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Taboola.com (TBLA) earnings and revenue breakdown
Latest: Q3 2026 · 10-Q filed Nov 4, 2026 · Taboola.com (TBLA) Q3 2026 earnings results →
Q3 2026 Revenue down 7% year over year to $462M · 4¢ of every $1 of revenue kept as net profit · operating margin 5.8%
Taboola.com made $462M in Q3 2026 (-7% Y/Y). Operating margin 5.8%, net earnings $18.4M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 4, 2026.
Drawing the Sankey…
Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF
What changed this quarter
Revenue was $462.3M in Q3 2026, down 7% year over year and down 3% from the previous quarter.
Gross margin was 33.0%, up 5.0 points from Q3 2025. Operating profit was $26.9M, a 5.8% margin (up 4.5 points year over year). Operating expenses fell 5% while revenue fell 7%. Net earnings were $18.4M, up 250% year over year. The effective tax rate was 24.0%.
Operating cash flow was $35.6M (down 33% year over year), 194% of net earnings. Non-cash charges added back $9.7M of depreciation and amortization and $13.7M of share-based compensation. Working capital and other items used $6.2M. After purchases of property and equipment, including capitalized internal-use software ($15.2M), free cash flow as the company reports it was $20.4M.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10-Q | Nov 4, 2026 | $462M | -7% | 5.8% | $18.4M | $35.6M |
| Q2 2026 | 10-Q | Aug 5, 2026 | $477M | +2% | 1.5% | $4.3M | $31.3M |
| Q1 2026 | 10-Q | May 6, 2026 | $466M | +9% | 14.9% | $59.1M | $109M |
| Q4 2025 | 10-K | Feb 25, 2026 | $522M | +6% | 8.4% | $50.1M | $59.7M |
| Q3 2025 | 10-Q | Nov 5, 2025 | $497M | +15% | 1.3% | $5.2M | $53.2M |
| Q2 2025 | 10-Q | Aug 6, 2025 | $465M | +9% | 0.0% | −$4.3M | $47.4M |
| Q1 2025 | 10-Q | May 7, 2025 | $427M | +3% | -1.5% | −$8.8M | $48.1M |
Charts
Interactive views
The same charts as the app — open one to draw it.
💵Where each $1 goesinteractive
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🌏Named in Asian annual reportsinteractive
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🔄Rotation against the market and its industry (RRG)interactive
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🔍Earnings qualityinteractive
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⚖️Fair value by methodinteractive
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🔭Outlook & guidanceinteractive
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📈Investments: gains and what it boughtinteractive
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🏭Its industry’s money flow (input-output)interactive
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Customers and suppliers named in filings
Sells to
Buys from
- AAPL · Stated in 10-K (named, share not stated) · source
- GOOGL · Stated in 10-K (named, share not stated) · source
About Taboola.com
We empower businesses to grow through performance advertising technology that goes beyond search and social and delivers measurable outcomes at scale. Taboola is a technology company that helps businesses grow by placing ads on publisher sites, mobile apps, and devices, which we collectively refer to as digital properties. We operate outside of the major search and social media walled gardens such as Meta, Google, and Amazon. Thousands of Advertisers trust us to drive growth, while approximately 14,000 digital property partners, including NBCNews, Disney, Yahoo, and Apple, rely on us for monetization and audience growth. Our scale is meaningful - we reach over 600 million people a day, gaining real-time insight into what people read and buy.
In its own words, from its 10-K, filed Feb 25, 2026.
Taboola.com against its Services-Computer Programming, Data Processing, Etc. peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: -7% against the peers' median +14%. Operating margin: 5.8% against the peers' median 19.1%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| TBLA Taboola.com | Q3 2026 | $462M | -7% | 5.8% |
| GOOGL Alphabet | Q3 2026 | $127.6B | +25% | 31.8% |
| META Meta Platforms | Q3 2026 | $64.6B | +26% | 20.1% |
| SPCX Space Exploration Technologies | Q3 2026 | $14.6B | +161% | 19.1% |
| FLUT Flutter Entertainment | Q3 2026 | $3.9B | +2% | -30.7% |
| APP AppLovin | Q3 2026 | $2.2B | +56% | 78.2% |
| SNAP Snap | Q3 2026 | $1.7B | +14% | 4.5% |
| ZM Zoom Communications | Q2 FY27 | $1.3B | +5% | 24.6% |
| PINS Pinterest | Q3 2026 | $1.2B | +12% | 2.6% |
Source: Taboola.com 10-Q on SEC EDGAR · CIK 1840502 · Services-Computer Programming, Data Processing, Etc.
Guidance and outlook
More on TBLA
History
Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results