Q3 2025 Taboola.com Ltd Earnings Call Transcript

Nov 5, 2025 / 01:30 PM GMT

Release Date Price: $3.71 (+11.41%)

Transcript 10-Q8-K

Key Points

Positve

Taboola.com Ltd (TBLA) exceeded the high end of its guidance for the third consecutive quarter in 2025.
The company raised its full-year outlook, demonstrating confidence in its growth trajectory.
Taboola.com Ltd (TBLA) reported a strong adjusted EBITDA margin of over 27% for Q3 2025.
The Realize platform is gaining traction, with a 4% increase in scaled advertisers and an 11% growth in average revenue per scaled advertiser.
The company has repurchased 14% of its shares year-to-date, indicating strong cash flow and confidence in its future prospects.

Negative

The adjusted EBITDA margin was impacted by a $2 million headwind from foreign exchange rates.
There was a decline in XTAC gross profit margins year over year due to one-time testing with Yahoo.
The company experienced higher than planned hosting costs related to growth initiatives.
Revenue from Chinese advertisers has not returned to previous levels due to tariffs.
The company faces challenges in shifting market perception from native advertising to performance advertising.

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

TBLA.OQ - Taboola.com Ltd
Q3 2025 Taboola.com Ltd Earnings Call
Nov 05, 2025 / 01:30PM 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 Tibula's 3rd quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there'll be a question-and-answer session. To ask a question during the session, you'll need to press 11 on your telephone. You'll then hear an automated message advising your hand is raised. To withdraw your question, please press 11 again.

Please be advised that today's conference is being recorded. I would now like to hand the conference over to your first speaker today, Jessica Kakas, head of investor group.

No.

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Unidentified_2 [2]
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