TBLAW Taboola.com Ltd.
Price Chart
Executive Summary
Taboola reported Q1 2026 revenue of $466.4M (+9.1% YoY), exceeding the high end of its guidance, and raised its full-year 2026 revenue outlook to $2.006B-$2.062B (from $1.993B-$2.054B). GAAP net income swung to $59.1M from a -$8.8M loss a year ago, but Adjusted EBITDA fell 25.7% to $26.7M, and the headline beat was inflated by a $77M one-time legal settlement gain. The core advertising business is growing, but profitability trends remain mixed.
Key Financial Metrics
Actionable Insight
The revenue beat and raised guidance are positive, but the 25.7% drop in Adjusted EBITDA and reliance on a one-time $77M settlement gain for net income profitability warrant caution. Watch Q2 2026 guidance for signs of margin recovery — Q2 Adjusted EBITDA guidance of $49M-$55M implies a significant sequential improvement. The aggressive buyback continues to reduce share count, supporting EPS growth.
Key Facts
- Q1 2026 revenue of $466.4M, +9.1% YoY, above the $444M-$462M guidance range and the $453.3M consensus estimate
- GAAP net income of $59.1M vs -$8.8M loss in Q1 2025, but includes a $77M pre-tax legal settlement gain
- Adjusted EBITDA of $26.7M, down 25.7% YoY from $35.9M; Adjusted EBITDA margin fell to 15.9% from 23.7%
- Full-year 2026 revenue guidance raised to $2.006B-$2.062B from prior $1.993B-$2.054B
- Free cash flow of $90.3M, up from $36.1M in Q1 2025
- Share repurchases of $22.7M in Q1 2026, continuing aggressive buyback program
Financial Impact
Revenue beat of ~$13M vs consensus ($466.4M vs $453.3M), but Adjusted EBITDA decline of 25.7% signals margin compression; $77M one-time settlement gain distorts net income
Risk Factors
- Adjusted EBITDA declined 25.7% YoY despite 9.1% revenue growth, indicating margin pressure from traffic acquisition costs
- GAAP net income was inflated by a $77M one-time legal settlement gain — core operating profitability is lower
- Full-year guidance raise was modest (~0.4% at midpoint), suggesting limited acceleration in H2 2026
- Warrant overhang (TBLAW) and low market cap ($2M) create volatility risk
Market Snapshot
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001140361-26-019164 |
| Document: ef20071189_8k.htm | 0001140361-26-019164 |
| Document: 0001140361-26-019164-index-headers.html | 0001140361-26-019164 |
| Document: 0001140361-26-019164-index.html | 0001140361-26-019164 |
| Document: 0001140361-26-019164.txt | 0001140361-26-019164 |
| 8-K Data (Synthetic) | 0001140361-26-019164 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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May 6, 2026
4w ago
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8-K
| $0.0110 $0.0110 | · 0.00% | ▼ −2.78% | $0.0110 (−0.00%) |
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Apr 30, 2026
5w ago
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DEFA14A
| $0.0110 $0.0110 | · 0.00% | ▼ −5.27% | $0.0110 (−0.00%) |
US Market Status
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