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TBLABullishEarningsnews
High materiality9/10

Taboola delivers Q2 beat; raises 2026 guidance on Realize momentum

Aug 5, 2026, 6:19 AM EDT2 sourcesAI-analyzed
Why it may matterVerify against the original reporting

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.

AI summary

What happened, with direct paths to the underlying reporting

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.

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

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