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Taboola — Q3 2026 Earnings Summary

  • Q3 2026 revenue declined 6.9% year-over-year to $462.3 million, while gross profit rose 9.6% to $152.3 million and adjusted EBITDA increased 16.1% to $56.0 million with margins expanding to 29.7%.
  • Net income improved to $18.4 million from $5.2 million in the prior year quarter; however, operating cash flow and free cash flow decreased to $35.6 million and $20.4 million, respectively.
  • The company provided full-year 2026 revenue guidance of $1,882.5 million to $1,898.5 million and adjusted EBITDA guidance of $212 million to $221 million, while excluding GAAP net income guidance due to share-based compensation volatility.
  • Strategic progress includes the full rollout of Full Page Monetization across NBCUniversal properties, 100% live status for Fox News, and an anticipated year-end closing of the Dianomi acquisition.
  • Capital allocation included $30.4 million in share repurchases during Q3, and the company recognized a pre-tax income of approximately $77 million from a binding settlement agreement in the first nine months of 2026.
Company
TABOOLACOM LTD
Sector
Communication Services
Industry
Internet Content & Information