Overview

* Taboola Q3 revenue grows 14.7% yr/yr, beating analyst expectations

* Adjusted EBITDA for Q3 beats estimates, driven by cost discipline and ad spend

* Company repurchased 14% of shares this year, continuing aggressive buyback strategy

Outlook

* Taboola expects Q4 2025 revenue between $532 mln and $542 mln

* Company anticipates FY 2025 revenue of $1,914 mln to $1,932 mln

* Taboola projects FY 2025 adjusted EBITDA between $209 mln and $214 mln

Result Drivers

* SCALED ADVERTISERS - Revenue growth driven by a 4.4% increase in scaled advertisers and a 10.9% rise in average revenue per advertiser

* REALIZE PLATFORM - Momentum in Realize platform contributed significantly to Q3 revenue growth

* SHARE BUYBACK - Company repurchased 14% of shares this year, continuing aggressive buyback strategy

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Beat $496.80 $466.50

Revenue mln mln (6

Analysts

)

Q3 EPS $0.02

Q3 Beat $34.30 $28.10

Adjusted mln mln (4

Net Analysts

Income )

Q3 Net $5.20

Income mln

Q3 Beat $48.20 $45.40

Adjusted mln mln (6

EBITDA Analysts

)

Q3 Free $46.30

Cash mln

Flow

Q3 Gross $139 mln

Profit

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the software peer group is "buy"

* Wall Street's median 12-month price target for Taboola.com Ltd ( TBLA ) is $4.25, about 21.6% above its November 4 closing price of $3.33

* The stock recently traded at 8 times the next 12-month earnings vs. a P/E of 8 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)