Key Takeaways TBLA leverages publisher ties and AI-driven Realize platform to target a $55B ad market shift. Strategic deals with Microsoft and Apple News strengthen TBLA's role in premium performance ads. TBLA's 2025-2026 EPS and revenue estimates have risen, signaling expected year-over-year growth.Over the past decade, Taboola Ltd. (TBLA) has been a key beneficiary of the steady shift in advertising budgets from traditional media to digital platforms. Well-positioned to leverage this structural change, ...

Key Takeaways TBLA stock has jumped 36.5% in 3 months, outperforming its industry, sector and the market. TBLA is expanding into display and commerce formats via its Realize platform to tap a $55B market. Revenues were $1.8B in 2024 and are expected to be $1.89B in 2025, with growing profit and strong cash flow.Shares of Taboola.com Ltd. (TBLA) have rallied 36.5% in the past three months, zooming past its industry, sector and the Zacks S&P 500 composite in the same time frame.TBLA is now trending above i ...

Needham analyst Laura Martin maintained Taboola.com TBLA with a Buy and raised the price target from $3.34 to $4.50 on Tuesday.Martin backed the rerating, citing Taboola’s exclusive supply, unique data, self-service, CTV, generative AI-driven cost savings, double-sided platform, open internet focus, Realize Platform and Yahoo deal.Martin noted Taboola is a leading performance AdTech company that competes in the open internet.Also Read: Taboola Stock Gains After Apple Deal, What’s Going On?The analyst said t ...

Taboola.com (TBLA) FY 2025 Conference May 28, 2025 01:50 PM ET Speaker0 Analysts on the Internet team here at Cowen. We're excited to have Adam Singola, founder and CEO of Tabula, and Jessica Caracas, head of IR here today to discuss trends at Tabula, a leader in the open web who's using AI to drive performance advertising, part of a broader effort to expand beyond native to capture a $55,000,000,000 plus performance ad market opportunity. So we'll start for investors who are new, who may be new to Taboola. ...

Taboola.com (TBLA) FY Conference May 13, 2025 02:15 PM ET Speaker0 The senior media analyst and analyst at Needham and Company, and I'm here to welcome Steve Walker. I think this is the first time. Isn't this the first time I've ever interviewed you alone on stage? Speaker1 That is correct. Yes. Speaker0 Yes. Thanks for Speaker1 having me. Speaker0 Yeah. Thank you. Speaker1 Be gentle. Speaker0 Okay. No. That's not a thing. That's not a request I'm willing to abide. Nice to be asked. How's your one on one so ...

Taboola.com (TBLA) Q1 2025 Earnings Call May 07, 2025 08:30 AM ET Company Participants Jessica Kourakos - Head of IRAdam Singolda - Founder and CEOStephen Walker - Chief Financial OfficerSteven H - Senior Associate - Internet Equity ResearchMatthew Condon - Director Equity Research - Internet & Digital Media Conference Call Participants Mark Zgutowicz - Equity Research AnalystLaura Martin - Managing Director, Senior Internet & Media AnalystZach Cummins - Senior Research AnalystJames Kopelman - Analyst Opera ...

Taboola.com (TBLA) Q1 2025 Earnings Call May 07, 2025 08:30 AM ET Company Participants Jessica Kourakos - Head of IRAdam Singolda - Founder and CEOStephen Walker - Chief Financial OfficerSteven H - Senior Associate - Internet Equity ResearchMatthew Condon - Director Equity Research - Internet & Digital Media Conference Call Participants Mark Zgutowicz - Equity Research AnalystLaura Martin - Managing Director, Senior Internet & Media AnalystZach Cummins - Senior Research AnalystJames Kopelman - Analyst Opera ...

Investor Presentation First Quarter 2025 May 2025 Forward-Looking Statements - Disclaimer Certain statements in this presentation are forward-looking statements, including our Q2 2025 and full-year 2025 guidance and our expectations for Realize, our new performance advertising platform. Forward-looking statements generally relate to future events including future financial or operating performance of Taboola.com Ltd. (the "Company"). In some cases, you can identify forward-looking statements by terminology ...

Core Insights - Taboola reported strong first-quarter results for 2025, exceeding guidance across all key metrics, indicating robust momentum in performance advertising [2][3] - The company aims to continue investing in growth areas, return capital through share repurchases, and solidify its position as a leader in performance advertising beyond search and social [2] Financial Performance - Revenues for Q1 2025 were $427 million, a 3% increase from Q1 2024, driven by a 9% growth in scaled advertisers, despite a 3% decline in average revenue per scaled advertiser [6][13] - Gross profit reached $119 million, up 10% year-over-year, with ex-TAC gross profit at $152 million, reflecting a 9% increase [6][13] - Adjusted EBITDA was $36 million, a significant increase of 53%, with adjusted EBITDA margins expanding to 23.7% from 16.9% [6][13] Guidance for Future Performance - For Q2 2025, Taboola expects revenues between $438 million and $458 million, and for the full year 2025, revenues are projected to be between $1.838 billion and $1.888 billion [3][14] - The company anticipates adjusted EBITDA for Q2 2025 to be between $38 million and $44 million, and for the full year, between $201 million and $209 million [3][15] Cash Flow and Financial Health - Cash flow from operating activities was $48 million, compared to $32 million in the previous year, with free cash flow at $36 million, up from $27 million [6][13] - The company reported a net loss of $8.8 million for Q1 2025, an improvement from a net loss of $26.2 million in Q1 2024 [6][13] Shareholder Returns - Taboola is committed to returning capital to shareholders through share repurchases, reflecting confidence in its long-term growth strategy [2][3]

NEW YORK, April 30, 2025 (GLOBE NEWSWIRE) -- Taboola (Nasdaq: TBLA) today announced it has reached a new partnership with Samsung to serve news recommendations on Samsung devices and news channels. Under this new multi-year relationship, Taboola will power news recommendations on Samsung News, the popular news application found on millions of Samsung mobile devices worldwide, in markets across Europe and India. Today’s news extends on a long-term relationship between Taboola and Samsung and adds even more w ...