Overview
Taboola Q3 revenue grows 14.7% yr/yr, beating analyst expectations
Adjusted EBITDA for Q3 beats estimates, driven by cost discipline and ad spend
Company repurchased 14% of shares this year, continuing aggressive buyback strategy
Outlook
Taboola expects Q4 2025 revenue between $532 mln and $542 mln
Company anticipates FY 2025 revenue of $1,914 mln to $1,932 mln
Taboola projects FY 2025 adjusted EBITDA between $209 mln and $214 mln
Result Drivers
SCALED ADVERTISERS - Revenue growth driven by a 4.4% increase in scaled advertisers and a 10.9% rise in average revenue per advertiser
REALIZE PLATFORM - Momentum in Realize platform contributed significantly to Q3 revenue growth
SHARE BUYBACK - Company repurchased 14% of shares this year, continuing aggressive buyback strategy
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q3 Revenue | Beat | $496.80 mln | $466.50 mln (6 Analysts) |
Q3 EPS | $0.02 | ||
Q3 Adjusted Net Income | Beat | $34.30 mln | $28.10 mln (4 Analysts) |
Q3 Net Income | $5.20 mln | ||
Q3 Adjusted EBITDA | Beat | $48.20 mln | $45.40 mln (6 Analysts) |
Q3 Free Cash Flow | $46.30 mln | ||
Q3 Gross Profit | $139 mln |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the software peer group is "buy"
Wall Street's median 12-month price target for Taboola.com Ltd is $4.25, about 21.6% above its November 4 closing price of $3.33
The stock recently traded at 8 times the next 12-month earnings vs. a P/E of 8 three months ago
Press Release: ID:nGNXVHdjj
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)