Taboola Reports Strong Q2 2026 Financial Results, & Raises Full-Year ex-TAC Gross Profit and Adjusted EBITDA Guidance

Taboola (Nasdaq: TBLA), a global leader in delivering performance at scale for advertisers, today announced its results for the second quarter ended June 30, 2026. "We delivered another quarter beating our ex-TAC Gross Profit and Adjusted EBITDA guidance and raising our full-year guidance for both metrics,” said Adam Singolda, CEO of Taboola. "With the momentum we’re seeing with Realize, the addition of Fox News and other strategic wins, we are further strengthening our position as a leader in performance advertising and executing on our vision to build the leading platform for the Open Web." Second Quarter 2026 Financial Results (All comparisons are to the second quarter of 2025 unless otherwise noted.) Revenues of $476.8 million, an increase of 2.4%. Gross Profit of $139.5 million, an increase of 2.9%. Ex-TAC Gross Profit was $192.4 million, an increase of 11.8%. Net Income was $4.3 million improved from a Net Loss of $(4.3) million. Adjusted EBITDA was $55.5 million, up 22.8%. Adjusted EBITDA margins expanded to 28.8% from 26.2%. Cash Flow provided by operating activities of $31.3 million, compared to $47.4 million. Free Cash Flow was $17.3 million, compared to $34.2 million. Third Quarter and Full Year 2026 Guidance For the Third Quarter and Full Year 2026, the Company currently expects (dollars in millions): Q3 2026 Guidance ​ FY 2026 Guidance Unaudited (dollars in millions) Revenues $460 - $473 $1,930 - $1,956 Gross profit $148 - $152 $605 - $615 ex-TAC Gross Profit* $184 - $190 $772 - $783 Adjusted EBITDA* $51.5 - $56.5 $228 - $240 Non-GAAP Net Income (Loss)* $38 - $42 $168 - $176 Although we provide guidance for Adjusted EBITDA and Non-GAAP Net Income (Loss), we are not able to provide guidance for projected net income (loss), the most directly comparable GAAP measure. Certain elements of net income (loss), including share-based compensation expenses are not predictable due to the high variability and difficulty of making accurate forecasts. As a result, it is impractical for us to provide guidance on net income (loss) or to reconcile our Adjusted EBITDA and Non-GAAP Net Income (Loss) guidance without unreasonable efforts. Consequently, no disclosure of projected net income (loss) is included. For the same reasons, we are unable to address the probable significance of the unavailable information. Webcast & Conference Call Taboola’s senior management team will discuss the Company's earnings on a call that can be accessed via webcast at https://investors.taboola.com. To access the call by phone, please go to this link: https://register-conf.media-server.com/register/BI9e7de4b306b347a4848f5087865fc7c2 to register at and you will be provided with dial in details. The webcast will be available for replay for one year, through the close of business on August 5, 2027. *About Non-GAAP Financial Information This press release includes ex-TAC Gross Profit, Adjusted EBITDA, Ratio of Adjusted EBITDA to ex-TAC Gross Profit, Free Cash Flow, Non-GAAP Net Income (Loss), which are non-GAAP financial measures. These non-GAAP financial measures are not measures of financial performance in accordance with GAAP and may exclude items that are significant in understanding and assessing the Company’s financial results. Therefore, these measures should not be considered in isolation or as an alternative to revenues, gross profit, net income (loss), cash flows from operations or other measures of profitability, liquidity or performance under GAAP. You should be aware that the Company’s presentation of these measures may not be comparable to similarly-titled measures used by other companies. The Company believes non-GAAP financial measu...