Taboola, Inc.: Taboola Reports Strong Q2 2026 Financial Results, & Raises Full-Year ex-TAC Gross Profit and Adjusted EBITDA Guidance
Taboola (Nasdaq: TBLA) reported Q2 2026 results for the quarter ended June 30. Revenues were $476.8 million (+2.4%). Ex-TAC gross profit rose to $192.4 million (+11.8%) and Adjusted EBITDA increased 22.8% to $55.5 million. The company raised full-year guidance for ex-TAC gross profit and Adjusted EBITDA.
How this was made
The 30-second read
Why it matters
The key tradable update is the raised full-year guidance for ex-TAC Gross Profit and Adjusted EBITDA, following Q2 outperformance versus those guidance metrics.
Market read
Guidance raise plus Q2 beats on ex-TAC Gross Profit and Adjusted EBITDA are likely to drive revisions to FY 2026 earnings models and near-term sentiment.
What to watch
Operating cash flow and free cash flow fell year over year, and the guidance excludes GAAP net income, leaving uncertainty around ultimate GAAP profitability.
Background
Taboola is a performance advertising platform; this release covers Q2 2026 results and updated Q3 and full-year 2026 guidance.
Ticker impact
Taboola reported Q2 2026 results and raised full-year guidance for ex-TAC Gross Profit and Adjusted EBITDA.
Likely positive near-term bias as guidance raises the bar for FY 2026 profitability metrics.
The article discloses specific Q2 beats (ex-TAC Gross Profit, Adjusted EBITDA) and provides updated FY guidance ranges, which are direct drivers of earnings expectations.
Market effects
Signals improving profitability trajectory in performance advertising platforms, potentially supportive for ad-tech sentiment.
Limited direct regional spillover; primarily affects US-listed ad-tech/performance advertising names.
Moderate, as performance advertising demand and monetization efficiency are globally relevant themes.
Counterpoint
Free cash flow declined versus the prior-year quarter, so the market may question cash conversion despite higher ex-TAC Gross Profit and Adjusted EBITDA.
Key entities
- companyTaboola, Inc.
Nasdaq-listed performance advertising platform reporting Q2 2026 results and raising FY 2026 guidance.
- personAdam Singolda
CEO quoted on Q2 performance and momentum with Realize and strategic wins.
