New Risk • May 18
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 216% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (9.7% average weekly change). Large one-off items impacting financial results. Significant insider selling over the past 3 months (€435k sold). Recent Insider Transactions • May 17
Non-Independent Director recently sold €261k worth of stock On the 8th of May, Monica Mijaleski sold around 61k shares on-market at roughly €4.28 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €513k more than they bought in the last 12 months. New Risk • May 12
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (9.7% average weekly change). Reported Earnings • May 07
First quarter 2026 earnings released: EPS: US$0.10 (vs US$0.026 loss in 1Q 2025) First quarter 2026 results: EPS: US$0.10 (up from US$0.026 loss in 1Q 2025). Revenue: US$466.4m (up 9.1% from 1Q 2025). Net income: US$59.1m (up US$67.8m from 1Q 2025). Profit margin: 13% (up from net loss in 1Q 2025). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Interactive Media and Services industry in Europe. Valuation Update With 7 Day Price Move • May 06
Investor sentiment improves as stock rises 27% After last week's 27% share price gain to €4.05, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 18x in the Interactive Media and Services industry in Europe. New Risk • May 06
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 9.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company. Tillkännagivande • Apr 24
Taboola Launches Realize+ and Expands Agentic Capabilities by Opening its Platform to Claude Skills Taboola announced the launch of Realize+, the next phase of Taboola’s performance marketing platform, Realize. Realize+ is an agentic system that helps performance marketers unlock more conversions beyond search and social. It continuously makes and executes campaign decisions, helping drive incremental results, while reducing manual effort. Taboola estimates that around 80% of marketers would increase investment in the open web if it offered automated, AI-powered campaign solutions that they get from the walled gardens. Additionally, nearly 86% say they would allocate up to a quarter of their performance budgets to the open web if such capabilities were available. Realize is a technology platform that helps advertisers achieve outcomes at scale, leveraging Taboola’s unique supply, first-party data, and AI. It enables performance campaigns across many of the world’s largest and most trusted publishers, OEMs, and apps. To deliver this, Realize+ is built on a two-part approach: The Decision Engine: Within Realize, automatically moves budget in real time to the highest-performing campaigns and opportunities using a new tool called the Budget Allocator. The Element Generator: Creates and continuously improves ads and targeting, helping campaigns stay effective without manual updates. Together, these capabilities are designed to replicate the performance and autonomy of walled gardens, while providing a direct path to premium inventory and ensuring more budget is spent on outcomes. Realize is also opening itself to Claude Skills, giving advertisers and agencies a conversational front door to Taboola from inside Claude. The first skill released will handle campaign setup and optimization and it is the first of several skills Taboola plans to release over the coming months, which remove friction for agencies and advertisers standardizing on AI-native workflows. Realize+ has spent several months in beta. Stemming from positive early results, phase 2 of the beta will now be expanding in the Second Quarter with improved models, while also featuring an extensive roadmap throughout 2026. Tillkännagivande • Apr 22
Taboola.com Ltd. to Report Q1, 2026 Results on May 06, 2026 Taboola.com Ltd. announced that they will report Q1, 2026 results on May 06, 2026 Tillkännagivande • Apr 21
Taboola.com Ltd., Annual General Meeting, Jun 09, 2026 Taboola.com Ltd., Annual General Meeting, Jun 09, 2026. New Risk • Mar 01
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 0.05% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company. Reported Earnings • Feb 26
Full year 2025 earnings released: EPS: US$0.14 (vs US$0.011 loss in FY 2024) Full year 2025 results: EPS: US$0.14 (up from US$0.011 loss in FY 2024). Revenue: US$1.91b (up 8.3% from FY 2024). Net income: US$42.3m (up US$46.0m from FY 2024). Profit margin: 2.2% (up from net loss in FY 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Interactive Media and Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings. Tillkännagivande • Feb 25
Taboola.Com Ltd. Provides Earnings Guidance for the First Quarter and Full Year 2026 Taboola.com Ltd. provided earnings guidance for the first quarter and full year 2026. For the quarter, the company expects revenues to be in the range of $444 million to $462 million.
For the year, the company expects revenues to be in the range of $1,993 million to $2,054 million. Tillkännagivande • Feb 18
Taboola Announces Appointment of Krishan Bhatia as Chief Business Officer Taboola announced the expansion of its leadership team with the hiring of Krishan Bhatia as Chief Business Officer, effective February 18, 2026. Bhatia will lead global sales and partnerships for Taboola, with a focus on driving revenue growth across Taboola’s entire product portfolio, which includes its Realize performance advertising platform, network of publisher partnerships, CTV performance, generative AI products and more. He joins with a formidable track record of accelerating growth for category-defining technology and media companies such as Amazon and NBCUniversal. Most recently, Bhatia launched and led Amazon’s global video advertising business across Prime Video, Live Sports, Twitch, and third-party programmers, serving as VP, Global Video Advertising and Partnerships. Before Amazon, Bhatia was President and Chief Business Officer of NBCUniversal’s Global Advertising and Partnerships division where he oversaw the company’s digital, streaming TV and advanced advertising business. Valuation Update With 7 Day Price Move • Feb 09
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to €2.90, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 19x in the Interactive Media and Services industry in Europe. Total loss to shareholders of 8.8% over the past three years. Tillkännagivande • Jan 28
Taboola.com Ltd. to Report Q4, 2025 Results on Feb 25, 2026 Taboola.com Ltd. announced that they will report Q4, 2025 results on Feb 25, 2026 Board Change • Nov 17
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Non-Independent Director Monica Mijaleski was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Tillkännagivande • Oct 16
Taboola.com Ltd. to Report Q3, 2025 Results on Nov 05, 2025 Taboola.com Ltd. announced that they will report Q3, 2025 results at 9:30 AM, US Eastern Standard Time on Nov 05, 2025 Tillkännagivande • Aug 06
Taboola.Com Ltd. Provides Earnings Guidance for the Third Quarter and Full Year of 2025 Taboola.com Ltd. provided earnings guidance for the Third quarter and full year of 2025. For the quarter, the company expects revenues to be in the range of $461 million to $469 million.
For the year, the company expects revenues to be in the range of $1,858 million to $1,888 million. Tillkännagivande • Jul 16
Taboola.com Ltd. to Report Q2, 2025 Results on Aug 06, 2025 Taboola.com Ltd. announced that they will report Q2, 2025 results on Aug 06, 2025 Tillkännagivande • Jun 04
Taboola Launches Predictive Audiences as Part of Realize Offering Taboola announced an enhancement to Realize, its performance marketing platform, called Predictive Audiences. Predictive Audiences helps advertisers discover untapped, high-converting customers so they can meet performance marketing goals at scale. This new technology is unlocking incremental growth for advertisers, with some growing their spend with Realize by nearly 40% year-over-year, while seeing conversion growth of up to 270% -- all with minimal change to their CAs. The Motley Fool, QuinStreet, and NerdWallet are among advertisers using Predictive Audiences to unlock incremental performance gains. Since launching in limited availability in February, weekly spend attributed to Predictive Audiences has tripled, as more advertisers begin to leverage this solution as a technology for profitable growth. Realize is the only independent performance platform that goes beyond Search and Social, delivering outcomes at scale. Predictive Audiences, Taboola's latest addition to Realize, leverages advertisers' first-party conversion data with Realize's unique data to build AI-powered segments that find high-potential users across Taboola's network--driving more efficient customer acquisition. Key benefits of Predictive Audiences include: Identifying users likely to take action at scale: Predictive Audiences builds audiences based on actions, such as leads or purchases, and Taboola's AI uses this to find similar users at scale across broad network. More efficient targeting through AI: Advertisers can reach more high-converting users in a reliable, privacy-centric way by combining first-party data with Taboola's advanced performance AI. Flexible campaign optimization: Advertisers can tailor their audience size to strike the right balance between scale and efficiency, aligning with specific campaign goals. For example, they can target a high-performing top percentile of users for higher conversion rates but with limited reach. Alternatively, they can broaden their audience to increase scale, which may come with a lower conversion rate. For the first time ever, Realize allows advertisers to tap into display and even more parts of Taboola's large network of publishers, apps and OEMs. Realize is powered by an AI performance engine that finds the best opportunities for campaigns across Taboola's network of trusted publishers and apps. This AI performance engine is powered by the unique data advantage of Taboola's code-on-page integrations with publishers, giving it signal unlike any other open web platform to use when optimizing and placing ads. Tillkännagivande • May 07
Taboola.Com Ltd. Provides Earnings Guidance for the Second Quarter of 2025 Taboola.com Ltd. provided earnings guidance for the Second quarter of 2025. For the quarter, the company expects revenues to be in the range of $438 million to $458 million. Tillkännagivande • Apr 17
Taboola.com Ltd., Annual General Meeting, Jun 04, 2025 Taboola.com Ltd., Annual General Meeting, Jun 04, 2025. Tillkännagivande • Mar 26
Taboola.com Ltd. to Report Q1, 2025 Results on May 07, 2025 Taboola.com Ltd. announced that they will report Q1, 2025 results Pre-Market on May 07, 2025 Tillkännagivande • Feb 26
Taboola.com Ltd. Provides Earnings Guidance for the First Quarter and Full Year of 2025 Taboola.com Ltd. provided earnings guidance for the first quarter and full year of 2025. For the quarter, the company expects revenues to be in the range of $407 million to $427 million.
For the year, the company expects revenues to be in the range of $1,838 million to $1,888 million. Tillkännagivande • Jan 29
Taboola.com Ltd. to Report Q4, 2024 Results on Feb 26, 2025 Taboola.com Ltd. announced that they will report Q4, 2024 results on Feb 26, 2025 Board Change • Dec 17
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 4 highly experienced directors. Non-Independent Director Monica Mijaleski was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Tillkännagivande • Nov 07
Taboola.com Ltd. Provides Unaudited Earnings Guidance for the Fourth Quarter of 2024 and Reiterates Unaudited Earnings Guidance for the Full Year of 2024 Taboola.com Ltd. provided unaudited earnings guidance for the fourth quarter of 2024 and reiterated unaudited earnings guidance for the full year of 2024. For the quarter, the company expects revenues to be between $460 million to $490 million.
For the full year, the company expects revenues to be between $1,735 million to $1,765 million. Tillkännagivande • Aug 30
Taboola Opens Maximize Conversions AI Bidding Technology to All Advertisers to Drive More Conversions and Lower Campaign Costs Taboola announced its performance advertising-focused bidding technology, Maximize Conversions, is now available for all advertisers. Previously, thousands of advertisers have used Maximize Conversions, which is an AI-powered technology that enables Taboola advertisers to drive more conversions and lower cost for campaigns. Through this offering, Taboola is automating the bidding process for campaigns, allowing advertisers to remove the complexities of manual optimizations. This means they can simply share their budget and marketing objectives, and the algorithm will manage their campaigns in the most efficient and effective way possible within the set cost. Many have achieved 110% increase in conversions for their campaigns, through the use of Taboola's conversion tracking methods and tools. Through this update, any advertiser can now access Max Conversions, regardless of the way they set up their campaigns, and without needing to use Taboola's conversion tracking methods and tools. This gives access to thousands of additional advertisers, so they can run campaigns with Taboola. Today's news comes as Maximize Conversions continues widespread adoption by advertisers. It is being used by 70% of advertisers, including Hyundai, ERGO, Leica Camera, Sonova, Peugeot Turkey, and Opel Turkey. Taboola saw a massive increase of 100% in campaigns launched with Maximize Conversions in the second quarter of 2024 versus the previous quarter. Board Change • Aug 28
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 4 highly experienced directors. Non-Independent Director Monica Mijaleski was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Tillkännagivande • Aug 07
Taboola.Com Ltd. Provides Unaudited Earnings Guidance for the Third Quarter and Full Year of 2024 Taboola.com Ltd. provided unaudited earnings guidance for the third quarter and full year of 2024. For the third quarter, the company expects revenue of $416 million to $446 million.
For the full year 2024 the company expects revenue of $1,735 million to $1,765 million. Tillkännagivande • Jul 24
Taboola Introduces Taboola for Audience, an Ai-Powered Technology for Publishers to Protect Against Threats of Generative Ai Search and Social Traffic Volatility; Publishers See over 10% Traffic Growth Taboola announced Taboola for Audience, a new AI-powered technology that empowers publishers to drive significantly more traffic, which is more critical now than ever. Taboola for Audience allows publishers to future-proof their audience development goals and navigate substantial changes affecting their referral traffic from search and social media. In 2024 alone, publishers have contend with changes to search engine and social media traffic, as well as ongoing uncertainty around the impact of Generative AI advancements. publishers are making use of Taboola for Audience capabilities and with it, Taboola has driven nearly 10% more traffic to select publisher sites. making it a top referral source after social media and search. Among select publishers, Taboola for Audience is the single largest traffic referral source after social media and Search as well. Taboola for Audience is an industry-first offering that empowers publishers with technology to attract and retain readers through advanced personalization and insights, sourced from Taboola's nearly 600 million daily active users, and massive distribution including across the top mobile device manufacturers in the world. Taboola for Audience combines AI-powered personalization capabilities into a single, unified audience development platform, and includes: Exclusive acquisition channels such as Android OEM relationships, News aggregators, personalized notifications and more to reach users wherever they may be. Reader experience personalization that enables editorial teams to combine editorial voice and AI across their entire site, from article pages to the homepage. Actionable audience insights that editorial and commercial teams can learn from, in real-time, to inform content strategies, bringing new loyal audiences to their site. Tillkännagivande • Jul 18
Taboola.com Ltd. to Report Q2, 2024 Results on Aug 07, 2024 Taboola.com Ltd. announced that they will report Q2, 2024 results Pre-Market on Aug 07, 2024 Board Change • Jul 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 4 highly experienced directors. Non-Independent Director Monica Mijaleski was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Tillkännagivande • May 09
Taboola.Com Ltd. Provides Unaudited Earnings Guidance for the Second Quarter and Reiterates Earnings Guidance for the Full Year of 2024 Taboola.com Ltd. provided unaudited earnings guidance for the second quarter and reiterated earnings guidance for the full year of 2024. For the second quarter, the company expects revenue of $410 million to $440 million.For the full year 2024 the company expects revenue of $1,892 million to $1,942 million. Reported Earnings • May 08
First quarter 2024 earnings released: US$0.076 loss per share (vs US$0.094 loss in 1Q 2023) First quarter 2024 results: US$0.076 loss per share (improved from US$0.094 loss in 1Q 2023). Revenue: US$414.0m (up 26% from 1Q 2023). Net loss: US$26.2m (loss narrowed 17% from 1Q 2023). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Interactive Media and Services industry in Europe. Tillkännagivande • Apr 25
Taboola.com Ltd., Annual General Meeting, May 28, 2024 Taboola.com Ltd., Annual General Meeting, May 28, 2024, at 09:00 US Eastern Standard Time. Agenda: To consider re-elect three Class III directors; ? ?to approve an advisory proposal on executive compensation; ? to approve an increase to non-employee director compensation and approve and ratify certain director expenses; and ?to re-appoint Kost, Forer, Gabbay & Kasierer, a member of Ernst & Young Global, as Taboola’s independent registered public accounting firm for the year ending December 31, 2024; and to transact such other business matters. Tillkännagivande • Apr 24
Taboola Introduces Taboola Select Taboola announced Taboola Select, a new offering created exclusively for large advertisers that provides access to a curated selection of Taboola's premium editorial partnerships. For the first time, Taboola is offering advertisers a way to leverage a highly curated subset of just 15% of Taboola’s most premium publishers in the U.S., to drive performance campaigns. Taboola Select offers advertisers a way to connect with millions of daily active users on premium destinations including Yahoo,Business Insider, and The Associated Press in inventory that is highly visible, brand safe and surrounded solely by trusted editorial content. Taboola Select allows advertisers to tap into standalone placements on nearly every part of esteemed publisher sites, including homepages, in mid-article sections and in a new position called Featured Placements. Brands that choose Taboola Select can harness the power of CPC buying and leverage Taboola's advanced AI, including the highly effective Maximize Conversions bidding technology, which consistently reduces CPAs by 15% on average. Tillkännagivande • Apr 19
Taboola.com Ltd. to Report Q1, 2024 Results on May 08, 2024 Taboola.com Ltd. announced that they will report Q1, 2024 results Pre-Market on May 08, 2024 Tillkännagivande • Mar 01
Taboola.Com Ltd. Provides Unaudited Revenue Guidance for First Quarter 2024 and Fiscal Year 2024 Taboola.com Ltd. provided unaudited revenue guidance for First Quarter 2024 and Fiscal Year 2024. For First Quarter 2024, the company expects revenue in the range of $387 - $413 million.For Fiscal Year 2024, the company expects revenue in the range of $1,892-$1,942 million. Tillkännagivande • Jan 26
Taboola.com Ltd. to Report Q4, 2023 Results on Feb 28, 2024 Taboola.com Ltd. announced that they will report Q4, 2023 results Pre-Market on Feb 28, 2024 Tillkännagivande • Nov 10
Taboola.com Ltd. Provides Revenue Guidance for Fourth Quarter 2023 and Full Year 2023 Taboola.com Ltd. provided revenue guidance for fourth quarter 2023 and full year 2023. For the quarter, company expects revenue to be $418 million - $449 million. For the period, company expects revenue to be $1,438 million - $1,469 million. Tillkännagivande • Oct 19
Taboola.com Ltd. to Report Q3, 2023 Results on Nov 08, 2023 Taboola.com Ltd. announced that they will report Q3, 2023 results at 9:30 AM, US Eastern Standard Time on Nov 08, 2023 Tillkännagivande • Sep 14
Taboola Introduces New AI-Powered Technology That Maximize Conversions from Native Ad Campaigns Taboola announced significant advancements in its performance advertising-focused bidding technology, called Maximize Conversions. This technology empowers Taboola advertisers to evolve beyond manual and time-consuming cost per click (CPC) bidding strategies, in favor of simply specifying a budget and having Taboola's algorithm automate the CPC bid to drive as many conversions as possible while staying within budget. More than one thousand Taboola advertisers have already used Maximize Conversions to drive results. Advertisers are seeing up to 50% boost in conversions while maintaining their Cost Per Acquisition (CPA), as well as some advertisers seeing reduced CPA by nearly 20%. In addition to making ad campaigns more effective, Maximize Conversions has also provided immense benefit in making campaigns more efficient, reducing the time in which advertisers get to their optimal results by half. Maximize Conversions is designed to give advertisers flexibility for their campaigns. The technology can be used without a target CPA, which delivers against an advertiser's daily budget, driving the most conversions at the lowest cost. When used with a target CPA, it delivers performance at a CPA they control.