The combination of accelerating revenue growth, improved profitability, and strong cash flow generation suggests Taboola's 'Realize' platform is gaining traction. Traders should monitor whether the company can maintain this momentum and expand margins in 2026 as guided.
Price Chart
Executive Summary
Taboola reported strong Q4 and full-year 2025 results, with revenue growth of 6.4% and 8.3% respectively, and a significant improvement in net income from a loss to $42.3 million. The company also issued FY 2026 revenue guidance of $1.993-$2.054 billion, indicating continued growth momentum.
Key Financial Metrics
Key Facts
- Q4 2025 revenue was $522.3 million (+6.4% YoY), full-year revenue was $1.912 billion (+8.3% YoY)
- Full-year net income improved to $42.3 million vs. a $3.8 million loss in 2024
- Full-year Adjusted EBITDA increased 7.2% to $215.5 million
- Company guided to full-year 2026 revenue of $1.993-$2.054 billion
- Free cash flow for full-year 2025 was $163.4 million, up from $149.2 million in 2024
Financial Impact
Revenue growth accelerating to 8.3% annually, net income turning positive at $42.3 million, with 2026 guidance implying 4.3%-7.3% revenue growth
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| Q4 2025 | $522.3M | +6.4% |
| Full Year 2025 | $1.9B | +8.3% |
Risk Factors
- Adjusted EBITDA declined 6.6% in Q4 2025 despite revenue growth, indicating margin pressure
- Gross profit declined 1.1% in Q4 2025 while revenue grew, suggesting cost challenges
- The company reduced share count by 18% in 2025, which may not be sustainable
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001140361-26-006649 |
| Document: ef20064253_8k.htm | 0001140361-26-006649 |
| Document: 0001140361-26-006649-index-headers.html | 0001140361-26-006649 |
| Document: 0001140361-26-006649-index.html | 0001140361-26-006649 |
| Document: 0001140361-26-006649.txt | 0001140361-26-006649 |
| CONTEXT: Previous Earnings (2026-02-25) | 0001140361-26-006649 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 15, 2026 11d ago | Press Release | $3.44 | awaiting T+60 | — | $3.38 (−1.74%) |
Sep 18, 2026 5w ago | Press Release | $3.60 | awaiting T+60 | — | $3.38 (−6.11%) |
Aug 5, 2026 11w ago | Press Release | $3.84 | awaiting T+60 | — | $3.38 (−11.86%) |
Aug 5, 2026 11w ago | 8-K | $3.84 | awaiting T+60 | — | $3.38 (−11.86%) |
Jul 15, 2026 14w ago | Press Release | $5.44 | awaiting T+60 | — | $3.38 (−37.87%) |
Jun 29, 2026 17w ago | 25-NSE | $5.00 $3.40 | ▼ −32.00% | ▼ −34.82% | $3.38 (−32.40%) |
May 7, 2026 24w ago | Insider Cluster | $5.21 $5.19 | ▲ +0.38% | ▲ +4.22% | $3.38 (+35.12%) |
May 6, 2026 24w ago | Press Release | $4.75 $5.01 | ▲ +5.47% | ▲ +3.41% | $3.38 (−28.84%) |
Apr 22, 2026 26w ago | Press Release | $3.80 $5.28 | ▲ +38.95% | ▲ +34.17% | $3.38 (−11.05%) |
Feb 25, 2026 34w ago | 8-K | $2.95 $4.93 | ▲ +67.12% | ▲ +60.17% | $3.38 (+14.58%) |
US Market Status
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