NASDAQ$TBLA

Taboola.com Ltd. · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Taboola reported strong financial results for the fourth quarter and full year 2024 and announced a $200M share repurchase expansion, launching Realize Platform.

Taboola announced strong Q4 and full year results, with Q4 revenue reaching $491.0 million and net income of $33.1 million. The company launched Realize, a new performance platform, and expanded its share repurchase authorization by $200 million.

  • Q4 revenues increased to $491.0 million compared to $419.8 million year-over-year.
  • Net income for Q4 was $33.1 million, a significant increase from $0.0 million in the previous year.
  • The company launched Realize, an independent performance platform.
  • Share repurchase authorization increased by up to $200 million.

Headline financials

Total Revenue

$491M

Previous: $420M+17.0%
EPS (adj)

$0.21

Previous: $0.09+141.4%
Adjusted EBITDA

$92.3M

No prior period
Adj. EBITDA to ex-TAC Gross Profit Ratio

43.4%

No prior period
Net Income

$33.1M

Previous: $3.7M+795.8%
Operating Income

$47.2M

Previous: $8.8M+436.9%
Gross Profit

$178M

Previous: $138M+28.4%

Revenue & EPS history

Taboola · Revenue · Quarterly

$491M

Q4 2024+17%vs Q4 2023
Beat estimate in 10 of 14 quarters(71%)
ActualEstimate

Forward guidance

For Q1 2025, Taboola expects revenues between $407 million and $427 million, and for the full year 2025, revenues are projected to be between $1.838 billion and $1.888 billion.

Tailwinds

  • Q1 2025 revenues are projected between $407 million and $427 million.
  • Q1 2025 gross profit is expected to be between $109 million and $115 million.
  • Q1 2025 ex-TAC Gross Profit is projected between $142 million and $148 million.
  • Q1 2025 Adjusted EBITDA is expected to be between $22 million and $26 million.
  • Q1 2025 Non-GAAP Net Income is projected between $2 million and $6 million.

Headwinds

  • The company is unable to provide guidance for projected net income (loss).
  • Certain elements of net income (loss), including share-based compensation expenses and warrant valuations, are not predictable.
  • It is impractical to provide guidance on net income (loss) or to reconcile Adjusted EBITDA and Non-GAAP Net Income (Loss) guidance without unreasonable efforts.
  • No disclosure of projected net income (loss) is included.
  • The company is unable to address the probable significance of the unavailable information.

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 Q4 2024

Historical avgQ4 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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