NASDAQ$TBLA

Taboola.com Ltd. · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Taboola's Q2 2024 results demonstrated strong revenue growth and improved profitability.

Taboola reported Q2 2024 revenues of $428 million, a net loss of $4 million, non-GAAP net income of $23 million, and adjusted EBITDA of $37 million. The company highlighted strong year-over-year growth in revenues, ex-TAC gross profit, adjusted EBITDA, and free cash flow. Taboola is reiterating its 2024 ex-TAC gross profit, adjusted EBITDA, and free cash flow guidance, with growth rates accelerating across all metrics.

  • Revenues reached $428 million, with a gross profit of $115 million.
  • Net loss was $4 million, while non-GAAP net income reached $23 million.
  • Adjusted EBITDA was $37 million, and free cash flow was $26 million.
  • The company completed the Yahoo advertiser migration and is ramping up spending.

Headline financials

Total Revenue

$428M

Previous: $332M+29.0%
EPS

-$0.01

Previous: -$0.00-150.0%
Adjusted EBITDA

$37.2M

Previous: $15.7M+137.1%
ex-TAC Gross Profit

$150M

Previous: $123M+21.5%
Capital Expenditures

-$18.2M

Previous: -$10.2M-79.0%
Free Cash Flow

-$22.5M

Previous: -$41.5M+45.7%
Net Income

-$4.29M

Previous: -$31.3M+86.3%
Operating Income

-$7.63M

Previous: -$25M+69.5%
Gross Profit

$115M

Previous: $97.1M+18.3%
Cash & Equivalents

$182M

Previous: $205M-10.9%
Total Assets

$1.63B

Previous: $1.72B-5.2%
R&D Expense

$33.3M

No prior period
Stock-Based Comp

$18.3M

Previous: $16.5M+10.7%

Revenue & EPS history

Taboola · Revenue · Quarterly

$428M

Q2 2024+29%vs Q2 2023
Beat estimate in 10 of 14 quarters(71%)
ActualEstimate

Forward guidance

Taboola initiated Q3 2024 revenue guidance of $431 million and is reiterating its 2024 ex-TAC gross profit guidance of $667 million, adjusted EBITDA guidance of $200 million+, and free cash flow guidance of $100 million+.

Tailwinds

  • Q3 2024 Revenues: $431M (+20% YoY)
  • Q3 2024 Gross profit: $134M (+33% YoY)
  • Q3 2024 ex-TAC Gross Profit: $164M (+28% YoY)
  • Q3 2024 Adj. EBITDA: $47M (+106% YoY)
  • 2024 ex-TAC Gross Profit: $667M (+25% YoY)

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 Q2 2024

Historical avgQ2 2024

+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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