Digital ad firm Taboola's Q2 revenue beats estimates, raises full-year guidance

Taboola.Com

06/08/2025 11:24

Overview

Taboola Q2 revenue rises 8.7%, beating analyst expectations, per LSEG data

Adjusted EBITDA for Q2 grows 21.3%, beating consensus, per LSEG data

Co raises full-year guidance, continues aggressive share buybacks

Outlook

Taboola raises full-year revenue guidance to $1,858 mln - $1,888 mln

Company expects Q3 revenue between $461 mln and $469 mln

Taboola projects full-year gross profit of $541 mln - $555 mln

Company sees early traction with new Realize advertising platform

Result Drivers

SCALED ADVERTISERS - Revenue growth driven by 8.5% increase in scaled advertisers

HIGHER MARGINS - Gross profit boosted by shift to higher margin digital property partners

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$465.50 mln
$448.70 mln (6 Analysts)
Q2 EPS
-$0.01
Q2 Adjusted Net Income
Beat
$30.20 mln
$27.30 mln (5 Analysts)
Q2 Net Income
-$4.30 mln
Q2 Adjusted EBITDA
Beat
$45.20 mln
$41 mln (6 Analysts)
Q2 Free Cash Flow
$34.20 mln
Q2 Gross Profit
$135.60 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 2 "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 $4.00, about 19.8% above its August 5 closing price of $3.21

The stock recently traded at 8 times the next 12-month earnings vs. a P/E of 6 three months ago

Press Release: ID:nGNX3HR90B

(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.)