{"schema_version":"secwatch.filing_event.v1","accession":"0001140361-23-052118","form_type":"8-K/A","ticker":"TBLA","cik":"0001840502","company_name":"Taboola.com Ltd.","filed_at":"2023-11-08T23:59:59+00:00","discovered_at":"2026-05-14T18:03:30.947673+00:00","generated_at":"2026-06-08T10:44:30.497282+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"confidence":"high","headline":"Taboola beats Q3 guidance, raises FY2023 EBITDA guidance, corrects Q4 Non-GAAP Net Income outlook","bullets":["Q3 revenues $360.2M, ex-TAC gross profit $128.4M, Adjusted EBITDA $22.8M, Non-GAAP Net Income $6.7M.","Raised FY2023 Adjusted EBITDA guidance to $75M-$82M, Non-GAAP Net Income to $7M-$12M.","Corrected Q4 2023 Non-GAAP Net Income guidance to $6M-$11M; reiterated 2024 targets of $200M+ EBITDA and $100M+ FCF.","Announced $40M additional share buyback authorization and up to $30M debt repayment.","Q3 free cash flow $22.8M; last twelve months free cash flow $55.4M, 3x prior year comparable period."],"urls":{"canonical":"https://secwatch.observer/filing/0001140361-23-052118","json":"https://secwatch.observer/filing/0001140361-23-052118.json","markdown":"https://secwatch.observer/filing/0001140361-23-052118.md","text":"https://secwatch.observer/filing/0001140361-23-052118.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1840502/000114036123052118/0001140361-23-052118-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1840502/000114036123052118/ef20014376_8ka.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-08T10:44:30.497282+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"0c7850b879affa0e1bfa49e8696eb1be062817cb","claim":"Taboola.com Ltd. reported the quarter ended September 30, 2023 results: revenue $360.2M, net income Net loss of $23.1M, EPS $(0.07). Guidance raised.","evidence_excerpt":"Taboola Beats High End of Guidance in Q3 On All Metrics, Raises Adj. EBITDA and Non-GAAP Net Income Guidance for 2023 - Exceeded high end of guidance on all metrics - Q3 2023 Revenues of $360.2M, Gross Profit of $100.7M, ex-TAC Gross Profit of $128.4M, Net loss of $23.1M, Non-GAAP Net Income of $6.7M and Adjusted EBITDA of $22.8M.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1840502/000114036123052118/0001140361-23-052118-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter ended September 30, 2023"},{"label":"Revenue","value":"$360.2M"},{"label":"Net income","value":"Net loss of $23.1M"},{"label":"EPS","value":"$(0.07)"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"3a19d0c72354fe567e369bb1b207bdd5b92acd4e","claim":"Taboola.com Ltd. reported Q4 2023 results: revenue $418 - $449. Guidance raised.","evidence_excerpt":"Q4 2023 Guidance FY 2023 Guidance Unaudited (dollars in millions) Revenues $418 - $449 $1,438 - $1,469","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1840502/000114036123052118/0001140361-23-052118-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Q4 2023"},{"label":"Revenue","value":"$418 - $449"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"8292be11f4dff4b5e4f0363aca75b0c0694aeeba","claim":"Taboola.com Ltd. reported Full Year 2023 results: revenue $1,438 - $1,469. Guidance raised.","evidence_excerpt":"2023 Guidance For the Fourth Quarter and Full Year 2023, the Company currently expects: Q4 2023 Guidance FY 2023 Guidance Unaudited (dollars in millions) Revenues $418 - $449 $1,438 - $1,469 Gross profit $132 - $148 $420 - $436 ex-TAC Gross Profit* $164 - $179 $531 - $546 Adjusted EBITDA* $26 - $33 $75 - $82 Non-GAAP Net Income (Loss)* $6 - $11 $7 - $12","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1840502/000114036123052118/0001140361-23-052118-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Full Year 2023"},{"label":"Revenue","value":"$1,438 - $1,469"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"b8676544c20ce97459b4a9aa428a671e6e3b4d18","claim":"Taboola.com Ltd. updated its 2024 guidance (reaffirmed).","evidence_excerpt":"Reiterating 2024 guidance of $200M+ Adjusted EBITDA, $100M+ Free Cash Flow.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1840502/000114036123052118/0001140361-23-052118-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"2024"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}