TBLANasdaqServices-Computer Programming, Data Processing, Etc.US GAAP · USD

Taboola.com Ltd.

Taboola.com Ltd. operates a digital advertising platform that connects advertisers with audiences across a network of publisher and digital property partners. Its core offering is a recommendation engine and related ad technology used to distribute sponsored content, native ads, and other performance-based campaigns across websites, apps, and connected devices.

Liikevaihto1 912milj. USD
+8,3 %v/v
Liikevoitto (EBIT)44,1milj. USD
+70,0 %v/v
EBIT-marginaali2,3%
+0,8 %-yks.v/v
Nettotulos42,3milj. USD
+1 224,6 %v/v
Vapaa kassavirta163milj. USD
+9,6 %v/v

Tilikausi 2025 · muutos edellisvuodesta

Kehitys 2021–2025

−50005001 0001 5002 000milj. USD2021: 1 378 milj. USD2021: EBIT −13 milj. USD20212022: 1 401 milj. USD2022: EBIT −14 milj. USD20222023: 1 440 milj. USD2023: EBIT −64 milj. USD20232024: 1 766 milj. USD2024: EBIT 26 milj. USD20242025: 1 912 milj. USD2025: EBIT 44 milj. USD20251 91244
LiikevaihtoLiikevoitto (EBIT)

Liiketoiminta

Osuus liikevaihdosta
Advertising platform70 %

Campaign delivery and monetization tools sold to advertisers and digital properties.

Recommendation engine20 %

Proprietary content recommendation and audience engagement technology.

Self-service advertising10 %

Online tools that let advertisers launch and manage campaigns directly.

Asiakkaat

Taboola sells primarily to advertisers, including large scaled advertisers that buy campaigns directly or through agencies. It also works with digital properties and publishers that place Taboola placements on their sites to monetize traffic and improve audience engagement.

Scaled Advertisers

Large advertisers spending over $100,000 on the network and buying performance-driven campaigns.

Advertising agencies

Agencies that place campaigns on behalf of brand and performance clients.

Digital properties and publishers

Websites and media properties that sell inventory and audience access through Taboola.

Device and carrier partners

Partners that distribute Taboola News and other content discovery experiences.

Strategia

Taboola’s strategy centers on expanding its advertiser and publisher network, deepening relationships with existing partners, and adding new user touchpoints beyond traditional web placements. It is also investing in product capabilities, sales coverage, and partnerships that extend the recommendation engine into connected devices, e-commerce, and other surfaces.

Expand the core network of advertisers and digital propertiesLyhyt aikaväli

More partners increase inventory, reach, and monetization opportunities across the platform.

Add new touchpoints and distribution surfacesKeskipitkä aikaväli

Broader distribution increases engagement and creates additional monetization channels.

Invest in recommendation technology and data capabilitiesKeskipitkä aikaväli

Product relevance and performance are central to advertiser ROI and publisher retention.

Maantiede

Taboola operates globally, with sales hubs in Bangkok, London, Los Angeles, New York, and Sao Paulo supported by regional offices. Its business depends on cross-border advertising demand, publisher partnerships, and privacy rules across the U.S., Europe, and other international markets.

Riskit

Taboola faces intense competition for advertising budgets and publisher inventory from walled gardens and other ad intermediaries. Its business is also exposed to privacy regulation, click fraud, brand-safety issues, and dependence on the continued strength of major digital properties and advertiser demand.

Järjestetty vakavuuden mukaan
MatalaKohtalainenKorkeaMatalaKohtalainenKorkeaVaikutus →Todennäköisyys →Competition for ad budgets and inventory1Privacy regulation and consent requirements2Click fraud and undesirable inventory3Dependence on major digital properties4Brand and reputation risk5
Vaikutus on riskin vakavuus ja todennäköisyys sen toteutumisen todennäköisyys lähivuosina, molemmat arvioitu yhtiön raporttien perusteella. Numerot vastaavat listaa.
  1. Competition for ad budgets and inventoryVaikutus: KorkeaTodennäköisyys: Kohtalainen

    Advertisers can shift spend to walled gardens or other intermediaries with scale and targeting tools.

    Kohdistuu: Core revenue base

  2. Privacy regulation and consent requirementsVaikutus: KorkeaTodennäköisyys: Kohtalainen

    The platform relies on device identification and user interaction data for ad relevance and measurement.

    KohdistuuEUU.KU.S. statesAsia-Pacific
  3. Click fraud and undesirable inventoryVaikutus: KorkeaTodennäköisyys: Kohtalainen

    Fraud detection is imperfect and fraudulent traffic can reduce revenue or harm advertiser trust.

    Kohdistuu: Ad delivery network

  4. Dependence on major digital propertiesVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    Loss of key publisher partnerships would reduce inventory and audience reach.

    Kohdistuu: Publisher network

  5. Brand and reputation riskVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    Content placement quality and compliance failures can affect advertiser and partner confidence.

    Kohdistuu: Platform and sales relationships

Kirjanpito

Harkinnanvaraiset erät
Revenue recognition by campaign type

Revenue is recognized when clicks, impressions, or acquisitions occur, so timing depends on campaign structure.

Vaikutus: Affects quarterly revenue comparability and mix

Traffic acquisition cost and ex-TAC gross profit

Payments to digital properties are a major pass-through cost and central to margin analysis.

Vaikutus: Affects gross profit presentation and operating leverage

Guaranteed partner payments

Some contracts require minimum payments that can exceed revenue generated from the traffic.

Vaikutus: Can create gross losses on specific partner accounts

Non-GAAP adjustments

Management excludes share-based compensation, amortization, FX, and M&A items in alternative metrics.

Vaikutus: Can materially change perceived profitability trends

Julkisesti listattuja yhtiöitä, joilla on samankaltainen liiketoiminta.

Päivitetty: 24.9.2026