EarningsQ2 2026 Earnings Report
MX:TBLAN Q2 2026 EPS Results
Actual EPS$0.36
Consensus EPS$0.90
Beat/MissMissed by -$0.54
One Year Ago EPS-$0.18
MX:TBLAN Q2 2026 Revenue Results
Actual Revenue$8.62B
Expected Revenue$9.03B
Beat/MissMissed by -$408.46M
YoY Revenue Growth+2.44%
Earnings Announcement Details
QuarterQ2 2026
Date08/05/2026
TimeBefore Open
Conference CallWednesday, August 5, 2026
MX:TBLAN Upcoming Earnings
Taboola.com's next earnings date is estimated for November 11, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
MX:TBLAN Q2 2026 Earnings Call
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Q2 2026 Earnings Slide Deck
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed multiple substantive positives — strong ex-TAC gross profit growth (+12%), encouraging margin and adjusted EBITDA performance, strategic publisher wins (FOX News and a large multi-format expansion), meaningful product traction with Realize Plus and Deeper Dive, and disciplined capital returns including large buybacks. Offsetting these are discrete but material headwinds: a faster-than-expected Google policy change that will remove >$20M of ex-TAC in H2 2026, an intentional network cleanup that depressed near-term revenue, a ~$7.5M FX drag, and a ~$12M one-time write-down. Management framed the cleanup and product transitions as deliberate, long-term positive moves and raised ex-TAC and adjusted EBITDA guidance. Overall, the positives (product momentum, strategic wins, improved ex-TAC and margin expansion, guidance raises, and strong buybacks) are judged to outweigh the transitory and one-time negatives.Company Guidance
Revenue and Profitability Growth
Revenues grew 2% year-over-year to $476.8M. Ex-TAC gross profit increased 12% year-over-year to $192.4M. Gross profit was $139.5M, up 3% year-over-year. Adjusted EBITDA was $55.5M (29% margin) and non-GAAP net income was $41.3M; GAAP net income was $4.3M.
Raised Full-Year and Near-Term Guidance
Company increased full-year outlook for ex-TAC gross profit (midpoint raised by $7M to an implied $772M–$783M range) and increased adjusted EBITDA midpoint by $3M to $228M–$240M. Updated full-year revenue guidance: $1.93B–$1.96B; gross profit guidance: $605M–$615M. Q3 guidance includes revenue $460M–$473M and ex-TAC $184M–$190M.
Strategic Publisher Wins and Product Expansion
Signed strategic expansions including FOX News (adds meaningful scale across the FOX ecosystem) and an expansion with a large existing publisher to monetize the full suite of inventory (native + display + vertical formats). Management estimates display monetization opportunity on that publisher is ~2–3x the traditional native revenue and expects these wins to begin contributing to ex-TAC in Q4 and ramp in 2027.
Product Momentum — Realize & Deeper Dive
Realize Plus (AI optimization) adopted by more than 300 advertisers with encouraging early results. 'Deeper Dive' conversational/LLM product approaching 10M users since launch; management reports ~10% of users engage with the product on publisher sites and early CPMs/monetization are materially higher (company cites ranges of ~5x–10x versus traditional placements). Millions of dollars of advertiser spend already flowing through MCP/cloud integrations.
Capital Returns and Balance Sheet Strength
Repurchased ~9.4M shares for ~$41.4M in Q2 and has repurchased ~20% of outstanding shares since early 2025; ~ $114M remaining under buyback authorization. Cash & equivalents totaled $133.1M, net cash position $61.1M, long-term debt $72M, and available revolver liquidity ~$198M. Q2 operating cash flow was $31.3M and free cash flow $17.3M; company expects FCF conversion of adjusted EBITDA at ~60–70% over a typical four-quarter period.
MX:TBLAN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed