Latest news with #AdamSingolda
Yahoo
12-07-2025
- Business
- Yahoo
Is Taboola Set to Gain From Advertising Shift to Digital Marketing?
Over the past decade, Taboola Ltd. TBLA has been a key beneficiary of the steady shift in advertising budgets from traditional media to digital platforms. Well-positioned to leverage this structural change, Taboola has broadened its focus into performance-driven display advertising through its Realize platform, designed to meet advertisers' growing demand for measurable return on investment. Targeting a $55 billion market opportunity, CEO Adam Singolda emphasizes Taboola's advantage through its partnerships with more than 9,000 publishers, offering scale and audience insights that set it apart from strength lies in its extensive publisher relationships with platforms like Microsoft, Yahoo, and Apple News, providing access to unique first-party data from 600 million daily users. Realize leverages this data alongside AI technologies, such as Max Conversions and Abby, to deliver unified, performance-oriented advertising solutions. These innovations enhance campaign efficiency while making advanced digital advertising more accessible for both SMBs and larger advertisers seeking alternatives beyond Meta and strategic agreements, including Microsoft's display ad partnership across Outlook and MSN, and a native ad deal with Apple News, further validate Realize's market positioning and Taboola's growing presence in premium performance advertising R&D investments accounting for approximately 8% of revenues in 2024 and expected to rise, alongside acquisitions and AI enhancements, Taboola is reinforcing its competitive edge. The company is transitioning from a native ad widget provider into a full-scale performance advertising platform, well-equipped to capture the growing shift toward data-driven digital marketing. The Trade Desk TTD is well-positioned as advertising budgets shift to digital marketing. Trade Desk empowers advertisers with transparent, data-driven programmatic solutions beyond walled gardens. Through AI innovation and global partnerships, Trade Desk strengthens its leadership in digital advertising, capturing a larger share of performance-focused marketing Magnite MGNI is well-positioned to capture growing digital marketing budgets as advertisers prioritize programmatic channels. Magnite helps publishers maximize revenues through transparent CTV, video, and display monetization. With ongoing tech innovation and expanded partnerships, Magnite solidifies its leadership as the largest independent sell-side platform in digital advertising. Shares of TBLA have gained 0.8% year to date, outperforming the industry. Image Source: Zacks Investment Research TBLA is currently affordable. It is trading at a price-to-earnings multiple of 20.4, lower than the industry average of 28.5. It has a Value Score of A. Image Source: Zacks Investment Research The Zacks Consensus Estimate for TBLA's second-quarter 2025 EPS and third quarter witnessed no movement over the past 30 days. The same holds true for full-year 2025 and 2026. Image Source: Zacks Investment Research The consensus estimate for TBLA's 2025 and 2026 revenues indicates a year-over-year increase. The consensus estimate for TBLA's 2025 and 2026 EPS also indicates a year-over-year stock currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today's Zacks #1 Rank stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report The Trade Desk (TTD) : Free Stock Analysis Report Magnite, Inc. (MGNI) : Free Stock Analysis Report Ltd. (TBLA) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
CNBC
12-06-2025
- Business
- CNBC
Taboola CEO talks launching generative AI search engine for publishers
Adam Singolda, Taboola CEO, joins 'Fast Money' to talk its tool to help new publications generate traffic in the age of AI.
Yahoo
10-06-2025
- Business
- Yahoo
TBLA Q1 Earnings Call: Realize Platform Launch and Performance Advertising Focus Lead Results
Content discovery platform Taboola (NASDAQ:TBLA) reported Q1 CY2025 results beating Wall Street's revenue expectations , with sales up 3.3% year on year to $427.5 million. The company expects next quarter's revenue to be around $448 million, close to analysts' estimates. Its non-GAAP profit of $0.07 per share was significantly above analysts' consensus estimates. Is now the time to buy TBLA? Find out in our full research report (it's free). Revenue: $427.5 million vs analyst estimates of $417.1 million (3.3% year-on-year growth, 2.5% beat) Adjusted EPS: $0.07 vs analyst estimates of $0.01 (significant beat) Adjusted EBITDA: $35.94 million vs analyst estimates of $24.01 million (8.4% margin, 49.7% beat) The company reconfirmed its revenue guidance for the full year of $1.86 billion at the midpoint EBITDA guidance for the full year is $205 million at the midpoint, in line with analyst expectations Operating Margin: -1.5%, up from -4.4% in the same quarter last year Market Capitalization: $1.17 billion Taboola's first quarter results were shaped by the launch of its Realize platform, which management credits for expanding the company's reach in performance advertising. CEO Adam Singolda highlighted that Realize enables advertisers to access new ad formats and pay-per-click pricing models, which had not been available on Taboola's platform previously. The company also benefited from a 9% increase in the number of scaled advertisers—those spending more than $100,000 annually—though this was offset by a slight decline in average revenue per scaled advertiser. CFO Steve Walker pointed to improvements in operational efficiency, particularly in server management, which extended hardware lifespans and reduced costs. While management noted a minor impact from tariffs on Chinese advertisers, they emphasized that the core business remained resilient and diversified across sectors. Looking ahead, Taboola's guidance is anchored by the anticipated adoption and impact of the Realize platform, as well as ongoing expansion into new supply channels and publisher partnerships. Management believes that verticalizing the salesforce and focusing on ideal customer profiles will help increase advertiser retention and reduce churn. CEO Adam Singolda stated, 'We're laser-focused on net new demand and supply, particularly through Realize, which opens up budgets and formats we couldn't previously access.' While macroeconomic uncertainty persists—particularly related to tariffs and potential headwinds from shifting search traffic—management reiterated their commitment to cost discipline and selective investment in R&D, especially as they continue to introduce AI-driven solutions for advertisers and publishers. Taboola's leadership attributed first quarter performance to the early momentum of the Realize platform, improvements in operational efficiency, and growth in scaled advertisers. Realize platform launch: Management emphasized that Realize, introduced this quarter, enabled access to new ad formats such as vertical videos and social creatives, along with a pay-per-click pricing model for display ads. CEO Adam Singolda described this as a major advancement, noting it allows advertisers to transfer social and display campaigns onto Taboola's open web network and only pay when users click, rather than per impression. Growth in scaled advertisers: The company saw a 9% increase in scaled advertisers, which management views as a strong leading indicator for future business growth. CFO Steve Walker highlighted that while average revenue per scaled advertiser declined slightly, the absolute number of advertisers at scale reached a historic high, supporting a broader base for future expansion. Operational efficiency gains: Taboola achieved cost reductions through extending the useful lives of servers and networking equipment, which improved its GAAP gross profit. These changes, effective from the start of the year, allowed the company to amortize capital expenditures over a longer period and further support operating margins. New supply and partnerships: Taboola expanded supply by adding inventory from partners such as Microsoft and Gannett, and announced an exclusive global partnership with LINE, a leading messaging app in Asia. Management views utility app partnerships as a new growth avenue for reaching incremental audiences. Limited tariff impact: Management reported a minor reduction in advertising spend from Chinese advertisers due to tariffs, but indicated that this impact was limited to around 1% of revenue and is already reflected in guidance. The company's demand-side exposure remains diversified, reducing risk from regional pressures. Taboola expects future performance to be shaped by Realize platform adoption, expanded supply partnerships, and ongoing cost discipline. Realize platform ramp-up: Management expects Realize to drive incremental revenue as more advertisers adopt its new formats and targeting capabilities. While initial results are promising, CFO Steve Walker indicated that material financial impact is likely to be seen later this year or into 2026, as the platform scales. Verticalized sales and ideal customer focus: The completed restructuring of the sales team into industry verticals is designed to improve retention and budget growth among key advertiser segments. Early results show traction, especially in sectors like financial services and direct-to-consumer, though management cautioned that it is still early in the process. Macro and industry headwinds: Leadership acknowledged uncertainty from tariffs and evolving search engine dynamics, such as the impact of generative AI on publisher traffic. However, CEO Singolda noted that Taboola's focus on performance-driven outcomes positions the company to capture demand from advertisers seeking measurable ROI, even in a shifting landscape. In coming quarters, the StockStory team will be closely monitoring (1) adoption rates and revenue contribution from the Realize platform, (2) incremental supply growth from partnerships with utility apps and publishers like LINE and Gannett, and (3) the effectiveness of the verticalized sales strategy in driving advertiser retention and expansion. Progress in AI-driven product features and resilience to macro and regulatory pressures will also be key signposts. Taboola currently trades at a forward EV-to-EBITDA ratio of 6.9×. At this valuation, is it a buy or sell post earnings? See for yourself in our full research report (it's free). Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs. While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 6 Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Exlservice (+354% five-year return). Find your next big winner with StockStory today. Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Martechvibe
16-05-2025
- Business
- Martechvibe
Taboola Partners with Samsung to Power News Recommendations
The partnership aims to deliver personalised content to Samsung users through Taboola's publisher network while helping publishers reach a wider audience. Taboola has expanded its partnership with Samsung through a new multi-year deal to power news recommendations on Samsung News in Europe and India. Samsung News is a pre-installed news app on many mobile devices and reaches millions of users worldwide. The expanded cooperation is part of a long-standing relationship between the two companies. The goal is to comprehensively provide Samsung users with personalised content from the Taboola publisher network while simultaneously opening up new reach potential for publishers. To date, the partnership between Taboola and Samsung has primarily consisted of Taboola providing news recommendations on some Samsung devices, particularly via Samsung's platforms and services in the US and other select markets. The recommendations were mostly integrated via the Samsung Internet Browser or through specific Samsung content offerings. The announced expansion thus represents a significant geographical and functional expansion. ALSO READ: Samsung Pay to Launch in Saudi Arabia by Q4 2024 Founded in Israel in 2007, Taboola has built a native platform that supports publishers and advertisers, such as mobile operators and device manufacturers, in monetising content, reaching audiences, and increasing user engagement. The platform offers advertisers advertising opportunities around editorial content. The company continues to integrate content recommendations from its global publisher network into the platforms of device makers and mobile operators. The expanded rollout to more Samsung devices marks a step towards increasing its presence in international markets. 'We're excited to be working even more closely with Samsung, a manufacturer known worldwide for quality products and experiences. With this deepened partnership, we'll provide even more customers with access to relevant and engaging news,' said Adam Singolda, CEO of Taboola. 'Today's announcement underscores the continued evolution of our long-term Samsung partnership with the goal of recommending personalised content to users, providing publishers with additional reach, and ultimately enabling best-in-class mobile experiences on Samsung devices.' ALSO READ: Magnite, Samsung Ads to Boost Programmatic Advertising The Martechvibe team works with a staff of in-house writers and industry experts. View More Locala's omnichannel advertising platform leverages granular insights and cutting-edge AI to help marketers plan, activate, and measure campaigns that are personalised to the local consumer. It specialises in transforming complex mobility and consumer data into actionable audience insights, fueling advanced media strategies. VISIT WEBSITE Blue Prism is a global software provider, offering ROM 2, an intelligent automation implementation methodology that empowers teams to scale their digital workflow. One of its use cases is sales and marketing solutions, which is powered by artificial intelligence (AI) and machine learning (ML) algorithms. VISIT WEBSITE Pega is a combined business process management and robotic process automation (RPA) platform that comes with workforce analytics features. It offers a wide variety of tools such as Pega Email Bot to automate repetitive tasks with personalised customer replies at scale. VISIT WEBSITE EdgeVerve, a subsidiary of India-based IT company Infosys Technologies, offers RPA software for major enterprise companies. Its AssistEdge Robotic Process Automation provides machine learning and AI tools called Infosys Nia. Its AssistEdge RPA enables global marketing and distribution companies to automate 970+ manual tasks at scale. VISIT WEBSITE Clevertap is a comprehensive platform that allows global marketers to get unified customer data analytics and omnichannel engagement in one place. VISIT WEBSITE UseResponse is a fully customisable customer support and feedback software, helping companies to better understand the needs of their customers. It provides the capabilities of multichannel ticketing, live chat with messengers aggregator, chatbot, feedback community portal, and knowledge base. VISIT WEBSITE Survicate is a drag-and-drop, multichannel survey builder, helping brands effortlessly collect and analyse customer feedback. It offers 23+ one-click, native integrations, enabling advertisers and marketers to create follow-up campaigns based on real-time customer feedback. VISIT WEBSITE SAP Sales Cloud comes with end-to-end solutions and offers AI-fueled insights for understanding customers' preferences. It helps build customer profiles at scale. It also empowers users to automatically manage contact information, which streamlines clients' journeys. VISIT WEBSITE Freshsales by Freshworks is an AI-powered software that streamlines the sales cycle by automating mundane tasks and personalising customer engagement. It generates quality leads and nurtures relationships by understanding visitor intent in real-time. VISIT WEBSITE Developed for midsize enterprises and large organisations, Creatio offers end-to-end CRM software solutions, allowing users to manage sales, marketing, and services all in one place. For marketing professionals, it provides Marketing Creatio, an omnichannel marketing platform to orchestrate customer journeys and accelerate lead-to-revenue. VISIT WEBSITE Salesforce is a global technology provider, offering low code/no-code, AI-powered capabilities. Marketers and advertisers can harness its technologies for multiple use cases like B2B strategies, cross-channel personalisation, real-time analytics, and more. VISIT WEBSITE SAS offers embedded CDP capabilities, letting marketers unify customer data, understand digital activity and enable analytically driven, real-time activation. It comes with data activation facility that enables marketers to pull only the data they want, further reducing data migration costs. VISIT WEBSITE Blueshift is a scalable CDP platform that offers AI-driven capabilities for clubbing real-time events with related data from various sources. It streamlines these insights into unified customer profiles, enabling marketers to automatically personalise their targeting goals. VISIT WEBSITE Wotnot is a genAI-powered , no-code chatbot platform, helping the sales and marketing team to engage with visitors on their website via personalised conversations, catering to their lead-generation goals. It offers platform-based solutions, such as AI Studio, a GPT chatbot builder, and an analytics dashboard. VISIT WEBSITE Aisera is a generative AI platform provider that offers AI Copilot, AiseraGPT, and AiseraLLM for various domains. With Aisera, enterprises can accelerate the development of their LLMs or purchase ready-to-use generative AI solutions with pre-trained LLMs using customer data to reduce hallucinations. VISIT WEBSITE Deliotte offers Ncyte, an all-in-one analytics solution. Utilising patented algorithms, proprietary data models and predictive analytics, Ncyte delivers actionable insights for various marketing functions. With Nycte, data and marketing teams can pre-define events such as attributed campaign performance to evaluate their efforts with live notifications. VISIT WEBSITE CleverTap is a customer engagement and retention platform that offers the functionality to integrate app analytics and marketing. Powered by TesseractDB, a purpose-built database for engagement & retention, it combines the features of audience analytics, omnichannel engagement, and product A/B testing for marketing functions. VISIT WEBSITE Oracle Advertising and Customer Experience (CX), lets advertisers personalise their campaigns. Its flagship product, Oracle Moat, a comprehensive analytics and measurement platform, provides a suite of solutions across marketing and ad intelligence. Moat helps reach prospective customers, capture consumer attention, and measure the outcomes to unlock business potential. VISIT WEBSITE Meta Ads is a social media advertising platform leveraging the user base from Facebook, Instagram and Whatsapp to deliver personalised ads at scale. It offers Meta Business Suite and Meta Business Manager for managing and tracking ad performance. Utilising its AI-powered tools, advertisers can partially or fully automate with complete control over their ads. VISIT WEBSITE WebEngage is an end-to-end customer data platform, helping brands to strategise their customer engagement and retention functions. It supports third-party integration for use cases including customer segmentation, omnichannel engagement, and survey & feedback. VISIT WEBSITE ServiceNow features Robotic Process Automation Hub (RPA Hub), a scalable genAI-powered platform for orchestrating and managing a robotic workforce to execute various business processes. Its workflow automation enables tasks like lead management and campaign execution and supports integration with popular marketing tools to streamline processes. VISIT WEBSITE Tealium is a comprehesive customer data platform helping brands orchestrate and manage their data activation from a marketing standpoint. Its AudienceStream CDP functionality enables marketers to create custom campaigns via 1300+ integration options for several use cases. VISIT WEBSITE Qualaroo is a saas-based online survey creator offering Qualaroo Nudge, a proprietary technology for uploading custom properties for airtight targeting. It enables marketers to 'nudge' when user clicks on a page element, helping them to target visitors on their real-time activity. VISIT WEBSITE Zendesk is a Danish-American company that offers software-as-a-service products with the capabilities of omnichannel integrations. Its omnichannel messaging platform enables sales and marketing teams to easily track and consolidate customer tickets from various sources, ensuring enhanced customer experiences. VISIT WEBSITE WebEngage is an all-in-one marketing platform that integrates omnichannel engagement with live analytics features. It offers AI/ML-driven product recommendations engine that enables marketers to boost conversion for all channels, including the web and mobile apps. VISIT WEBSITE Sprinklr is a comprehensive enterprise software company offering omnichannel support capabilities for all customer-focused marketing functions. It provides no-code, easy-to-build API integrations to access real-time customer data from multiple sources — such as CRM, CDP and ecommerce platforms. VISIT WEBSITE SAP provides omnichannel marketing capabilities through its flagship product: SAP Emarsys. By accessing its purpose-built reports, teams can determine the effectiveness of their marketing campaigns, segments, and channels in achieving sales goals. Its B2B account engagement features let brands deliver predictable and personalised marketing-led B2B insights at scale. VISIT WEBSITE MoEngage is a global AI-driven marketing platform that enables brands to orchestrate omnichannel campaigns from a single intuitive interface. Utilising MoEngage's User Path Analysis capabilities, marketing teams can target customers across 10+ channels, depending on their purchase behaviour. VISIT WEBSITE Intuit Mailchimp is an AI-powered omnichannel platform that offers email and marketing automation functions. With its customised pre-built audience segments, marketers can scale their campaigns based on individual contacts' demographic information and shopping behaviour. VISIT WEBSITE Hubspot is a cloud-based, scalable customer platform that offers various marketing automation solutions with omnichannel support capabilities. It enables marketers to create omnichannel campaigns to connect and interact with customers across multiple channels in real-time. VISIT WEBSITE Bloomreach is an all-inclusive marketing automation platform that comes with omnichannel orchestration supports for various use cases, such as marketing campaign personalisation, and headless CMS commerce platform experience. VISIT WEBSITE Agillic specialises in offering global brands a comprehensive Omnichannel Marketing Automation Platform that enables them to create personalised marketing campaigns. Its multichannel marketing capabilities support multiple integrations, such as Playable and Sleeknote for lead generation, Zapier for automating routine processes, among others. VISIT WEBSITE Adobe Experience Cloud features Adobe Campaign, enabling marketers to synchronise their customer data from various channels for omnichannel marketing. By leveraging its omnichannel integration with Adobe Journey Optimiser, brands can build multi-step journeys, campaigns, and personalised real-time moments that follow their customers across channels. VISIT WEBSITE ActiveCampaign is an intelligent multichannel marketing automation platform that enables marketers to seamlessly connect campaigns across the channels that matter most to them. It helps enterprises streamline personalised marketing, transactional emails, and one-to-one CRM interactions throughout the customer lifecycle. VISIT WEBSITE UiPath offers a comprehensive AI-powered robotic automation platform, enabling marketers to streamline recurring functions, such as lead automation and customer engagement. Utilising its capabilities, marketers can personalise and automate customer interactions, depending on their needs and preferences. VISIT WEBSITE SAP is a composable marketing automation technology provider, offering SAP Intelligent RPA solutions to automate repetitive, rules-based business processes, including marketing and sales. Using its tech stack, marketers can automatically extract product data from manufacturers' websites, update online inventory and import website and email sales. VISIT WEBSITE Microsoft offers Power Automate, a low-code and AI-powered RPA software that helps marketers streamline tasks like lead management, email campaigns, social media management, data analysis, content publishing, and customer feedback. Leveraging its capabilities, businesses can automate repetitive tasks, such as lead capture and email marketing workflows. VISIT WEBSITE IBM offers AI-powered Robotic Process Automation capabilities for CRM and marketing functions. It enables users to automate workflows with integrated OCR and intelligent chatbots, distribute work across multiple bots without human interventions and manage emails via low-code authoring tools. VISIT WEBSITE Hyland offers an AI-powered comprehensive robotic automation software suite, enabling marketers' teams to automate their campaigns. Its Natural Language Processing (NLP) technology allows businesses to automate repetitive marketing functions, such as execution of targeted and personalised strategies in near real-time. VISIT WEBSITE Datamatics is an intelligent automation platform, offering TruBot RPA designer, a low-code bot design tool for marketing teams to create customised bots quickly. It provides 500 pre-built components, enabling low-code design and rapid deployment capabilities with drag-and-drop options. VISIT WEBSITE Automation Anywhere offers Automation Success Platform powered by Vertex AI, enabling enterprises to develop a cloud-based digital workforce at scale. Leveraging its bots, ML, and AI technologies, marketers can automate their marketing and sales processes. One of its popular offerings is Automation Co-Pilot, a genAI-powered assistant that empowers businesses to create and summarise content. VISIT WEBSITE Appian is a global technology provider, delivering end-to-end process automation with RPA, AI, IDP and API integrations. Utilising the readily available APIs of this low-code platform, teams can create a series of connected digital business applications including customer management and marketing. VISIT WEBSITE Powered by Zoho Corporation, Zoho Analytics enables marketers to track all critical metrics in a single platform to enhance marketing outcomes. The company offers 75 pre-built data visualisation reports and dashboards on marketing performance for collaborative analysis. With its AI-powered assistant, marketers can generate automated insights, predict future trends, and configure smart alerts. VISIT WEBSITE Semrush is an online visibility management and content marketing SaaS platform, offering marketing analytics tools to global businesses. Its open-source analytical tools include Market Explorer and Traffic Analytics for understanding market trends and website traffic respectively. VISIT WEBSITE Nielsen is a global audience insights, data and analytics solution provider, helping marketers measure what people listen to and watch. It offers a comprehensive, AI-powered Nielsen Marketing Cloud platform with sub-products such as Audience Segments, Scarborough, and Advanced Audiences to understand audiences for different targeting initiatives. VISIT WEBSITE MoEngage is a full-stack marketing automation platform, offering consumer insights and analytics solutions for marketers to understand customer LTV. With MoEngage Analytics, they can measure user engagement, spot behavioural patterns, and act on retention to prevent app uninstalls. VISIT WEBSITE Microsoft Clarity is a behavioural analysis tool that helps marketers understand user interaction with their website. It supports features like Session recordings, Heatmaps, and ML insights in real time. Processing more than a petabyte of data from over 100 million users per month, Clarity accommodates limitless traffic for various marketing measurements at scale. VISIT WEBSITE Powered by AI-led insights, Merkle offers scalable marketing analytics and CX technology solutions, helping brands to optimise their campaigns. Some of its flagship solutions are Measurement & Media analytics, Consumer & Experience insights, and Product & Market intelligence. VISIT WEBSITE Hubspot offers marketing analytics and dashboard software, enabling businesses to make data-backed decisions for use cases, such as revenue generation, site analytics and detailed reporting. Leveraging the capabilities of its multi-touch revenue attribution model, marketers can monitor real-time website traffic via unique tracking codes. VISIT WEBSITE Google Analytics is an open-source analytics tool by Google, enabling marketing teams within organisations to better understand their customers via valuable insights. Consequently, businesses can use those insights to take action, such as website improvement and tailored audience list creation. VISIT WEBSITE Adverity is an integrated data analytics platform, enabling marketers to automate their customer's data integration and visualisation functions. It offers 600+ pre-built data connectors to popular marketing platforms, social media networks, SEO tools, and marketing automation solutions. The platform also provides pre-build dashboards to generate tailored reports. VISIT WEBSITE Adobe Experience Cloud offers Adobe Analytics and Adobe Target within its analytics tools solutions, enabling marketers to execute in-depth analysis of their customer data. Adobe Analytics allows the sales and marketing teams to mix, match, and analyse data from any digital point in the customer journey. VISIT WEBSITE Ahrefs features a suite of analytics tools under its Ahref Enterprise offering. It offers API and Looker Studio connectors, enabling marketing teams to elevate their SEO strategy with enterprise-grade and insights. Some of the criteria for its API endpoints include Backlinks, Organic & Paid Traffic, SERPs, Website health score and more. VISIT WEBSITE StackAdapt is a multi-channel programmatic advertising platform, enabling digital marketers to customise their strategy. It offers open and flexible DSP (Digital Signal Processing) capabilities for executing tailored ad campaigns. Furthermore, its ad previewer lets marketing teams preview video, display and native ads on desktop or mobile across 500+ publishers, covering 23 verticals. VISIT WEBSITE Rakuten is a global affiliate ad technology company, enabling advertisers to optimise their marketing strategies with data-driven insights. It offers AI-powered forecasting and benchmarking capabilities and dynamic multi-touch commissioning tools, allowing advertisers to customise their campaigns. It also supports first-party data collection integrations for both B2B and B2C marketers. VISIT WEBSITE Nielsen offers Nielsen Ad Intel, a cross-platform advertising intelligence platform with actionable insights to identify prospects, analyse brand strategies and learn from past advertising campaigns. It offers various advertising intelligence features such as ad spend monitoring, competitive benchmarking, global competitive insights and expert data harmonisation. VISIT WEBSITE Magnite is an independent sell-side advertising technology provider, enabling publishers to monetise their content across all screens and formats. It offers Magnite Streaming, a singular supply-side platform that merges technology from the Magnite CTV and SpotX platforms. Utilising this functionality, marketers can identify their potential audiences to restructure their targeting strategies. VISIT WEBSITE IBM offers a comprehensive suite of Watson Advertising to agencies and marketers. With Watson Advertising's AI-powered assistant, advertisers can customise their advertisements, based on real-time ad results. It also supports functionalities of cookieless advertising, ad fraud management and brand safety measurements. VISIT WEBSITE Google features a comprehensive list of AI-powered Ad tools under its Google Ads offering. Some of its popular tools include Keywords Planner, Ads Editor, Reach Planner, Ads Mobile App, Insights Finder, Ads API, and Recommendations Page. Additionally, it offers Google AdMob to help businesses plan their in-app revenue generation strategy. VISIT WEBSITE Criteo is an all-in-one connected commerce media platform, enabling marketers and agencies to scale their digital and physical assets. Leveraging the capabilities of its AI-powered technology, brands can develop strategies for intent-based product recommendations, multi-prolonged accessibility, contextual advertising, and more. VISIT WEBSITE Basis Tecnologies (formerly known as Centro), is a programmatic advertising platform, offering ad management tools for search, social and site direct via a single interface. Its flagship products are Basis Assistant and Basis Automate+. Basis Assistant is a Chrome extension, connecting 20+ platforms and tools, and Basis Automate+ is a digital advertising automation tool for simplifying campaign process. VISIT WEBSITE AppsFlyer is a mobile attribution company, helping mobile advertisers to identify their ad network. It offers a measurement suite, giving app marketers full visibility into their customer journeys while preserving their privacy. Utilising its AI-powered Creative Optimisation platform, marketers can formulate their creative strategy. VISIT WEBSITE Adtriba is a cross-channel digital marketing management platform based on data-driven attribution modelling. Its solutions include Adtriba Triangulation, enabling advertisers to witness the integration of diverse measurement methods, such as Marketing Mix Modelling (MMM), Multi-Touch Attribution (MTA) and Incrementality Testing. VISIT WEBSITE Adobe Experience Cloud offers connected advertising solutions with its natively integrated Adobe Advertising platform. Its consultancy-based reporting options come with AI-powered optimisation features, helping advertisers analyse their ad performance via 200+ measurement metrics. Utilising its connected TV (CTV) and search, social, and commerce tools, marketers can optimise their customer acquisition strategy. VISIT WEBSITE specialises in Conversational AI, generating autonomous conversations that appear human-like. These conversations form the foundation of brand engagement. Their AI-powered, no-code Dynamic Automation Platform manages around two billion conversations from a multitude of channels in numerous languages. VISIT WEBSITE Sprinklr offers a comprehensive suite of 250+ AI-intent bot templates for various industry verticals to accelerate bot development. Its specialised AI and compliant rule engine enables marketers to modify and automate their promotional campaigns for better engagement via suggestion-based personalised bots. VISIT WEBSITE Meta's new class of generative AI features and creative tools allow users to create and share custom stickers or update the visual style of their photos with a simple text prompt. They can also chat with 28 different AIs and get unique perspectives on topics like travel, games and food. VISIT WEBSITE is a UI-based platform that allows marketers to create a chatbot quickly and deploy it easily on multiple channels. Leveraging the capabilities of its conversational builder, enterprises can build the Dialogflow using dialogue messages. Some of its popular offerings include XO: Experience Optimisation and GALE(Beta). VISIT WEBSITE IBM watsonx Assistant is an interactive virtual agent that utilises natural language and AI, enabling users to set it up on their app and website. It offers fast and accurate responses to customers, enhancing their overall experience and satisfaction with its adaptive learning capabilities. VISIT WEBSITE Haptik helps enterprises manage their customer lifecycle with generative AI-powered conversational solutions to boost marketing and sales. It offers Contakt and Interakt to enhance overall CX, where Interakt enables marketers to send hyper-targeted and personalised campaigns to drive customers to take action on WhatsApp. VISIT WEBSITE Dialogflow is an all-in-one platform for developing chatbots, voice bots, and virtual agents using natural language understanding and Google AI. It helps marketing teams create conversational agents that can handle common customer requests and issues, such as FAQs, and order status at scale. VISIT WEBSITE Dialpad is a fully integrated unified conversation intelligence platform that utilises ongoing ML(Machine Learning) algorithms and does not require coding to configure a chatbot. It offers real-time insights and tips, helping marketing teams customise their approach for every customer. VISIT WEBSITE is a low code-no code, enterprise-grade generative AI platform offering readily available LLMs for CX transformations. Its omnichannel reporting and analytics suite for marketing enables organisations to streamline their customer journeys. VISIT WEBSITE is a global conversational AI technology provider optimised for operational efficiency at scale. It offers self-learning AI capabilities that emphasise Natural Language Understanding (NLU) along with intent suggestions. VISIT WEBSITE Avaamo is an all-in-one conversational AI platform for enterprises offering a suite of industry-specific skills developed to automate and resolve common use cases. It offers Outreach, which enables marketers to educate and engage with customers across existing touchpoints through proactive and personalised communication. VISIT WEBSITE Amazon Lex offers fully managed conversational AI interfaces with advanced natural language models to design, build, test, and deploy conversational interfaces in applications. It enables sales and marketing teams to automate user tasks in their applications like the CRM and across any digital channel. VISIT WEBSITE Zendesk is an AI-powered customer feedback software provider, offering customer satisfaction (CSAT) software to businesses across multiple industries. Its marketplace offers 1600+ apps and integrations, enabling marketers to create a complete customer feedback system. VISIT WEBSITE UserVoice provides product feedback management software for SaaS businesses. Its UserVoice Validation tool delivers actionable user insights to inform roadmap strategy. From testing ideas to ensuring satisfaction with released features, it helps research and marketing teams gather quick user feedback throughout the entire product lifecycle. VISIT WEBSITE Twilio provides integrated Mindful Feedback functionality within its Flex offering, enabling marketers to automatically take action based on real-time customer feedback. It automatically collects customer feedback after Flex interactions by capturing feedback over post-call voice IVR, outbound voice IVR, conversational SMS, Web SMS, email, and web surveys. VISIT WEBSITE Trustpilot offers ML and AI-powered feedback management tools, helping marketers build trust and loyalty through customer reviews. Its AI-driven Review Insights tool enables marketers to identify growth areas from negative feedback, whereas its Image Generator tool lets them enhance social media engagement. VISIT WEBSITE Survey Monkey is a global online survey and forms tech stack provider, offering AI-fueled market research solutions to businesses. Its enterprise feedback management program provides 250+ templates with the capabilities of customisation, allowing organisations to build tailored survey forms. VISIT WEBSITE Sprinklr is a unified customer experience platform (CXM), offering AI-powered feedback management capabilities with its flagship product: Sprinklr Surveys. It integrates solicited customer feedback with unified-CXM data, enabling brands to derive meaningful, actionable insights. Utilising its genAI-powered survey builder, marketers can create conversational surveys to streamline their NPS strategies. VISIT WEBSITE Salesforce is a comprehensive customer-oriented technology provider offering a feedback management suite. Salesforce's survey responses help marketers create personalised surveys based on their existing customers' data. Some of the supported applications of its feedback management platform are genAI-powered survey form development and sentiment-insights-based survey collections. VISIT WEBSITE QuestionPro is an online feedback software provider, offering ready-made survey templates to businesses across 40+ countries. Leveraging the capabilities of its customer satisfaction templates, advertisers and marketers can create and gather tailored questions. VISIT WEBSITE Qualtrics is an all-in-one customer experience solution provider, offering website & app feedback tools for organisations to collect customer feedback efficiently. Its digital experience analytics capabilities combined with DXA integrations, bring together verbal and behavioural data for in-depth analysis of user feedback. VISIT WEBSITE HubSpot is a one-stop marketing platform, providing customer feedback software under its Service Hub offerings. Its pre-built APIs include net promote score (NPS), customer effort score (CES), and customer satisfaction (CSAT) surveys, allowing marketers to strengthen their customer loyalty strategy. VISIT WEBSITE Medallia is a comprehensive platform, enabling marketers to capture feedback from all customer touch points. Some of its popular feedback management software capabilities include Sense360 for analysing consumer spending, Medallia Video to automatically extract meaningful insights from customer's feedbacks and Agile Research for creating branded surveys in real-time. VISIT WEBSITE Zeotap lets brands integrate, unify, segment and orchestrate customer data, fostering a cookieless future. It offers a 'Non-Customer Entity Data' feature that helps marketers to integrate both customer and non-customer entity data. VISIT WEBSITE Twilio provides, Twilio Segment, an AI-powered CDP, enabling marketers to streamline their personalised customer engagement journeys. It brings together clean, consented customer data for real-time insights with 450+ pre-built connectors. VISIT WEBSITE Syntasa provides data-ready CDP capabilities, equipping marketers with essential tools to prepare their customer data. It offers real-time sentiment analytics capabilities, helping enterprises derive behavioural insights from unified user profiles to foster hyper-personalised experiences. VISIT WEBSITE SAP is a company-wide customer data management platform, helping marketers improve engagement, conversion, and retention. It offers a genAI-powered data model, enabling enterprises to unify their B2B and B2C customers' profiles to reach their personalisation goals. VISIT WEBSITE Oracle is a global database management company, providing CDP solutions, under its flagship product: Oracle Unity. Its AI-powered models enable marketers to create hyper-personsalised campaigns with predictive insights by streamlining real-time customer data from heterogeneous sources. VISIT WEBSITE Growthloop is a composable CDP platform, allowing marketing and sales team to action their data at scale. It offers GrowthLoop Audience Builder, enabling marketers to initiate their lead generation functions. VISIT WEBSITE Adobe Experience Cloud offers a real-time CDP, letting users create high-value audience segments for B2C and B2B use cases across their marketing funnel. It follows a cookieless marketing approach to automatically unify customer data across various online and offline channels in real-time. VISIT WEBSITE ActionIQ is a composable CDP platform that offers audience segmentation, acquisition marketing, and Customer 360 capabilities. It integrates analytical tools, enabling marketers to collect and analyse their first-party customer data at scale. VISIT WEBSITE Zoho CRM leverages automation and comprehensive analytics to empower any sales team, fostering stronger customer loyalty. Ideal for both small businesses and enterprises, this software enables enhanced productivity and tailored solutions through predictive intelligence. VISIT WEBSITE Zendesk offers Zendesk Sell, an easy-to-deploy CRM platform that is simple to deploy and navigate, catering to businesses of any scale. Its mobile-friendly Sell app has the functionalities of geolocation, helping sales and marketing teams. Offering an all-in-one CRM platform, organisations can implement use cases like prospecting, engagement, lead generation and communication capabilities. VISIT WEBSITE SugarCRM is a global CRM software provider, helping marketing, sales, and service teams improve efficiency through automation, data, and intelligence in near real-time. It offers Sugar Market, an all-in-one marketing automation platform that helps marketers to automate their campaign with higher ROI. VISIT WEBSITE Salesforce is a one-stop sales and support CRM software that regularly updates customer records, tracks emails and calls, and creates organised support processes for quicker customer responses. Its simple and scalable infrastructure is ideal for businesses of all sizes. VISIT WEBSITE Pipedrive stands out with its emphasis on automation, tailorability, and seamless integration. Purposefully built to enhance the efficiency and productivity of sales professionals, this CRM solution has an intuitive setup and robust capabilities. It facilitates lead generation, comprehensive sales analytics, and seamless business expansion. VISIT WEBSITE Oracle NetSuite CRM, a component of Oracle's business software suite, is for all midsize and booming businesses that want a comprehensive, integrated CRM solution with ERP capabilities. Using it, customers and partners can directly interact with the platform, freeing the additional work load for their sales team. VISIT WEBSITE Microsoft Dynamics 365 Sales represents a robust cloud-based CRM solution brimming with features such as pipeline assessment, relationship analytics, and conversational intelligence. It utilises AI-powered insights to provide actionable intelligence via predictive analytics, lead scoring and sentiment analysis. VISIT WEBSITE Less Annoying is a CRM software that utilises a straightforward search feature within its contact management system, making it easy to track contacts. It is ideal for small-sized businesses and offers a highly intuitive and user-friendly interface. VISIT WEBSITE Insightly offers CRM software solutions for enterprises looking to understand their audience data across various marketing functions. It integrates seamlessly with third-party apps, streamlining workflow automation, including bulk emailing and report generation. VISIT WEBSITE HubSpot's sleek dashboard with consolidated CRM tools simplify complex customer data, further transforming it into meaningful insights. Complementing typical CRM functionalities, HubSpot provides tailored options, including conversation intelligence and email monitoring. VISIT WEBSITE Apptivo delivers adaptable and web-based CRM solutions, enabling marketing and sales teams to streamline all customer service requirements across various devices and browsers. Despite its focused feature set, it encompasses over 65 interconnected applications alongside a robust sales pipeline management tool, ensuring efficient tracking of potential leads without any downtime. VISIT WEBSITE Sitecore offers composable cloud solutions with its flagship products, Sitecore Experience Platform(XP) and Sitecore Experience Manager (XM). They help marketers to overcome scalability challenges. Some of its features include intuitive visual editing, headless delivery, marketing automation, scalable personalisation, data and machine learning capabilities. VISIT WEBSITE Salesforce Experience Cloud is a platform that helps enterprises link clients, partners, and employees to securely exchange information and documents. Built on its Customer 360 platform, Salesforce's DXP ensures seamless integration with any solution in the Salesforce ecosystem. VISIT WEBSITE Oracle Cloud offers a comprehensive suite of platform-based marketing automation solutions for personalised B2B and B2C automation campaigns. Some of its featured products are Eloqua Marketing Automation, CrowdTwist Loyalty and Engagement, and Unity Customer Data Platform. VISIT WEBSITE Optimizely is a digital experience platform (DXP) provider that offers Optimizely One, an easy-to-use and fully integrated suite. It provides a single, unified workflow with thoughtfully embedded AI and machine-learning algorithms, accelerating work across the entire marketing lifecycle. VISIT WEBSITE OpenText offers a cloud-native, scalable platform for enterprises to streamline their marketing functions. It provides fully composable content management, digital asset management, creative workflows, personalisation, targeting and customer data technologies in one place, ensuring a holistic approach to B2B, B2E and B2C experiences. VISIT WEBSITE Neptune DXP is a PaaS(Platform-as-a-Service) provider, helping marketing teams build custom apps based on modular, reusable application building blocks. The company offers flexible environments to businesses across different verticals, further providing personalised digital solutions at scale. VISIT WEBSITE Magnolia is a composable DXP that comes with no-code connector packs and low-code micro-frameworks for third-party integrations. It also offers an open-source version alongside its commercial plans enabling enterprises to build tailored use cases. VISIT WEBSITE Liferay DXP helps marketers deliver personalised and connected digital experiences across a broad range of channels, including customer portals, websites, intranets, mobile apps, and connected devices. It offers intuitive CMS, user analytics, and site management tools that businesses need to launch, test and optimise digital experiences for faster go-to-market. VISIT WEBSITE Powered by IBM Consulting, IBM iX offers a composable DXP, providing a comprehensive solution to make enterprises' systems future-ready. Utilising its data-driven insights and intelligent workflows, marketers can design and deliver human-centred experiences across the customer lifecycle. VISIT WEBSITE HCL Digital Experience (DX), forms part of a wider HCL Customer Experience (CX) product portfolio, offering core capabilities such as content management, DAM, CDP called Signals, and low-code application development. It provides services in government, life sciences, insurance, financial services, and other verticals. VISIT WEBSITE Contentstack is a headless CMS and Composable Digital Experience Platform (DXP) solution provider that helps marketers gain a competitive edge. It recently launched into Google Cloud Marketplace, and is also available on Microsoft Azure and AWS. It seamlessly enables mid-market brands to adopt its omnichannel campaign engine to drive higher conversions and sales. VISIT WEBSITE Bloomreach Commerce Experience Cloud provides businesses an edge with its modular capabilities: Content Management System (CMS), Discovery features for search and merchandising optimisation, and Engagement tools such as Customer Data Platforms (CDP) for personalisation and analytics. VISIT WEBSITE Adobe Experience Cloud offers a comprehensive set of services specifically designed to address the day-to-day requirements for personalised customer experience at scale. Its platform helps manage different digital content and assets to improve customer satisfaction. Some of its products include Adobe Gen Studio, Experience Manager Sites, Real-time CDP, and Marketo Engage. VISIT WEBSITE Acquia offers DXP solutions, comprising of two main elements: Acquia Drupal Cloud and Acquia Marketing Cloud. It can be accessed in both platform-as-a-service (PaaS) and software-as-a-service (SaaS) with additional components such as Site Factory for multisite management, digital asset management (DAM), CDP, personalisation, and Campaign Studio. VISIT WEBSITE
Associated Press
07-05-2025
- Business
- Associated Press
Taboola Reports Strong Q1 2025 Financial Results; Results Above High-End of Guidance Across All Key Metrics
Published [hour]:[minute] [AMPM] [timezone], [monthFull] [day], [year] NEW YORK, May 07, 2025 (GLOBE NEWSWIRE) -- Taboola (Nasdaq: TBLA), a global leader in delivering performance at scale for advertisers, today announced its results for the first quarter ended March 31, 2025. 'We're pleased to start the year off strong, coming in above our guidance across all key metrics,' said Adam Singolda, CEO of Taboola. 'We're building real momentum — fueled by disciplined execution, traction on our Realize platform, and a deep belief in our long-term opportunity. We'll continue to invest where we see growth, return capital through share repurchases, and stay focused on becoming the leader in performance advertising beyond search and social.' First Quarter 2025 Financial Results (All comparisons are to the first quarter of 2024 unless otherwise noted.) Revenues of $427 million, an increase of 3%. Revenues were primarily driven by 9% growth in Scaled Advertisers partially offset by a 3% decline in Average Revenue per Scaled Advertiser. Q1 revenue growth primarily reflects broad-based growth, including growth in our existing Native business. Gross Profit of $119 million, an increase of 10%. ex-TAC Gross Profit was $152 million, an increase of 9%, including a (0.7%) impact from currency. Ex-TAC Gross Profit was primarily driven by growth in advertising spend as well as a mix shift to higher margin digital property partners. Operating loss was $6 million, improved from an operating loss of $18 million. Ratio of net loss to gross profit improved to (7.3%) from (24%). Adjusted EBITDA was $36 million, up 53%. Adjusted EBITDA margins expanded to 23.7% from 16.9%. Adjusted EBITDA growth was primarily driven by ad spend growth and continued cost discipline. Cash flow generated by operating activities was $48 million, compared to $32 million. Free Cash Flow was $36 million, compared to $27 million. Increases in cash flow provided by operating activities and free cash flow were primarily due to strong collections, lower publisher prepayments, and continued cost discipline. Second Quarter and Full Year 2025 Guidance For the Second Quarter and Full Year 2025, the Company currently expects (dollars in millions): Q2 2025 Guidance FY 2025 Guidance Unaudited Revenues $438 - $458 $1,838 - $1,888 Gross profit $124 - $134 $536 - $552 ex-TAC Gross Profit* $156 - $166 $674 - $690 Adjusted EBITDA* $38 - $44 $201 - $209 Non-GAAP Net Income (Loss)* $26 - $32 $122 - $128 Although we provide guidance for Adjusted EBITDA and Non-GAAP Net Income (Loss), we are not able to provide guidance for projected net income (loss), the most directly comparable GAAP measure. See Appendix: Non-GAAP Guidance Reconciliation for further information. Webcast & Conference Call Taboola's senior management team will discuss the Company's earnings on a call that can be accessed via webcast at To access the call by phone, please go to this link to register at and you will be provided with dial in details. The webcast will be available for replay for one year, through the close of business on May 7, 2026. *About Non-GAAP Financial Information This press release includes ex-TAC Gross Profit, Adjusted EBITDA, Ratio of Adjusted EBITDA to ex-TAC Gross Profit, Free Cash Flow, Non-GAAP Net Income (Loss), which are non-GAAP financial measures. These non-GAAP financial measures are not measures of financial performance in accordance with GAAP and may exclude items that are significant in understanding and assessing the Company's financial results. Therefore, these measures should not be considered in isolation or as an alternative to revenues, gross profit, net income (loss), cash flows from operations or other measures of profitability, liquidity or performance under GAAP. You should be aware that the Company's presentation of these measures may not be comparable to similarly-titled measures used by other companies. The Company believes non-GAAP financial measures provide useful supplemental information to management and investors regarding future financial and business trends relating to the Company. The Company believes that the use of these measures provides an additional tool for investors to use in evaluating operating results and trends and in comparing the Company's financial measures with other similar companies, many of which present similar non-GAAP financial measures to investors. Non-GAAP financial measures are subject to inherent limitations because they reflect the exercise of judgments by management about which items are excluded or included in calculating them, which may vary from period to period. Please refer to the appendix at the end of this press release for reconciliations to the most directly comparable measures in accordance with GAAP. Note Regarding Forward-Looking Statements Certain statements in this press release are forward-looking statements. Forward-looking statements generally relate to future events including future financial or operating performance of Ltd. (the 'Company'). In some cases, you can identify forward-looking statements by terminology such as 'may', 'should', 'expect', 'guidance', 'intend', 'will', 'estimate', 'anticipate', 'believe', 'predict', 'target', 'potential' or 'continue', or the negatives of these terms or variations of them or similar terminology. Such forward-looking statements are subject to risks, uncertainties, and other factors which could cause actual results to differ materially from those expressed or implied by such forward looking statements. These forward-looking statements are based upon estimates and assumptions that, while considered reasonable by the Company and its management, are inherently uncertain. Uncertainties and risk factors that could affect the Company's future performance and cause results to differ from the forward-looking statements in this press release include, but are not limited to: the Company's ability to grow and manage growth profitably, maintain relationships with customers and retain its management and key employees; changes in applicable laws or regulations; the degree to which, or whether, Realize can achieve its intended performance objectives and attract, retain and grow advertisers and advertising spending; the Company's estimates of expenses and profitability and underlying assumptions with respect to accounting presentations and purchase price and other adjustments; the extent to which we will buyback any of our shares pursuant to authority granted by the Company's Board of Directors, which may depend upon market and economic conditions, other business opportunities and priorities, satisfying required conditions under the Israeli Companies Law and the Companies Regulations or other factors; the ability to attract new digital properties and advertisers; ability to meet minimum guarantee requirements in contracts with digital properties; intense competition in the digital advertising space, including with competitors who have significantly more resources; ability to grow and scale the Company's ad and content platform through new relationships with advertisers and digital properties; ability to secure high quality content from digital properties; ability to maintain relationships with current advertiser and digital property partners; ability to prioritize investments to improve profitability and free cash flow; ability to make continued investments in the Company's AI-powered technology platform; the need to attract, train and retain highly-skilled technical workforce; changes in the regulation of, or market practice with respect to, 'third party cookies' and its impact on digital advertising; continued engagement by users who interact with the Company's platform on various digital properties; reliance on a limited number of partners for a significant portion of the Company's revenue; changes in laws and regulations related to privacy, data protection, advertising regulation, competition and other areas related to digital advertising; ability to enforce, protect and maintain intellectual property rights; the potential or expected impact of tariffs on advertising spend, consumer and business sentiment, and the general economic environment; risks related to the fact that we are incorporated in Israel and governed by Israeli law; the potential impacts of the war in Israel to the Company's operations; and other risks and uncertainties set forth in the Company's Annual Report on Form 10-K for the year ended December 31, 2024 under Part 1, Item 1A 'Risk Factors' and in the Company's subsequent filings with the Securities and Exchange Commission. Nothing in this press release should be regarded as a representation by any person that the forward-looking statements set forth herein will be achieved or that any of the contemplated results of such forward-looking statements will be achieved. You should not place undue reliance on these forward-looking statements, which speak only as of the date they were made. The Company undertakes no duty to update these forward-looking statements except as may be required by law. About Taboola Taboola empowers businesses to grow through performance advertising technology that goes beyond search and social and delivers measurable outcomes at scale. Taboola works with thousands of businesses who advertise directly on Realize, Taboola's powerful ad platform, reaching approximately 600 million daily active users across some of the best publishers in the world. Publishers like NBC News, Yahoo, and OEMs such as Samsung, Xiaomi and others use Taboola's technology to grow audience and revenue, enabling Realize to offer unique data, specialized algorithms, and unmatched scale. Investor Contacts: Jessica Kourakos Aadam Anwar [email protected] Press Contact: Dave Struzzi [email protected] First Quarter 2025 Financial Results The following table summarizes our consolidated financial results for the Three Months Ended March 31, 2025 and 2024: (dollars in millions, except per share data) Three months ended March 31, 2025 2024 Unaudited Revenues $ 427.5 $ 414.0 Gross profit $ 119.3 $ 109.0 Net Income (loss) $ (8.8 ) $ (26.2 ) EPS diluted (1) $ (0.03 ) $ (0.08 ) Ratio of net loss to gross profit (7.3 )% (24.0 )% Cash flow provided by operating activities $ 48.1 $ 32.4 Cash, cash equivalents, short-term deposits and investments $ 216.2 $ 181.0 Non-GAAP Financial Data * ex-TAC Gross Profit $ 151.7 $ 138.9 Adjusted EBITDA $ 35.9 $ 23.5 Non-GAAP Net Income (Loss) $ 25.0 $ 3.8 Ratio of Adjusted EBITDA to ex-TAC Gross Profit 23.7 % 16.9 % Free Cash Flow $ 36.1 $ 26.8 (1) The weighted-average shares used in the computation of the diluted EPS for the three months ended March 31, 2025 and 2024 are 341,960,999 and 345,502,643, respectively. The weighted-average shares for the three months ended March 31, 2025 and 2024, included 298,323,708 and 300,303,941 Ordinary shares, and 43,637,291 and 45,198,702 Non-voting Ordinary shares, respectively. Second Quarter and Full Year 2025 Guidance For the Second Quarter and Full Year 2025, the Company currently expects (dollars in millions): Q2 2025 Guidance FY 2025 Guidance Unaudited (dollars in millions) Revenues $438 - $458 $1,838 - $1,888 Gross profit $124 - $134 $536 - $552 ex-TAC Gross Profit* $156 - $166 $674 - $690 Adjusted EBITDA* $38 - $44 $201 - $209 Non-GAAP Net Income (Loss)* $26 - $32 $122 - $128 Although we provide guidance for Adjusted EBITDA and Non-GAAP Net Income (Loss), we are not able to provide guidance for projected net income (loss), the most directly comparable GAAP measure. Certain elements of net income (loss), including share-based compensation expenses and warrant valuations, are not predictable due to the high variability and difficulty of making accurate forecasts. As a result, it is impractical for us to provide guidance on net income (loss) or to reconcile our Adjusted EBITDA and Non-GAAP Net Income (Loss) guidance without unreasonable efforts. Consequently, no disclosure of projected net income (loss) is included. For the same reasons, we are unable to address the probable significance of the unavailable information. CONSOLIDATED BALANCE SHEETS U.S. dollars in thousands, except share and per share data March 31, December 31, 2025 2024 Unaudited ASSETS CURRENT ASSETS Cash and cash equivalents $ 216,223 $ 226,583 Short-term investments — 3,780 Restricted deposits 200 200 Trade receivables (net of allowance for credit losses of $12,458 and $11,815 as of March 31, 2025 and December 31, 2024, respectively) (1) 304,914 370,110 Prepaid expenses and other current assets 56,577 55,328 Total current assets 577,914 656,001 NON-CURRENT ASSETS Long-term prepaid expenses 24,385 25,193 Commercial agreement asset 282,583 286,619 Restricted deposits 1,462 1,462 Operating lease right of use assets 81,708 58,997 Property and equipment, net 75,479 69,388 Intangible assets, net 51,320 65,067 Goodwill 555,931 555,931 Total non-current assets 1,072,868 1,062,657 Total assets $ 1,650,782 $ 1,718,658 (1) Includes related party trade receivables of $48,584 and $76,677, as of March 31, 2025 and December 31, 2024, respectively. CONSOLIDATED BALANCE SHEETS U.S. dollars in thousands, except share and per share data March 31, December 31, 2025 2024 Unaudited LIABILITIES AND SHAREHOLDERS' EQUITY CURRENT LIABILITIES Trade payables (2) $ 279,510 $ 309,229 Short-term operating lease liabilities 26,304 21,881 Accrued expenses and other current liabilities 131,455 154,472 Current maturities of long-term loan — — Total current liabilities 437,269 485,582 LONG-TERM LIABILITIES Long-term loan and revolving credit facility 126,500 116,452 Long-term operating lease liabilities 60,672 42,561 Warrants liability 1,642 3,368 Deferred tax liabilities, net 2,377 5,497 Other long-term liabilities 14,113 13,292 Total long-term liabilities 205,304 181,170 COMMITMENTS AND CONTINGENCIES (Note 11) SHAREHOLDERS' EQUITY Ordinary shares with no par value - Authorized: 700,000,000 as of March 31, 2025 and December 31, 2024; 329,070,716 and 325,674,930 shares issued, and 284,444,554 and 293,134,865 shares outstanding as of March 31, 2025 and December 31, 2024, respectively — — Non-voting Ordinary shares with no par value - Authorized: 46,000,000 as of March 31, 2025 and December 31, 2024; 45,198,702 shares issued, and 40,054,344 and 44,210,406 shares outstanding as of March 31, 2025 and December 31, 2024, respectively — — Treasury Ordinary shares, at cost - 49,770,520 (44,626,162 Ordinary shares and 5,144,358 Non-voting Ordinary shares) and 33,528,361 (32,540,065 Ordinary shares and 988,296 Non-voting Ordinary shares) as of March 31, 2025 and December 31, 2024, respectively (179,624 ) (130,117 ) Additional paid-in capital 1,351,576 1,335,825 Accumulated other comprehensive income (loss) (773 ) 418 Accumulated deficit (162,970 ) (154,220 ) Total shareholders' equity 1,008,209 1,051,906 Total liabilities and shareholders' equity $ 1,650,782 $ 1,718,658 (2) Includes related party trade payables of $57,833 and $68,556, as of March 31, 2025 and December 31, 2024, respectively. CONSOLIDATED STATEMENTS OF LOSS U.S. dollars in thousands, except share and per share data Three months ended March 31, 2025 2024 Unaudited Revenues (1) $ 427,493 $ 414,008 Cost of revenues: Traffic acquisition cost (2) 279,797 275,120 Other cost of revenues 28,389 29,935 Total cost of revenues 308,186 305,055 Gross profit 119,307 108,953 Operating expenses: Research and development 35,956 36,249 Sales and marketing 65,890 67,608 General and administrative 23,723 23,329 Total operating expenses 125,569 127,186 Operating Loss (6,262 ) (18,233 ) Finance expenses, net (3) (4,500 ) (3,638 ) Loss before income taxes (10,762 ) (21,871 ) Income tax benefit (expenses) 2,012 (4,287 ) Net Loss $ (8,750 ) $ (26,158 ) Net loss per share attributable to Ordinary and Non-voting Ordinary shareholders, basic and diluted $ (0.03 ) $ (0.08 ) Weighted-average shares used in computing net loss per share attributable to Ordinary and Non-voting Ordinary shareholders, basic and diluted 341,960,999 345,502,643 (1) Includes revenues from related party of $48,324 and $52,124, for the three months ended March 31, 2025 and 2024, respectively. (2) Includes traffic acquisition cost to related party of $82,159 and $73,611 for the three months ended March 31, 2025 and 2024, respectively. (3) Includes loss on extinguishment of debt of $6,597 for the three months ended March 31, 2025 CONSOLIDATED STATEMENTS OF COMPREHENSIVE LOSS U.S. dollars in thousands Three Months Ended March 31, 2025 2025 2024 Unaudited Net Loss $ (8,750 ) $ (26,158 ) Other comprehensive loss: Unrealized losses on derivative instruments, net (1,191 ) (777 ) Other comprehensive loss (1,191 ) (777 ) Comprehensive loss $ (9,941 ) $ (26,935 ) SHARE-BASED COMPENSATION BREAK-DOWN BY EXPENSE LINE U.S. dollars in thousands Three months ended March 31, 2025 2024 Unaudited Cost of revenues $ 867 $ 1,011 Research and development 6,394 6,378 Sales and marketing 4,221 4,323 General and administrative 4,035 4,689 Total share-based compensation expenses $ 15,517 $ 16,082 DEPRECIATION AND AMORTIZATION BREAK-DOWN BY EXPENSE LINE U.S. dollars in thousands Three months ended March 31, 2025 2024 Unaudited Cost of revenues $ 8,699 $ 10,717 Research and development 531 887 Sales and marketing 11,263 13,518 General and administrative 177 199 Total depreciation and amortization expense $ 20,670 $ 22,601 CONSOLIDATED STATEMENTS OF CASH FLOWS U.S. dollars in thousands Three months ended March 31, 2025 2024 Unaudited Cash flows from operating activities Net Loss $ (8,750 ) $ (26,158 ) Adjustments to reconcile net loss to net cash flows provided by operating activities: — — Depreciation and amortization and write-offs 20,682 25,321 Share-based compensation expenses 15,517 16,401 Net gain from financing expenses (1,038 ) (408 ) Revaluation of the Warrants liability (1,726 ) 39 Amortization of loan and credit facility issuance costs 413 354 Amortization of premium and accretion of discount on short-term investments, net — 142 Loss on extinguishment of debt 6,597 $ — Commercial agreement asset amortization 4,037 $ — Change in operating assets and liabilities: Decrease in trade receivables, net (1) 65,196 22,068 Decrease in prepaid expenses and other current assets and long-term prepaid expenses 4,434 9,199 Decrease in trade payables (2) (31,758 ) (8,262 ) Decrease in accrued expenses and other current liabilities and other long-term liabilities (22,196 ) (1,476 ) Decrease in deferred taxes, net (3,120 ) (3,685 ) Change in operating lease right of use assets 6,211 4,453 Change in operating lease liabilities (6,388 ) (5,593 ) Net cash provided by operating activities 48,111 32,395 Cash flows from investing activities Purchase of property and equipment, including capitalized internal-use software (12,041 ) (5,589 ) Proceeds from business acquisition holdback liability — 719 Proceeds from maturities of short-term investments 3,780 3,265 Net cash used in investing activities (8,261 ) (1,605 ) Cash flows from financing activities Issuance costs (663 ) (456 ) Exercise of options and vested RSUs 705 1,809 Payment of tax withholding for share-based compensation expenses (842 ) (709 ) Repurchase of ordinary shares and non-voting ordinary shares (49,342 ) (27,758 ) Payments on account of repurchase of ordinary shares (2,355 ) (1,658 ) Proceeds from revolving credit line, net of issuance costs 123,985 — Repayment of Long-term loan (122,736 ) — Net cash used in financing activities (51,248 ) (28,772 ) Exchange rate differences on balances of cash and cash equivalents 1,038 408 Increase (decrease) in cash and cash equivalents (10,360 ) 2,426 Cash and cash equivalents - at the beginning of the period 226,583 176,108 Cash and cash equivalents - at end of the period $ 216,223 $ 178,534 (1) Includes an increase (decrease) in related party trade receivables of $(28,093) and $29,694, for the three months ended March 31, 2025 and 2024, respectively. (2) Includes a decrease in related party trade payables of $(10,723) and $(22,480), for the three months ended March 31, 2025 and 2024, respectively. CONSOLIDATED STATEMENTS OF CASH FLOWS U.S. dollars in thousands Three Months Ended March 31, 2025 2025 2024 Unaudited Supplemental disclosures of cash flow information: Cash paid during the year for: Income taxes $ 3,764 $ 3,243 Interest $ 2,189 3,610 Non-cash investing and financing activities: Purchase of property and equipment, including capitalized internal-use software $ 1,895 $ 4,262 Share-based compensation included in capitalized internal-use software $ 279 $ 606 Exercise of options and vested RSUs $ 92 $ — Creation of operating lease right-of-use assets and operating lease liability $ 28,922 $ 12 APPENDIX: Non-GAAP Reconciliation RECONCILIATION OF GAAP TO NON-GAAP FINANCIAL MEASURES FOR THE THREE MONTHS ENDED MARCH 30, 2025 AND 2024 (UNAUDITED) The following table provides a reconciliation of revenues to ex-TAC Gross Profit. Three Months Ended March 31, 2025 2025 2024 (dollars in thousands) Revenues $ 427,493 $ 414,008 Traffic acquisition cost (1) 279,797 275,120 Other cost of revenues 28,389 29,935 Gross profit $ 119,307 $ 108,953 Add back: Other cost of revenues (1) 32,426 29,935 ex-TAC Gross Profit $ 151,733 $ 138,888 ________________________ 1 The three months ended March 31, 2025 included $4,037 amortization expense of the non-cash based Commercial agreement asset. See Note 1b of Notes to the Unaudited Consolidated Interim Financial Statements. The following table provides a reconciliation of net income (loss) to Adjusted EBITDA. Three Months Ended March 31, 2025 2025 2024 (dollars in thousands) Net Loss $ (8,750 ) $ (26,158 ) Adjusted to exclude the following: Finance expenses, net 4,500 3,638 Income tax expenses (benefit) (2,012 ) 4,287 Depreciation and amortization (1) 24,707 25,321 Share-based compensation expenses 15,518 13,756 Holdback compensation expenses (2) — 2,645 Other costs (3) 1,972 0 Adjusted EBITDA $ 35,935 $ 23,489 ________________________ (1) The three months ended March 31, 2025 included $4,037 amortization expense of the non-cash based Commercial agreement asset. See Note 1b and Note 2 of the Notes to the Unaudited Consolidated Interim Financial Statements. (2) Represents share-based compensation due to holdback of Ordinary shares issuable under compensatory arrangements relating to Connexity acquisition. (3) The three months ended March 31, 2025 included $1,972 in professional and legal expenses related to a litigation matter in which the Company is the plaintiff and is not related to our ongoing business operations. The following table provides a reconciliation of net income (loss) to Non-GAAP Net Income (loss). Three Months Ended March 31, 2025 2025 2024 (dollars in thousands) Net Loss $ (8,750 ) $ (26,158 ) Amortization of acquired intangibles (1) 17,783 15,935 Share-based compensation expenses 15,518 13,756 Holdback compensation expenses (2) — 2,645 Other costs (3) 1,972 — Revaluation of Warrants (1,726 ) 39 Foreign currency exchange rate losses (4) (1,524 ) 1,041 Income tax effects (4,870 ) (3,426 ) Loss on extinguishment of debt (5) 6,597 — Non-GAAP Net Income $ 25,000 $ 3,832 ________________________ (1) The three months ended March 31, 2025 included $4,037 amortization expense of the non-cash based Commercial agreement asset. See Note 1b and Note 2 of the Notes to the Unaudited Consolidated Interim Financial Statements. (2) Represents share-based compensation due to holdback of Ordinary shares issuable under compensatory arrangements relating to Connexity acquisition. (3) The three months ended March 31, 2025 included $1,972 in professional and legal expenses related to a litigation matter in which the Company is the plaintiff and is not related to our ongoing business operations. See Note 1b of Notes to the Unaudited Consolidated Interim Financial Statements. (4) Represents foreign currency exchange rate gains or losses related to the remeasurement of monetary assets and liabilities to the Company's functional currency using exchange rates in effect at the end of the reporting period. (5) See Note 8 of Notes to the Unaudited Consolidated Interim Financial Statements The following table provides a reconciliation of net cash provided by operating activities to Free Cash Flow. Three Months Ended March 31, 2025 2025 2024 (dollars in thousands) Net cash provided by operating activities $ 48,111 $ 32,395 Purchases of property and equipment, including capitalized internal-use software (12,041 ) (5,589 ) Free Cash Flow $ 36,070 $ 26,806 APPENDIX: Non-GAAP Guidance Reconciliation RECONCILIATION OF GAAP TO NON-GAAP FINANCIAL MEASURES FOR Q2 2025 AND FULL YEAR 2025 GUIDANCE (Unaudited) The following table provides a reconciliation of projected Gross profit to ex-TAC Gross Profit. Q2 2025 Guidance FY 2025 Guidance Unaudited (dollars in millions) Revenues $438 - $458 $1,838 - $1,888 Traffic acquisition cost ($282) - ($292) ($1,164) - ($1,198) Other cost of revenues ($32) - ($32) ($138) - ($138) Gross profit $124 - $134 $536 - $552 Add back: Other cost of revenues ($32) - ($32) ($138) - ($138) ex-TAC Gross Profit $156 - $166 $674 - $690 Although we provide guidance for Adjusted EBITDA and Non-GAAP Net Income (Loss), we are not able to provide guidance for projected net income (loss), the most directly comparable GAAP measure. Certain elements of net income (loss), including share-based compensation expenses and warrant valuations, are not predictable due to the high variability and difficulty of making accurate forecasts. As a result, it is impractical for us to provide guidance on net income (loss) or to reconcile our Adjusted EBITDA and Non-GAAP Net Income (Loss) guidance without unreasonable efforts. Consequently, no disclosure of projected net income (loss) is included. For the same reasons, we are unable to address the probable significance of the unavailable information.
