Latest news with #Realize
Yahoo
2 days ago
- Business
- Yahoo
Can Taboola's Realize Platform Drive Scalable, AI-Powered Ad Growth?
Inc.'s TBLA Realize platform plays a vital role in scaling the company's advertising operations by significantly enhancing efficiency and performance. As Taboola's proprietary AI-driven engine, Realize automates the process of matching advertisers with publisher inventory, targeting a $55 billion market. Utilizing advanced machine learning, the platform processes massive volumes of data in real time to deliver highly relevant ads. This not only improves return on investment for advertisers but also boosts monetization for publishers, creating a more effective and scalable ad uses deep-learning algorithms to analyze both real-time user signals and historical behavior, enabling granular personalization at scale. This leads to higher user engagement and better campaign results, prompting advertisers to increase their investments on Taboola's platform—driving continued revenue growth.A key strength of Realize is its ability to empower mid-sized and smaller advertisers through simplified, self-serve campaign tools. By minimizing the need for manual effort in campaign setup and optimization, Realize enables Taboola to grow its advertiser base—including long-tail clients—without a corresponding rise in operational costs, thus reinforcing business is instrumental to Taboola's broader strategy of becoming a leading open-web alternative to walled gardens like Google, Meta and Amazon. By delivering superior results through intelligent automation, the platform helps Taboola differentiate itself in a competitive market, unlock new revenue opportunities and support global, sustainable growth. What About TBLA's Competitors? Though The Trade Desk TTD and The Magnite MGNI do not have a proprietary platform like Taboola's Realize, yet they are carving out niches in their 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 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. TBLA's Price Performance Shares of TBLA have lost 12% year to date, underperforming the industry. Image Source: Zacks Investment Research TBLA's Expensive Valuation TBLA is currently affordable. It is trading at a price-to-earnings multiple of 18.1, lower than the industry average of 28.4. It has a Value Score of A. Image Source: Zacks Investment Research Estimates for TBLA Witnessed No Movement The Zacks Consensus Estimate for TBLA's second and third-quarter 2025 EPS witnessed no movement over the past 60 days. The same holds true for full-year 2025 and 2026 EPS estimates. Image Source: Zacks Investment Research The respective consensus estimates for TBLA's 2025 and 2026 earnings and revenues indicate year-over-year increases. TBLA stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) 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
Yahoo
18-07-2025
- Business
- Yahoo
Taboola vs. Magnite: Which Ad-Tech Stock Should Be in Your Portfolio?
The digital advertising industry is undergoing a swift transformation, fueled by advances in AI, privacy-first regulations and a broader range of media channels. As a result, digital ad spending continues to expand, with marketers reallocating budgets from traditional formats to online platforms such as social media, connected TV, search and retail media networks. Against this backdrop, both Inc. TBLA and Magnite MGNI are striving to secure a distinct stands out as a global leader in performance advertising through its Realize platform, connecting thousands of advertisers to approximately 600 million daily users. In contrast, Magnite operates as a leading supply-side platform (SSP), helping publishers manage and monetize ad inventory across channels including streaming, online video, display and audio. As per Precedence Research, global digital ad spending was valued at $600 billion in 2024 and is forecast to reach $1.5 trillion by 2034, at a CAGR of 9.47% between 2025 and 2034. With both companies poised to tap into this expanding market, the question arises: which stock offers a more attractive investment proposition?Let's closely look at the fundamentals of these stocks. The Case for TBLA Taboola has transitioned from its native advertising origins to a broader focus on the performance advertising market, including display and commerce formats. This strategic shift reflects rising demand for all-encompassing performance solutions beyond search and social media platforms. With advertising budgets moving steadily from traditional channels to digital, and online shopping expected to grow around 8% annually through 2027—double the rate of physical retail—Taboola is well-positioned to company's growth approach centers on enhancing Realize's capabilities and refining its go-to-market strategy by structuring its sales organization by industry verticals and targeting key customer profiles and new supply partners offering valuable advertiser data. This is expected to translate into solid performance. In the first quarter of 2025, Taboola achieved 3% revenue growth, a 53% increase in adjusted EBITDA and a 48% improvement in operating cash flow, growing its cash balance to over $216 million with low expects 2025 revenues between $1.84 billion and $1.89 billion, gross profit between $536 million and $552 million, adjusted EBITDA between $201 million and $209 million, and net income of $122 million to $128 million. Management remains focused on growth while returning capital to shareholders. R&D investment continues to rise—around 8% of 2024 revenues—aimed at advancing AI features such as Max Conversions and Abby. In February 2025, Taboola's board expanded its share repurchase authorization by $200 million, bringing the total to $240 million, supported by solid free cash flow and improving profitability. The Case for MGNI Magnite has positioned itself as a key player in the rapidly expanding Connected TV (CTV) ad-tech sector, operating the largest independent SSP for programmatic advertising. Processing billions of impressions monthly, Magnite's growth is driven by its SpringServe ad server and streaming SSP platform. The company has scaled meaningfully through mergers and strategic alliances, with its partnership with Netflix standing out as a major growth leadership in CTV, where ad spend is projected to hit $33.4 billion in 2025 per Statista, offers a clear competitive edge. High-profile partnerships with Roku, LG, Warner Bros. Discovery, Fox, Vizio, Walmart and Netflix enhance its market position. Additionally, increased regulatory scrutiny on Google may shift publisher preference toward neutral, independent platforms like Magnite, benefiting its DV+ strong operational execution is reflected in stable EBITDA margins and growing cash flow. Magnite's strategy emphasizes continuous investment in technology and expansion of its sales organization, capitalizing on advertisers' growing shift toward CTV as streaming becomes more mainstream. The company operates across North America, Australia and Europe, with a growing footprint in Asia and South America, supporting global scale and planned international expansion. That said, Magnite's reliance on a few major clients, including Netflix and Disney, introduces revenue concentration sees the antitrust ruling against Google as a potential game-changer for the open Internet, creating meaningful growth opportunities for its DV+ business. Despite being the second-largest player in this segment, Magnite currently holds only a mid-single-digit market share, leaving ample room for expansion. Estimates for TBLA and MGNI The Zacks Consensus Estimate for TBLA's 2025 revenues and EPS implies a year-over-year increase of 5.7% and 3,900%, respectively. There has been no change in estimates in the past 30 days. TBLA has a Growth Score of A. Image Source: Zacks Investment Research The Zacks Consensus Estimate for MGNI's 2025 revenues and EPS implies a year-over-year increase of 14% and 15.5%, respectively. There has been no change in estimates in the past 30 days. MGNI has a Growth Score of B. Image Source: Zacks Investment Research Are TBLA and MGNI Shares Expensive? Taboola is trading at a forward 12-month price-to-earnings multiple of 19.9, higher than its median of 13.1 over the last three years. Magnite is trading at a forward 12-month price-to-earnings multiple of 45.5, higher than its median of 30.7 over the last three years. Image Source: Zacks Investment Research Conclusion Taboola is a global leader in performance advertising, helping businesses grow across the open web. It believes that its Realize platform poises it well to tap the $55 billion market dominated by Meta, Google and Amazon, also called the 'walled garden.' Magnite is a leading independent sell-side advertising platform. It is a pivotal player in the expanding programmatic advertising space, especially within the rapidly growing connected TV segment. Magnite is strategically positioned in a high-growth segment of digital advertising, backed by robust partnerships and improving shares have gained 51% year to date, while those of TBLA have lost 2% in the same time frame. Though TBLA and MGNI carry a Zacks Rank #3 (Hold) each, MGNI's significant price appreciation makes it appear as a safer can see the complete list of today's Zacks #1 Rank (Strong Buy) 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 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 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
Globe and Mail
16-07-2025
- Business
- Globe and Mail
Taboola to Announce Second Quarter 2025 Financial Results on August 6, 2025
NEW YORK, July 16, 2025 (GLOBE NEWSWIRE) -- Taboola (Nasdaq: TBLA), a global leader in delivering performance at scale for advertisers, today announced that it will release second quarter 2025 financial results on Wednesday, August 6, 2025. Management will host a conference call and webcast to discuss financial results at 8:30 a.m. ET. What: Taboola Second Quarter 2025 Financial Results Conference Call When: Wednesday, August 6, 2025 at 8:30 a.m. ET Details: 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 August 6, 2026. 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 600M 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.
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
Yahoo
05-06-2025
- Business
- Yahoo
Taboola announces enhancement to Realize calked Predictive Audiences
Taboola (TBLA) announced an enhancement to Realize, its performance marketing platform, called Predictive Audiences. Predictive Audiences helps advertisers discover untapped, high-converting customers so they can meet performance marketing goals at scale. The Motley Fool, QuinStreet, and NerdWallet are among advertisers using Predictive Audiences to unlock incremental performance gains. Since launching in limited availability in February, weekly spend attributed to Predictive Audiences has tripled, as more advertisers begin to leverage this solution as a technology for profitable growth. Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See today's best-performing stocks on TipRanks >> Read More on TBLA: Disclaimer & DisclosureReport an Issue Taboola upgraded to Buy from Neutral at B. Riley Ltd. Reports Strong Q1 2025 Results Positive Outlook for Strong Financial Performance and Strategic Initiatives Justify Buy Rating Taboola's Earnings Call: Strong Start Amid Challenges Period Network participates in a conference call with Needham 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
