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TBLABullishEarningsShort Term

High materiality9/10

Taboola Reports Strong Q2 2026 Financial Results, & Raises Full-Year ex-TAC Gross Profit and Adjusted EBITDA Guidance

StockNews.AIAug 5, 6:15 AM EDT1 source

Trading thesisImportance 9/10

TBLA should move higher into 2H26 on stronger profitability metrics and raised guidance.

AI summary

What happened and why it matters

Taboola reported a Q2 2026 beat on ex-TAC gross profit and EBITDA, lifting full-year guidance as Realize momentum accelerates with Fox News and other wins. Revenue rose 2.4% to $476.8M, ex-TAC gross profit climbed 11.8% to $192.4M, and Adjusted EBITDA reached $55.5M with an 28.8% margin. The company highlighted strategic wins and a stronger Open Web platform, signaling improved profitability and cash generation into 2H26.

Ex-TAC gross profit up 11.8% to $192.4M, signaling margin leverage.
FY26 guidance raised; Q3 revenue guide implies sustained demand headwinds.
Fox News deal and Realize momentum cited as growth catalysts.

Sentiment rationale

Strong quarterly beat on ex-TAC gross profit and EBITDA, margins expanding to 28.8%, plus raised full-year guidance and notable strategic wins (Realize, Fox News) elevate TBLA's profitability path and growth visibility.

Key facts

01
Q2 2026 revenue $476.8M, up 2.4% YoY; ex-TAC gross profit $192.4M, +11.8%.
02
Net income $4.3M; Adjusted EBITDA $55.5M, margin 28.8%.
03
Operating cash flow $31.3M; Free cash flow $17.3M; full-year guidance raised.
04
Realize momentum and Fox News deal cited as growth catalysts.
05
Guidance: Q3 2026 rev $460-473M; FY26 rev $1.93-1.956B; ex-TAC $184-190M.

Earnings

Earnings: The release centers on quarterly results and updated 2026 guidance, aligning with the category of corporate earnings updates for TBLA.