Taboola (TBLA) 2025 Annual Revenue Grows 8% to $1.91B as Profitability Metrics Rise

Core Insights - Taboola.com Ltd. (NASDAQ:TBLA) reported a Q4 and full year 2025 revenue increase of 8% to $1.91 billion, with core profitability metrics also showing growth [1][7] - The company's adjusted EBITDA reached $215.5 million, maintaining a stable margin of 30% [1] - Taboola's Realize platform has been a key driver of growth, improving advertiser retention and contributing to a 6% annual increase in the scaled advertiser base [2] Financial Performance - Annual revenue for 2025 was $1.91 billion, an 8% increase year-over-year [1] - Ex-TAC gross profit grew 7% year-over-year to $713.5 million [1] - Adjusted EBITDA for the year was $215.5 million, with a consistent margin of 30% [1] Growth Drivers - The Realize platform has enhanced advertiser retention and attracted non-scaled advertisers, leading to a 6% annual increase in the scaled advertiser base [2] - International markets now account for 53% of total revenue, surpassing growth in mature US markets [2] - The company has a significant publisher reach, integrated across 14,000 properties, engaging over 600 million daily users [3] Future Outlook - For 2026, Taboola has issued revenue guidance of $2.0 to $2.05 billion and adjusted EBITDA guidance between $222 million and $236 million [3] - The focus on high-value verticals, such as personal finance, which generated $120 million in annual revenue, is central to the company's expansion strategy [3] Operational Overview - Taboola operates an AI-based algorithmic engine platform across multiple countries, including Israel, the US, the UK, and Germany [4] - The platform partners with websites, devices, and mobile apps to recommend editorial content and advertisements on the open web [4]