NASDAQ$TBLA

Taboola.com Ltd. · Q1 2025 earnings

Q1 2025 earnings · · Before market open · Investor relations

Briefing

Taboola reported Q1 2025, revenue of $427.5M, net income of $8.4M, diluted EPS of $0.02.

For Q1 2025, Taboola reported revenue of $427.5M, net income of $8.4M, diluted EPS was $0.02. The filing highlights segment performance, liquidity, and management commentary on the period.

  • Revenue $427.5M.
  • Net income $8.4M.
  • Diluted EPS $0.02.

Headline financials

Total Revenue

$427M

Previous: $414M+3.3%
EPS (adj)

$0.02

Previous: -$0.08+125.0%
Adjusted EBITDA

$35.9M

Previous: $23.5M+52.8%
ex-TAC Gross Profit

$152M

Previous: $139M+9.2%
Non-GAAP Net Income

$25M

Previous: $3.8M+557.9%
Adj. EBITDA to ex-TAC Gross Profit Ratio

23.7%

Previous: 16.9%+40.2%
Capital Expenditures

-$12M

Previous: -$5.59M-115.4%
Net Income

-$8.75M

Previous: -$26.2M+66.5%
Operating Income

-$6.26M

Previous: -$18.2M+65.7%
Gross Profit

$119M

Previous: $109M+9.5%

Revenue & EPS history

Taboola · Revenue · Quarterly

$427M

Q1 2025+3.3%vs Q1 2024
Beat estimate in 10 of 14 quarters(71%)
ActualEstimate

Forward guidance

Management discusses operating priorities, capital allocation, and sector risks in the quarterly filing.

Tailwinds

  • Headline results and segment trends anchor the quarter.
  • Liquidity and balance-sheet capacity support operations.
  • Strategic initiatives outlined in MD&A.

Headwinds

  • Macro, rates, or input costs may pressure margins.
  • One-time items affect year-over-year comparability.
  • Execution risk on growth or restructuring plans.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+1.0%

Avg return

Earnings day

+3.0%

Avg return

5 days after

-1.5%

Avg return

30 days after

48%

10 / 21 earnings

Positive

+28.9%

Q1 2023

Best reaction

-24.8%

Q4 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+24.7%+34.6%+19.9%
Q4 2025-5.4%+0.6%-4.5%
Q3 2025+1.6%+11.6%+6.5%
Q1 2025-0.6%+10.0%+17.8%
Q4 2024-16.5%-24.1%-20.0%
Q3 2024-3.0%+0.0%+20.7%
Q2 2024+6.2%+9.3%+8.2%
Q1 2024+0.7%-6.8%-18.8%
Q4 2023-9.0%-2.3%-7.3%
Q3 2023+7.8%+9.8%+2.9%
Q2 2023+4.5%+2.7%+5.3%
Q1 2023+28.9%+39.0%+29.8%
Q4 2022-24.8%-23.3%-37.5%
Q3 2022+13.1%+20.0%+58.7%
Q2 2022+13.1%+9.5%-9.5%
Q1 2022-8.2%-17.8%-23.0%
Q4 2020-2.3%-2.0%-19.4%
Q4 2019-2.3%-2.0%-19.4%
Q4 2021-5.1%-0.9%-19.7%
Q3 2021+1.0%+5.2%-15.7%
Q2 2021-2.8%-9.5%-7.0%
Q1 2021
Q3 2020
Q2 2020
Q1 2020

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