Taboola.com (TBLA) Investor Presentation - Slideshow

Market Opportunity & Growth - The company estimates a $64 billion market opportunity [4, 23, 48]. - The open web accounts for 25% of people's online time [39, 57, 174, 176]. - E-commerce is projected to surpass 20% of all retail globally in 2022 [210]. - The company expects to cross $1 billion ex-TAC, maintaining margins [50]. AI & Technology - The company has invested over $100 million in R&D for its AI rocket engine [41]. - The AI engine processes over 100TB of data daily [101, 141]. - The company's AI makes over 50 billion recommendations per day [141]. - SmartBid can improve CPA down 40% for COVID-19 travel campaigns [149]. Financial Performance - The company's 2021 ex-TAC gross profit was $519 million [81, 82, 83, 255]. - The company's 2022 adjusted EBITDA is expected to be $204 million [263]. - The company anticipates approximately 60% adjusted EBITDA to FCF conversion [311, 309].