)
Taboola.com (TBLA) investor relations material
Taboola.com Morgan Stanley Technology, Media & Telecom Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Business overview and evolution
Operates as a leading performance advertising platform for the open web, leveraging unique intent data from 600 million monthly users to deliver targeted outcomes for advertisers and monetization for publishers.
Transitioned in 2025 from a native advertising focus to a broader performance advertising platform with the launch of Realize, enabling support for multiple ad formats and placements.
Realize aims to unlock access to a much larger market, expanding from a $4–5 billion native segment to a $40–50 billion open web opportunity.
2025 performance and strategic initiatives
Achieved nearly $2 billion in revenue, $714 million ex-TAC, $214 million EBITDA, and a 30% EBITDA margin in 2025.
Generated over $160 million in cash flow and repurchased about 18% of outstanding shares.
Focused sales efforts on Ideal Customer Profiles in high-performing verticals such as e-commerce, finance, travel, direct-to-consumer, auto, and health.
2026 outlook and growth drivers
Guiding to 7% year-over-year ex-TAC growth and maintaining 30% EBITDA margins for 2026, with a goal to return to double-digit growth.
Key growth metric is the number of scaled advertisers (spending over $100,000 annually), which represents 85–86% of revenue.
Strategic focus areas include verticalized sales teams, rebranding to emphasize full-spectrum performance advertising, and continuous AI-driven platform enhancements.
Next Taboola.com earnings date
Next Taboola.com earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)