NASDAQ$TBLA

Taboola.com Ltd. · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Taboola reported Q4 2025, revenue of $522.3M, net income of $50.1M.

For Q4 2025, Taboola reported revenue of $522.3M, net income of $50.1M. Management discusses segment performance, capital allocation, and macro risks in the quarterly filing.

  • Revenue $522.3M.
  • Net income $50.1M.
  • Taboola MD&A covers liquidity, operations, and outlook.

Headline financials

Total Revenue

$522M

Previous: $491M+6.4%
Net Income

$50.1M

Previous: $33.1M+51.2%

Revenue & EPS history

Taboola · Revenue · Quarterly

$522M

Q4 2025+6.4%vs Q4 2024
Beat estimate in 10 of 14 quarters(71%)
ActualEstimate

Forward guidance

Q1 2026 revenue guide $444M–$462M; FY2026 revenue $1.993B–$2.054B with adjusted EBITDA $222M–$236M.

Tailwinds

  • Realize platform and AI-driven performance gaining traction.
  • Free cash flow $163.4M in FY2025; share count down 18%.
  • Q4 net income $50.1M improved from prior-year loss.

Headwinds

  • Gross profit down slightly YoY in Q4 on mix.
  • Ad market competition from larger platforms.

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 2025

Historical avgQ4 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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