Taboola (TBLA) Q4 2025

Q1 2026 Q4 2025 Q3 2025 Q2 2025

Earnings

Taboola delivered a mixed fourth quarter for fiscal 2025, falling short of Wall Street expectations on both the top and bottom lines as rising traffic acquisition costs weighed on results. Revenue grew 6.4% year-over-year to $522.31 million, missing … Read more Taboola delivered a mixed fourth quarter for fiscal 2025, falling short of Wall Street expectations on both the top and bottom lines as rising traffic acquisition costs weighed on results. Revenue grew 6.4% year-over-year to $522.31 million, missing the $537.80 million consensus by 2.88%, while earnings per share of $0.17 came in just below the $0.18 estimate, a gap of 3.79%. The primary culprit was traffic acquisition costs, which climbed to $313.60 million from $279.82 million a year ago, compressing gross profit to $175.57 million and pushing Adjusted EBITDA down 6.6% to $86.15 million for the quarter. On the positive side, Taboola swung to full-year GAAP net income of $42.28 million, compared to a net loss of $3.76 million in fiscal 2024, reflecting improved operating leverage and a favorable tax benefit. With some analysts flagging the stock as potentially undervalued following the selloff, investor attention now turns to 2026 guidance calling for revenues of $1.99 billion to $2.05 billion and Adjusted EBITDA of $222 million to $236 million, suggesting the company expects measured momentum ahead.