Taboola.Com Ltd Stock Price, News & Analysis

Taboola (TBLA) has released a new study conducted with Qualtrics revealing significant challenges in social media advertising performance. The research shows that nearly 75% of performance marketers are experiencing diminishing returns on their social media ad investments, with most reporting that these diminishing returns affect over 30% of their spend.

Despite projections that social media ad spend will reach $239 billion in 2025 and $273 billion in 2026, marketers are facing obstacles due to audience saturation, rising costs, and ad fatigue. The study, which surveyed over 300 US advertisers from brands and agencies, found that over 80% of performance marketers are implementing multiple tactics to combat these challenges, with more than half expanding into additional digital channels beyond social media.

Taboola (TBLA) has announced that its Q1 2025 performance is tracking toward the high end of previously disclosed guidance ranges across all key metrics, including Revenues, Gross profit, ex-TAC Gross Profit, and Adjusted EBITDA. The company will report its complete Q1 2025 results before market opening on May 7, 2025.

The company notes that these preliminary indicators are unaudited and subject to change. Additionally, Taboola is hosting an Investor Day on March 26, 2025 at 10:00 a.m. ET, which will be accessible via webcast through their investor relations website.

Taboola (TBLA) has successfully secured a new $270 million revolving credit facility, using the proceeds to fully repay its existing term loan balance of $123.2 million. The refinancing is expected to generate annual interest savings of $3 to $5 million at current rates.

Key benefits of the new facility include increased financial flexibility through lower average debt balance potential, extended debt maturities to 2030, and approximately $180 million in additional debt capacity. The transaction was facilitated by Bank of America, Citibank, and Valley National Bank acting as key financial partners.

Taboola (TBLA) has achieved a significant milestone, marking 10 years of advertising partnership with Microsoft. The company has been serving ads on major Microsoft properties including MSN, Microsoft Edge browser, and Windows experiences. In a notable expansion, Taboola has now extended its reach to include advertising across Microsoft's productivity suite, specifically Outlook Mail and Office 365.

Through this partnership, Taboola's AI-powered technology enables advertisers to connect with nearly 600 million daily active users in brand-safe environments. The collaboration leverages Taboola's advertising capabilities across Microsoft's digital properties and apps, focusing on driving monetization and user engagement.

Taboola (TBLA) has announced a significant expansion of its share repurchase program, with its Board of Directors approving an additional $200 million authorization for buying back outstanding shares. This expansion brings the total current authorization to approximately $240 million.

The company's CFO, Steve Walker, expressed confidence in the business and its ability to generate strong free cash flow, while indicating plans to build upon their 2024 performance and strategically invest in future growth. The share buybacks will be conducted through various means, including open market purchases and trading plans under Rule 10b5-1, with timing and amount subject to market conditions.

Additionally, Taboola will host an Investor Day on March 26, 2025, in New York City, where management will present the company's strategy, market opportunity, and financial outlook.

Taboola has unveiled Realize, a groundbreaking technology platform expanding beyond native advertising to serve the entire performance advertising market. The platform aims to address an estimated $55B market opportunity, targeting $25B currently spent on DSPs and niche AdTech solutions, plus nearly $30B suffering from diminishing returns on social media.

Realize offers three key components:

• New Supply: Extends beyond 'bottom of article' native ads to display advertising across publisher networks including NBC News, Yahoo, Xiaomi and Samsung
• AI and Data Advantage: Leverages unique code-on-page integrations with publishers for optimized ad placement
• Creative Freedom: Enables advertisers to use existing social media and display assets across premium placements

Major clients already utilizing the platform include Babbel and eToro, with the solution specifically targeting advertisers facing challenges with performance outcomes on traditional channels.

Taboola (TBLA) has announced strong financial results for Q4 and full year 2024, marking a transformative year for the company. The company revealed two major initiatives: the launch of Realize, a new independent performance platform expanding beyond search and social advertising, and a $200 million expansion of its share repurchase authorization.

CEO Adam Singolda emphasized the company's achievement of targets set two years ago and highlighted their strategic expansion into performance advertising. The company plans significant investments in 2025 to enhance Realize's capabilities, leveraging their unique supply, data, and AI technology to help advertisers achieve desired outcomes at scale.

Taboola will host an Investor Day on March 26, 2025 in New York City, where management will present detailed insights on company strategy, market opportunities, and financial outlook.

Taboola (TBLA) has announced an exclusive three-year partnership with LINE, a global ecosystem with nearly 200 million monthly active users. LINE Plus, the company's global business arm, will integrate Taboola News to power recommendations and ads worldwide, marking Taboola as LINE's first third-party news service partner in markets where such services aren't yet available.

The partnership extends the existing relationship between the companies that began in 2021. Taboola News will bring recommendations from Taboola's publisher network directly into mobile carriers and device manufacturers' offerings, including smartphone screens. LINE's ecosystem encompasses messaging, lifestyle, fintech, Web3, e-commerce, gaming, entertainment, and AI services.

Taboola (Nasdaq: TBLA), a global leader in powering recommendations for the open web, has announced its participation in upcoming investor conferences and events. The company will attend the JMP Securities Technology Conference on March 3-4, 2025, featuring a fireside chat at 11:00 a.m. PT on March 4, and the Morgan Stanley Technology, Media & Telecom Conference on March 6, 2026, with a fireside chat scheduled for 10:45 a.m. PT.

Additionally, Taboola will host an Investor Day on March 26, 2025, in New York City. Live webcasts and replays of all fireside chats will be available on Taboola's investor relations website at investors.taboola.com. Interested parties can RSVP for the Investor Day by contacting investors@taboola.com.