Taboola Earnings: Realized Momentum and Raised Guide Improve Outlook, but Open-Web Risks Remain
Taboola’s first-quarter earnings exceeded management’s revenue and ex-TAC gross profit forecasts by 3% and 4%, respectively, and the firm raised 2026 guidance. Realize, the new optimization engine, is gaining traction, but adjusted EBITDA fell 26%, and net income was boosted by a legal settlement.