{"schema_version":"secwatch.filing_event.v1","accession":"0001140361-26-019164","form_type":"8-K","ticker":"TBLA","cik":"0001840502","company_name":"Taboola.com Ltd.","filed_at":"2026-05-06T23:59:59+00:00","discovered_at":"2026-05-14T18:02:33.089460+00:00","generated_at":"2026-05-14T22:54:04.830026+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"confidence":"high","headline":"Taboola Reports Strong First Quarter 2026 Results Exceeding High-End of Guidance, Raises Full-Year Outlook","bullets":["Revenues of $466.4M, up 9.1% YoY; net income of $59.1M vs loss of $8.8M in Q1 2025.","Ex-TAC gross profit of $168.1M, up 10.8%; free cash flow of $90.3M, up from $36.1M.","Q2 2026 revenue guidance $492M-$505M; full-year guidance raised to $2,006M-$2,062M.","CEO Adam Singolda cited advertiser success on Realize and aggressive share repurchase program.","Conference call held on May 6, 2026; investor presentation available on Taboola's website."],"urls":{"canonical":"https://secwatch.observer/filing/0001140361-26-019164","json":"https://secwatch.observer/filing/0001140361-26-019164.json","markdown":"https://secwatch.observer/filing/0001140361-26-019164.md","text":"https://secwatch.observer/filing/0001140361-26-019164.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1840502/000114036126019164/0001140361-26-019164-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1840502/000114036126019164/ef20071189_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud","generated_at":"2026-05-14T22:54:04.830026+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":"575b07e5602b3cb2461c69807cedb06b2aac5d82","claim":"Taboola.com Ltd. reported the first quarter ended March 31, 2026 results: revenue $466.4 million, net income $59.1 million. Guidance raised.","evidence_excerpt":"performance advertising beyond search and social.” First Quarter 2026 Financial Results (All comparisons are to the first quarter of 2025 unless otherwise noted.) • Revenues of $466.4 million, an increase of 9.1%. • Gross Profit of $129.6 million, an increase of 8.6%. ex-TAC Gross Profit was $168.1 million, an increase of 10.8%. • Net Income was $59.1 million,","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1840502/000114036126019164/0001140361-26-019164-index.htm","confidence":0.9}],"comparable_filings":[{"accession":"0001856437-26-000011","ticker":"VSCO","company_name":"Victoria's Secret & Co.","filed_at":"2026-06-02T11:01:54+00:00","headline":"Victoria's Secret Q1 sales up 15% to $1.56B, beats guidance; raises FY2026 outlook","event_type":"earnings","sec_items":["2.02","7.01","9.01"],"materiality_score":0.85,"calibrated_materiality_score":0.85,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 7.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001856437-26-000011","json":"https://secwatch.observer/filing/0001856437-26-000011.json","markdown":"https://secwatch.observer/filing/0001856437-26-000011.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1856437/000185643726000011/0001856437-26-000011-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1856437/000185643726000011/vsco-20260602.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"performance advertising beyond search and social.” First Quarter 2026 Financial Results (All comparisons are to the first quarter of 2025 unless otherwise noted.) • Revenues of $466.4 million, an increase of 9.1%. • Gross Profit of $129.6 million, an increase of 8.6%. ex-TAC Gross Profit was $168.1 million, an increase of 10.8%. • Net Income was $59.1 million,","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1840502/000114036126019164/0001140361-26-019164-index.htm","comparable_excerpt":"The Company reported net sales of $1.560 billion for the first quarter of 2026, an increase of 15% compared to net sales of $1.353 billion for the first quarter of 2025 and above the previously communicated guidance range of $1.490 billion to $1.525 billion. Total comparable sales for the first quarter of 2026 increased 13%. The Company reported operating income for the first quarter of 2026 of $76 million compared to operating income of $20 million in the first quarter of 2025. Net income was $48 million, or $0.56 per diluted share, for the first quarter of 2026 compared to net loss of $2 million, or $0.02 per diluted share, for the first quarter of 2025.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1856437/000185643726000011/0001856437-26-000011-index.htm"}},{"accession":"0001645590-26-000052","ticker":"HPE","company_name":"Hewlett Packard Enterprise Co","filed_at":"2026-06-01T20:09:22+00:00","headline":"HPE Q2 FY26: record revenue $10.7B (+40%), raises FY26 guidance, introduces FY27 framework","event_type":"earnings","sec_items":["1.01","2.02","5.02","7.01","9.01"],"materiality_score":0.9,"calibrated_materiality_score":0.9,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 7.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001645590-26-000052","json":"https://secwatch.observer/filing/0001645590-26-000052.json","markdown":"https://secwatch.observer/filing/0001645590-26-000052.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1645590/000164559026000052/0001645590-26-000052-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1645590/000164559026000052/hpe-20260601.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"performance advertising beyond search and social.” First Quarter 2026 Financial Results (All comparisons are to the first quarter of 2025 unless otherwise noted.) • Revenues of $466.4 million, an increase of 9.1%. • Gross Profit of $129.6 million, an increase of 8.6%. ex-TAC Gross Profit was $168.1 million, an increase of 10.8%. • Net Income was $59.1 million,","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1840502/000114036126019164/0001140361-26-019164-index.htm","comparable_excerpt":"gross margin, and non-GAAP diluted net EPS, as well as its highest-ever free cash flow generation for a second quarter. Second Quarter Fiscal 2026 Financial Results • Revenue : $10.7 billion, up 40% from the prior-year period • Gross margins : ◦ GAAP of 36.5%, up 810 basis points from the prior-year period and up 60 basis points sequentially ◦ Non-GAAP (1) of 36.9%,","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1645590/000164559026000052/0001645590-26-000052-index.htm"}},{"accession":"0001104659-26-058226","ticker":"ACH","company_name":"ACCENDRA HEALTH INC/VA/","filed_at":"2026-05-11T23:59:59+00:00","headline":"Accendra Health Q1 revenue $627.8M, adj. EBITDA $58.4M; >$1.5B debt optimization","event_type":"earnings","sec_items":["2.02","7.01","9.01"],"materiality_score":0.85,"calibrated_materiality_score":0.85,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 7.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-058226","json":"https://secwatch.observer/filing/0001104659-26-058226.json","markdown":"https://secwatch.observer/filing/0001104659-26-058226.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/75252/000110465926058226/0001104659-26-058226-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/75252/000110465926058226/ach-20260511x8k.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"performance advertising beyond search and social.” First Quarter 2026 Financial Results (All comparisons are to the first quarter of 2025 unless otherwise noted.) • Revenues of $466.4 million, an increase of 9.1%. • Gross Profit of $129.6 million, an increase of 8.6%. ex-TAC Gross Profit was $168.1 million, an increase of 10.8%. • Net Income was $59.1 million,","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1840502/000114036126019164/0001140361-26-019164-index.htm","comparable_excerpt":"Commission this morning. ​ Details on First Quarter 2026 Results ​ ​ First Quarter Results (1) ​ ($ in millions, except per share data) ​ ​ ​ 1Q26 ​ ​ ​ 1Q25 Net Revenue ​ $ 627.8 ​ $ 673.9 ​ ​ ​ ​ ​ ​ ​ Loss from continuing operations, net of tax, GAAP ​ $ (6.5) ​ $ (3.8) Adj. net (loss) income from continuing operations, Non-GAAP ​ $ (3.1) ​ $ 23.2 ​ ​ ​","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/75252/000110465926058226/0001104659-26-058226-index.htm"}},{"accession":"0001104659-26-058250","ticker":"FSK","company_name":"FS KKR Capital Corp","filed_at":"2026-05-11T23:59:59+00:00","headline":"FSK posts Q1 GAAP loss of $1.57/sh, NAV falls to $18.83; announces $150M preferred, tender, buyback","event_type":"earnings","sec_items":["1.01","2.02","7.01","9.01"],"materiality_score":0.85,"calibrated_materiality_score":0.85,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 7.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-058250","json":"https://secwatch.observer/filing/0001104659-26-058250.json","markdown":"https://secwatch.observer/filing/0001104659-26-058250.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1422183/000110465926058250/0001104659-26-058250-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1422183/000110465926058250/tm2614112d1_8k.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"performance advertising beyond search and social.” First Quarter 2026 Financial Results (All comparisons are to the first quarter of 2025 unless otherwise noted.) • Revenues of $466.4 million, an increase of 9.1%. • Gross Profit of $129.6 million, an increase of 8.6%. ex-TAC Gross Profit was $168.1 million, an increase of 10.8%. • Net Income was $59.1 million,","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1840502/000114036126019164/0001140361-26-019164-index.htm","comparable_excerpt":"Earnings (Loss) per share of ($1.57), compared to Earnings (Loss) per share of ($0.41) for the quarter ended December 31, 2025","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1422183/000110465926058250/0001104659-26-058250-index.htm"}},{"accession":"0001493152-26-022140","ticker":"SBET","company_name":"Sharplink, Inc.","filed_at":"2026-05-11T23:59:59+00:00","headline":"Sharplink Q1 revenue $12.1M, net loss $685.6M; plans $125M Galaxy Onchain Yield Fund","event_type":"earnings","sec_items":["2.02","7.01","9.01"],"materiality_score":0.85,"calibrated_materiality_score":0.85,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 7.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001493152-26-022140","json":"https://secwatch.observer/filing/0001493152-26-022140.json","markdown":"https://secwatch.observer/filing/0001493152-26-022140.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1981535/000149315226022140/0001493152-26-022140-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1981535/000149315226022140/form8-k.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"performance advertising beyond search and social.” First Quarter 2026 Financial Results (All comparisons are to the first quarter of 2025 unless otherwise noted.) • Revenues of $466.4 million, an increase of 9.1%. • Gross Profit of $129.6 million, an increase of 8.6%. ex-TAC Gross Profit was $168.1 million, an increase of 10.8%. • Net Income was $59.1 million,","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1840502/000114036126019164/0001140361-26-019164-index.htm","comparable_excerpt":"First Quarter 2026 Highlights Income Statement and Balance Sheet ● Total revenue increased materially to $12.1 million in Q1 2026, compared to $0.7 million for the three months ended March 31, 2025. The increase was primarily driven by the continued success of Sharplink’s actively managed ETH treasury strategy, which was launched on June 2, 2025. ● SG&A expenses were $9.9 million for the three months ended March 31, 2026, compared to $1.1 million in the prior year’s first quarter. The increase was primarily due to expenditures for investments in infrastructure, talent and systems required to scale and actively manage Sharplink’s institutional-grade ETH treasury platform. ● Net loss was $685.6 million in Q1 2026, compared to $1.0 million for the three months ended March 31, 2025.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1981535/000149315226022140/0001493152-26-022140-index.htm"}},{"accession":"0001868275-26-000063","ticker":null,"company_name":"CONSTELLATION ENERGY GENERATION LLC","filed_at":"2026-05-11T23:59:59+00:00","headline":"Constellation Q1 adjusted EPS $2.74 beats prior year $2.14; affirms FY guidance $11-$12","event_type":"earnings","sec_items":["2.02","7.01","9.01"],"materiality_score":0.8,"calibrated_materiality_score":0.8,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 7.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001868275-26-000063","json":"https://secwatch.observer/filing/0001868275-26-000063.json","markdown":"https://secwatch.observer/filing/0001868275-26-000063.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1168165/000186827526000063/0001868275-26-000063-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1168165/000186827526000063/ceg-20260511.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"performance advertising beyond search and social.” First Quarter 2026 Financial Results (All comparisons are to the first quarter of 2025 unless otherwise noted.) • Revenues of $466.4 million, an increase of 9.1%. • Gross Profit of $129.6 million, an increase of 8.6%. ex-TAC Gross Profit was $168.1 million, an increase of 10.8%. • Net Income was $59.1 million,","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1840502/000114036126019164/0001140361-26-019164-index.htm","comparable_excerpt":"GAAP Net Income of $4.49 per share and Adjusted (non-GAAP) Operating Earnings of $2.74 per share for the first quarter of 2026 • Affirming full year 2026 Adjusted Operating Earnings guidance of $11.00 - $12.00 per share","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1168165/000186827526000063/0001868275-26-000063-index.htm"}},{"accession":"0001193125-26-212714","ticker":"GSBD","company_name":"Goldman Sachs BDC, Inc.","filed_at":"2026-05-08T23:59:59+00:00","headline":"GSBD Q1 2026: NII $0.22/sh, EPS $(0.12), NAV falls to $12.17; Q2 base dividend $0.32","event_type":"earnings","sec_items":["2.02","7.01","9.01"],"materiality_score":0.8,"calibrated_materiality_score":0.8,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 7.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-212714","json":"https://secwatch.observer/filing/0001193125-26-212714.json","markdown":"https://secwatch.observer/filing/0001193125-26-212714.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1572694/000119312526212714/0001193125-26-212714-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1572694/000119312526212714/d117157d8k.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"performance advertising beyond search and social.” First Quarter 2026 Financial Results (All comparisons are to the first quarter of 2025 unless otherwise noted.) • Revenues of $466.4 million, an increase of 9.1%. • Gross Profit of $129.6 million, an increase of 8.6%. ex-TAC Gross Profit was $168.1 million, an increase of 10.8%. • Net Income was $59.1 million,","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1840502/000114036126019164/0001140361-26-019164-index.htm","comparable_excerpt":"On May 7, 2026, Goldman Sachs BDC, Inc. (the “Company”) issued a press release announcing its financial results for the first quarter ended March 31, 2026.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1572694/000119312526212714/0001193125-26-212714-index.htm"}},{"accession":"0001581990-26-000015","ticker":"PAGP","company_name":"PLAINS GP HOLDINGS LP","filed_at":"2026-05-08T23:59:59+00:00","headline":"Plains All American Q1 net income $152M, down 66% YoY; raises 2026 EBITDA midpoint by $130M to $2.88B","event_type":"earnings","sec_items":["2.02","7.01","9.01"],"materiality_score":0.8,"calibrated_materiality_score":0.8,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 7.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001581990-26-000015","json":"https://secwatch.observer/filing/0001581990-26-000015.json","markdown":"https://secwatch.observer/filing/0001581990-26-000015.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1581990/000158199026000015/0001581990-26-000015-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1581990/000158199026000015/pagp-20260508.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"performance advertising beyond search and social.” First Quarter 2026 Financial Results (All comparisons are to the first quarter of 2025 unless otherwise noted.) • Revenues of $466.4 million, an increase of 9.1%. • Gross Profit of $129.6 million, an increase of 8.6%. ex-TAC Gross Profit was $168.1 million, an increase of 10.8%. • Net Income was $59.1 million,","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1840502/000114036126019164/0001140361-26-019164-index.htm","comparable_excerpt":"PAGP) today reported first-quarter 2026 results and raised full-year 2026 Adjusted EBITDA Guidance. First-Quarter 2026 Results • First-quarter Net income attributable to PAA of $152 million and Net cash provided by operating activities of $418 million • Delivered first-quarter Adjusted EBITDA attributable to PAA of $730 million • Pro forma leverage ratio of 4.1x at","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1581990/000158199026000015/0001581990-26-000015-index.htm"}}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}