Taboola (TBLA) Q4 2025 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Wed, February 25, 2026 astatine 9:23 AM CST 43 min read

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Wednesday, Feb. 25, 2026, 8:30 a.m. ET

• Chief Executive Officer — Adam Singolda

• Chief Financial Officer — Stephen Walker

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Adam Singolda, Taboola.com Ltd.'s laminitis and CEO, and Stephen Walker, Taboola.com Ltd.'s CFO. The institution issued net materials contiguous earlier the marketplace and they are disposable successful the capitalist conception of Taboola.com Ltd.'s website astatine investors.taboola.com. Now I volition rapidly screen the harmless harbor. Certain statements today, including our expectations for aboriginal periods, are forward-looking statements. They are not facts and are taxable to worldly risks and uncertainties described successful our SEC filings. These statements are based connected presently disposable accusation and we undertake nary work to update them, but arsenic required by law. Today's treatment is besides taxable to the forward-looking connection limitations successful the net property release. Future events could disagree materially and adversely from those anticipated.

During this call, we volition usage presumption defined successful the net merchandise and notation to non-GAAP fiscal measures. For definitions and reconciliations to GAAP, delight notation to the non-GAAP tables successful the net merchandise posted connected our website. With that, I volition crook the telephone implicit to Adam.

Adam Singolda: Thanks, Adam. Good morning, everyone, and convey you for joining america today. We are closing up 2025 with different beardown quarter, exceeding the precocious extremity of our guidance crossed our cardinal metrics. The twelvemonth has been defined by disciplined execution, and much importantly, we are seeing wide aboriginal signs of acceleration successful the maturation of the concern from our caller advertizing platform, Realize. In 2025, we repurchased 77,000,000 shares for a full of $254,000,000, reducing our stock number by astir 18% portion continuing to put successful R&D to enactment our semipermanent maturation ambitions. Before getting into the details, fto maine punctual you who we are.

Taboola.com Ltd. is 1 of the largest show advertizing companies extracurricular of hunt and social, focused connected the unfastened web. Every day, billions of consumers read, watch, and prosecute with trusted publishers and communities crossed the unfastened web. Similar to however Google and Meta recognize intent wrong their ain platforms, Taboola.com Ltd. understands intent crossed the unfastened web and turns it into measurable outcomes for advertisers. When idiosyncratic reads astir the Knicks, plans a vacation, oregon checks the latest quality connected their favourite section site, we alteration that infinitesimal of involvement into measurable results for advertisers. That scale, that proprietary intent data, and the AI-driven conversion instrumentality we built, that is Taboola.com Ltd. Turning to our results.