Taboola Q4 Revenue Up 6.4% to $522.3M; Share Count Reduced 18%
Taboola generated $522.3 million in fourth-quarter revenue, up 6.4% year-over-year, driving net income of $50.1 million and free cash flow of $46.9 million. Full-year revenue rose 8.3% to $1.9 billion, ex-TAC gross profit grew 6.9% and share count fell 18%, while 2026 revenue guidance targets $1.993-2.054 billion.
1. Fourth Quarter 2025 Results
Taboola delivered $522.3 million in fourth-quarter revenue, up 6.4% year-over-year, with gross profit of $175.6 million and ex-TAC gross profit of $212.8 million. Net income reached $50.1 million, adjusted EBITDA was $86.1 million and free cash flow totaled $46.9 million.
2. Full Year 2025 Performance
Full-year revenue rose 8.3% to $1.9 billion, gross profit increased 6.6% to $569.5 million and ex-TAC gross profit grew 6.9% to $713.5 million. Net income improved to $42.3 million from a $3.8 million loss, and free cash flow hit $163.4 million.
3. Strategic Initiatives
The company reduced its share count by 18% through buybacks and intensified investment in its AI-driven Realize platform, leveraging proprietary intent data and open-web distribution to differentiate in performance advertising.
4. 2026 Guidance
For first quarter 2026, Taboola projects revenue of $444 million to $462 million, ex-TAC gross profit of $158 million to $164 million and adjusted EBITDA of $20 million to $26 million. Full-year 2026 guidance anticipates revenue of $1.993 billion to $2.054 billion and adjusted EBITDA of $222 million to $236 million.