NASDAQ$TBLA

Taboola.com Ltd. · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

Taboola reported Q1 2026 revenues of $466.4M and net income of $59.1M, with diluted EPS of $0.21.

Revenues grew 9% to $466.4 million with gross profit of $129.6 million. Operating income was $69.4 million versus an operating loss a year ago, helped by $77.0 million of other income. Net income was $59.1 million, or $0.21 per diluted share.

  • Revenue $466.4M (+9% YoY).
  • Operating income $69.4M vs. $(6.3)M prior year.
  • Net income $59.1M; diluted EPS $0.21.
  • Ex-TAC gross profit expanded.

Headline financials

Total Revenue

$466M

Previous: $427M+9.1%
EPS (adj)

$0.21

Previous: $0.02+950.0%
Capital Expenditures

-$18.4M

Previous: -$12M-52.6%
Net Income

$59.1M

Previous: -$8.75M+775.0%
Operating Income

$69.4M

Previous: -$6.26M+1208.0%
Gross Profit

$130M

Previous: $119M+8.6%

Revenue & EPS history

Taboola · Revenue · Quarterly

$466M

Q1 2026+9.1%vs Q1 2025
Beat estimate in 10 of 14 quarters(71%)
ActualEstimate

Forward guidance

MD&A discusses publisher growth and AI initiatives; no numeric GAAP EPS guide in the 10-Q.

Tailwinds

  • Swing to operating profitability.
  • Revenue growth on open-web advertising.
  • Other income bolstered net earnings.

Headwinds

  • Traffic acquisition costs remain high.
  • Dependence on large publisher partners.
  • Ad market cyclicality.

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 2026

Historical avgQ1 2026

+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

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro