Powered by Taboola’s “Pulse of the Internet,” Gannett | USA TODAY Network First to Deploy Technology in the U.S., The Independent First to Deploy in U.K. Taboola DeeperDive Taboola's DeeperDive connects readers with unique publisher content, empowering publishers to defy abuse by Gen AI search. The technology is powered by Taboola’s unique “Pulse of the Internet” readership data. Gannett I USA TODAY Network is the first to deploy the technology in the U.S. and The Independent is first to deploy in the U.K ...

Taboola.com (TBLA) FY 2025 Conference May 28, 2025 01:50 PM ET Speaker0 Analysts on the Internet team here at Cowen. We're excited to have Adam Singola, founder and CEO of Tabula, and Jessica Caracas, head of IR here today to discuss trends at Tabula, a leader in the open web who's using AI to drive performance advertising, part of a broader effort to expand beyond native to capture a $55,000,000,000 plus performance ad market opportunity. So we'll start for investors who are new, who may be new to Taboola. ...

Momentum investing is essentially the opposite of the tried-and-tested Wall Street adage -- "buy low and sell high." Investors following this investing style typically avoid betting on cheap stocks and waiting long for them to recover. They believe instead that one could make far more money in lesser time by "buying high and selling higher."Who doesn't like betting on fast-moving trending stocks? But determining the right entry point isn't easy. Often, these stocks lose momentum once their valuation moves a ...

Moretus Research delivers state-of-the-art, buy-side quality equity research for serious investors seeking clarity, conviction, and alpha. Focused on U.S. public markets, Moretus applies a structured, repeatable framework to identify companies with durable business models, mispriced cash flow potential, and intelligent capital allocation. Built on institutional standards, Moretus Research combines rigorous fundamental analysis with a high-signal, judgment-driven process—eschewing noise, narrative, and overl ...

Taboola.com Ltd. (TBLA) could be a solid choice for investors given the company's remarkably improving earnings outlook. While the stock has been a strong performer lately, this trend might continue since analysts are still raising their earnings estimates for the company.The upward trend in estimate revisions for this company reflects growing optimism of analysts on its earnings prospects, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends ...

纪要涉及的公司 Taboola.com (TBLA) 纪要提到的核心观点和论据 1. **公司业务与优势** - **业务模式**：是全球领先的绩效广告平台，帮助企业在开放互联网投放绩效广告，与数千个网站、OEM手机制造商和应用合作，拥有高质量供应源 [7] - **数据优势**：每天接触6亿人，利用深度学习AI引擎分析数据，精准定向广告，帮助广告商实现目标，同时也为发布商增加收入和拓展业务 [8][9] 2. **2025年业绩预期** - **营收目标**：预计实现约19亿美元的收入 [10] - **利润率目标**：目标是达到30%的EBITDA利润率，约2.11 - 2.12亿美元的调整后EBITDA，并将其中50% - 60%转化为自由现金流，预计接近60% [10] 3. **新平台Realize** - **平台功能**：将公司从原生广告业务拓展到与各类媒体、格式和页面位置的绩效广告商合作，应用独特数据和深度学习引擎有效定向广告 [11][12] - **市场需求**：市场上缺乏能以自动化方式、利用独特数据和资产帮助绩效广告商实现特定目标的平台，Taboola旨在填补这一空白 [15][17] 4. **市场竞争与应对策略** - **竞争影响**：与Trade Desk、Magnite等独立平台竞争广告预算，但公司具有端到端和数据优势 [27] - **应对策略**：通过引入新的需求形式、垂直化销售团队和获取独特供应源来增长业务 [47][48][49] 5. **CTV业务机会** - **市场现状**：CTV目前主要用于品牌推广，将其与绩效广告连接较难 [36] - **公司机会**：认为有机会将CTV广告与公司数据连接，帮助广告商实现转化 [37] 6. **成本与盈利能力** - **提升利润率的关键**：增加广告预算可扩大XTAC利润率，是提升利润率的最大因素；此外，利用生成式AI提高团队生产力，降低成本 [79][80] - **自由现金流**：调整后EBITDA预计以50% - 60%的比例转化为自由现金流，今年虽有更多资本支出，但可通过营运资金收益抵消 [91][92] 7. **Yahoo交易评估** - **积极影响**：交易使调整后EBITDA和自由现金流翻倍，供应过渡顺利，吸引了大广告商，是具有标志性的交易，为公司带来更多合作机会 [94][95][100] - **未达预期之处**：部分广告商未在公司其他网络投放，一些大广告商因不喜欢原生广告未快速加入 [97][98] 8. **资本分配策略** - **优先事项**：优先回购股票，今年第一季度和上半年已回购超9000万美元股票；考虑小规模并购；目前不急于偿还债务 [105][106][107] 9. **AI应用与发展** - **深度学习AI**：持续投资开发深度学习AI，如max conversions、max revenue等算法，提高广告收益 [118][120] - **生成式AI**：一方面通过Abby等工具为客户提供便利，另一方面提高内部生产力，降低成本 [121][123][124] 10. **业务垂直化与Connectivity** - **业务垂直化**：将销售团队垂直化，将e - commerce视为一个垂直领域，不再将Connectivity作为独立业务讨论 [131] - **业务占比**：e - commerce约占总广告预算的20%，金融可能接近该比例，其他垂直领域相对较小 [137][138] 其他重要但是可能被忽略的内容 1. 公司允许程序化投标进入平台，程序化投标者约10%的时间能在平台上获胜，显示了公司数据的价值 [45][46] 2. 公司的Abby自服务生成式AI产品虽推广困难，但已取得一些进展，团队开始看到增长 [71][72][73] 3. 公司认为绩效广告最终需与购买结果挂钩，但消费者购买有过程，公司可从漏斗中部帮助获取潜在客户，再实现销售 [127][128][129]

Taboola.com (TBLA) Q1 2025 Earnings Call May 07, 2025 08:30 AM ET Company Participants Jessica Kourakos - Head of IRAdam Singolda - Founder and CEOStephen Walker - Chief Financial OfficerSteven H - Senior Associate - Internet Equity ResearchMatthew Condon - Director Equity Research - Internet & Digital Media Conference Call Participants Mark Zgutowicz - Equity Research AnalystLaura Martin - Managing Director, Senior Internet & Media AnalystZach Cummins - Senior Research AnalystJames Kopelman - Analyst Opera ...

Taboola.com (TBLA) Q1 2025 Earnings Call May 07, 2025 08:30 AM ET Company Participants Jessica Kourakos - Head of IRAdam Singolda - Founder and CEOStephen Walker - Chief Financial OfficerSteven H - Senior Associate - Internet Equity ResearchMatthew Condon - Director Equity Research - Internet & Digital Media Conference Call Participants Mark Zgutowicz - Equity Research AnalystLaura Martin - Managing Director, Senior Internet & Media AnalystZach Cummins - Senior Research AnalystJames Kopelman - Analyst Opera ...

Taboola.com (TBLA) Q1 2025 Earnings Call May 07, 2025 08:30 AM ET Speaker0 Good day and thank you for standing by. Welcome to the Dabula's First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer Please be advised today's conference is being recorded. I would now like to turn the conference over to your speaker today, Jessica Kurokas, Head of Investor Relations. Please go ahead. ...

Taboola.com Ltd. (TBLA) came out with quarterly earnings of $0.07 per share, beating the Zacks Consensus Estimate of $0.01 per share. This compares to loss of $0.08 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 600%. A quarter ago, it was expected that this company would post earnings of $0.11 per share when it actually produced earnings of $0.10, delivering a surprise of -9.09%. Over the last four quarters, the company has ...