TBLA Earnings Prediction
The chart below shows how TBLA performed 10 days before and after its earnings report, based on data from the past quarters. Typically, TBLA sees a +0.42% change in stock price 10 days leading up to the earnings, and a -2.46% change 10 days following the report. On the earnings day itself, the stock moves by +1.70%. This data can give you a slight idea of what to expect for the next quarter's release.
TBLA Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
491.04M
16.98%
13.40%
Gross Margin
36.17%
9.84%
17.86%
Operating Margin
10.95%
421.43%
942.86%
Net Margin
6.75%
658.43%
-553.02%
EPS
0.10
900.00%
-600.00%
No Data Available
TBLA Earnings Analysis
Taboola.com Ltd Corporation (TBLA.O) Earnings Conference Call
Positive
Record Free Cash Flow: 2024 was a record year for Taboola, exceeding expectations with nearly 50% more free cash flow than planned.
Gross Profit Growth: Achieved ex-TAC gross profit of $667 million for the full year, representing 25% growth versus the prior year.
Adjusted EBITDA Surge: Adjusted EBITDA for 2024 was $201 million, more than double the results from last year.
Free Cash Flow Surplus: Delivered $149 million in free cash flow, significantly exceeding the original target of $100 million by 49%.
Strategic Partnerships and Advertisers: Integrated major partners like Yahoo and Apple, and onboarded enterprise advertisers such as Samsung, Citi, and Verizon.
Shareholder Value Commitment: Announced a $200 million expansion to the buyback program, reinforcing commitment to shareholder value.
Quarterly and Annual Revenues: Fourth quarter revenues reached $491 million, with a full year increase to $1.77 billion.
EBITDA Growth Surge: Fourth quarter adjusted EBITDA grew 84% year-over-year to $92.3 million, with a full year growth of 104%.
Strong Financial Position: Maintained a strong financial position with a net cash balance of $103.9 million and cash and cash equivalents totaling $226.6 million.
Share Repurchase Commitment: Repurchased approximately 2.8 million shares at an average price of $3.57 during the fourth quarter, demonstrating commitment to returning value to shareholders.
Negative
Below Historical Growth Rates: 2025 guidance reflects single-digit growth, which is below both historical rates and long-term ambitions.
Native Advertising Growth Challenge: The main gating-factor to near-term growth is scaling native advertising demand quickly enough to best utilize the supply available.
Ad Preference Trends: Advertisers prefer using standard display ads and placements over native advertising, which they see as too niche.
Future Growth Concerns: Despite the growth in 2024, the projected single-digit growth for 2025 is a concern for long-term ambitions.
Programmatic Revenue Decline: The decline in programmatic revenue and the shift of budgets to walled gardens is impacting revenue growth for publishers.
Market Limitations for Growth: The company acknowledges that the native advertising market alone isn't big enough to fuel ambitious growth plans.
TBLA FAQs
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TBLA Earning Call Sentiment
Taboola.com Ltd. (TBLA) Q4 2024 Earnings Call Transcript
TBLA.O
-8.74%Positive
The earnings report highlights strong financial performance with significant year-over-year growth in ex-TAC gross profit and adjusted EBITDA. The optimistic guidance for 2024 and 2025, combined with a substantial share buyback program, indicates positive sentiment. Despite competitive pressures and regulatory constraints, management's focus on AI and new product offerings suggests potential growth. The market cap indicates a moderate reaction is likely, leading to a positive stock price movement prediction of 2% to 8%.
