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Q2 FY2026 EarningsQ2 FY26 results presented a mixed picture: Revenue of $476.8M missed the $499.4M consensus, but profitability metrics largely outperformed. Normalized Net Income reached $41.3M, exceeding the $39.1M mean expectation, driven by improved Adjusted EBITDA margins (28.8% vs. 26.2% YoY). While GAAP EPS of $0.01 significantly lagged the $0.04 mean estimate, management raised full-year ex-TAC Gross Profit and Adjusted EBITDA guidance, signaling confidence in the "Realize" platform and new strategic partnerships like Fox News.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Taboola.com(TBLA) the Revenue is 476.83 M (+2.44%), Miss estimate;the EBIT is 7.259 M (+164 times%), Miss estimate;the EPS is 0.01 (+200%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
0.48B2.44%
0.50B7.29%
-0.02B4.85%
EBITMiss expectations
0.01B16397.73%
0.02B38309.09%
-0.01B21,911.36%
EPSMiss expectations
0.01200.00%
0.0433533.30%
-0.0333333.30%
Revenue
ActualEstimateUnit: USD
Quarterly
EBIT
ActualEstimateUnit: USD
Quarterly
Net income
ActualEstimateUnit: USD
Quarterly
EPS
ActualEstimateUnit: USD
Quarterly
