Valuation Update With 7 Day Price Move • Aug 12
Investor sentiment deteriorates as stock falls 22% After last week's 22% share price decline to €3.54, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 18x in the Interactive Media and Services industry in Europe. Total returns to shareholders of 18% over the past three years. New Risk • Aug 06
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 0.8% 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 0.8% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (9.7% average weekly change). Significant insider selling over the past 3 months (€435k sold). Reported Earnings • Aug 05
Second quarter 2026 earnings released: EPS: US$0.016 (vs US$0.014 loss in 2Q 2025) Second quarter 2026 results: EPS: US$0.016 (up from US$0.014 loss in 2Q 2025). Revenue: US$476.8m (up 2.4% from 2Q 2025). Net income: US$4.32m (up US$8.66m from 2Q 2025). Profit margin: 0.9% (up from net loss in 2Q 2025). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Interactive Media and Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 125% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Tillkännagivande • Aug 05
Taboola.Com Ltd. Provides Earnings Guidance for the Third Quarter and Full Fiscal Year 2026 Taboola.com Ltd. provided earnings guidance for the third quarter and full fiscal year 2026. For the third quarter, the company expects revenue of $460 million- $473 million.
For the full year, the company expects revenue of $1,930 million- $1,956 million. Tillkännagivande • Jul 15
Taboola.com Ltd. to Report Q2, 2026 Results on Aug 05, 2026 Taboola.com Ltd. announced that they will report Q2, 2026 results Pre-Market on Aug 05, 2026 Valuation Update With 7 Day Price Move • Jul 02
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to €4.51, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 17x in the Interactive Media and Services industry in Europe. Total returns to shareholders of 66% over the past three years. Tillkännagivande • Jun 16
Taboola Launches Ad Platform for AI Answer Engines, Conversational AI Offerings, Chatbots, and Virtual Assistants Taboola announced it is opening up the monetization engine behind DeeperDive, one of the fastest-growing generative AI answer engines in the world, to generative AI companies, such as those offering conversational AI, chatbots and virtual assistants. With it, these companies can instantly and seamlessly turn user queries into new revenue opportunities. DeeperDive is a generative AI 'Answer Engine' embedded across many of the world’s top publishers that transforms trusted editorial content into an interactive conversational experience, allowing readers to explore stories with greater depth. DeeperDive also adds a new powerful monetization channel for publishers to capitalize on the growing trend of audiences seeking conversational, AI-driven interactions over traditional content experiences. DeeperDive inserts high-intent ads directly into the AI-powered results page, turning user inquiries into meaningful commercial opportunities. Realize, Taboola’s powerful performance ad platform, is the technology that drives demand from direct relationships with tens of thousands of advertisers to the ads that appear on DeeperDive. Generative AI-focused platforms can now capitalize on their own user queries to drive revenue, powered by Taboola’s understanding of user behavior. DeeperDive combines large language models, retrieval systems, and Taboola's proprietary intent graph to generate tens of millions of AI-powered answers every month for more than 7 million users. The platform is powered by NVIDIA accelerated computing, enabling high-throughput, low-latency inference at scale. This foundation allows Taboola to efficiently serve millions of AI interactions while continuously optimizing answer quality, relevance, and monetization. Taboola will spotlight this news alongside programming that features brand, technology, and publishing executives at Cannes Lions 2026. Board Change • May 20
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 5 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 • 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. 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. 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 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 Breakeven Date Change • Nov 16
Forecast breakeven date pushed back to 2025 The 7 analysts covering Taboola.com previously expected the company to break even in 2024. New consensus forecast suggests losses will reduce by 97% to 2024. The company is expected to make a profit of US$35.2m in 2025. Average annual earnings growth of 63% is required to achieve expected profit on schedule. Reported Earnings • Nov 08
Third quarter 2024 earnings released: US$0.019 loss per share (vs US$0.066 loss in 3Q 2023) Third quarter 2024 results: US$0.019 loss per share (improved from US$0.066 loss in 3Q 2023). Revenue: US$433.0m (up 20% from 3Q 2023). Net loss: US$6.45m (loss narrowed 72% from 3Q 2023). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Interactive Media and Services industry in Europe. 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. Reported Earnings • Aug 08
Second quarter 2024 earnings released: US$0.013 loss per share (vs US$0.089 loss in 2Q 2023) Second quarter 2024 results: US$0.013 loss per share (improved from US$0.089 loss in 2Q 2023). Revenue: US$428.2m (up 29% from 2Q 2023). Net loss: US$4.29m (loss narrowed 86% from 2Q 2023). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Interactive Media and Services industry in Europe. 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 09
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 Breakeven Date Change • Mar 01
Forecast breakeven date moved forward to 2024 The 7 analysts covering Taboola.com previously expected the company to break even in 2025. New consensus forecast suggests the company will make a profit of US$21.7m in 2024. Earnings growth of 56% is required to achieve expected profit on schedule. 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. Breakeven Date Change • Feb 29
Forecast breakeven date pushed back to 2025 The 7 analysts covering Taboola.com previously expected the company to break even in 2024. New consensus forecast suggests the company will make a profit of US$75.4m in 2025. Average annual earnings growth of 49% is required to achieve expected profit on schedule. Reported Earnings • Feb 29
Full year 2023 earnings released: US$0.24 loss per share (vs US$0.047 loss in FY 2022) Full year 2023 results: US$0.24 loss per share (further deteriorated from US$0.047 loss in FY 2022). Revenue: US$1.44b (up 2.8% from FY 2022). Net loss: US$82.0m (loss widened US$70.1m from FY 2022). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Interactive Media and Services industry in Europe. 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 Breakeven Date Change • Nov 13
Forecast to breakeven in 2024 The 7 analysts covering Taboola.com expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$10.2m in 2024. Average annual earnings growth of 82% is required to achieve expected profit on schedule. 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. Reported Earnings • Nov 09
Third quarter 2023 earnings released: US$0.07 loss per share (vs US$0.10 loss in 3Q 2022) Third quarter 2023 results: US$0.07 loss per share (improved from US$0.10 loss in 3Q 2022). Revenue: US$360.2m (up 8.3% from 3Q 2022). Net loss: US$23.1m (loss narrowed 11% from 3Q 2022). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Interactive Media and Services industry in Europe. Breakeven Date Change • Nov 09 The 6 analysts covering Taboola.com previously expected the company to break even in 2024. New consensus forecast suggests the company will make a profit of US$9.32m in 2024.
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. Breakeven Date Change • Aug 10
Forecast breakeven date moved forward to 2024 The 7 analysts covering Taboola.com previously expected the company to break even in 2025. New consensus forecast suggests the company will make a profit of US$23.1m in 2024. Average annual earnings growth of 75% is required to achieve expected profit on schedule. Tillkännagivande • Aug 10
Taboola.com Ltd. Provides Revenue Guidance for the Third Quarter and Full Year 2023 Taboola.com Ltd. provided revenue guidance for the third quarter and full year 2023. For the Quarter, the company expects revenue to be in the range of $331 million - $357 million. For the full year, the company expects revenue to be in the range of $1,438 million - $1,469 million. Reported Earnings • Aug 10
Second quarter 2023 earnings released: US$0.09 loss per share (vs US$0.02 loss in 2Q 2022) Second quarter 2023 results: US$0.09 loss per share (further deteriorated from US$0.02 loss in 2Q 2022). Revenue: US$332.0m (down 3.1% from 2Q 2022). Net loss: US$31.3m (loss widened US$26.3m from 2Q 2022). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Interactive Media and Services industry in Germany. Tillkännagivande • Jul 25
Taboola.com Ltd. to Report Q2, 2023 Results on Aug 09, 2023 Taboola.com Ltd. announced that they will report Q2, 2023 results Pre-Market on Aug 09, 2023 Tillkännagivande • Jul 13
Taboola Announces Availability of Its Generative AI for All Taboola Advertiser Running Campaigns in English Taboola announced the availability of its Generative AI for all Taboola advertisers running campaigns in English. This milestone follows a successful beta test of Taboola's Generative AI capabilities, where global brands have used the technology to generate content and copy for ad creative, such as titles, images and headlines. With it, brands have reduced their time spent on generating ad creative and produced high performing creative assets for their campaigns. More than 80% of brands using the technology ran multiple campaigns driven by Taboola's Generative AI and select brands have more than doubled the click through rate for their campaigns when measured against evergreen campaigns-driving more customers, improving efficiency and refining their long-term advertising strategy based on Taboola's AI-driven suggestions. Taboola's Generative AI technology has allowed advertisers to increase efficiency and effectiveness for their campaigns, directly within Taboola Ads, based on Taboola's understanding of consumer intent. With it, advertisers can: Produce creative copy, creating variations of campaigns titles and headlines that appeal to multiple audiences. Generate original images, allowing for experimentation and building multiple creatives - to keep campaigns fresh and also maximize seasonal opportunities. Leverage best practices, with AI built on tens of thousands of successful campaigns that have delivered ROI for advertisers on Taboola. As part of this, Taboola is opening up its Generative AI capabilities available to any advertiser running campaigns in English, with other markets and languages to follow. Recent Insider Transactions • Jun 02
Chief Financial Officer recently bought €184k worth of stock On the 30th of May, Stephen Walker bought around 75k shares on-market at roughly €2.45 per share. This transaction amounted to 66% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Stephen's only on-market trade for the last 12 months. Tillkännagivande • May 11
Taboola Provides Earnings Guidance for the Second Quarter and Fiscal Year 2023 Taboola provided earnings guidance for the second quarter and fiscal year 2023. For the quarter, the company expects revenue to be in the range of $296 million - $322 million. For the fiscal year, the company expects revenue to be in the range of $1,427 million - $1,469 million. Reported Earnings • May 11
First quarter 2023 earnings released: US$0.094 loss per share (vs US$0.016 profit in 1Q 2022) First quarter 2023 results: US$0.094 loss per share (down from US$0.016 profit in 1Q 2022). Revenue: US$327.7m (down 7.6% from 1Q 2022). Net loss: US$31.3m (down US$35.2m from profit in 1Q 2022). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Interactive Media and Services industry in Europe. Breakeven Date Change • Feb 28
Forecast breakeven date moved forward to 2024 The 7 analysts covering Taboola.com previously expected the company to break even in 2025. New consensus forecast suggests the company will make a profit of US$11.0m in 2024. Average annual earnings growth of 47% is required to achieve expected profit on schedule. Reported Earnings • Feb 26
Full year 2022 earnings released: US$0.047 loss per share (vs US$0.26 loss in FY 2021) Full year 2022 results: US$0.047 loss per share (improved from US$0.26 loss in FY 2021). Revenue: US$1.40b (up 1.6% from FY 2021). Net loss: US$12.0m (loss narrowed 68% from FY 2021). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Interactive Media and Services industry in Europe. Tillkännagivande • Feb 02
Taboola Beta Tests Integration of Generative AI, Including ChatGPT, to Revolutionize Ad Creation for Advertisers Taboola announced it is experimenting with integrating generative AI, including ChatGPT by OpenAI, into its ad platform. One application of the new technology enables advertisers to use AI to generate optimized ads, titles and content, to take their advertising campaigns to the next level. With this application, advertisers will be able to quickly generate multiple ad variations using natural language processing and machine learning, allowing them to choose creative content based on their queries with the ultimate goal of increasing the efficiency and effectiveness of their campaigns. The AI-generated ads will also be optimized for high performance using data from tens of billions of engagements, which Taboola’s ads generate every year, ensuring maximum impact and reach for advertisers. The company is also exploring other ways to apply AI to make its business more effective and efficient. The company's new AI-powered ad creation tool is currently in limited Beta testing with the goal of making it initially available to advertisers later 2023. Breakeven Date Change • Jan 31
Forecast breakeven date pushed back to 2025 The 6 analysts covering Taboola.com previously expected the company to break even in 2024. New consensus forecast suggests the company will make a profit of US$13.0m in 2025. Average annual earnings growth of 56% is required to achieve expected profit on schedule. 
