Filing Flows › Taboola.com (TBLA) › Q3 2026 › vs Q3 2025
Taboola.com (TBLA) Q3 2026 vs Q3 2025 (year over year)
Taboola.com's revenue fell $34.5M (-7%) from $497M in Q3 2025 to $462M in Q3 2026. Gross margin 33.0% against 28.0% (+5.0 pts).
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 draws each line against Q3 2025, the increases inside each band.
Margins
| Q3 2026 | Q3 2025 | Change | |
|---|---|---|---|
| Gross margin | 33.0% | 28.0% | +5.0 pts |
| Operating margin | 5.8% | 1.3% | +4.5 pts |
| Net margin | 4.0% | 1.1% | +2.9 pts |
| Free cash flow margin | 4.4% | 9.3% | -4.9 pts |
Every line
| Line | Q3 2026 | Q3 2025 | Change | % |
|---|---|---|---|---|
| Revenue | $462M | $497M | −$34.5M | -7% |
| Gross profit | $152M | $139M | $13.3M | +10% |
| Cost of revenue | $310M | $358M | −$47.8M | -13% |
| Operating profit | $26.9M | $6.5M | $20.4M | +314% |
| Operating expenses | $125M | $133M | −$7.1M | -5% |
| Pre-tax earnings | $24.2M | $7.0M | $17.2M | +245% |
| Other expense, net | $2.7M | −$500K | $3.2M | — |
| Research & development | $36.7M | $37.9M | −$1.2M | -3% |
| Sales & marketing | $64.7M | $70.1M | −$5.4M | -8% |
| General & admin | $24.1M | $24.6M | −$471K | -2% |
| Net earnings | $18.4M | $5.2M | $13.1M | +250% |
| Income tax | $5.8M | $1.8M | $4.0M | +230% |
| Depreciation & amortization | $9.7M | $20.4M | −$10.7M | -53% |
| Share-based compensation | $13.7M | $15.7M | −$2.0M | -13% |
| Working capital & other | $6.2M | −$11.8M | $18.0M | — |
| Operating cash flow | $35.6M | $53.2M | −$17.6M | -33% |
| Free Cash Flow (company-reported) | $20.4M | $46.3M | −$25.9M | -56% |
| Purchases of property and equipment, including capitalized internal-use software | $15.2M | $6.9M | $8.3M | +120% |
Questions
How much did Taboola.com's revenue grow year over year in Q3 2026?
Taboola.com's revenue fell $34.5M (-7%) from $497M in Q3 2025 to $462M in Q3 2026. Gross margin 33.0% against 28.0% (+5.0 pts).