Powered by Taboola’s “Pulse of the Internet,” Gannett | USA TODAY Network First to Deploy Technology in the U.S., The Independent First to Deploy in U.K. Taboola DeeperDive Taboola's DeeperDive connects readers with unique publisher content, empowering publishers to defy abuse by Gen AI search. The technology is powered by Taboola’s unique “Pulse of the Internet” readership data. Gannett I USA TODAY Network is the first to deploy the technology in the U.S. and The Independent is first to deploy in the U.K ...

Taboola.com (TBLA) FY 2025 Conference May 28, 2025 01:50 PM ET Speaker0 Analysts on the Internet team here at Cowen. We're excited to have Adam Singola, founder and CEO of Tabula, and Jessica Caracas, head of IR here today to discuss trends at Tabula, a leader in the open web who's using AI to drive performance advertising, part of a broader effort to expand beyond native to capture a $55,000,000,000 plus performance ad market opportunity. So we'll start for investors who are new, who may be new to Taboola. ...

Momentum investing is essentially the opposite of the tried-and-tested Wall Street adage -- "buy low and sell high." Investors following this investing style typically avoid betting on cheap stocks and waiting long for them to recover. They believe instead that one could make far more money in lesser time by "buying high and selling higher."Who doesn't like betting on fast-moving trending stocks? But determining the right entry point isn't easy. Often, these stocks lose momentum once their valuation moves a ...

Group 1 - Moretus Research provides high-quality equity research focused on U.S. public markets, aiming to deliver clarity, conviction, and alpha for serious investors [1] - The research framework identifies companies with durable business models, mispriced cash flow potential, and intelligent capital allocation, emphasizing a structured and repeatable approach [1] - Valuation methods are based on sector-relevant multiples tailored to each company's business model and capital structure, prioritizing comparability, simplicity, and relevance [1] Group 2 - Research coverage focuses on underappreciated companies experiencing structural changes or temporary dislocations, where disciplined analysis can yield asymmetric returns [1] - Moretus Research aims to elevate the standard for independent investment research by providing professional-grade insights and actionable valuation [1]

Taboola.com Ltd. (TBLA) could be a solid choice for investors given the company's remarkably improving earnings outlook. While the stock has been a strong performer lately, this trend might continue since analysts are still raising their earnings estimates for the company.The upward trend in estimate revisions for this company reflects growing optimism of analysts on its earnings prospects, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends ...

Taboola.com (TBLA) FY Conference May 13, 2025 02:15 PM ET Speaker0 The senior media analyst and analyst at Needham and Company, and I'm here to welcome Steve Walker. I think this is the first time. Isn't this the first time I've ever interviewed you alone on stage? Speaker1 That is correct. Yes. Speaker0 Yes. Thanks for Speaker1 having me. Speaker0 Yeah. Thank you. Speaker1 Be gentle. Speaker0 Okay. No. That's not a thing. That's not a request I'm willing to abide. Nice to be asked. How's your one on one so ...

Taboola.com (TBLA) Q1 2025 Earnings Call May 07, 2025 08:30 AM ET Company Participants Jessica Kourakos - Head of IRAdam Singolda - Founder and CEOStephen Walker - Chief Financial OfficerSteven H - Senior Associate - Internet Equity ResearchMatthew Condon - Director Equity Research - Internet & Digital Media Conference Call Participants Mark Zgutowicz - Equity Research AnalystLaura Martin - Managing Director, Senior Internet & Media AnalystZach Cummins - Senior Research AnalystJames Kopelman - Analyst Opera ...

Taboola.com (TBLA) Q1 2025 Earnings Call May 07, 2025 08:30 AM ET Company Participants Jessica Kourakos - Head of IRAdam Singolda - Founder and CEOStephen Walker - Chief Financial OfficerSteven H - Senior Associate - Internet Equity ResearchMatthew Condon - Director Equity Research - Internet & Digital Media Conference Call Participants Mark Zgutowicz - Equity Research AnalystLaura Martin - Managing Director, Senior Internet & Media AnalystZach Cummins - Senior Research AnalystJames Kopelman - Analyst Opera ...

Financial Data and Key Metrics Changes - The company reported Q1 revenues of $427 million, representing a 3% year-over-year growth, with ex TAC gross profit of $152 million, which is 9% higher than last year [8][21] - Adjusted EBITDA for Q1 was $36 million, reflecting a 53% year-over-year growth, with margins expanding significantly [8][25] - Free cash flow for the quarter was $36 million, growing 35% year-over-year [8][25] Business Line Data and Key Metrics Changes - The number of scaled advertisers grew by 9% year-over-year, reaching 1,996, while the average revenue per scaled advertiser declined by 3% [12][22] - The core native business saw positive growth, and the company completed its format testing with Yahoo, which had a marginal revenue reduction impact [23][24] Market Data and Key Metrics Changes - The company noted a 1% decrease in advertising spend related to tariffs, primarily affecting its China business, which now accounts for around 5% of total Q2 revenue [9][53] - The company is seeing positive trends in Taboola News and other parts of the business, supporting its decision to maintain full-year guidance [9][10] Company Strategy and Development Direction - The company is focused on capturing a $55 billion market opportunity in performance advertising outside of search and social channels [6][10] - The launch of the Realize platform is a significant step forward, offering new ad formats and a CPC pricing model, which is expected to unlock previously inaccessible advertising budgets [13][14][15] - The company aims to drive incremental ad spend through Realize's new capabilities and is focusing on verticalizing its sales organization [11][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strength of the business despite macroeconomic uncertainties, emphasizing cost discipline and investment in growth initiatives [19][20] - The company reiterated its full-year guidance for 2025, expecting revenues between $1.84 billion and $1.89 billion [30][31] Other Important Information - The company has a strong balance sheet with a net cash balance of $89.7 million and cash equivalents totaling $216.2 million [28][29] - The company repurchased approximately 16.2 million shares at an average price of $3.3 during Q1, with an additional 15.1 million shares repurchased since then [30][31] Q&A Session Summary Question: Progress on verticalizing the sales force and the impact on scaled advertisers - Management indicated that the restructuring of the sales teams is complete and early returns are positive, with the number of scaled advertisers growing by 9% [34][36][38] Question: Impact of Google news on the ad tech industry - Management noted that the shift towards privacy and the potential reduction of cookies could benefit companies with first-party data, positioning them well in the market [45][46][48] Question: Performance of different business components in uncertain macro environments - Management stated that the performance advertising space is well-positioned, and they have not seen material impacts from macroeconomic changes so far [64][66][68] Question: Guidance for the second half of the year - Management explained that the expected decline in ex TAC revenue in the second half is due to conservative guidance and the impact of prior testing with Yahoo [69][72] Question: Future hiring trends and cost management - Management indicated that while there will be some ramp in R&D hiring, overall cost increases will be limited, focusing on productivity improvements through AI [88][90]

Taboola.com Ltd. (TBLA) came out with quarterly earnings of $0.07 per share, beating the Zacks Consensus Estimate of $0.01 per share. This compares to loss of $0.08 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 600%. A quarter ago, it was expected that this company would post earnings of $0.11 per share when it actually produced earnings of $0.10, delivering a surprise of -9.09%. Over the last four quarters, the company has ...