segment is expected to expand, with Microsoft being the largest bidder partner [13] Market Data and Key Metrics Changes - The open web market is estimated to be around $80 billion, with significant room for monetization improvements [14] - Taboola's revenue per user is approximately $3.00 to $4.00 annually, compared to $200 for Meta and $33 for Snap, highlighting potential growth opportunities [14] Company Strategy and Development Direction - The company is focusing on enhancing its technology and AI capabilities to improve user engagement and monetization [11][14] - A new share buyback authorization of $100 million has been announced, representing about 6% of the current market cap [5][28] - The company aims to become the advertising engine of choice for the open web, leveraging partnerships with major brands like Yahoo [42][59] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about 2024 being a record year, with expected revenue growth of 33% to nearly $2 billion [28] - The company anticipates positive yield growth in 2024 after two years of softness [25][63] - Management highlighted the importance of the Yahoo partnership and the onboarding of a new iconic consumer brand as key growth drivers [25][59] Other Important Information - The company has seen a significant increase in free cash flow and operating cash flow, indicating strong financial health [52] - The share repurchase program has been active, with over 15 million shares repurchased at an average price of $3.62 [23] Q&A Session Summary Question: Clarification on Yahoo revenue - Management confirmed that the $100 million revenue expectation from Yahoo is for Q1 2024, not cumulative [34][65] Question: Impact of Yahoo on business growth - Management indicated that while Yahoo contributes significantly to growth, the overall business is still expanding independently [89] Question: Challenges with new enterprise advertisers - Management noted that new enterprise clients are looking for innovative ad formats and experiences, which could lead to new product developments [98][100] Question: Political advertising impact - Historically, political cycles have provided a boost in demand, but management remains conservative in their financial planning regarding this [95] Question: Data as a differentiator for AI - Management emphasized the importance of their extensive data set for training AI and enhancing advertising effectiveness [75][76]

Financial Performance & Guidance - FY 2023 revenues reached $1.44 billion[215], with an Adjusted EBITDA of $99 million[215] - The company anticipates FY 2024 revenues between $1.892 billion and $1.942 billion[231], representing a year-over-year growth of 33%[231] - FY 2024 Adjusted EBITDA is projected to exceed $200 million[279] - Q1 2024 revenue guidance is set between $535 million and $555 million[216], a 28% year-over-year increase[216] - Q1 2024 ex-TAC Gross Profit is expected to range from $123 million to $135 million[352], reflecting a 12% year-over-year growth[216] Key Metrics & Strategies - The company's long-term model targets Free Cash Flow to be 50-60% of Adjusted EBITDA[21] - The company's ex-TAC Gross Profit for FY 2023 was $536 million[296] - The company's ex-TAC Gross Profit margin has increased significantly since 2015[157] - E-commerce is growing double digits, reaching approximately 20% of ex-TAC Gross Profit in 2023[226] - The company's technology is resilient to the future disappearance of third-party cookies[170]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________________ FORM 10-K _________________________ ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___________ to ___________ Commission File Number: 001-40566 _________________________ TABOOLA.COM LTD. (Exact name of regist ...

2024 Financials - step function top line growth and massive Adj. EBITDA/margin growth Exhibit 99.1 Taboola Reports Strong Q4 Net Income and Adj. EBITDA; Profits Beat High End of Guidance for Q4 and FY 2023; 2024 Guidance Calls for Record Year With Substantial Growth Across All Key Metrics Key Highlights 2023 Financials - strong exiting momentum sets Taboola up for great 2024 Announcing new $100M buyback authorization (represents ~6% of current market cap) Engaging/reaching users - Yahoo crossing $100M+ in Q ...

Taboola.com Ltd. (NASDAQ:TBLA) Q3 2023 Earnings Conference Call November 8, 2023 8:30 AM ET Company Participants Jessica Kourakos - Head of IR Adam Singolda - Founder and CEO Stephen Walker - CFO Conference Call Participants Jason Helfstein - Oppenheimer James Kopelman - TD Cowen Laura Martin - Needham Andrew Boone - JMP Securities Dan Day - B. Riley Securities Sergio Segura - KeyBanc Mark Zgutowicz - The Benchmark Company Operator Good day ladies and gentlemen, and thank you for standing by. Welcome to the ...