Taboola's second-quarter earnings call was generally positive, with the company outperforming guidance on key financial metrics and expressing confidence through significant share repurchases. The launch and initial success of the Realize platform indicate potential future growth. However, some concerns were noted regarding the limited increase in average revenue per scaled advertiser and challenges in the Chinese market.

Company Guidance

During the Taboola Second Quarter 2025 Earnings Call, the company reported strong financial performance, exceeding the high end of its guidance across key metrics. The revenues reached $465 million, reflecting a 9% year-over-year growth. Ex-TAC gross profit was $172 million, up 15% from the previous year. Adjusted EBITDA was $45 million, representing a 21% increase, with a margin expansion noted. The free cash flow saw a 31% year-over-year growth, amounting to $34 million. The company also repurchased approximately $100 million worth of stock during the quarter and announced an incremental $200 million to its share repurchase program. For the full year, Taboola raised its guidance, expecting revenues between $1.86 billion and $1.89 billion, ex-TAC gross profit of $689 million to $703 million, and adjusted EBITDA of $208 million to $214 million. The company highlighted its new performance advertising platform, Realize, as a key growth driver, alongside its strategic focus on expanding its unique supply initiatives.

Exceeding Guidance Across Key Metrics

Taboola reported second-quarter revenues of $465 million, representing a growth of 9% year-over-year, ex-TAC gross profit of $172 million (15% higher than last year), and adjusted EBITDA of $45 million (21% higher than last year). The company has raised its full-year guidance across the board.

Successful Share Repurchase Program

Taboola bought back about 12% of the company in the first half of the year, reflecting confidence in their business. The Board approved an incremental $200 million to the share repurchase program.

Launch and Traction of Realize Platform

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

Strong Financial Position

Taboola ended the second quarter with a net cash balance of $27.2 million and a new $270 million revolving credit facility, allowing significant liquidity.

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.