Taboola.com(US:TBLA)2025-08-06 12:30Q2 2025 Performance - Revenues reached $465.5 million, a 9% year-over-year increase, exceeding the high end of the guidance range of $438 to $458 million[10] - Gross profit was $135.6 million, up 18% year-over-year, also surpassing the guidance range of $124 to $134 million[10] - ex-TAC Gross Profit reached $172.1 million, a 15% year-over-year increase, exceeding the guidance range of $156 to $166 million[10] - Adjusted EBITDA was $45.2 million, a 21% year-over-year increase, also surpassing the guidance range of $33 to $44 million[10] Scaled Advertisers - Revenue from Scaled Advertisers accounted for 86% of Total Revenue[16] - The number of Scaled Advertisers grew by 8.5% year-over-year to 2,046[16] - Average Revenue Per Scaled Advertiser grew by 1.8% to approximately $196,000[16] Guidance - Q3 2025 revenue is projected to be between $461 to $469 million, a 5% year-over-year increase[17] - Full year 2025 revenue is projected to be between $1.858 to $1.888 billion, a 6% year-over-year increase[17] - Full year 2025 Adjusted EBITDA is projected to be between $208 to $214 million, a 5% year-over-year increase[17] Additional Modeling Assumptions - Interest payments are estimated to be approximately $7 million in 2025, with about $1.3 million per quarter associated with an average of $100 million RCF usage[18] - Share-based compensation is estimated at $66 million for 2025[18] - Capital Expenditures (CapEx) are projected to be $48 million in 2025[18]