文章核心观点 - Taboola是一家AI公司,拥有6亿活跃用户,其推荐引擎是其核心产品 [2] - 公司近期签署了与苹果和雅虎的长期独家合同,将在2024年及2025年带来业务指标的大幅提升 [3] 公司业务模式 - Taboola是一家B2B公司,通过两个步骤运营:1)与内容创作者签订长期独家协议,为其提供免费服务;2)从广告商那里获得收入,根据用户互动情况进行收费 [4] - Taboola的价值在于其推荐引擎和AI技术,能够根据用户兴趣推荐相关内容和广告,从而产生点击和收入 [4] - Taboola的Feeds产品在全球前10大流量来源,每天有6亿人看到Taboola推荐 [6] 数字资产 - Taboola的收入和利润取决于拥有大量用户,以及能够在这些用户面前放置广告 [7] - 公司与微软、NBC环球等大型数字资产签订了长期独家合同,包括最近与苹果、雅虎的交易 [8][9] - 这些独家合同构筑了公司的护城河,为未来发展奠定了基础 [8][9] 广告客户 - 公司目前拥有17,000家付费广告客户,正努力提高他们在Taboola上的广告投放份额 [9] - 公司不断升级和扩展产品,如AI广告制作、自动优化出价等,提高广告效果 [9] 推荐引擎 - Taboola的成功关键在于其推荐引擎,这是一个基于海量用户数据的AI机器学习算法 [10] - 该算法无需依赖社交媒体或搜索引擎的用户画像,而是利用自身积累的数据进行精准推荐 [10] 行业竞争与Cookie的消亡 - Taboola与封闭生态系统(Meta、谷歌、亚马逊)以及其他广告公司竞争,但其ARPU仍较低 [11][12] - Cookie的消亡给行业带来挑战,Taboola不依赖Cookie而是利用自身的AI推荐引擎,可能获得竞争优势 [13][16] 财务表现 - 公司财务状况良好,资产负债表健康,现金流为正 [17] - 收入和毛利润呈上升趋势,但净利润仍有挑战 [17][18] - 2024年一季度业绩超预期,收入增长26%,毛利增长20% [18] 估值分析 - 基于管理层指引和自身假设,预计公司2024-2025年将实现大幅增长 [20][21][22][24][25] - 采用DCF模型测算,公司股票的合理价值在7.5-14美元之间,较当前价格有100%以上的上涨空间 [29][31]

NEW YORK, July 17, 2024 (GLOBE NEWSWIRE) -- Taboola (Nasdaq: TBLA), a global leader in powering recommendations for the open web, today announced that it will release second quarter 2024 financial results on Wednesday, August 7, 2024 before market open, followed by a conference call and webcast at 8:30 a.m. ET that same day. Conference call details below: What: Taboola Second Quarter 2024 Financial Results Conference Call When: Wednesday, August 7, 2024 at 8:30 a.m. ET Details: Taboola's senior management t ...

NEW YORK, June 13, 2024 (GLOBE NEWSWIRE) -- Taboola (NASDAQ:TBLA), a global leader in powering recommendations for the open web, today announced that it has been honored by Great Place to Work® and Fortune as one of the 2024 Best Workplaces in New York. This is Taboola's first time being named to the list. Earning a spot means that Taboola has surpassed rigorous benchmarks, establishing itself as one of the best workplaces among companies headquartered in New York. Great Place To Work collected nearly 140,0 ...

NEW YORK, June 12, 2024 (GLOBE NEWSWIRE) -- Taboola (NASDAQ:TBLA), a global leader in powering recommendations for the open web, today announced results from study conducted on its behalf by YouGov, focused on advertiser reactions to cookie deprecation. Taboola powers recommendations for the open web, helping people discover things they may like. Disclaimer - Forward-Looking Statements Contact Dave Struzzi Dave.s@taboola.com The new Taboola/YouGov study polled decision makers in advertising and marketing to ...

NEW YORK, May 29, 2024 (GLOBE NEWSWIRE) -- Taboola (Nasdaq: TBLA), a global leader in powering recommendations for the open web, today announced a partnership with Foundry, the media, data, and martech division of IDG, Inc., which garners 28 million monthly visitors. Foundry is utilizing Taboola's suite of products across its global digital Consumer properties, including Macworld, PCWorld, TechHive, Tech Advisor, PCWelt and M3. Taboola aims to grow Foundry's large audience, optimize user engagement, and dri ...

Stephen Walker Adam Singolda Matt Condon Zach Cummins Zach Cummins And again, there's a lot of work ahead of us, so we're not taking it slightly. It's obviously ramping a big, big partnership. But as of now, there's nothing new to share beyond the fact that we do the work and it's going as planned. Thank you. Please stand by for our next question. Our next question comes from the line of Justin Patterson of KeyBanc. Your line is now open. Yes, thanks for the question, Jacob. So what we can say is, what's dr ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended March 31, 2024 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___________ to ___________ Commission File Number: 001-40566 TABOOLA.COM LTD. (Exact name of registrant as specified in its charter) Israel Not Applicable (State or other j ...

Exhibit 99.1 Taboola Q1 2024 Results Beat High End of Guidance; Reiterates 2024 Guidance and Expects Accelerating Growth Across All Key Metrics Q1 2024 and FY 2024 Key Highlights Q1 Financials - beat high end of guidance across all key metrics - Q1 2024 Revenues $414M, Gross profit $109M, ex-TAC Gross Profit $139M, Net loss $26M, Non-GAAP Net Income $4M, Adj. EBITDA $23M, Free Cash Flow $27M - Accelerating YoY growth: Revenues +26%, ex-TAC +20%, Adj. EBITDA +132%, FCF +140% 2024 Guidance - expecting strong ...

Taboola.com Ltd. (NASDAQ:TBLA) Q4 2023 Earnings Conference Call February 28, 2024 8:30 AM ET Company Participants Operator Jessica Kourakos Now, I'll quickly cover the Safe Harbor, certain statements today, including our expectations for future periods, are forward-looking statements. They are not facts and are subject to material risks and uncertainties described in our SEC filings. These statements are based on currently available information and we undertake no duty to update them except as required by l ...

→ 2 | --- | --- | |-------------------------------|--------------------------------------------------------| | | | | ➔ | Apple started blocking 3rd party cookies in 2017 | | ➔ | Firefox, Edge, etc are also blocking 3rd party cookies | | ➔ GDPR launched in 2018 | | | ➔ CCPA launched in 2019 | | | | | | ➔ IDFA launched April, 2021 | | Easily ANALYZE: O SHORT-TERM ➔ Publisher wins that were new and from competitors included A360 Media, Postmedia, Diario, Deutsche Welle, Times Internet, Nine Entertainment. Tab9 ...