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Taboola.com (TBLA)
NASDAQ:TBLA
Earnings Data
Report Date
Feb 19, 2026TBA (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
0.11Last Year’s EPS
0.1Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call reflects a positive outlook for Taboola, driven by strong financial performance, growth in scaled advertisers, and successful adoption of the Realize platform. However, challenges such as margin declines, issues with Chinese advertisers, and foreign exchange impacts remain. Overall, the positive highlights outweigh the lowlights.Company Guidance
Strong Financial Performance
Taboola reported revenue of $497 million, ex-TAC gross profit of $177 million, and adjusted EBITDA of $48 million, exceeding the high end of guidance with an EBITDA margin of over 27%. They also generated $46 million in free cash flow this quarter and $117 million year-to-date.
Growth in Scaled Advertisers
The number of scaled advertisers grew by 4% to 2,064, and the average revenue per scaled advertiser increased by 11%, reflecting the success and adoption of the Realize platform.
Share Repurchase Program
Taboola repurchased approximately 10 million shares during the quarter for a total of $34.4 million. Year-to-date, they have bought back $184 million worth of shares, representing 14% of the company.
Positive Outlook for Realize Platform
The Realize platform is gaining traction, with advertisers seeing strong performance metrics. A major online travel company using Realize's advanced targeting achieved 67% lower CPCs compared to Meta and increased site traffic by 48%.
Strong Cash Position
Taboola ended the third quarter with a net cash balance of $41.5 million and cash and cash equivalents of $115.5 million, more than offsetting long-term debt of $74 million.
TBLA Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
TBLA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Nov 05, 2025 | $3.33 | $3.71 | +11.41% |
Aug 06, 2025 | $3.21 | $3.38 | +5.30% |
May 07, 2025 | $3.09 | $3.06 | -0.97% |
Feb 26, 2025 | $3.70 | $3.09 | -16.49% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Taboola.com (TBLA) report earnings?
Taboola.com (TBLA) is schdueled to report earning on Feb 19, 2026, TBA (Confirmed).
What is Taboola.com (TBLA) earnings time?
Taboola.com (TBLA) earnings time is at Feb 19, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is TBLA EPS forecast?
TBLA EPS forecast for the fiscal quarter 2025 (Q4) is 0.11.
