Digital ad firm Taboola's Q2 revenue rises, but misses estimates
TBLA•Result drivers
- Realize platform momentum - The company cited continued momentum with its Realize ad platform as a driver of results.
- New partnerships - The addition of Fox News and other strategic wins contributed to Q2 performance.
Outlook raised for 2026
Taboola sees Q3 revenue of $460 million to $473 million.
The company raised full-year 2026 ex-TAC gross profit guidance to $772 million to $783 million.
Taboola expects full-year 2026 adjusted EBITDA of $228 million to $240 million.
Q2 results and key metrics
Digital advertising platform Taboola's Q2 revenue rose 2.4% year over year but missed analyst expectations.
The company posted net income of $4.3 million, reversing a loss in the prior-year period.
Ex-TAC gross profit and adjusted EBITDA grew double digits; full-year guidance for both was raised.
| Metric | Beat/Miss | Actual | Consensus Estimate |
|---|---|---|---|
| Q2 Revenue | Miss | $476.83 million |
