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Taboola Reports Strong First Quarter 2026 Results Exceeding High-End of Guidance, Raises Full-Year Outlook Reflecting Accelerating Growth

TBLA
  • Taboola reported first quarter 2026 revenues of $466.4 million, representing a 9.1% increase compared to the same period in 2025.
  • The company posted a net income of $59.1 million for the quarter, a significant improvement from the $8.8 million net loss recorded in the first quarter of 2025.
  • Gross profit reached $129.6 million (up 8.6%), while ex-TAC gross profit rose to $168.1 million (up 10.8%).
  • Adjusted EBITDA for the quarter was $26.7 million, reflecting a 25.7% decrease year-over-year, with an adjusted EBITDA margin of 15.9%.
  • Operating cash flow generated was $108.7 million, and free cash flow totaled $90.3 million, both showing substantial growth from the prior year period.
  • Taboola raised its full-year 2026 revenue guidance to a range of $2,006 million to $2,062 million, exceeding previous expectations.
  • Second quarter 2026 revenue guidance is set between $492 million and $505 million.
  • The company highlighted accelerated growth driven by advertiser success on its Realize platform and continues its aggressive share repurchase program.
  • A one-time pre-tax settlement income of approximately $77 million was included in the quarter's results, impacting net income comparisons.
  • Taboola provided non-GAAP guidance for the full year 2026, projecting adjusted EBITDA between $222 million and $240 million, and non-GAAP net income between $167 million and $191 million.
  • The company noted that it cannot provide guidance for projected net income due to the unpredictability of share-based compensation expenses and warrant valuations.