Taboola.com Ltd. Ordinary SharesTBLA
Recorded
Taboola.com Ltd. Ordinary Shares 2026 Q2 Earnings Call
Review the key takeaways and the transcript of this earnings call.
PeriodQ2 2026Duration51 min
Key takeaways
- Taboola reported second quarter 2026 revenues of $476.8 million, a 2% year-over-year increase, though below guidance due to a Google policy change and removal of low-quality publishers.
- Gross profit increased 12% year over year to $192.4 million, driven by higher ad rates and a shift toward higher margin business areas.
- Net income was $4.3 million, with non-GAAP net income at $41.3 million and adjusted EBITDA at $55.5 million, exceeding guidance with a 29% margin.
- The company repurchased approximately 9.4 million shares for $41.4 million in Q2, totaling about 20% of outstanding shares repurchased since 2025.
- Taboola secured strategic publisher wins including Fox News and an upcoming expansion with a large existing publisher to monetize full page ad inventory beyond native ads.
- The company’s AI-powered Realize Plus platform has been adopted by over 300 advertisers, showing early encouraging results in campaign efficiency and performance.
- Foreign exchange was a $7.5 million headwind to adjusted EBITDA in Q2 and is expected to remain so for the rest of 2026.
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