Taboola reported Q3 2025 revenue of $496.8 million, a 14.7% year‑over‑year increase that surpassed analyst estimates ranging from $448.7 million to $475.4 million. The revenue lift was driven by a 14% rise in scaled advertiser spend and a 20% increase in average revenue per scaled advertiser, reflecting strong demand for the company’s performance‑advertising solutions.
The company posted a GAAP earnings per share of $0.02 and an adjusted EPS of $0.11, both of which beat consensus estimates that ranged from –$0.0017 to $0.10. The earnings beat was largely a result of disciplined cost management and a 27.3% adjusted EBITDA margin that, while slightly lower than the 28.8% margin in Q3 2024, still represents a healthy operating leverage.
Taboola highlighted the continued momentum of its Realize platform, which has become a key driver of growth beyond native advertising. The platform’s AI‑powered targeting and measurement capabilities have attracted new advertisers and increased spend from existing clients. In addition, the company completed a share‑repurchase program that bought back 14% of its shares year‑to‑date, underscoring management’s confidence in the business and its ability to generate strong free cash flow.
Management raised its full‑year 2025 revenue outlook to $1.91 billion–$1.93 billion and adjusted EBITDA guidance to $209 million–$214 million, an upward revision that signals confidence in sustained demand and margin improvement. The guidance increase follows a prior year where Q3 2024 revenue was $433 million and the company posted a net loss of $6.5 million, illustrating a clear turnaround.
CEO Adam Singolda said, “We delivered another strong quarter with our third‑quarter results beating the high‑end of our guidance across all metrics.” CFO Steve Walker added, “Driven by our confidence in the business and our ability to generate strong free cash flow, we are pleased to announce a substantial expansion to our existing share‑repurchase authorization.” These comments reinforce the company’s focus on performance advertising, cost discipline, and shareholder value.
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