TBLA

Taboola’s second quarter was met with a negative market response as revenue fell short of Wall Street expectations. Management attributed the shortfall primarily to two factors: a Google policy change that discontinued the “Explore More” product and a deliberate effort to remove low-performing international publishers, particularly in Greater China. CEO Adam Singolda acknowledged the impact of these actions, noting, “Despite these two headwinds, I’m happy with our ability to accelerate growth and repurchase a lot of shares.” The company also experienced a nonrecurring $12 million write-down related to publisher prepayments, but emphasized that this did not affect the long-term economics of the business. Is now the time to buy TBLA? Find out in our full research report (it’s free). Revenue: $476.8 million vs analyst estimates of $499.4 million (2.4% year-on-year growth, 4.5% miss) Adjusted EPS: $0.14 vs analyst estimates of $0.14 (in line) Adjusted EBITDA: $55.49 million vs analyst estimates of $52.03 million (11.6% margin, 6.7% beat) The company dropped its revenue guidance for the full year to $1.94 billion at the midpoint from $2.03 billion, a 4.5% decrease EBITDA guidance for the full year is $234 million at the midpoint, in line with analyst expectations Operating Margin: 1.5%, up from 0% in the same quarter last year Market Capitalization: $1.11 billion While we enjoy listening to the management’s commentary, our favorite part of earnings calls is the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Naved Khan (B. Riley Securities) pressed for updated user engagement metrics and advertising ROI for Deeper Dive and Realize Plus. CEO Adam Singolda said Deeper Dive is approaching 10 million users, with over 10% engagement rates and “significant” CPM improvements compared to traditional placements. Barton Crockett (Rosenblatt) asked about the financial impact of the Explore More deprecation and other Google dependencies. CFO Stephen Walker clarified the $20 million ex-TAC hit in the second half and stated no other major products rely heavily on Google policies. Laura Martin (Needham & Company) questioned the timing and scope of the publisher network cleanup and Google’s rapid policy shift. Walker responded this quarter was unusual due to the volume of low-quality publishers, and confirmed Google implemented changes faster than anticipated. James Kopelman (TD Cowen) inquired about the pace of Deeper Dive adoption and the strategic opportunity with AI chatbots. Singolda responded that CPMs for Deeper Dive are up to 10x higher than traditional ads, and adoption is already creating a competitive advantage in new publisher deals. Tyler DiMatteo (BTIG) sought more detail on the profile of removed publishers and geographic revenue impact. Management confirmed most were international, primarily in Greater China, and reiterated the company’s focus on premium U.S. and global publisher partnerships. In future quarters, our analysts will monitor (1) the rate of Deeper Dive and Realize Plus adoption among both advertisers and publishers, (2) the financial impact of newly expanded full-suite publisher agreements, and (3) management’s ability to sustain ex-TAC margin improvements despite ongoing policy and macro headwinds. Progress in diversifying the publisher base and further AI-driven revenue contributions will also be critical markers of execution. Taboola currently trades at $4.12, down from $5.29 just before the earnings. In the wake of this quarter, is it a buy or sell? The answer lies in our full research report (it’s free for active Edge members). ALSO WORTH WATCHING: Top 5 Momentum Stocks. The best time to own a great stock is when the market is finally noticing it. These aren’t just high-quality businesses. Something is happening with them right now. Elite fundamentals meet near-term momentum — both boxes checked at the same time. Find out which stocks our AI platform is flagging this week. See this week’s Strong Momentum stocks — FREE. Get Our Strong Momentum Stocks for Free HERE. Stocks that have made our list include now familiar names such as Nvidia (+1,460% between June 2020 and June 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+214% between June 2020 and June 2025). Find your next big winner with StockStory today.

NEW YORK, Aug. 05, 2026 (GLOBE NEWSWIRE) -- Taboola (Nasdaq: TBLA), a global leader in delivering performance at scale for advertisers, today announced its results for the second quarter ended June 30, 2026. "We delivered another quarter beating our ex-TAC Gross Profit and Adjusted EBITDA guidance and raising our full-year guidance for both metrics,” said Adam Singolda, CEO of Taboola. "With the momentum we’re seeing with Realize, the addition of Fox News and other strategic wins, we are further strengthening our position as a leader in performance advertising and executing on our vision to build the leading platform for the Open Web." Second Quarter 2026 Financial Results(All comparisons are to the second quarter of 2025 unless otherwise noted.) Revenues of $476.8 million, an increase of 2.4%. Gross Profit of $139.5 million, an increase of 2.9%. Ex-TAC Gross Profit was $192.4 million, an increase of 11.8%. Net Income was $4.3 million improved from a Net Loss of $(4.3) million. Adjusted EBITDA was $55.5 million, up 22.8%. Adjusted EBITDA margins expanded to 28.8% from 26.2%. Cash Flow provided by operating activities of $31.3 million, compared to $47.4 million. Free Cash Flow was $17.3 million, compared to $34.2 million. Third Quarter and Full Year 2026 GuidanceFor the Third Quarter and Full Year 2026, the Company currently expects (dollars in millions): Although we provide guidance for Adjusted EBITDA and Non-GAAP Net Income (Loss), we are not able to provide guidance for projected net income (loss), the most directly comparable GAAP measure. Certain elements of net income (loss), including share-based compensation expenses are not predictable due to the high variability and difficulty of making accurate forecasts. As a result, it is impractical for us to provide guidance on net income (loss) or to reconcile our Adjusted EBITDA and Non-GAAP Net Income (Loss) guidance without unreasonable efforts. Consequently, no disclosure of projected net income (loss) is included. For the same reasons, we are unable to address the probable significance of the unavailable information. Webcast & Conference CallTaboola’s senior management team will discuss the Company's earnings on a call that can be accessed via webcast at https://investors.taboola.com. To access the call by phone, please go to this link: https://register-conf.media-server.com/register/BI9e7de4b306b347a4848f5087865fc7c2 to register at and you will be provided with dial in details. The webcast will be available for replay for one year, through the close of business on August 5, 2027. *About Non-GAAP Financial InformationThis press release includes ex-TAC Gross Profit, Adjusted EBITDA, Ratio of Adjusted EBITDA to ex-TAC Gross Profit, Free Cash Flow, Non-GAAP Net Income (Loss), which are non-GAAP financial measures. These non-GAAP financial measures are not measures of financial performance in accordance with GAAP and may exclude items that are significant in understanding and assessing the Company’s financial results. Therefore, these measures should not be considered in isolation or as an alternative to revenues, gross profit, net income (loss), cash flows from operations or other measures of profitability, liquidity or performance under GAAP. You should be aware that the Company’s presentation of these measures may not be comparable to similarly-titled measures used by other companies. The Company believes non-GAAP financial measures provide useful supplemental information to management and investors regarding future financial and business trends relating to the Company. The Company believes that the use of these measures provides an additional tool for investors to use in evaluating operating results and trends and in comparing the Company’s financial measures with other similar companies, many of which present similar non-GAAP financial measures to investors. Non-GAAP financial measures are subject to inherent limitations because they reflect the exercise of judgments by management about which items are excluded or included in calculating them, which may vary from period to period. Please refer to the appendix at the end of this press release for reconciliations to the most directly comparable measures in accordance with GAAP. Definitions Ex-TAC Gross Profit: Gross profit adjusted to add back other cost of revenues and non-cash amortization of the Commercial agreement asset. We add back (i) the non-cash amortization of the Commercial agreement asset because it is unique primarily due to the issuance of equity rather than cash and (ii) Publisher’s prepayments write-off that are one time non cash, such that ex-TAC Gross Profit includes solely direct cash contribution components. Adjusted EBITDA: Net income (loss) before finance income (expenses), net, income tax expenses, depreciation and amortization and non-cash amortization of the Commercial agreement asset, further adjusted to exclude share-based compensation including Connexity holdback compensation expenses and other noteworthy income and expense items such as M&A costs and restructuring costs which may vary from period-to-period. Adjusted EBITDA margins: The ratio of Adjusted EBITDA to ex-TAC Gross Profit as Adjusted EBITDA divided by ex-TAC Gross Profit. Note Regarding Forward-Looking Statements Certain statements in this press release are forward-looking statements. Forward-looking statements generally relate to future events including future financial or operating performance of Taboola.com Ltd. (the “Company”). In some cases, you can identify forward-looking statements by terminology such as “may”, “should”, “expect”, “guidance”, “intend”, “will”, “estimate”, “anticipate”, “believe”, “predict”, “target”, “potential” or “continue”, or the negatives of these terms or variations of them or similar terminology. Such forward-looking statements are subject to risks, uncertainties, and other factors which could cause actual results to differ materially from those expressed or implied by such forward looking statements. These forward-looking statements are based upon estimates and assumptions that, while considered reasonable by the Company and its management, are inherently uncertain. Uncertainties and risk factors that could affect the Company’s future performance and cause results to differ from the forward-looking statements in this press release include, but are not limited to: the Company’s ability to grow and manage growth profitably, maintain relationships with customers and retain its management and key employees; changes in applicable laws or regulations; the degree to which, or whether, Realize can achieve its intended performance objectives and attract, retain and grow advertisers and advertising spending; the Company’s estimates of expenses and profitability and underlying assumptions with respect to accounting presentations and purchase price and other adjustments; the extent to which we will buyback any of our shares pursuant to authority granted by the Company’s Board of Directors, which may depend upon market and economic conditions, other business opportunities and priorities, satisfying required conditions under the Israeli Companies Law and the Companies Regulations or other factors; the ability to attract new digital properties and advertisers; ability to meet minimum guarantee requirements in contracts with digital properties; intense competition in the digital advertising space, including with competitors who have significantly more resources; ability to grow and scale the Company’s ad and content platform through new relationships with advertisers and digital properties; ability to secure high quality content from digital properties; ability to maintain relationships with current advertiser and digital property partners; ability to prioritize investments to improve profitability and free cash flow; ability to make continued investments in the Company’s AI powered technology platform; the need to attract, train and retain highly-skilled technical workforce; changes in the regulation of, or market practice with respect to, “third party cookies” and its impact on digital advertising; continued engagement by users who interact with the Company’s platform on various digital properties; reliance on a limited number of partners for a significant portion of the Company’s revenue; changes in laws and regulations related to privacy, data protection, advertising regulation, competition and other areas related to digital advertising; ability to enforce, protect and maintain intellectual property rights; the potential or expected impact of tariffs on advertising spend, consumer and business sentiment, and the general economic environment; risks related to the fact that we are incorporated in Israel and governed by Israeli law; the potential impacts of the war in Israel to the Company’s operations; and other risks and uncertainties set forth in the Company’s Annual Report on Form 10-K for the year ended December 31, 2025 under Part 1, Item 1A “Risk Factors” and in the Company’s subsequent filings with the Securities and Exchange Commission.  Nothing in this press release should be regarded as a representation by any person that the forward-looking statements set forth herein will be achieved or that any of the contemplated results of such forward-looking statements will be achieved. You should not place undue reliance on these forward-looking statements, which speak only as of the date they were made. The Company undertakes no duty to update these forward-looking statements except as may be required by law. Nothing in this press release should be regarded as a representation by any person that the forward-looking statements set forth herein will be achieved or that any of the contemplated results of such forward-looking statements will be achieved. You should not place undue reliance on these forward-looking statements, which speak only as of the date they were made. The Company undertakes no duty to update these forward-looking statements except as may be required by law. About Taboola Taboola empowers businesses to grow through performance advertising technology that goes beyond search and social and delivers measurable outcomes at scale. Taboola works with thousands of businesses who advertise directly on Realize, Taboola’s powerful ad platform, reaching over 600 million daily active users across some of the best publishers in the world. Publishers like NBC News, Yahoo, and OEMs such as Samsung, Xiaomi and others use Taboola’s technology to grow audience and revenue, enabling Realize to offer unique data, specialized algorithms, and unmatched scale. Investor Contact:Aadam [email protected] Press Contact:Dave [email protected] U.S. dollars in thousands, except share and per share data (1) Includes related party trade receivables of $49,760 and $39,210, as of June 30, 2026 and December 31, 2025, respectively. U.S. dollars in thousands, except share and per share data (2) Includes related party trade payables of $72,723 and $70,950, as of June 30, 2026 and December 31, 2025, respectively. U.S. dollars in thousands, except share and per share data (1) Includes revenues from related party of $79,267 and $46,455, for the three months ended June 30, 2026 and 2025, respectively, and $148,947 and $94,780 for the six months ended June 30, 2026 and 2025, respectively. (2) Includes traffic acquisition cost to related party of $104,270 and $84,154 for the three months ended June 30, 2026 and 2025, respectively, and $201,060 and $159,556 for the six months ended June 30, 2026 and 2025, respectively.(3) See Note 10 Commitments and Contingencies.(4) Includes loss on extinguishment of debt of $6,597 for the six months ended June 30, 2025. U.S. dollars in thousands U.S. dollars in thousands U.S. dollars in thousands (1) Includes a decrease (increase) in related party trade receivables of $14,032 and $1,553, for the three months ended June 30, 2026 and 2025, respectively, and a decrease (increase) of $(10,550) and $42,125 for the six months ended June 30, 2026 and 2025, respectively. (2) Includes an increase (decrease) in related party trade payables of $3,083 and $1,494, for the three months ended June 30, 2026 and 2025, respectively, and a (decrease) increase in related party trade payables of $1,773 and $(7,640), for the six months ended June 30, 2026 and 2025, respectively. U.S. dollars in thousands APPENDIX: Non-GAAP Reconciliation RECONCILIATION OF GAAP TO NON-GAAP FINANCIAL MEASURES FOR THE THREE AND SIX MONTHS ENDED JUNE 30, 2026 AND 2025 (UNAUDITED) The following table provides a reconciliation of revenues to ex-TAC Gross Profit. (1) The three and six months ended June 30, 2026, included $4,082 and $8,119 amortization expense of the non-cash based Commercial agreement asset respectively, and $12,169 write-off of Publisher’s prepayments. See Note 1(b) and 2  respectively of Notes to the Unaudited Interim Consolidated  Financial Statements. The following table provides a reconciliation of net income (loss) to Adjusted EBITDA. (1) The three and six months ended June 30, 2026, included $4,082 and $8,119 amortization expense of the non-cash based Commercial agreement asset respectively, and $12,169 write-off of Publisher’s prepayments. See Note 1(b) and 2  respectively of Notes to the Unaudited Interim Consolidated  Financial Statements.(2) Costs associated with the Company’s reduction of its workforce implemented in April 2026.(3) The three and six months ended June 30, 2026, includes expenses related to a litigation matter in which the Company is the plaintiff and is not related to our ongoing business operations in the amount of $1,116 and the six months ended June 30, 2026 included a pre-tax income of approximately $77,000, net of legal fees and other related expenses related to a binding settlement agreement regarding a legal matter in which the Company acted as the plaintiff. The three and six months ended June 30, 2025, includes professional and legal expenses related to a litigation matter in which the Company is the plaintiff and is not related to our ongoing business operations it the amount of $904 and $2,876, respectively. The following table provides a reconciliation of net income (loss) to Non-GAAP Net Income (loss). (1) The three and six months ended June 30, 2026, included $4,082 and $8,119 amortization expense of the non-cash based Commercial agreement asset respectively, and $12,169 write-off of Publisher’s prepayment. See Note 1(b) and 2 respectively of Notes to the Unaudited Interim Consolidated  Financial Statements.(2) The three and six months ended June 30, 2026, include expenses related to a litigation matter in which the Company is the plaintiff and is not related to our ongoing business operations in the amount of $1,116 and the six months ended June 30, 2026 included a pre-tax income of approximately $77,000, net of legal fees and other related expenses related to a binding settlement agreement regarding a legal matter in which the Company acted as the plaintiff. The three and six months ended June 30, 2025, include professional and legal expenses related to a litigation matter in which the Company is the plaintiff and is not related to our ongoing business operations it the amount of $904 and $2,876, respectively.(3) Costs associated with the Company’s reduction of its workforce implemented in April 2026.(4) Represents foreign currency exchange rate gains or losses related to the remeasurement of monetary assets and liabilities to the Company’s functional currency using exchange rates in effect at the end of the reporting period.(5) See Note 7 of Notes to the Unaudited Consolidated Interim Financial Statements. The following table provides a reconciliation of net cash provided by operating activities to Free Cash Flow. APPENDIX: Non-GAAP Guidance Reconciliation RECONCILIATION OF GAAP TO NON-GAAP FINANCIAL MEASURES FOR Q3 2026 AND FULL YEAR 2026 GUIDANCE (Unaudited) The following table provides a reconciliation of projected Gross profit to ex-TAC Gross Profit. (1)    Third-Quarter and Full-Year 2026 guidance includes $4,126 and $16,372 amortization expense of the non-cash based Commercial agreement asset, respectively. Full-Year 2026 includes $12,169 write-off of Publisher’s prepayments. See Note 1(b) and 2 respectively of Notes to the Unaudited Interim Consolidated Financial Statements.

Interested in Taboola.com Ltd.? Here are five stocks we like better. Taboola exceeded Q2 profitability guidance: Revenue rose 2% year over year to $476.8 million, while ex-TAC gross profit increased 12% to $192.4 million and adjusted EBITDA reached $55.5 million. The company raised its full-year ex-TAC gross-profit and adjusted EBITDA guidance. Revenue faced temporary headwinds from Google’s deprecation of the Explore More feature and Taboola’s removal of underperforming publishers, which is expected to reduce second-half 2026 ex-TAC gross profit by more than $20 million. Taboola is developing Next Engage as a replacement. Growth opportunities are expanding through broader advertising agreements with major publishers, including Fox News, and AI products such as Realize+ and DeeperDive. DeeperDive is nearing 10 million users and has generated CPMs reportedly five to 10 times higher than traditional traffic. Taboola.com (NASDAQ:TBLA) reported second-quarter results that exceeded its guidance for key profitability measures, despite revenue headwinds from a Google policy change and the company’s decision to remove lower-quality publishers from its network. Revenue rose 2% year over year to $476.8 million, while ex-TAC gross profit increased 12% to $192.4 million. Adjusted EBITDA was $55.5 million, above the high end of the company’s outlook, with a 29% margin. Net income was $4.3 million, and non-GAAP net income was $41.3 million. → SpaceX’s First Earnings Report Could Decide Whether Shorts or Bulls Have Control Founder and CEO Adam Singolda said the quarter represented “another important step forward” as the company advanced its strategy to build a performance advertising platform for the open web. He said Taboola’s strategic wins and product investments supported its decision to raise full-year ex-TAC gross-profit guidance. CFO Steve Walker said revenue came in below the company’s prior guidance primarily because of two factors. First, Taboola more aggressively removed publishers that did not meet its standards for advertiser performance. Second, Google changed its policies in a way that ended Taboola’s Explore More feature during the quarter. → 3 Drone Stocks That Should Soar After the Summer Slump Explore More had enabled users to discover additional sponsored content after clicking a browser back button. Walker said the product’s deprecation was expected to reduce ex-TAC gross profit by more than $20 million in the second half of 2026. The company has introduced a replacement offering called Next Engage, which Singolda said could recover a substantial portion of the lost revenue over time, though he said it may not fully replace Explore More. Walker said the publisher-network cleanup was concentrated among international publishers, largely in the Greater China region. These publishers had traffic that did not perform well for advertisers, either because of potential illegitimate traffic or low conversion rates, he said. → The Bitcoin Comeback May Already Be Underway—2 ETFs for Exposure “If it doesn't work for our advertisers, we really don't want it on our network,” Walker said. The number of scaled advertisers increased 2% from a year earlier, while average revenue per scaled advertiser was relatively flat. Walker said both metrics were affected by the network cleanup and the Explore More change. He added that Taboola views continued growth in scaled advertisers as an important indicator of future growth. Singolda highlighted an expected expansion with one of Taboola’s largest existing publisher partners, which he described as a premier media and entertainment company. The company did not name the publisher but said it expects to announce the arrangement soon. Under the planned expansion, Taboola would move beyond monetizing traditional bottom-of-article native placements to handling broader advertising inventory, including display, vertical formats and native ads. Singolda estimated that display advertising at the publisher could represent two to three times the revenue from the native placements Taboola has historically monetized. During the question-and-answer session, he described the broader revenue opportunity as being in the range of two to five times its existing native business. Taboola expects the new publisher expansion and other strategic wins to begin gradually contributing to ex-TAC in the fourth quarter, with a more substantial ramp anticipated in 2027. The company also added Fox News to its publisher network, expanding an existing relationship that includes Fox Local, Fox Sports and Fox Weather. Singolda described the Fox News agreement as a competitive win and a meaningful expansion across the Fox ecosystem. Walker said Taboola’s ex-TAC margins have generally been in a 35% to 40% range and said that remains a reasonable expectation going forward, although quarterly results can vary based on seasonality and business mix. He said new full-page monetization relationships may initially carry lower margins than Taboola’s legacy business, but could still materially increase ex-TAC because of their larger revenue potential. Taboola continued to emphasize its AI-driven products, including Realize+, an optimization framework intended to automate campaign management and improve advertiser outcomes. Singolda said more than 300 advertisers have adopted the Realize+ beta, although he said it was too early to provide more detailed performance metrics or budget-allocation information. The company also discussed DeeperDive, its AI-powered conversational product for publisher sites. Singolda said DeeperDive was approaching 10 million users after launching in September 2025, up from roughly 7 million users discussed in a prior update. He said more than 10% of visitors use the feature at certain publisher implementations, including Yahoo. Singolda said DeeperDive monetization has produced CPM opportunities that are “five to sometimes 10X” compared with traditional Taboola publisher-site traffic, though he cautioned that the initiative remains early. Taboola also launched a DeeperDive advertising network for other large-language-model services and utility applications, he said. Separately, Taboola said a Claude and Model Context Protocol integration has begun allowing agencies and advertisers to plan, launch and optimize campaigns through natural-language conversations. Singolda said a few million dollars of advertiser spending had flowed through the integration. For the third quarter, Taboola forecast revenue of $460 million to $473 million, gross profit of $148 million to $152 million, ex-TAC gross profit of $184 million to $190 million and adjusted EBITDA of $51.5 million to $56.5 million. For the full year, the company updated its revenue outlook to $1.93 billion to $1.96 billion and its gross-profit outlook to $605 million to $615 million. It raised its ex-TAC gross-profit forecast by $7 million at the midpoint to a range of $772 million to $783 million, and raised adjusted EBITDA guidance by $3 million at the midpoint to $228 million to $240 million. Full-year non-GAAP net income is expected to be $168 million to $176 million. Foreign exchange remained a headwind. Walker said currency movements reduced second-quarter adjusted EBITDA by roughly $7.5 million; excluding that effect, adjusted EBITDA would have been about $63 million, or a 33% margin. Taboola generated $31.3 million in operating cash flow and $17.3 million in free cash flow during the quarter. It repurchased about 9.4 million shares for $41.4 million at an average price of $4.42 per share. The company said it has repurchased approximately 20% of its outstanding shares since the start of 2025 and had about $114 million remaining under its repurchase authorization. Taboola.com (NASDAQ: TBLA) operates a leading content discovery platform that connects advertisers with premium publishers through native advertising and personalized recommendations. The company’s technology analyzes user behavior and contextual information to deliver promoted content, video, and product recommendations to audiences across a network of thousands of websites and mobile apps. By leveraging machine learning and big data, Taboola helps publishers generate incremental revenue while enabling advertisers to reach engaged users at scale. Taboola’s suite of products includes feed placements, video recommendations, and sponsored content units designed to blend seamlessly with editorial pages. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. The article "Taboola.com Q2 Earnings Call Highlights" was originally published by MarketBeat. View MarketBeat's top stocks for August 2026.

This article first appeared on GuruFocus. Release Date: August 05, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Taboola.com Ltd (NASDAQ:TBLA) delivered Q2 results above guidance across key metrics despite facing two significant headwinds, demonstrating operational resilience. The company secured major strategic wins, including a first-of-its-kind expansion with a premier publisher to monetize its full suite of ad placements (display, vertical, native), which could represent 2-3 times the revenue of traditional native placements. Taboola.com Ltd (NASDAQ:TBLA) won Fox News, one of the top 5 US publishers, expanding its partnership across the Fox ecosystem and validating its competitive position. The company's AI-powered platform, Realize Plus, has gained early traction with over 300 advertisers adopting it, positioning Taboola.com Ltd (NASDAQ:TBLA) for future growth in AI-driven advertising. Taboola.com Ltd (NASDAQ:TBLA) raised its full-year ex-TAC gross profit and adjusted EBITDA guidance, reflecting confidence in its long-term growth trajectory despite near-term challenges. The company continues to return significant capital to shareholders, repurchasing approximately 20% of its outstanding shares since the beginning of 2025. Taboola.com Ltd (NASDAQ:TBLA)'s Q2 revenue of $476.8 million grew only 2% year-over-year and came in below guidance, primarily due to a Google policy change that deprecated its 'Explore More' product. The company made a deliberate decision to remove low-quality publishers from its network, which negatively impacted 2026 revenues, though it is expected to improve long-term advertiser success. The Google policy change is expected to result in a loss of over $20 million in ex-TAC gross profit in the second half of 2026, creating a significant headwind for the company. Foreign exchange continues to be a headwind, representing a $7.5 million negative impact to Q2 adjusted EBITDA, and is expected to persist for the remainder of 2026. The company recorded a one-time non-cash writedown of approximately $12 million related to publisher prepayments that are no longer expected to be recouped. The broader advertising environment remains 'skittish' and not robust, with advertisers closely monitoring geopolitical and inflationary pressures, which could impact future spending. Warning! GuruFocus has detected 7 Warning Sign with TBLA. Is TBLA fairly valued? Test your thesis with our free DCF calculator. Q: Can you provide an update on Deeper Dive user engagement and the adoption of Realize Plus, including any numbers on advertising budget allocation and ROI? A: Adam Singolda (CEO): Deeper Dive is about to cross 10 million users, with over 10% of visitors to publisher sites engaging with the AI feature. The CPMs for Deeper Dive are 5 to 10 times higher than traditional placements, and we've launched an ad network for other LLMs. For Realize Plus, over 300 advertisers have adopted the platform, and we're seeing encouraging early results as advertisers use AI to improve campaign efficiency and performance. Q: Can you elaborate on the financial impact of the Google policy change on Explore More, and are there other areas of exposure to Google quality controls? A: Steve Walker (CFO): The Explore More deprecation is a one-time event, and we've rolled out a new product, Next Engage, to capture much of that revenue back. The impact is over $20 million of ex-TAC gross profit in the second half of 2026. We don't have other products with similar dependence on Google policy; our publishers' search traffic from Google is less than 5% of our US page views. Q: Why did you decide to cut low-quality publishers now, and is there more to come? A: Steve Walker (CFO): We continuously clean up our network, but Q2 was unusual due to the volume of publishers that grew very large very quickly and weren't performing for advertisers. This is a short-term hit for long-term gain, as removing non-performing supply improves overall advertiser performance and should lead to better results over time. Q: How quickly are consumers adopting AI chatbots on publisher sites, and what is the timeline for this to become a significant driver of monetization? A: Adam Singolda (CEO): We're seeing about 10% of traffic convert to Deeper Dive, which immediately creates around 10% revenue growth. The CPM opportunity is 5 to 10 times higher than traditional ads. Publishers are moving quickly because they know the future is about conversations and LLM monetization, and we're seeing this help us win competitive deals like Fox News. Q: Can you separate and quantify the impacts of the Google policy change, the publisher cleanup, and the decline in search referrals? A: Steve Walker (CFO): The majority of the revenue shortfall came from the Explore More deprecation and the network cleanup. Explore More was expected to contribute over $20 million of ex-TAC in the second half, and it's a higher-margin product than our typical 35-40%. The impact from reduced search traffic to publishers is smaller, as less than 5% of our US network is from search. Q: What was the nature of the publishers removed from the network, and is the revenue decline an ex-US phenomenon? A: Steve Walker (CFO): The removed publishers were international, largely in the greater China region, with low-performing traffic that didn't convert for advertisers. The network cleanup impact was more international, while the Explore More impact was more global. We continue to bias towards premium publishers like Fox News. Q: How should we think about the impact of the cleanup on revenue per scaled advertiser and the number of scaled advertisers going forward? A: Steve Walker (CFO): Both metrics were impacted by the network cleanup and Explore More deprecation. However, the number of scaled advertisers still grew 2% year-over-year, which is a key leading indicator. I'd like to see continued growth in that number, while keeping average revenue per scaled advertiser relatively stable. Q: What is the strategic significance of expanding from individual article placements to monetizing the full suite of inventory with a major publisher? A: Adam Singolda (CEO): This expansion represents a revenue opportunity that is 2-3 times larger than our traditional native placements. It validates our strategy of expanding wallet share and demonstrates how publishers can consolidate multiple ad tech providers into a single partner. This is a model we expect to replicate with other publishers, moving towards becoming the single most important monetization partner for the open web. Q: How much of the revenue you're walking away from is minimum guarantee inventory, and what is your current exposure? A: Steve Walker (CFO): Almost none of the revenue we walked away from was minimum guarantee. We use minimum guarantees mostly for premium publishers, which rarely have poor-performing traffic. Currently, about 13% of our ex-TAC is paid out under minimum guarantees, and the trend is towards more rev share. Q: How are you thinking about the potential for agentic AI to drive efficiency gains within Taboola? A: Steve Walker (CFO): A significantly high percentage of our code is now written or affected by AI, and we have initiatives across the organization to automate processes. We see real opportunities for efficiency gains, but it's too early to quantify. We're also working on hosting our own models in-house to mitigate costs, as we don't want to simply shift savings to external AI providers. For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Wix.com (WIX) came out with quarterly earnings of $1.39 per share, beating the Zacks Consensus Estimate of $1.13 per share. This compares to earnings of $2.28 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +23.01%. A quarter ago, it was expected that this cloud-based web development company would post earnings of $1.21 per share when it actually produced earnings of $0.68, delivering a surprise of -43.8%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Wix.com, which belongs to the Zacks Computers - IT Services industry, posted revenues of $563.06 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 1.56%. This compares to year-ago revenues of $489.93 million. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Wix.com shares have lost about 45.3% since the beginning of the year versus the S&P 500's gain of 11%. While Wix.com has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Wix.com was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.31 on $567.76 million in revenues for the coming quarter and $4.55 on $2.25 billion in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Computers - IT Services is currently in the bottom 39% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. Taboola.com Ltd. (TBLA), another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 5. This company is expected to post quarterly earnings of $0.13 per share in its upcoming report, which represents a year-over-year change of +30%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. Taboola.com Ltd.'s revenues are expected to be $500.4 million, up 7.5% from the year-ago quarter. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Wix.com Ltd. (WIX) : Free Stock Analysis Report Taboola.com Ltd. (TBLA) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Grid Dynamics (GDYN) came out with quarterly earnings of $0.11 per share, beating the Zacks Consensus Estimate of $0.1 per share. This compares to earnings of $0.1 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +10.00%. A quarter ago, it was expected that this company would post earnings of $0.08 per share when it actually produced earnings of $0.09, delivering a surprise of +12.5%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Grid Dynamics, which belongs to the Zacks Computers - IT Services industry, posted revenues of $108.16 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 1.39%. This compares to year-ago revenues of $101.1 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Grid Dynamics shares have lost about 24.7% since the beginning of the year versus the S&P 500's gain of 6.9%. While Grid Dynamics has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Grid Dynamics was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.12 on $112.19 million in revenues for the coming quarter and $0.43 on $438.3 million in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Computers - IT Services is currently in the top 34% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. Taboola.com Ltd. (TBLA), another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 5. This company is expected to post quarterly earnings of $0.13 per share in its upcoming report, which represents a year-over-year change of +30%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. Taboola.com Ltd.'s revenues are expected to be $500.4 million, up 7.5% from the year-ago quarter. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Grid Dynamics Holdings, Inc. (GDYN) : Free Stock Analysis Report Taboola.com Ltd. (TBLA) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Investors might want to bet on Taboola.com Ltd. (TBLA), as earnings estimates for this company have been showing solid improvement lately. The stock has already gained solid short-term price momentum, and this trend might continue with its still improving earnings outlook. Analysts' growing optimism on the earnings prospects of this company is driving estimates higher, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. Our stock rating tool -- the Zacks Rank -- is principally built on this insight. The five-grade Zacks Rank system, which ranges from a Zacks Rank #1 (Strong Buy) to a Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record of outperformance, with Zacks #1 Ranked stocks generating an average annual return of +25% since 2008. For Taboola.com Ltd., there has been strong agreement among the covering analysts in raising earnings estimates, which has helped push consensus estimates considerably higher for the next quarter and full year. The chart below shows the evolution of forward 12-month Zacks Consensus EPS estimate: For the current quarter, the company is expected to earn $0.13 per share, which is a change of +30.0% from the year-ago reported number. The Zacks Consensus Estimate for Taboola.com has increased 50% over the last 30 days, as one estimate has gone higher compared to no negative revisions. The company is expected to earn $0.59 per share for the full year, which represents a change of +13.5% from the prior-year number. In terms of estimate revisions, the trend for the current year also appears quite encouraging for Taboola.com. Over the past month, one estimate has moved higher compared to no negative revisions, helping the consensus estimate increase 20.59%. The promising estimate revisions have helped Taboola.com earn a Zacks Rank #2 (Buy). The Zacks Rank is a tried-and-tested rating tool that helps investors effectively harness the power of earnings estimate revisions and make the right investment decision.You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Our research shows that stocks with Zacks Rank #1 (Strong Buy) and 2 (Buy) significantly outperform the S&P 500. Taboola.com shares have added 30.6% over the past four weeks, suggesting that investors are betting on its impressive estimate revisions. So, you may consider adding it to your portfolio right away to benefit from its earnings growth prospects. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Taboola.com Ltd. (TBLA) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q1. Today, we are looking at advertising & marketing services stocks, starting with Taboola (NASDAQ:TBLA). The sector is on the precipice of both disruption and growth as AI, programmatic advertising, and data-driven marketing reshape how things are done. For example, the advent of the Internet broadly and programmatic advertising specifically means that brand building is not a relationship business anymore but instead one based on data and technology, which could hurt traditional ad agencies. On the other hand, the companies in the sector that beef up their tech chops by automating the buying of ad inventory or facilitating omnichannel marketing, for example, stand to benefit. With or without advances in digitization and AI, the sector is still highly levered to the macro, and economic uncertainty may lead to fluctuating ad spend, particularly in cyclical industries. The 6 advertising & marketing services stocks we track reported a strong Q1. As a group, revenues beat analysts’ consensus estimates by 2.3% while next quarter’s revenue guidance was 0.6% below. While some advertising & marketing services stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 1.6% since the latest earnings results. Often appearing as those "You May Also Like" or "Recommended For You" boxes at the bottom of news articles, Taboola (NASDAQ:TBLA) operates a digital platform that recommends personalized content to users across publisher websites, helping both publishers monetize their sites and advertisers reach target audiences. Taboola reported revenues of $466.4 million, up 9.1% year on year. This print exceeded analysts’ expectations by 2.9%. Overall, it was an exceptional quarter for the company with a beat of analysts’ EPS estimates and revenue guidance for next quarter exceeding analysts’ expectations. “We’re starting the year strong, exceeding the high end of our guidance across all metrics and raising our full-year outlook, reflecting accelerated growth,” said Adam Singolda, CEO of Taboola. Interestingly, the stock is up 29.9% since reporting and currently trades at $4.95. We think Taboola is a good business, but is it a buy today? Read our full report here, it’s free. With a vast network of creative agencies that helped craft some of the most memorable ad campaigns in history, Omnicom Group (NYSE:OMC) is a strategic holding company that provides advertising, marketing, and communications services to many of the world's largest companies. Omnicom Group reported revenues of $6.24 billion, up 69.2% year on year, outperforming analysts’ expectations by 8.7%. The business had a very strong quarter with an impressive beat of analysts’ revenue and EPS estimates. Omnicom Group pulled off the biggest analyst estimates beat and fastest revenue growth among its peers. Although it had a fine quarter compared its peers, the market seems unhappy with the results as the stock is down 2.5% since reporting. It currently trades at $74.93. Is now the time to buy Omnicom Group? Access our full analysis of the earnings results here, it’s free. Originally launched as a way to make grocery shopping more rewarding for budget-conscious consumers, Ibotta (NYSE:IBTA) is a mobile shopping app that allows consumers to earn cash back on everyday purchases by completing tasks and submitting receipts. Ibotta reported revenues of $82.48 million, down 2.5% year on year, exceeding analysts’ expectations by 1.9%. Still, it was a slower quarter as it posted a significant miss of analysts’ EPS estimates. Ibotta delivered the slowest revenue growth in the group. As expected, the stock is down 12.9% since the results and currently trades at $32.22. Read our full analysis of Ibotta’s results here. Born from the 2020 merger of Rubicon Project and Telaria, Magnite (NASDAQ:MGNI) operates the world's largest independent sell-side advertising platform that automates the buying and selling of digital advertising inventory across all channels and formats. Magnite reported revenues of $164.4 million, up 5.5% year on year. This number lagged analysts' expectations by 5.5%. Taking a step back, it was a satisfactory quarter as it also produced a beat of analysts’ EPS estimates but a significant miss of analysts’ revenue estimates. Magnite had the weakest performance against analyst estimates among its peers. The stock is down 1.4% since reporting and currently trades at $13.20. Read our full, actionable report on Magnite here, it’s free. Powering nearly 10 million consumer referrals each month in the insurance marketplace, MediaAlpha (NYSE:MAX) operates a technology platform that connects insurance carriers with high-intent consumers shopping for property, casualty, health, and life insurance products. MediaAlpha reported revenues of $310 million, up 17.3% year on year. This print beat analysts’ expectations by 3.5%. Aside from that, it was a mixed quarter as it also logged a solid beat of analysts’ revenue estimates but a significant miss of analysts’ EPS estimates. The stock is down 15% since reporting and currently trades at $8.50. Read our full, actionable report on MediaAlpha here, it’s free. Late in 2025 into early 2026, there was hand wringing around artificial intelligence. For software companies, the fear was that AI would erode pricing power and compress margins as new tools made it easier to replicate what once required expensive enterprise platforms. Crypto investors had their own version of the same anxiety: if AI agents could trade, allocate capital, and manage wallets autonomously, what exactly was the long-term value of today’s crypto infrastructure? These concerns triggered a noticeable rotation away from these sectors and into safer havens. But markets rarely dwell on one narrative for long. Spring 2026 came, and the focus shifted abruptly from technological disruption to geopolitical risk. The US’ conflict with Iran became the dominant driver of market psychology, and when geopolitics takes center stage, the script changes quickly. Investors stop debating growth rates and start worrying about oil supply, inflation, and global stability. Want to invest in winners with rock-solid fundamentals? Check out our Hidden Gem Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate. StockStory’s analyst team — all seasoned professional investors — uses quantitative analysis and automation to deliver market-beating insights faster and with higher quality.

HONG KONG, May 13, 2026 /PRNewswire/ -- Taboola (Nasdaq: TBLA), a global leader in delivering performance at scale for advertisers, today announced new research highlighting growing advertiser adoption of AI-powered solutions and increasing interest in applying these capabilities beyond walled gardens. While agentic AI has driven strong performance gains in search and social, marketers are increasingly focused on unlocking incremental growth beyond those channels—especially in environments that can offer similar AI-powered automation. The new study, titled, "The Agentic Advantage in Performance Marketing: Securing Incremental Growth Beyond Search and Social" explores how advertisers are approaching performance in an increasingly AI-driven landscape. Key insights from the research include: "Advertisers of all sizes are leaning into agentic advertising, and the results are following. Our research shows a clear demand for advertisers that want the same "always-on," AI-driven performance they see in walled gardens applied to the open web, however," said Adam Singolda, CEO of Taboola. "They are looking for autonomous systems that learn continuously, pivot in real time, and turn every impression into a measurable outcome." In April 2026, Taboola announced Realize+, an agentic solution that uses its supply, first-party data, and AI to scale performance through a Decision Engine that reallocates spend in real time and an Element Generator that automates creative and targeting. The company has now rolled out the Realize+ beta to help advertisers drive outcomes at scale. About Taboola Taboola empowers businesses to grow through performance advertising technology that goes beyond search and social and delivers measurable outcomes at scale. Taboola works with thousands of businesses who advertise directly on Realize, Taboola's powerful ad platform, reaching approximately 600M daily active users across some of the best publishers in the world. Publishers like NBC News, Yahoo, and OEMs such as Samsung, Xiaomi and others use Taboola's technology to grow audience and revenue, enabling Realize to offer unique data, specialized algorithms, and unmatched scale. Disclaimer – Forward-Looking Statements Taboola (the "Company") may, in this communication, make certain statements that are not historical facts and relate to analysis or other information which are based on forecasts or future or results. Examples of such forward-looking statements include, but are not limited to, statements regarding future prospects, product development and business strategies. Words such as "expect," "estimate," "project," "budget," "forecast," "anticipate," "intend," "plan," "may," "will," "could," "should," "believes," "predicts," "potential," "continue," and similar expressions are intended to identify such forward-looking statements but are not the exclusive means for identifying such statements. By their very nature, forward-looking statements involve inherent risks and uncertainties, both general and specific, and there are risks that the predictions, forecasts, projections and other forward-looking statements will not be achieved. You should understand that a number of factors could cause actual results to differ materially from the plans, objectives, expectations, estimates and intentions expressed in such forward-looking statements, including the risks set forth in the Company's Annual Report on Form 10-K for the year ended December 31, 2025 under Part 1, Item 1A "Risk Factors" and our subsequent filings with the Securities and Exchange Commission. The Company cautions readers not to place undue reliance upon any forward-looking statements, which speak only as of the date made. The Company does not undertake or accept any obligation or undertaking to release publicly any updates or revisions to any forward-looking statements to reflect any change in its expectations or any change in events, conditions or circumstances on which any such statement is based. *Study methodology: Survey of 200 senior performance marketers at large advertisers and agencies representing organizations with monthly budgets of $500K–$4.9M. View original content to download multimedia:https://www.prnewswire.com/apac/news-releases/new-study-finds-76-of-advertisers-see-performance-gains-from-agentic-ai-86-would-allocate-up-to-a-quarter-of-advertising-budget-to-the-open-web-with-the-right-agentic-ai-solution-302769762.html