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Taboola.com(TBLA) - 2021 Q3 - Earnings Call Presentation
Taboola.comTaboola.com(US:TBLA)2021-11-10 10:02

Financial Performance & Guidance - The company's 2021 revenue guidance is $1.363-$1.367 billion, representing a 15% growth rate compared to 2020[21] - The company's 2021 ex-TAC Gross Profit guidance is $512-$515 million, a 34-35% increase from 2020[21] - The company's 2021 Adjusted EBITDA guidance is $174-$177 million, a 64-66% increase from 2020[21] - The company projects $100M+ annual ex-TAC synergies in 4 years from integrating Connexity[95] - The company's FY 2022 Revenues guidance is $1.588 to $1.633 billion, representing 18.1% growth vs FY 2021[168] - The company's FY 2022 ex-TAC Gross Profit guidance is $645 to $665 million, representing 27.7% growth vs FY 2021[168] - The company's FY 2022 Adjusted EBITDA guidance is $193 to $213 million, representing 15.4% growth vs FY 2021[168] Business Highlights - The company has 516 million daily active users[22] - The company paid out over $2 billion to publishers over 3 years[25] - The company's Net Dollar Retention was 118% in 2020[26] - The company estimates the e-commerce market represents a $40 billion ad spend opportunity[60]