What is the market's earnings forecast for Taboola.com next quarter?

What does Taboola.com do and what are its main business segments?

What factors drove the changes in Taboola.com's revenue and profit?

What guidance did Taboola.com's management provide for the next earnings period?

What were the key takeaways from Taboola.com’s earnings call?

What were the key takeaways from Taboola.com's earnings call?

Did Taboola.com beat or miss consensus estimates last quarter?

What is the revenue and EPS growth rate for Taboola.com year over year?

- **Revenue Momentum**: Q3 revenue up 15% YoY to $497M, ex-TAC gross profit +6% YoY to $177M.
- **Advertiser Growth**: Scaled advertisers +4%, avg spend +11%, with a travel brand achieving 67% lower CPCs.
- **Share Buybacks**: 14% of shares repurchased YTD ($184M), signaling confidence in long-term strategy.
- **App Traffic Surge**: App-based traffic now 1/3 of total, growing double-digit Q/Q.
- **Financial Health**: 27.3% EBITDA margin, $46M free cash flow, and $270M credit facility for flexibility.
- **2025 Guidance**: Full-year revenue raised to $1.91B-$1.93B, ex-TAC to $700M-$710M.
- **AI & Growth**: LLM tools boost advertiser success, with focus on scaled advertisers as growth driver.

**【CEO Summary Section】**
- **Revenue Growth**: Q3 revenue reached $497 million, up 15% YoY, driven by Realize platform adoption. Ex-TAC gross profit grew 6% YoY to $177 million.
- **Scaled Advertisers Expansion**: Number of scaled advertisers increased by 4% to 2,064, with average revenue per scaled advertiser rising 11%.
- **Share Buybacks**: Repurchased 14% of shares year-to-date, totaling $184 million, reflecting confidence in future growth.
- **App Traffic Growth**: App-based traffic now accounts for ~1/3 of total supply, with double-digit growth in Q3.
- **Realize Success**: A major travel advertiser achieved 67% lower CPCs and 48% traffic growth, leading to a 10x budget increase.

**【CFO Financial Commentary】**
- **Profitability**: Adjusted EBITDA of $48 million (27.3% margin) and free cash flow of $46 million, with 96% conversion from EBITDA.
- **Guidance Update**: Full-year 2025 revenue raised to $1.91-$1.93 billion, ex-TAC gross profit to $700-$710 million.
- **FX Impact**: Q4 expects $5 million operating expense headwind, partially offset by ex-TAC tailwinds.
- **Liquidity**: $115 million cash, $74 million debt, and $270 million revolving credit facility for flexibility.

**【Q&A Highlights】**
- **AI Implementation**: LLM-based tools (e.g., Abby) improve advertiser onboarding and campaign optimization, with internal productivity gains.
- **Traffic Quality**: No material decline in human traffic; focus on high-quality supply via app partnerships (Apple, Samsung).
- **Marketing Spend**: Increased Q3 marketing to $3 million, targeting high-ROI segments like finance, auto, and DTC.
- **2026 Outlook**: Maintain 30%+ EBITDA margin while investing in Realize, with scaled advertiser growth as key metric.
- **CTV Expansion**: Early-stage partnership with Paramount to integrate TV and performance advertising, tracking conversions and ROAS.

Taboola.com Ltd. (TBLA) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

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Research and Development Expenses

Loss on Bad Debts

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Loss on Disposal of Assets

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Operating Income

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Income (Loss) from Associates

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Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

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Other Non-Operating Income (Loss)

Net Interest Expense

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Net Income

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Preferred Stock Dividends

Other Adjustments

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Other Comprehensive Income

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Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

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Diluted EPS

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Diluted EPS from Discontinued Operations

TBLA

TBLA fundamentals

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