The raised full-year guidance and strong cash flow generation signal accelerating momentum from the Realize platform. Monitor Q2 results for continued revenue acceleration and margin expansion as the company scales. The $77M legal settlement is non-recurring, so focus on ex-TAC gross profit and adjusted EBITDA trends for underlying profitability.
Price Chart
Executive Summary
Taboola reported Q1 2026 revenue of $466.4M (+9.1% YoY) and GAAP net income of $59.1M (vs -$8.8M loss a year ago), driven by a $77M legal settlement gain. Adjusted EBITDA fell 25.7% to $26.7M. The company raised full-year 2026 revenue guidance to $2,006-$2,062M and ex-TAC gross profit to $760-$781M, signaling confidence in accelerating growth from its Realize platform.
Key Financial Metrics
Key Facts
- Q1 2026 revenue $466.4M, +9.1% YoY, above $453.3M consensus
- GAAP net income $59.1M vs -$8.8M loss YoY, includes $77M legal settlement gain
- Adjusted EBITDA $26.7M, down 25.7% YoY from $35.9M
- Operating cash flow $108.7M, up from $48.1M; Free cash flow $90.3M, up from $36.1M
- Raised FY 2026 revenue guidance to $2,006-$2,062M and ex-TAC gross profit to $760-$781M
- Q2 2026 revenue guidance $492-$505M, above consensus trajectory
- Share repurchases of $22.7M in Q1, with aggressive buyback program ongoing
Financial Impact
Revenue beat consensus by ~2.9%; FY guidance raised ~$50M at midpoint; operating cash flow doubled YoY
Risk Factors
- Adjusted EBITDA declined 25.7% YoY despite revenue growth, indicating margin pressure from investment spend
- GAAP net income inflated by $77M one-time legal settlement gain — core operating profitability is lower
- Competition from larger ad platforms (Google, Meta) could limit market share gains
- Tariff and macroeconomic uncertainty may dampen advertiser spending
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3288604 |
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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