The earnings call reflected a strong financial performance with growth in revenue and profitability, bolstered by a successful share buyback program and the early traction of the Realize platform. However, challenges remain in expanding existing advertiser budgets and the China market. Overall, the positive outcomes outweighed the concerns.

Company Guidance -

Q3 2025

In the Taboola Second Quarter 2025 earnings call, the company reported strong performance, exceeding the high end of its guidance across all key financial metrics. Revenues for Q2 reached $465 million, reflecting a 9% year-over-year growth, while ex-TAC (traffic acquisition costs) gross profit increased by 15% to $172 million. Adjusted EBITDA grew by 21% to $45 million, with a margin of 26.2%, and free cash flow rose 31% year-over-year to $34 million, enabling a significant stock buyback of approximately $100 million. CEO Adam Singolda highlighted the successful launch and early traction of Taboola's new performance advertising platform, Realize, which is poised to capture a share of the $55 billion performance advertising market. The company raised its full-year guidance, now projecting revenues of $1.86 billion to $1.89 billion, ex-TAC gross profit of $689 million to $703 million, and adjusted EBITDA between $208 million and $214 million. Taboola also announced an additional $200 million authorization for its share repurchase program, demonstrating confidence in its long-term value.

Strong Financial Performance

Taboola delivered a strong second quarter, beating the high end of the guidance across all key metrics. Revenue was $465 million, representing growth of 9% year-over-year. Ex-TAC gross profit was $172 million, 15% higher than last year, and adjusted EBITDA was $45 million, 21% higher than last year.

Successful Share Buyback Program

The company repurchased approximately 32 million shares at an average price of $3.13 for a total consideration of $100.1 million, shrinking the shares outstanding by nearly 12% in the first half of the year.

Launch and Traction of Realize

Taboola's new performance advertising platform, Realize, is showing early traction with 650 advertisers testing the new display and social capabilities since its February launch.

Growth in Scaled Advertisers

The number of scaled advertisers grew by nearly 9%, and the average revenue per scaled advertiser rose by about 2% compared to last year.

Taboola.com (TBLA) Earnings, Revenues Date & History

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TBLA Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	>-0.01 / -	-0.02	―	―	―
Aug 06, 2025	2025 (Q2)	>-0.01 / -0.01	-0.01	0.00% (0.00)
May 07, 2025	2025 (Q1)	-0.05 / -0.03	-0.08	62.50% (+0.05)
Feb 26, 2025	2024 (Q4)	0.11 / 0.10	0.01	900.00% (+0.09)
Nov 07, 2024	2024 (Q3)	0.01 / -0.02	-0.07	71.43% (+0.05)
Aug 07, 2024	2024 (Q2)	-0.05 / -0.01	-0.09	88.89% (+0.08)
May 08, 2024	2024 (Q1)	-0.08 / -0.08	-0.09	11.11% (<+0.01)
Feb 28, 2024	2023 (Q4)	-0.04 / 0.01	0.06	-83.33% (-0.05)
Nov 08, 2023	2023 (Q3)	-0.12 / -0.07	-0.1	30.00% (+0.03)
Aug 09, 2023	2023 (Q2)	-0.11 / -0.09	-0.02	-350.00% (-0.07)

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
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%
Nov 07, 2024	$3.34	$3.32	-0.60%

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.