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Taboola

Taboola (TBLA) Q1 2026 Earnings

Reported May 6, 2026 at 6:01 AM ET · SEC Source

Q1 26 EPS

$0.20

BEAT +471.43%

Est. $0.04

Q1 26 Revenue

$466.4M

BEAT +2.90%

Est. $453.3M

vs S&P Since Q1 26

+18.3%

BEATING MARKET

TBLA +19.8% vs S&P +1.5%

Market Reaction

Did TBLA Beat Earnings? Q1 2026 Results

Taboola delivered a standout first quarter for fiscal 2026, posting earnings and revenue that both cleared Wall Street's bar by wide margins and prompted the company to lift its full-year outlook. The content discovery and performance advertising com… Read more Taboola delivered a standout first quarter for fiscal 2026, posting earnings and revenue that both cleared Wall Street's bar by wide margins and prompted the company to lift its full-year outlook. The content discovery and performance advertising company reported EPS of $0.20, well ahead of the $0.04 consensus estimate, a 471.43% beat, while revenue climbed 9.1% year over year to $466.39 million against expectations of $453.25 million. The headline profit figure was amplified by a roughly $77.00 million one-time legal settlement in Taboola's favor, which drove a dramatic swing to GAAP net income of $59.07 million from a loss of $8.75 million a year earlier; on an adjusted basis, Adjusted EBITDA came in at $26.69 million. CEO Adam Singolda pointed to the Realize advertising platform and the company's AI-driven capabilities as core growth levers, a theme echoed by Benchmark, which raised its price target to $6.50 following the results. Looking ahead, management guided for full-year 2026 revenues of $2.01 billion to $2.06 billion and Adjusted EBITDA of $222.00 million to $240.00 million.

Key Takeaways

  • • 9.1% revenue growth year-over-year
  • • ex-TAC Gross Profit growth of 10.8% year-over-year
  • • Advertiser success on the Realize platform
  • • $77 million pre-tax settlement income from binding legal settlement where Taboola was the plaintiff
  • • Free cash flow more than doubled to $90.3 million from $36.1 million

TBLA Forward Guidance & Outlook

Taboola raised its full-year 2026 outlook, reflecting accelerating growth. For Q2 2026, the company expects revenues of $492–$505 million, gross profit of $147–$152 million, ex-TAC Gross Profit of $189–$194 million, Adjusted EBITDA of $49–$55 million, and Non-GAAP Net Income of $36–$43 million. For full-year 2026, the company expects revenues of $2,006–$2,062 million, gross profit of $610–$630 million, ex-TAC Gross Profit of $760–$781 million, Adjusted EBITDA of $222–$240 million, and Non-GAAP Net Income of $167–$191 million.

24/7 Wall St

TBLA YoY Financials

Q1 2026 vs Q1 2025, source: SEC Filings

“We're starting the year strong, exceeding the high end of our guidance across all metrics and raising our full-year outlook, reflecting accelerated growth. We're seeing steady progress toward consistent double-digit growth, driven by advertiser success on Realize. Our unique data, AI, and distribution continue to deliver real performance outcomes. We remain focused on growing the budgets we manage, returning capital through an aggressive share repurchase program, and strengthening our position as a leader in performance advertising beyond search and social.”

— Adam Singolda, Q1 2026 Earnings Press Release

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