The sharp deceleration in revenue growth (2.4% vs 9.1% in Q1) and declining free cash flow are concerning, but the raised full-year ex-TAC Gross Profit and Adjusted EBITDA guidance suggest improving profitability. Monitor Q3 revenue guidance of $460M-$473M (below consensus) for further signs of top-line weakness, and watch for updates on Realize platform adoption and Fox News partnership ramp.
Price Chart
Executive Summary
Taboola reported Q2 2026 revenue of $476.8M (+2.4% YoY), in-line with consensus, and GAAP EPS of $0.01 (diluted), which is below the Street EPS consensus of $0.09. The company beat its own ex-TAC Gross Profit and Adjusted EBITDA guidance and raised full-year guidance for both metrics. However, revenue growth decelerated sharply from 9.1% in Q1 to 2.4% in Q2, and free cash flow fell to $17.3M from $34.2M a year ago, signaling a mixed quarter with strong profitability but slowing top-line momentum.
Key Financial Metrics
Key Facts
- Q2 2026 revenue of $476.8M (+2.4% YoY), in-line with consensus of $499.4M
- GAAP EPS of $0.01 (diluted) vs Street consensus of $0.09
- Ex-TAC Gross Profit of $192.4M (+11.8% YoY), above guidance
- Adjusted EBITDA of $55.5M (+22.8% YoY), above guidance
- Full-year ex-TAC Gross Profit guidance raised to $772M-$783M
- Full-year Adjusted EBITDA guidance raised to $228M-$240M
- Free cash flow declined to $17.3M from $34.2M YoY
- Revenue growth decelerated from 9.1% in Q1 to 2.4% in Q2
Financial Impact
Revenue $476.8M vs $499.4M consensus; GAAP EPS $0.01 vs $0.09 consensus; ex-TAC Gross Profit $192.4M (+11.8% YoY); Adjusted EBITDA $55.5M (+22.8% YoY); Free Cash Flow $17.3M (-49.3% YoY)
Risk Factors
- Revenue growth deceleration from 9.1% to 2.4% YoY
- Free cash flow decline of 49.3% YoY to $17.3M
- Q3 revenue guidance of $460M-$473M implies continued deceleration
- GAAP EPS of $0.01 significantly below Street consensus of $0.09
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3339108 |
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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