Taboola.com Director Sells 27,000 Shares for $91,260

Taboola.com reported strong Q2 2025 financial results with an 8.7% revenue increase and 18.2% gross profit rise. The company raised its full-year guidance and expanded its share repurchase program by $200 million. Despite challenges in expanding advertiser budgets and the China market, Taboola's strategic initiatives and robust earnings have positioned it well for future growth.

Taboola Inc. (NASDAQ: TBLA) reported robust financial results for the second quarter of fiscal 2025, with revenue increasing by 8.7% year-over-year (YoY) to $465.5 million. The company's gross profit rose by 18.2% to $135.6 million, while adjusted EBITDA improved by 21.3% to $45.2 million. These figures reflect a strong performance driven by broad-based growth in both existing and new advertiser demand, as well as operational efficiency gains [2].

The company also announced an expansion of its share repurchase program by an additional $200 million, bringing the total to $600 million for the fiscal year 2025. This move underscores Taboola's commitment to returning capital to shareholders through aggressive share buybacks. The board approved this incremental authorization in the fiscal 2025 first quarter [2].

Despite challenges in expanding advertiser budgets and the China market, Taboola's strategic initiatives and robust earnings have positioned it well for future growth. The company's AI-driven advertising platform continues to attract new clients, with the number of scaled advertisers increasing by 9% to 1,996. The average revenue per scaled advertiser also increased by 1.8%, reflecting higher spend per client [2].

Taboola's expansion into e-commerce through its Connexity business is also showing promise. The company's integration of Connexity enables product listings and cost-per-click ad placements within digital content, offering value for publishers and advertisers while supporting additional data-gathering for Taboola's AI models [2].

Looking ahead, Taboola's management raised its full-year fiscal 2025 guidance following strong second quarter results. The company now forecasts revenue of $1,858 million to $1,888 million, with ex-TAC gross profit (non-GAAP) targeted at $689 million to $703 million and adjusted EBITDA at $208 million to $214 million. Non-GAAP net income guidance increased to $138 million to $144 million [2].

Taboola's stock has been performing well, with a strong Q2 performance likely to continue to drive investor interest. The company's ability to scale its AI-driven advertising platform, secure strategic partnerships, and navigate evolving privacy regulations will be key factors in its future success.

References:

[1] https://seekingalpha.com/news/4488728-bank7-renews-2-year-stock-repurchase-program
[2] https://www.aol.com/finance/taboola-tbla-q2-revenue-jumps-124210342.html
[3] https://finance.yahoo.com/news/3p-learning-ltd-asx-3pl-070031516.html