Q2 26 EPS
$0.01
Q2 26 Revenue
$476.8M
vs S&P Since Q2 26
-27.1%
TRAILING MARKET
TBLA -26.2% vs S&P +0.9%
Market Reaction
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 compa… Read more 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.
Key Takeaways
- • 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
TBLA Forward Guidance & 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
Q2 2026 vs Q2 2025, source: SEC Filings
“We delivered another quarter beating our ex-TAC Gross Profit and Adjusted EBITDA guidance and are raising our full-year guidance for both metrics.”
— Adam Singolda, Q2 2026 Earnings Press Release
TBLA Earnings Trends
TBLA vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
TBLA EPS Trend
Earnings per share: estimate vs actual
TBLA Revenue Trend
Quarterly revenue: estimate vs actual
TBLA Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q2 26 | — | $0.01 | — | $476.8M | — |
| Q1 26 BEAT | $0.04 | $0.20 | +471.43% | $466.4M | +2.90% |
| Q4 25 MISS FY | $0.18 | $0.17 | -3.79% | $522.3M | -2.88% |
| FY Full Year | — | $0.13 | — | $1.91B | — |
| Q3 25 MISS | $0.09 | $0.02 | -77.78% | $496.8M | +6.70% |
| Q2 25 MISS | $0.08 | $-0.01 | -112.00% | $465.5M | +3.76% |