Taboola.com, Q3 2026 Earnings Call Transcript

Taboola’s third-quarter ex-TAC revenue grew 7% year over year and adjusted EBITDA rose 16%, but total revenue fell 7% as fewer ad impressions per page view weighed on results. Page views remained relatively steady; management linked the impression decline to changing consumer behavior amid the growing influence of AI summaries and LLMs, rather than reduced Google referral traffic. The company lowered its full-year ex-TAC outlook to $758 million, or 6% growth, and says the pressure is reflected in fourth-quarter guidance. Management aims to return to double-digit growth, without yet providing a 2027 forecast.

To counter the headwinds, Taboola plans to add publishers, expand monetization across existing partners through Full Page Monetization and DeeperDive, and invest in faster-growing areas such as Taboola News and social commerce. The company expects its proposed Dianomi acquisition to broaden its premium publisher reach and anticipates completing the deal before the end of 2026. DeeperDive adoption is growing, though its revenue contribution remains early-stage.