Taboola.com Ltd (STU:1FY)

Q2 2026 Taboola.com Ltd Earnings Call Transcript

Aug 5, 2026 / 12:30 PM GMT

Release Date Price: €3.32 (-27.19%)

Transcript 10-Q8-K

Key Points

Positve

Taboola.com Ltd (TBLA) delivered Q2 results above guidance across key metrics despite facing two significant headwinds, demonstrating operational resilience.
The company secured major strategic wins, including a first-of-its-kind expansion with a premier publisher to monetize its full suite of ad placements (display, vertical, native), which could represent 2-3 times the revenue of traditional native placements.
Taboola.com Ltd (TBLA) won Fox News, one of the top 5 US publishers, expanding its partnership across the Fox ecosystem and validating its competitive position.
The company's AI-powered platform, Realize Plus, has gained early traction with over 300 advertisers adopting it, positioning Taboola.com Ltd (TBLA) for future growth in AI-driven advertising.
Taboola.com Ltd (TBLA) raised its full-year ex-TAC gross profit and adjusted EBITDA guidance, reflecting confidence in its long-term growth trajectory despite near-term challenges.
The company continues to return significant capital to shareholders, repurchasing approximately 20% of its outstanding shares since the beginning of 2025.

Negative

Taboola.com Ltd (TBLA)'s Q2 revenue of $476.8 million grew only 2% year-over-year and came in below guidance, primarily due to a Google policy change that deprecated its 'Explore More' product.
The company made a deliberate decision to remove low-quality publishers from its network, which negatively impacted 2026 revenues, though it is expected to improve long-term advertiser success.
The Google policy change is expected to result in a loss of over $20 million in ex-TAC gross profit in the second half of 2026, creating a significant headwind for the company.
Foreign exchange continues to be a headwind, representing a $7.5 million negative impact to Q2 adjusted EBITDA, and is expected to persist for the remainder of 2026.
The company recorded a one-time non-cash writedown of approximately $12 million related to publisher prepayments that are no longer expected to be recouped.
The broader advertising environment remains 'skittish' and not robust, with advertisers closely monitoring geopolitical and inflationary pressures, which could impact future spending.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

TBLA.OQ - Taboola.com Ltd
Q2 2026 Taboola.com Ltd Earnings Call
Aug 05, 2026 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good day and thank you for standing by.

Welcome to Tabola 20,262 quarter earnings conference call.

At this time, all participants are in a listen-only mode.

After the speaker's presentation, there will be a question-and-answer session.

To ask a question during the session, you will need to press star 11 on your telephone.

You will then hear an automated message advising your hand is raised.

To withdraw your question, please press star 11 again.

Please be advised that today's conference is being recorded.

I would now like to turn the conference over to your first speaker today, Adam Anwar, head of Investor Relations.

Thank you and good morning, everyone.

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