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Taboola.com Earnings Calls
| Release date | May 06, 2026 |
| EPS estimate | -$0.0283 |
| EPS actual | $0.200 |
| EPS Surprise | 805.97% |
| 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 | -$0.0014 |
| EPS actual | $0.0172 |
| EPS Surprise | 1,300.00% |
| Revenue estimate | 466.054M |
| Revenue actual | 172.685M |
| Revenue Surprise | -62.95% |
| Release date | Aug 06, 2025 |
| EPS estimate | -$0.0083 |
| EPS actual | -$0.0139 |
| EPS Surprise | -66.39% |
| Revenue estimate | 448.7M |
| Revenue actual | 465.474M |
| Revenue Surprise | 3.74% |
Last 4 Quarters for Taboola.com
Below you can see how TBLAW 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 | $0.160 |
| EPS estimate | -$0.0083 |
| EPS actual | -$0.0139 |
| EPS surprise | -66.39% |
| Date | Price |
|---|---|
| Jul 31, 2025 | $0.159 |
| Aug 01, 2025 | $0.159 |
| Aug 04, 2025 | $0.147 |
| Aug 05, 2025 | $0.155 |
| Aug 06, 2025 | $0.160 |
| Aug 07, 2025 | $0.140 |
| Aug 08, 2025 | $0.138 |
| Aug 11, 2025 | $0.130 |
| Aug 12, 2025 | $0.115 |
| 4 days before | 0.251% |
| 4 days after | -27.84% |
| On release day | -12.16% |
| Change in period | -27.66% |
| Release date | Nov 05, 2025 |
| Price on release | $0.110 |
| EPS estimate | -$0.0014 |
| EPS actual | $0.0172 |
| EPS surprise | 1,300.00% |
| Date | Price |
|---|---|
| Oct 30, 2025 | $0.101 |
| Oct 31, 2025 | $0.0982 |
| Nov 03, 2025 | $0.119 |
| Nov 04, 2025 | $0.119 |
| Nov 05, 2025 | $0.110 |
| Nov 06, 2025 | $0.119 |
| Nov 07, 2025 | $0.119 |
| Nov 10, 2025 | $0.101 |
| Nov 11, 2025 | $0.130 |
| 4 days before | 9.34% |
| 4 days after | 18.18% |
| On release day | 8.18% |
| Change in period | 29.22% |
| Release date | Feb 25, 2026 |
| Price on release | $0.0149 |
| EPS estimate | $0.109 |
| EPS actual | $0.170 |
| EPS surprise | 56.54% |
| Date | Price |
|---|---|
| Feb 19, 2026 | $0.0162 |
| Feb 20, 2026 | $0.0190 |
| Feb 23, 2026 | $0.0182 |
| Feb 24, 2026 | $0.0155 |
| Feb 25, 2026 | $0.0149 |
| Feb 26, 2026 | $0.0130 |
| Feb 27, 2026 | $0.0112 |
| Mar 02, 2026 | $0.0100 |
| Mar 03, 2026 | $0.0135 |
| 4 days before | -8.02% |
| 4 days after | -9.40% |
| On release day | -12.75% |
| Change in period | -16.67% |
| Release date | May 06, 2026 |
| Price on release | $0.0100 |
| EPS estimate | -$0.0283 |
| EPS actual | $0.200 |
| EPS surprise | 805.97% |
| Date | Price |
|---|---|
| Apr 30, 2026 | $0.0095 |
| May 01, 2026 | $0.0070 |
| May 04, 2026 | $0.0070 |
| May 05, 2026 | $0.0063 |
| May 06, 2026 | $0.0100 |
| May 07, 2026 | $0.0064 |
| May 08, 2026 | $0.0074 |
| May 11, 2026 | $0.0079 |
| May 12, 2026 | $0.0059 |
| 4 days before | 5.26% |
| 4 days after | -41.00% |
| On release day | -36.00% |
| Change in period | -37.89% |
Taboola.com Earnings Call Transcript Summary of Q1 2026
Taboola reported a strong Q1 2026, beating the high end of guidance across all 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: revenue $2.00B–$2.06B, ex-TAC gross profit $760M–$781M, and adjusted EBITDA $222M–$240M while maintaining a 30% adjusted EBITDA margin target. Growth is being driven by adoption of the Realize platform (and the new Realize+ agentic automation), scaled advertisers (+3.5%) and higher ARPA for scaled advertisers (+5%). Taboola repurchased ~7M shares in the quarter ($23.5M) and plans to allocate the majority of free cash flow to buybacks. Foreign exchange, particularly a stronger Israeli shekel, created a meaningful headwind (~$13M on operating expenses for the year and ~$4.7M impact to Q1 adjusted EBITDA); excluding FX the company says adjusted EBITDA margin would be ~34%. Management emphasized continued R&D investment (including AI initiatives such as DeeperDive), verticalized sales focus (ICPs), and branding to drive sustainable, organic, double-digit growth over time. Balance sheet remains healthy with net cash of $83.9M and ample liquidity under its credit facility.
