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 -1.85% 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
TBLA Earnings Analysis
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
How does TBLA typically perform around its earnings report dates?
TBLA's stock performance around earnings reports can vary, but historical data shows specific patterns, such as a +0.42% change leading up to the report and a -1.85% change in the 10 days following the release.
Is Taboola.com Ltd (TBLA) Q4 2024 Earnings Call Summary positive or negative?
How can historical earnings data help predict future stock performance?
TBLA Earning Call Sentiment
Taboola.com Ltd. (TBLA) Q4 2024 Earnings Call Transcript
TBLA.O
-6.67%
