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Taboola.com Earnings Calls
| Release date | May 06, 2026 |
| EPS estimate | -$0.0100 |
| EPS actual | -$0.0100 |
| Revenue estimate | 453.297M |
| Revenue actual | 466.395M |
| Revenue Surprise | 2.89% |
| Release date | Feb 25, 2026 |
| EPS estimate | $0.109 |
| EPS actual | $0.170 |
| EPS Surprise | 56.54% |
| Revenue estimate | 537.716M |
| Revenue actual | 522.309M |
| Revenue Surprise | -2.87% |
| Release date | Nov 05, 2025 |
| EPS estimate | $0.100 |
| EPS actual | $0.110 |
| EPS Surprise | 10.00% |
| Revenue estimate | 537.803M |
| Revenue actual | 496.764M |
| Revenue Surprise | -7.63% |
| Release date | Aug 06, 2025 |
| EPS estimate | $0.0900 |
| EPS actual | $0.100 |
| EPS Surprise | 11.11% |
| Revenue estimate | 466.467M |
| Revenue actual | 465.474M |
| Revenue Surprise | -0.213% |
Last 4 Quarters for Taboola.com
Below you can see how TBLA performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 06, 2025 |
| Price on release | $3.38 |
| EPS estimate | $0.0900 |
| EPS actual | $0.100 |
| EPS surprise | 11.11% |
| Date | Price |
|---|---|
| Jul 31, 2025 | $3.21 |
| Aug 01, 2025 | $3.18 |
| Aug 04, 2025 | $3.25 |
| Aug 05, 2025 | $3.21 |
| Aug 06, 2025 | $3.38 |
| Aug 07, 2025 | $3.42 |
| Aug 08, 2025 | $3.28 |
| Aug 11, 2025 | $3.17 |
| Aug 12, 2025 | $3.23 |
| 4 days before | 5.30% |
| 4 days after | -4.44% |
| On release day | 1.18% |
| Change in period | 0.623% |
| Release date | Nov 05, 2025 |
| Price on release | $3.71 |
| EPS estimate | $0.100 |
| EPS actual | $0.110 |
| EPS surprise | 10.00% |
| Date | Price |
|---|---|
| Oct 30, 2025 | $3.48 |
| Oct 31, 2025 | $3.57 |
| Nov 03, 2025 | $3.50 |
| Nov 04, 2025 | $3.33 |
| Nov 05, 2025 | $3.71 |
| Nov 06, 2025 | $3.77 |
| Nov 07, 2025 | $3.79 |
| Nov 10, 2025 | $3.80 |
| Nov 11, 2025 | $4.14 |
| 4 days before | 6.61% |
| 4 days after | 11.59% |
| On release day | 1.62% |
| Change in period | 18.97% |
| Release date | Feb 25, 2026 |
| Price on release | $2.95 |
| EPS estimate | $0.109 |
| EPS actual | $0.170 |
| EPS surprise | 56.54% |
| Date | Price |
|---|---|
| Feb 19, 2026 | $3.28 |
| Feb 20, 2026 | $3.40 |
| Feb 23, 2026 | $3.25 |
| Feb 24, 2026 | $3.14 |
| Feb 25, 2026 | $2.95 |
| Feb 26, 2026 | $3.06 |
| Feb 27, 2026 | $3.17 |
| Mar 02, 2026 | $3.16 |
| Mar 03, 2026 | $3.03 |
| 4 days before | -10.06% |
| 4 days after | 2.71% |
| On release day | 3.73% |
| Change in period | -7.62% |
| Release date | May 06, 2026 |
| Price on release | $4.75 |
| EPS estimate | -$0.0100 |
| EPS actual | -$0.0100 |
| Date | Price |
|---|---|
| Apr 30, 2026 | $3.76 |
| May 01, 2026 | $3.79 |
| May 04, 2026 | $3.79 |
| May 05, 2026 | $3.81 |
| May 06, 2026 | $4.75 |
| May 07, 2026 | $5.21 |
| May 08, 2026 | $5.25 |
| May 11, 2026 | $5.13 |
| May 12, 2026 | $5.16 |
| 4 days before | 26.33% |
| 4 days after | 8.63% |
| On release day | 9.68% |
| Change in period | 37.23% |
Taboola.com Earnings Call Transcript Summary of Q1 2026
Taboola reported a strong start to 2026 with Q1 results that beat the high end of guidance across metrics. Revenue grew 9% year-over-year to $466.4M, ex-TAC gross profit rose 11% to $168.1M, and adjusted EBITDA was $26.7M (16% margin). Management raised full-year guidance, now targeting revenue of $2.00B–$2.06B, ex-TAC gross profit of $760M–$781M, and adjusted EBITDA of $222M–$240M while maintaining a 30% adjusted EBITDA margin goal. Growth is being driven by adoption of the Realize platform (including the new Realize+ agentic automation), higher spend from “scaled advertisers” (spend > $100k/yr), product innovations (e.g., DeeperDive), and supply/format diversification. Q1 free cash flow was $90.3M (benefiting from a one-time legal settlement); the company targets 60%–70% free cash flow conversion from adjusted EBITDA over a typical year. Taboola repurchased ~7M shares in Q1 ($23.5M) and plans to allocate the majority of free cash flow to buybacks. Management cautions that FX (notably a strong Israeli shekel) is a meaningful headwind to OpEx and margins and expects this to persist through 2026. The company emphasizes continued organic, technology-driven growth, verticalized sales focus on ICPs, and brand repositioning toward an AI-driven performance platform.
