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Taboola Reports Q3 Revenue of $462.3 Million as Adjusted EBITDA Rises 16% and Publisher Partnerships Expand

Taboola (TBLA) reported Q3 2026 revenue of $462.3M, down 6.9% YoY, but adjusted EBITDA rose 16.1% to $56.0M. Gross profit increased 9.6% to $152.3M. Net income reached $18.4M. The company expanded partnerships with NBCUniversal and Fox News, and plans to acquire Dianomi. Q4 revenue guidance is $477M-$493M, with adjusted EBITDA of $73.5M-$82.5M.

Original reporting
finance.yahoo.com
Published Nov 4, 2026, 3:33 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 4, 2026, 4:12 PM UTC. Informational, not investment advice.
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Taboola Reports Q3 Revenue of $462.3 Million as Adjusted EBITDA Rises 16% and Publisher Partnerships Expand — source image
Source · finance.yahoo.com
Decision brief

The 30-second read

$TBLABearishMed
01

Why it matters

The earnings release provides fresh data on revenue, profitability, and guidance, which can affect the stock's valuation and sector sentiment.

02

Market read

Taboola's earnings and guidance are the primary drivers of market reaction; sector peers may be indirectly affected.

03

What to watch

The pending Dianomi acquisition could unlock additional revenue streams not reflected in current guidance.

Relevance 8/10Novelty 8/10Timing: post-market today

Background

Taboola is a digital advertising platform that monetizes publisher inventory. The company announced Q3 results and forward guidance, highlighting partnerships with NBCUniversal and Fox News and a planned acquisition of Dianomi.

Company-level read

Ticker impact

$TBLABearishHigh confidence
Context

Taboola reported Q3 2026 revenue and adjusted EBITDA, and provided Q4 and full-year guidance.

Expected impact

possible pressure if guidance is viewed as below expectations, upside if investors focus on margin expansion

Evidence & confidence

The report contains fresh financial numbers and forward guidance that can move the stock in the near term.

Market effects

Sector

Digital advertising sector may see renewed focus on publisher partnerships and margin improvement.

Regional

U.S. tech stocks could be modestly affected by Taboola's guidance.

Global

Limited to advertisers and publishers globally; no broad macro impact.

Counterpoint

What could challenge this read

Investors could view the revenue decline as a buying opportunity if margin expansion continues.

Key entities

  • Company
    Taboola

    Digital advertising platform (NASDAQ:TBLA).

  • Company
    Dianomi

    Target of Taboola's announced acquisition.

Read at source← All news

StoryTaboola reports Q3 revenue miss, raises adjusted EBITDA and cuts 2026 guidance

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Taboola (TBLA) reported Q3 2026 revenue of $462.3M, down 7% YoY, citing impression volume headwinds and slower Next Engage rollout. The company lowered full-year ex-TAC guidance to $758M, representing 6% growth. Taboola is focusing on publisher partnerships, expanding monetization, and diversifying revenue streams, including the proposed acquisition of Dianomi. Q3 ex-TAC gross profit increased 7% YoY to $188.8M, with net income at $18.4M.

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