Taboola (TBLA) Q2 2026 Earnings
How Did TBLA Stock React to Q2 2026 Earnings?
S&P 500 over the same 30 days: +0.05%.
Did TBLA Beat Earnings? Q2 2026 Results
Taboola.com Ltd. delivered a mixed second quarter for fiscal 2026, posting earnings of $0.01 per share on revenue of $476.83 million, a 2.4% year-over-year gain that came in below the roughly $499.5 million analysts had penciled in, even as the company's underlying profitability metrics told a more encouraging story. The most material driver of the quarter was meaningful improvement in revenue retention after traffic acquisition costs, with ex-TAC Gross Profit climbing 11.8% to $192.37 million and Adjusted EBITDA expanding 22.8% to $55.49 million, with margins widening to 28.8% from 26.2% a year earlier. GAAP net income reached $4.32 million, compared to a loss of $4.34 million in Q2 2025, aided partly by disciplined cost management despite $5.97 million in restructuring charges tied to an April workforce reduction. Looking ahead, management raised full-year 2026 guidance for ex-TAC Gross Profit to $772 to $783 million and Adjusted EBITDA to $228 to $240 million, signaling confidence in the trajectory of its Realize ad platform and newer publisher partnerships.
- Ex-TAC Gross Profit grew 11.8% YoY to $192.4 million
- Adjusted EBITDA margins expanded from 26.2% to 28.8%
- Adjusted EBITDA grew 22.8% to $55.5 million
- Net income swung to $4.3 million from a net loss of $4.3 million YoY
- Non-GAAP Net Income grew to $41.3 million from $30.2 million
“We delivered another quarter beating our ex-TAC Gross Profit and Adjusted EBITDA guidance and are raising our full-year guidance for both metrics.”
Taboola CEO, on the earnings call
What Is Taboola's Outlook?
Taboola raised its full-year 2026 guidance for ex-TAC Gross Profit to $772–$783 million and Adjusted EBITDA to $228–$240 million. Full-year revenue is expected at $1,930–$1,956 million. For Q3 2026, the company guides revenue of $460–$473 million, ex-TAC Gross Profit of $184–$190 million, Adjusted EBITDA of $51.5–$56.5 million, and Non-GAAP Net Income of $38–$42 million.
TBLA YoY Financials
| Metric | Q2 2026 | Q2 2025 | Year over year |
|---|---|---|---|
| Revenue | $476.8M | $465.5M | +2.4% |
| Gross Profit | $139.5M | $135.6M | +2.9% |
| Operating Income | $7.3M | $44,000 | +16,397.7% |
| Net Income | $4.3M | $1.4M | +199.4% |
When Does Taboola Report Next?
Figures from SEC filings and company reports. Not investment advice.