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Taboola.com (TBLA) guidance and outlook
Taboola.com (TBLA) raised its guidance on Nov 4, 2026: Revenue $477M–$493M for Q4 2026; Revenue $1.9B for FY2026; Gross profit $174M–$183M for Q4 2026; Gross profit $595M–$604M for FY2026. Taboola.com's 10-Q filed Nov 4, 2026 makes 19 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Revenue | Q4 2026 | $477M–$493M | new |
| Revenue | FY2026 | $1.9B | raised |
| Gross profit | Q4 2026 | $174M–$183M | new |
| Gross profit | FY2026 | $595M–$604M | raised |
| EBITDA | Q4 2026 | $73.5M–$82.5M | new |
| EBITDA | FY2026 | $212M–$221M | raised |
From the earnings release filed Nov 4, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 4, 2026
- We empower Advertisers to leverage our proprietary AI-powered performance advertising platform to reach targeted audiences utilizing effective ad formats across digital properties.
- As a result of the launch of our Realize performance platform in February 2025, we expect a growing portion of our business to be tied to inventory where we bid for ad placements, primarily on sites where we have a first party data advantage.
- We do this by improving our algorithms, expanding our Advertiser base and increasing the amount of data that helps target our ads.
- We expect these seasonality trends to continue, and our operating results will be affected by those trends with revenue and margins being seasonally strongest in the fourth quarter and seasonally weakest in the first quarter .
- In addition, because of this integration on our partners’ pages, we have rich contextual information to use to further refine the targeting of our recommendations.
- We regularly monitor a number of metrics in order to measure our current performance and project our future performance.
- • ex-TAC Gross Profit is not comparable to our gross profit and by definition ex-TAC Gross Profit presented for any period will be higher than our gross profit for that period.
- • Adjusted EBITDA excludes share-based compensation expense, which has been, and will continue to be for the foreseeable future, a significant recurring expense for our business and an important part of our compensation strategy;
- • Non-GAAP Net Income (Loss) excludes share-based compensation expense, which has been, and will continue to be for the foreseeable future, a significant recurring expense for our business and an important part of our compensation strategy;
- We expect our Free Cash Flow to fluctuate in future periods as we invest in our business to support our plans for growth.
- Gross profit, calculated as revenues less cost of revenues, has been, and will continue to be, affected by various factors, including fluctuations in the amount and mix of revenue and the amount and timing of investments to expand our digital properties partners and Advertisers base.
- We expect research and development expenses to increase in future periods to support our growth, including continuing to invest in optimization, accuracy and reliability of our platform and other technology improvements to support and drive efficiency in our operations.
Taboola.com's latest quarter
Taboola.com, Q3 2026: revenue $462M (-7% year over year), operating margin 5.8%, net earnings $18.4M, operating cash flow $35.6M. The chart follows the revenue to costs, profit and cash.
Questions
Did Taboola.com raise or lower its guidance?
Taboola.com (TBLA) raised its guidance on Nov 4, 2026: Revenue $477M–$493M for Q4 2026; Revenue $1.9B for FY2026; Gross profit $174M–$183M for Q4 2026; Gross profit $595M–$604M for FY2026.
What does Taboola.com expect?
We empower Advertisers to leverage our proprietary AI-powered performance advertising platform to reach targeted audiences utilizing effective ad formats across digital properties. As a result of the launch of our Realize performance platform in February 2025, we expect a growing portion of our business to be tied to inventory where we bid for ad placements, primarily on sites where we have a first party data advantage. We do this by improving our algorithms, expanding our Advertiser base and increasing the amount of data that helps target our ads.
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.