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Taboola

Taboola (TBLA) Q3 2025 Earnings

Reported Nov 5, 2025 at 6:03 AM ET · SEC Source

Q3 25 EPS

$0.02

MISS 77.78%

Est. $0.09

Q3 25 Revenue

$496.8M

BEAT +6.70%

Est. $465.6M

vs S&P Since Q3 25

+36.5%

BEATING MARKET

TBLA +46.4% vs S&P +9.9%

Market Reaction

Did TBLA Beat Earnings? Q3 2025 Results

Taboola posted a mixed but ultimately encouraging set of Q3 2025 results, delivering a revenue beat while falling short on earnings per share. The digital advertising company reported revenue of $496.76 million, up 14.7% year-over-year and well ahead… Read more Taboola posted a mixed but ultimately encouraging set of Q3 2025 results, delivering a revenue beat while falling short on earnings per share. The digital advertising company reported revenue of $496.76 million, up 14.7% year-over-year and well ahead of the $465.57 million consensus, yet EPS came in at just $0.02 against analyst expectations of $0.09, a 77.78% miss that reflected elevated hosting costs, foreign exchange headwinds, and accelerated marketing spend behind its newly launched Realize performance advertising platform. That same platform, however, appears to be gaining meaningful traction, driving a 10.9% increase in average revenue per scaled advertiser and positioning Taboola at what management described as an inflection point in its growth trajectory. The company swung to GAAP net income of $5.24 million from a loss of $6.45 million a year ago, and raised its full-year 2025 revenue guidance to $1.91 to $1.93 billion, with Adjusted EBITDA now expected between $209 million and $214 million, underscoring management's confidence in sustained double-digit growth ahead.

Key Takeaways

  • • 4.4% growth in Scaled Advertisers
  • • 10.9% increase in Average Revenue per Scaled Advertiser
  • • Momentum in Realize platform
  • • Strong contributions from Taboola News and Bidded Supply
  • • Strong collections and continued cost discipline
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TBLA YoY Financials

Q3 2025 vs Q3 2024, source: SEC Filings

“We delivered another strong quarter with our third quarter results beating the high-end of our guidance across all metrics. Realize is at an inflection point and driving meaningful success for our advertisers. We're building on that momentum and are even more confident in our strategy. As a result, we're continuing to aggressively buy back shares, having already repurchased 14% of the company this year.”

— Adam Singolda, Q3 2025 Earnings Press Release

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