Taboola.Com Stock Price, News & Analysis

Taboola.com Ltd. (NASDAQ: TBLA) operates in the Internet Content & Information industry within the Communication Services sector. According to the company, Taboola empowers businesses to grow through performance advertising technology that goes beyond search and social and delivers measurable outcomes at scale. Taboola was founded in 2007 in Israel and trades on Nasdaq under the symbol TBLA.

Taboola states that it works with thousands of businesses who advertise directly on Realize, Taboola’s ad platform. Through Realize, advertisers can reach approximately 600 million daily active users across a large network of publisher partners and apps. Publishers mentioned in company materials include NBC News and Yahoo, and Taboola also highlights relationships with original equipment manufacturers (OEMs) such as Samsung and Xiaomi. These publishers and OEMs use Taboola’s technology to grow audience and revenue.

Business model and platform focus

Taboola describes itself as a performance-based native advertising network designed to improve click-through rates and increase monetizable events for advertisers while generating yield for publisher websites. Its platform connects advertisers seeking measurable performance with digital properties that want to monetize their content and traffic. The company emphasizes measurable outcomes, such as site visits, engagement, and down-funnel conversions, as core to its value proposition.

Taboola’s Realize platform is described as a performance advertising platform that taps into Taboola’s network of publishers, apps, and OEMs. Realize is powered by an AI performance engine that identifies opportunities for campaigns across this network. The company notes that this engine is driven by data from code-on-page integrations with publishers, which provide signals used to optimize and place ads.

Expansion beyond native and partnerships

In addition to its origins in native advertising, Taboola reports that it is expanding beyond native formats and into performance advertising across multiple placements. As part of this expansion, the company has deepened partnerships with publishers to offer advertisers access to display inventory through Realize. Company materials reference partnerships with publishers such as TIME, Weather Channel Digital, Gannett | USA TODAY Network, Nexstar, and Slate, among others.

Taboola also highlights a partnership with Yahoo, under which it acquired exclusive native advertising rights over Yahoo digital properties in exchange for an equity stake. The company notes that publishers like Yahoo use its technology to grow audience and revenue. In addition, Taboola acquired Connexity, described as a retail advertising network, which further supports its role in performance-based advertising.

AI and open web focus

Taboola positions its technology as built for the open web, beyond the confines of search and social platforms. It emphasizes the use of advanced AI and real-time insights from hundreds of millions of daily active users across thousands of publisher partners. This data is described as giving Taboola a “pulse of the internet,” which the company uses to surface timely, contextual content and advertising.

Taboola has introduced DeeperDive, described as a Gen AI answer engine built for the open web that lives directly on publisher websites and leverages their own content. DeeperDive enables readers to ask questions on topics they care about and receive AI-generated answers sourced from the publisher’s journalism and content library. The company reports that DeeperDive is intended to increase readership and engagement and to open additional revenue streams for publishers by enabling new monetization opportunities, including contextually relevant, high-intent ads within AI-powered results.

Publishers that have selected DeeperDive, according to company announcements, include BuzzFeed Asia, The Bangkok Post, and India Today Group. These deployments illustrate Taboola’s focus on using AI to help publishers deepen engagement with readers and explore new monetization formats on their own sites.

CTV and cross-channel performance

Taboola also reports initiatives that connect connected TV (CTV) advertising with performance on the open web. Through a partnership with LG Ad Solutions, Taboola offers a solution called Performance Enhancer, which is described as connecting premium TV exposure to measurable digital outcomes. This solution is intended to extend campaigns beyond Smart TVs into digital environments, attribute site visits and conversions back to TV exposure, and consolidate cross-platform measurement.

In another partnership, Taboola and Paramount Advertising announced Performance Multiplier, a Paramount-branded solution integrated into Paramount Ads Manager. This solution uses Taboola Realize technology to allow advertisers, including small and medium-sized businesses using Paramount Ads Manager, to extend CTV campaigns into Taboola’s open web network and measure combined performance results. These partnerships reflect Taboola’s stated goal of linking TV awareness with measurable actions across the open web.

Publishers, OEMs, and advertiser relationships

Across its communications, Taboola underscores its relationships with publishers and OEMs as central to its model. Publishers such as NBC News, Yahoo, TIME, Weather Channel Digital, Gannett | USA TODAY Network, Nexstar, Slate, BuzzFeed Asia, The Bangkok Post, and India Today Group are cited as examples of partners using Taboola’s technology, either for performance advertising, display inventory, or AI-powered engagement tools like DeeperDive.

OEMs such as Samsung and Xiaomi are also mentioned as partners that use Taboola’s technology to grow audience and revenue. These relationships help Taboola offer advertisers access to large audiences in what it describes as premium, brand-safe environments across the open web and connected devices.

Corporate and regulatory context

Taboola.com Ltd. is incorporated in Israel and files reports with the U.S. Securities and Exchange Commission under Commission File Number 001-40566. Recent Form 8-K filings describe events such as the release of quarterly financial results and a privately negotiated share repurchase agreement with funds affiliated with Pitango Venture Capital under an existing repurchase authorization. These filings illustrate that Taboola remains an SEC-reporting company with ordinary shares and warrants outstanding.

The company notes that it provides non-GAAP financial measures such as ex-TAC Gross Profit, Adjusted EBITDA, and Free Cash Flow in its earnings materials, along with definitions and reconciliations. It also highlights that it works with scaled advertisers, which it defines based on cumulative gross spend on its network.

Historical development

From its founding in 2007 in Israel as a performance-based native advertising network, Taboola has evolved into a broader performance advertising technology company. It has expanded through acquisitions, such as Connexity, and through strategic partnerships, such as its agreement with Yahoo and collaborations with CTV and media companies. Throughout, the company emphasizes performance, measurable outcomes, and support for publishers and OEMs seeking to grow audience and revenue on the open web.