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Taboola.com Ltd. filed its Form 10-Q for the quarterly period ended September 30, 2026 with the U.S. Securities and Exchange Commission on November 4, 2026, reporting consolidated interim financial results for the three and nine months ended September 30, 2026.

Key Highlights

  • Q3 2026 revenues: $462,263 thousand, compared to $496,764 thousand in Q3 2025, according to the filing.
  • Nine-month revenues: $1,405,484 thousand for the nine months ended September 30, 2026, up from $1,389,731 thousand in the same period of 2025.
  • Q3 gross profit: $152,341 thousand for Q3 2026, compared to $139,019 thousand in Q3 2025.
  • Accumulated deficit narrowed: The accumulated deficit stood at $30,188 thousand as of September 30, 2026, down from $111,936 thousand as of December 31, 2025.
  • Total assets: $1,541,090 thousand as of September 30, 2026, compared to $1,609,839 thousand as of December 31, 2025.
  • Shares outstanding: As of October 30, 2026, the registrant had 266,273,301 total outstanding shares, comprising 248,233,657 Ordinary shares and 18,039,644 Non-voting Ordinary shares.
  • Revolving credit facility: Outstanding balance of $78,500 thousand as of September 30, 2026, reduced from $102,300 thousand as of December 31, 2025.

Taboola's Financial Position and Operating Results for the September 2026 Quarter

According to the filing, Taboola.com Ltd. (NASDAQ:TBLA) reported revenues of $462,263 thousand for the three months ended September 30, 2026, a decline from $462,263 thousand -- the company reported $496,764 thousand in the prior-year quarter. Traffic acquisition cost, the largest component of cost of revenues, was $277,633 thousand in Q3 2026, compared to $324,079 thousand in Q3 2025. Total cost of revenues for the quarter was $309,922 thousand, yielding a gross profit of $152,341 thousand, compared to a gross profit of $139,019 thousand in the third quarter of 2025.

For the nine months ended September 30, 2026, the filing reported revenues of $1,405,484 thousand against $1,389,731 thousand in the same period of 2025. Nine-month traffic acquisition cost was $880,717 thousand, and total cost of revenues was $984,087 thousand, producing a nine-month gross profit of $421,397 thousand versus $393,937 thousand a year earlier. Operating expenses for the nine-month period included research and development of $114,703 thousand, sales and marketing of $204,378 thousand, and general and administrative expenses of $75,763 thousand, as disclosed in the filing.

On the balance sheet, the company reported total assets of $1,541,090 thousand and total shareholders' equity of $935,747 thousand as of September 30, 2026. The accumulated deficit narrowed to $30,188 thousand from $111,936 thousand at December 31, 2025. Cash and cash equivalents were $128,677 thousand at September 30, 2026, up from $120,865 thousand at December 31, 2025. The filing also disclosed that treasury shares totaled 133,602,780 as of September 30, 2026, compared to 110,438,588 as of December 31, 2025, reflecting share repurchase activity during the period.

What Was Disclosed

Taboola.com Ltd. disclosed its unaudited consolidated interim financial statements for the three and nine months ended September 30, 2026, covering revenues, cost of revenues, gross profit, operating expenses, balance sheet positions, and share count data as of October 30, 2026.