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Taboola.Com Ltd. (TBLA)
NASDAQ:TBLA
Earnings Data
Report Date
May 13, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.03Last Year’s EPS
-0.03Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed clear operational progress: revenue and ex-TAC profit growth, meaningful free cash flow generation, significant share repurchases, and early but tangible traction for the Realize platform (scaled advertisers +6%, ARPU improvements). However, management reiterated that long-term double-digit growth has not yet been achieved, guidance is conservative, FX and quarter-to-quarter metric volatility present near-term headwinds, and some reporting inconsistency around adjusted EBITDA adds modeling uncertainty. On balance the positives—cash generation, buybacks, Realize momentum, and margin targets—outweigh the negatives, though investors should monitor FX impacts, sequential volatility in advertiser metrics, and execution on scaling Realize further.Company Guidance
Revenue Growth
Q4 2025 revenue grew 6% year-over-year to $522.3M; full-year 2025 revenue increased 8% year-over-year to $1,910.0M.
Ex-TAC Gross Profit Expansion
Full-year ex-TAC gross profit was approximately $713.5M, up 7% year-over-year; Q4 ex-TAC gross profit was $212.8M with ~41% ex-TAC margin.
Free Cash Flow and Conversion
Generated $163.4M in free cash flow for 2025, up 10% year-over-year, representing approximately 76% conversion from adjusted EBITDA (company notes a sustainable free cash flow conversion expectation of 60%-70% over a typical four-quarter period).
Adjusted EBITDA and Margins
Company reiterated target of 30% adjusted EBITDA margin; management reported adjusted EBITDA growth (CEO cited +7%) and CFO reported full-year adjusted EBITDA of $215.5M (30% margin on reported basis).
Realize Platform Traction
Realize contributed to measurable advertiser expansion: scaled advertisers grew 6% for the year (3% in Q4) and average revenue per scaled advertiser grew 2%; Realize drove testing among non-scaled advertisers (contributed ~1% to Q4 growth).
Notable ICP Wins and Opportunity
Personal finance example: $120M in personal finance revenue in 2025 within a $15B US addressable market; company estimates it captures only 1%-10% of advertisers' total spend, signaling meaningful runway.
Share Repurchases and Capital Return
Repurchased ~76.9M–77.0M shares in 2025 for ~ $250M–$254M; reduced total shares outstanding from ~337M to ~276M (management cited roughly an 18% reduction in share count; company also noted it bought back ~8% of outstanding shares net of issuances in 2025).
Strong Cash & Liquidity Position
Ended Q4 2025 with cash and cash equivalents of $120.9M, net cash of ~$18.6M after long-term debt of $102.3M; secured a $270M revolving credit facility and had approximately $168M of available liquidity as of Dec 31, 2025.
Forward Guidance Reflects Continued Growth
FY2026 guidance includes ex-TAC gross profit of $753M–$774M (implying ~7% growth vs. 2025 ex-TAC midpoint), adjusted EBITDA guidance of $222M–$236M, and continued focus on R&D and share repurchases.
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 |
|---|---|---|---|
Feb 25, 2026 | $3.14 | $2.95 | -6.05% |
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% |
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 Ltd. (TBLA) report earnings?
Taboola.Com Ltd. (TBLA) is schdueled to report earning on May 13, 2026, TBA (Confirmed).
What is Taboola.Com Ltd. (TBLA) earnings time?
Taboola.Com Ltd. (TBLA) earnings time is at May 13, 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 2026 (Q1) is -0.03.
