Taboola (TBLA) Q2 2025 Earnings
Reported Aug 6, 2025 at 6:05 AM ET · SEC Source
Q2 25 EPS
$-0.01
MISS 112.00%
Est. $0.08
Q2 25 Revenue
$465.5M
BEAT +3.76%
Est. $448.6M
vs S&P Since Q2 25
+32.4%
BEATING MARKET
TBLA +50.1% vs S&P +17.7%
Market Reaction
Did TBLA Beat Earnings? Q2 2025 Results
Taboola posted a mixed second quarter for 2025, beating on revenue while falling short on earnings, as the digital advertising platform grew its top line 8.7% year over year to $465.47 million against a consensus estimate of $448.62 million, a 3.76% … Read more Taboola posted a mixed second quarter for 2025, beating on revenue while falling short on earnings, as the digital advertising platform grew its top line 8.7% year over year to $465.47 million against a consensus estimate of $448.62 million, a 3.76% beat. The bottom line told a different story, with GAAP EPS coming in at -$0.01, missing the $0.08 consensus by 112.00%, as the company reported a GAAP net loss of $4.34 million. The revenue strength was largely driven by 8.5% growth in Scaled Advertisers and a favorable mix shift toward higher-margin digital property partners, which also helped push Adjusted EBITDA up 21.3% to $45.18 million with margin expansion to 26.2%. Non-GAAP net income climbed to $30.21 million from $23.01 million a year earlier, reflecting continued cost discipline. Looking ahead, Taboola raised its full-year 2025 revenue guidance to $1.86 billion to $1.89 billion and lifted Adjusted EBITDA guidance to $208 million to $214 million, while also announcing a $200 million expansion of its share repurchase program.
Key Takeaways
- • 8.5% growth in Scaled Advertisers
- • 1.8% increase in Average Revenue per Scaled Advertiser
- • Growth in existing Native business
- • Strong contributions from Taboola News and Bidded Supply
- • Mix shift to higher margin digital property partners
- • Continued cost discipline
- • Strong collections and lower publisher prepayments
TBLA YoY Financials
Q2 2025 vs Q2 2024, source: SEC Filings
“We delivered a strong second quarter, beating the high end of our guidance across our key metrics. We bought back nearly 12% of the company in the first half of the year which reflects our confidence in the business and our long-term vision. As a result, we're raising full-year guidance across the board and continuing to aggressively buy back shares. We're also seeing exciting early traction with Realize, our new performance advertising platform. We truly believe we're just getting started.”
— Adam Singolda, Q2 2025 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
4 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| 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% |