Taboola.com Ltd
F:1FY

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Taboola.com Ltd Logo
Taboola.com Ltd
F:1FY
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Price: 3.56 EUR -1.66% Market Closed
Market Cap: 1.1B EUR

Taboola.com Ltd
Investor Relations

In the bustling digital marketplace, where content reigns supreme, Taboola.com Ltd. emerges as a formidable player, seamlessly weaving its services into the fabric of online content discovery. Founded by Adam Singolda in 2007, Taboola set out with a compelling vision: to help users discover content they might otherwise have missed. The company's sophisticated algorithms and data-driven technology create a personalized browsing experience, recommending editorial and video content on both publishers' websites and mobile apps. These recommendations appear as native advertisements, matching the look and feel of the host media site, thereby encouraging users to engage with the suggested content. This subtle integration maintains the users' web-browsing journey while introducing them to new and relevant stories, articles, and videos.

The economic model behind Taboola's success hinges on its ability to draw in advertisers and publishers into a symbiotic relationship. Publishers partner with Taboola to generate additional revenue by hosting the native ads on their platforms, often resulting in higher engagement rates compared to traditional advertising methods. On the flip side, advertisers fund these recommendations, paying Taboola for user clicks and engagement with the promoted content. This performance-based advertising model, often referred to as cost-per-click, ensures that clients pay only when users actively interact with their content. In turn, Taboola shares this revenue with the hosting publishers, creating a win-win scenario where publishers can monetize their traffic, advertisers reach a larger audience, and Taboola earns a cut from both ends of the interaction. This dynamic ecosystem underscores Taboola's pivotal role in shaping how content is discovered and consumed in the digital age.

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Nov 5, 2025
AI Summary
Q3 2025

Strong Q3 Beat: Taboola exceeded the high end of guidance across all major metrics for the third consecutive quarter.

Realize Momentum: The Realize platform is showing clear signs of an inflection point, driving growth in scaled advertisers and average spend.

Raised 2025 Outlook: Full year guidance for revenue, gross profit, ex-TAC gross profit, and adjusted EBITDA was raised again.

Aggressive Buybacks: The company repurchased 14% of shares year-to-date, signaling confidence in future prospects.

Cash Generation: Free cash flow conversion remained strong at 96% of adjusted EBITDA in Q3.

App Traffic Growth: Direct and app-based traffic surged, now accounting for about one-third of supply.

AI & Product Investment: Investments in AI, new ad formats, and predictive audiences underpin ongoing improvements.

Key Financials
Revenue
$496.8 million
Ex-TAC Gross Profit
$176.8 million
Gross Profit
$139 million
Adjusted EBITDA
$48.2 million
Adjusted EBITDA Margin
27.3%
Free Cash Flow
$46.3 million
Free Cash Flow Conversion (Adjusted EBITDA)
96%
Net Income
$5.2 million
Non-GAAP Net Income
$34.3 million
Operating Cash Flow
$53.2 million
Scaled Advertisers (Number)
2,064
Share Repurchases (YTD)
$184 million (14% of shares)
Share Repurchases (Q3)
$34.4 million (10 million shares)
Net Cash Balance
$41.5 million
Cash and Cash Equivalents
$115.5 million
Long-Term Debt
$74 million
Earnings Call Recording
Other Earnings Calls

Management

Mr. Adam Singolda
Founder, CEO & Director
No Bio Available
Mr. Eldad Maniv
President & COO
No Bio Available
Mr. Stephen C. Walker
Chief Financial Officer
No Bio Available
Mr. Lior Golan
Chief Technology Officer
No Bio Available
Ms. Kristy Sundjaja
Chief People Officer
No Bio Available
Ms. Jessica Kourakos
Head of Investor Relations
No Bio Available
Ms. Blythe Holden
General Counsel & Corporate Secretary
No Bio Available
Mr. Ran Gishri
Vice President of Marketing
No Bio Available
Mr. Ran Buck
Senior Vice President of Global Revenue
No Bio Available
Mr. Jonny Harvey
Managing Director of Taboola News for OEM
No Bio Available

Contacts

Address
NEW YORK
New York City
16 Madison Square West, 7th Floor
Contacts
+97236966966
www.taboola.com