Taboola's second quarter revenue missed estimates, but strong profitability led to a raised FY2026 outlook.

Taboola reported second quarter 2026 revenue of $476.8 million, an increase of 2.4% year-over-year, alongside a net income of $4.3 million, improving from a $4.3 million net loss in the prior year. The company raised its full-year 2026 guidance for ex-TAC Gross Profit and Adjusted EBITDA, citing strong momentum.

Key Highlights

• Ex-TAC Gross Profit grew 11.8% year-over-year to $192.4 million, beating the company's guidance.
• Adjusted EBITDA increased by 22.8% to $55.5 million, with margins expanding to 28.8% from 26.2% a year ago.
• Full-year 2026 guidance was raised for ex-TAC Gross Profit to a range of $772 - $783 million and for Adjusted EBITDA to $228 - $240 million.