Taboola.Com Ltd. (TBLA)
NASDAQ:TBLA
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Earnings Data
Report Date
Aug 12, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.04Last Year’s EPS
-0.01Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call was broadly positive: the company beat Q1 guidance across metrics, showed clear product momentum (Realize, Realize+, DeeperDive), grew scaled advertisers and ARPU, generated strong cash flow, and raised full-year guidance. Key negatives were FX headwinds, a one-time legal settlement that boosted reported income and FCF, and higher infrastructure/OpEx that limited immediate margin expansion. Management reiterated a path toward consistent double-digit growth but has not achieved it yet.Company Guidance
Revenue Growth
Q1 revenues increased 9% year-over-year to $466.4 million, beating the high end of guidance and prompting an upward revision to full-year revenue guidance of $2.00B–$2.06B.
Ex-TAC and Gross Profit Expansion
Ex-TAC gross profit grew 11% year-over-year to $168.1 million; gross profit rose 9% to $129.6 million, driven by higher advertiser spend and strength in Taboola News and bidded supply.
Realize Momentum and Product Innovation
Realize continues to drive advertiser success — scaled advertisers grew 3.5% and average revenue per scaled advertiser grew 5%. Company launched Realize+ (agentic automation), expanded DeeperDive (strong early performance), and added a Claude integration to enable agent-to-agent workflows.
Profitability and Margin Outlook
Q1 adjusted EBITDA was $26.7 million (16% margin). Management reaffirmed commitment to strong margins with full-year adjusted EBITDA guidance of $222M–$240M and commentary that adjusted EBITDA margins are expected to be ~30% (and would be ~34% excluding FX headwinds).
Strong Cash Generation and Liquidity
Q1 operating cash flow was $108.7 million and free cash flow was $90.3 million. The company ended the quarter with $150.3 million in cash and cash equivalents, net cash of $83.9 million, and approximately $203.6 million of available liquidity on a $270M revolver.
Disciplined Capital Allocation — Share Repurchases
Repurchased ~7 million shares in Q1 for $23.5 million; management has repurchased ~19% of the company between 2025 and YTD 2026 and plans to continue allocating the majority of free cash flow to buybacks (approximately $160M remaining authorization).
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 |
|---|---|---|---|
May 06, 2026 | $3.81 | $4.75 | +24.67% |
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% |
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 Aug 12, 2026, TBA (Confirmed).
What is Taboola.Com Ltd. (TBLA) earnings time?
Taboola.Com Ltd. (TBLA) earnings time is at Aug 12, 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 (Q2) is 0.04.
