Financial Performance - Revenues for Q1 2025 were $427.5 million, a 3% increase compared to $414.0 million in Q1 2024, driven by a 9% growth in Scaled Advertisers[5] - Gross profit for Q1 2025 was $119.3 million, up 10% from $109.0 million in Q1 2024, with ex-TAC Gross Profit at $151.7 million, a 9% increase[15] - Adjusted EBITDA for Q1 2025 reached $35.9 million, a 53% increase from $23.5 million in Q1 2024, with adjusted EBITDA margins expanding to 23.7% from 16.9%[15] - The operating loss improved to $6 million in Q1 2025 from an operating loss of $18 million in Q1 2024, with the ratio of net loss to gross profit improving to (7.3%) from (24%)[5] - The company reported a Non-GAAP Net Income of $25.0 million for Q1 2025, compared to $3.8 million in Q1 2024[15] - The net loss for the three months ended March 31, 2025, was $8,750,000, a significant improvement from a net loss of $26,158,000 in 2024[21] - Operating loss narrowed to $6,262,000 in Q1 2025 from $18,233,000 in Q1 2024[21] - Net loss for Q1 2025 was $8,750,000, a significant improvement from a net loss of $26,158,000 in Q1 2024, representing a reduction of approximately 66.5%[32] - Adjusted EBITDA for Q1 2025 increased to $35,935,000, up from $23,489,000 in Q1 2024, reflecting a growth of about 53.0%[32] - Non-GAAP Net Income for Q1 2025 was $25,000,000, compared to $3,832,000 in Q1 2024, indicating a substantial increase of approximately 553.5%[37] Cash Flow and Liquidity - Cash flow generated by operating activities was $48.1 million in Q1 2025, compared to $32.4 million in Q1 2024, while Free Cash Flow increased to $36.1 million from $26.8 million[15] - Cash and cash equivalents at the end of the period were $216,223,000, compared to $178,534,000 at the end of Q1 2024[25] - Net cash provided by operating activities for Q1 2025 was $48,111,000, compared to $32,395,000 in Q1 2024, marking a growth of about 48.7%[36] - Free Cash Flow for Q1 2025 was $36,070,000, an increase from $26,806,000 in Q1 2024, representing a rise of approximately 34.5%[36] - The cash, cash equivalents, and short-term deposits totaled $216.2 million as of March 31, 2025, compared to $181.0 million as of March 31, 2024[15] Revenue Guidance - For Q2 2025, the company expects revenues between $438 million and $458 million, and for FY 2025, revenues are projected to be between $1.838 billion and $1.888 billion[4] - Revenue guidance for Q2 2025 is projected to be between $438 million and $458 million, while full-year 2025 revenue is expected to be between $1,838 million and $1,888 million[40] Shareholder Equity and Liabilities - Total current liabilities decreased to $437,269,000 as of March 31, 2025, down from $485,582,000 at the end of 2024[19] - Total shareholders' equity as of March 31, 2025, was $1,008,209,000, a decrease from $1,051,906,000 at the end of 2024[19] Expenses and Costs - Share-based compensation expenses totaled $15,517,000 for the three months ended March 31, 2025, down from $16,082,000 in 2024[23] - The company incurred finance expenses of $4,500,000 in Q1 2025, compared to $3,638,000 in Q1 2024[21] - The company incurred $1,972,000 in professional and legal expenses related to litigation in Q1 2025, which is not part of ongoing business operations[34] - Amortization of acquired intangibles for Q1 2025 was $17,783,000, compared to $15,935,000 in Q1 2024, reflecting an increase of approximately 11.6%[37] - The company reported foreign currency exchange rate losses of $1,524,000 in Q1 2025, compared to gains of $1,041,000 in Q1 2024[37] User Engagement - The company has approximately 600 million daily active users across its advertising platform, Realize, which is utilized by major publishers like NBC News and Yahoo[13] Strategic Focus - The company plans to continue investing in growth areas and return capital through share repurchases, focusing on becoming a leader in performance advertising beyond search and social[3]

Core Insights - Taboola has announced a new multi-year partnership with Samsung to provide news recommendations on Samsung devices and news channels, enhancing user engagement with premium content [1][2] - This partnership builds on an existing long-term relationship, expanding the ways Samsung device users can access content from Taboola's extensive publisher network [2][3] - The CEO of Taboola expressed excitement about the partnership, emphasizing the goal of delivering personalized content and driving traffic to publishers while enhancing mobile experiences for users [3] Company Overview - Taboola specializes in performance advertising technology that extends beyond traditional search and social media, aiming to deliver measurable outcomes at scale [4] - The company collaborates with thousands of businesses, reaching approximately 600 million daily active users through its ad platform, Realize, which is utilized by major publishers like NBC News and Yahoo [5]

Core Insights - Taboola has announced an update to its long-term partnership with Gannett, enhancing collaboration to provide performance advertisers access to display inventory on Gannett properties through a new platform called Realize [1][2]. Company Overview - Taboola is a global leader in performance advertising technology, working with thousands of businesses and reaching approximately 600 million daily active users across major publishers [5]. - Gannett Co., Inc. is a diversified media company with a national and local reach, operating the USA TODAY NETWORK and providing digital marketing solutions through its brand LocaliQ [6]. Partnership Details - The partnership between Taboola and Gannett, which began in 2013, has been deepened to include performance advertising capabilities, allowing advertisers to access a broader range of display inventory [2][4]. - Realize, powered by an AI performance engine, enables advertisers to optimize campaigns across Taboola's extensive network of publishers and apps, leveraging unique data from Taboola's integrations [3][4]. Strategic Goals - The collaboration aims to drive audience development, engagement, and monetization for both companies, with a focus on providing performance advertisers with greater access to trusted sites [4].

Since 2013, Taboola has partnered with Gannett by powering recommendations across Gannett's digital properties. Now, as part of Taboola's expansion beyond native and into performance, Taboola has deepened its partnership with Gannett to offer performance advertisers access to display inventory on Gannett properties with Realize. For the first time ever, Realize allows advertisers to tap into display and even more parts of Taboola's large network of publishers, apps and OEMs. Realize is powered by an AI perf ...

Core Insights - Taboola has announced an expansion of its long-term partnership with Gannett, enhancing its offerings for performance advertisers [1][2] - The partnership now includes access to display inventory on Gannett properties through Taboola's Realize platform, which utilizes an AI performance engine [2][3] - This collaboration aims to leverage first-party data and AI to optimize advertising campaigns across a wide network of publishers and apps [4] Company Overview - Taboola is a leader in performance advertising technology, reaching approximately 600 million daily active users and partnering with major publishers like NBC News and Yahoo [5] - Gannett is a diversified media company with a national and local presence, operating the USA TODAY NETWORK and focusing on empowering communities through journalism and digital marketing solutions [6] Partnership Details - The partnership between Taboola and Gannett has been in place since 2013, with a focus on audience development, engagement, and monetization [2][4] - Realize, the new platform, allows advertisers to access a broader range of display opportunities, enhancing the effectiveness of their campaigns [3][4]

Core Viewpoint - Taboola is set to release its first quarter 2025 financial results on May 7, 2025, and will host a conference call to discuss these results [1] Group 1: Financial Results Announcement - The financial results for the first quarter of 2025 will be announced on May 7, 2025, at 8:30 a.m. ET [1] - A conference call and webcast will be held to discuss the financial results, accessible via a provided link [1] - The webcast will be available for replay for one year, until May 7, 2026 [1] Group 2: Company Overview - Taboola specializes in performance advertising technology that extends beyond traditional search and social media, focusing on measurable outcomes at scale [2] - The company collaborates with thousands of businesses, utilizing its ad platform, Realize, to reach approximately 600 million daily active users [3] - Major publishers such as NBC News and Yahoo, along with OEMs like Samsung and Xiaomi, leverage Taboola's technology to enhance audience engagement and revenue [3]

Core Insights - Taboola has released a report indicating that performance advertising on social media is experiencing significant growth, with ad spend expected to reach $239 billion in 2025 and $273 billion in 2026 [2] - Despite this growth, nearly 75% of performance marketers report diminishing returns on their social media ad investments, highlighting a barrier to achieving better results with increased spending [2][6] - The report, based on a survey of over 300 advertisers, reveals that diminishing returns affect over 30% of marketers' spending, driven by factors such as audience saturation, rising costs, and ad fatigue [6] Industry Trends - The performance advertising landscape is shifting as marketers seek solutions to combat diminishing returns, with over 80% employing multiple tactics and more than half exploring additional digital channels beyond social media [6] - Taboola's technology is positioned to empower businesses by delivering measurable outcomes at scale, indicating a potential opportunity for growth in performance advertising beyond traditional social media platforms [3][4]

Core Insights - Taboola is tracking toward the high end of its previously disclosed guidance ranges for key financial metrics in Q1 2025, including Revenues, Gross Profit, ex-TAC Gross Profit, and Adjusted EBITDA [1] Financial Performance - The company will report its Q1 2025 results on May 7, 2025, before market opening [2] - Preliminary indications for financial metrics are unaudited and subject to change [2] Investor Engagement - Taboola is hosting its Investor Day on March 26, 2025, at 10:00 a.m. ET, which can be accessed via its website [3] Company Overview - Taboola specializes in performance advertising technology, aiming to deliver measurable outcomes at scale beyond traditional search and social media [4] - The company collaborates with thousands of businesses, reaching approximately 600 million daily active users through its ad platform, Realize [5]

Core Insights - Taboola has secured a new $270 million revolving credit facility, which will be used to pay off the remaining $123.2 million of its prior term loan, resulting in estimated annual interest savings of approximately $3 to $5 million [1][2]. Financial Impact - The refinancing reduces the company's cost of capital, strengthens liquidity, and extends debt maturities to 2030 [2]. - The new facility provides approximately $180 million in additional debt capacity, enhancing financial flexibility [6]. Business Strategy - The financing supports Taboola's ability to invest in profitable growth while maintaining an aggressive share buyback program [2]. - Taboola's advertising technology aims to deliver measurable outcomes at scale, empowering businesses to grow beyond traditional search and social platforms [3]. Market Position - Taboola collaborates with thousands of businesses, reaching around 600 million daily active users through its ad platform, Realize [4]. - Major publishers like NBC News and Yahoo, along with OEMs such as Samsung and Xiaomi, utilize Taboola's technology to enhance audience engagement and revenue [4].

NEW YORK, March 19, 2025 (GLOBE NEWSWIRE) -- Taboola (NASDAQ:TBLA), a global leader in delivering performance at scale for advertisers, today announced that it has entered into a new $270 million revolving credit facility. Concurrent with the closing, the Company used proceeds from the new facility to pay in full the $123.2 million of remaining outstanding principal and accrued interest under the prior term loan. Based on currently prevailing rates, the Company estimates the annual interest savings to be ap ...