Taboola.com Ltd. (TBLA): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

En el mundo dinámico de la publicidad digital y la recomendación de contenido, Taboola.com Ltd. (TBLA) se ha convertido en una fuerza transformadora, revolucionando cómo los usuarios descubren contenido y cómo los editores monetizan sus plataformas digitales. Al aprovechar los sofisticados algoritmos de aprendizaje automático y una red global expansiva, Taboola elabora experiencias de contenido personalizadas que conectan perfectamente editores, anunciantes y audiencias en múltiples ecosistemas digitales. Esta exploración completa del lienzo de modelo de negocio de Taboola presenta el intrincado marco estratégico que ha impulsado a la compañía a convertirse en un jugador fundamental en el panorama digital de contenido y publicidad, impulsando la innovación, el compromiso y la generación de ingresos.

Taboola.com Ltd. (TBLA) - Modelo de negocios: asociaciones clave

Editores de contenido y sitios web de medios

A partir de 2024, Taboola tiene asociaciones con más de 10,000 editores digitales a nivel mundial, que incluyen:

Categoría de editor	Número de socios
Sitios web de noticias	3,500+
Plataformas de entretenimiento	2,200+
Redes de blogs	1,800+
Sitios de contenido móvil	2,500+

Plataformas y redes de publicidad digital

Taboola colabora con múltiples redes de publicidad digital:

• Administrador de anuncios de Google
• Plataforma de publicidad de Amazon
• La mesa de comercio
• Mediamath
• AppNexus

Proveedores de tecnología y datos

Las asociaciones de tecnología clave incluyen:

Pareja	Enfoque tecnológico
Nube de datos de Oracle	Puntos de audiencia
IBM Watson	AI y aprendizaje automático
Copo de nieve	Almacenamiento de datos

Empresas de marketing de comercio electrónico y de desempeño

Asociaciones estratégicas con plataformas de comercio electrónico:

• Red de afiliados de Amazon
• Shop
• Soluciones de marketing de eBay
• Marketing rakuten

Socios de desarrollo móvil y de aplicaciones

Asociaciones del ecosistema móvil:

Pareja	Alcance de la asociación
Apple App Store	Distribución de contenido móvil
Google Play Store	Monetización de la aplicación
Tecnologías de la unidad	Publicidad de juegos móviles

Taboola.com Ltd. (TBLA) - Modelo de negocio: actividades clave

Desarrollo de algoritmo de recomendación de contenido

Taboola invirtió $ 46.2 millones en gastos de I + D en 2022, centrándose en tecnologías de recomendación de contenido impulsadas por la IA.

Métricas de desarrollo de algoritmo	2022-2023 Estadísticas
Modelos de aprendizaje automático	237 modelos de recomendaciones activas
Recomendaciones diarias de contenido	Más de 500 millones de recomendaciones personalizadas
Velocidad de procesamiento de algoritmo	Menos de 50 milisegundos por recomendación

Matriota de publicidad digital y optimización

Taboola procesó $ 1.27 mil millones en ingresos por publicidad durante 2022, con sofisticados algoritmos de correspondencia.

• Capacidades de optimización de licitación en tiempo real
• Coincidencia de publicidad multiplataforma
• Tecnología de colocación de anuncios automatizados

Análisis de datos y seguimiento de comportamiento del usuario

Taboola rastrea aproximadamente 1.400 millones de usuarios únicos mensualmente en su red global.

Parámetros de análisis de datos	Medición
Puntos de datos de interacción del usuario	Más de 12 mil millones de interacciones diarias
Precisión de predicción conductual	87.3% de coincidencia de preferencias de usuario

Mantenimiento de la plataforma e innovación tecnológica

Taboola mantiene una infraestructura de tecnología global con un tiempo de actividad del 99.98%.

• Infraestructura en la nube que abarca más de 30 centros de datos
• Inversiones de actualización de tecnología continua
• Protocolos de ciberseguridad que cumplen con los estándares internacionales

Gestión de servicios de marketing de rendimiento

Taboola gestionó $ 526 millones en servicios de marketing de rendimiento en 2022.

Métricas de marketing de rendimiento	2022 estadísticas
Tasa de retención de clientes	84.5%
ROI de campaña de cliente promedio	3.7x rendimiento de inversión
Plataformas de marketing integradas	42 plataformas de publicidad digital

Taboola.com Ltd. (TBLA) - Modelo de negocio: recursos clave

Aprendizaje automático avanzado y tecnologías de IA

Taboola invirtió $ 35.4 millones en investigación y desarrollo en 2022. La compañía mantiene 72 patentes de aprendizaje automático a partir del cuarto trimestre de 2023.

Inversión tecnológica	Cantidad
Gasto de I + D 2022	$ 35.4 millones
Patentes de aprendizaje automático	72 patentes activas

Base de datos de recomendación de contenido grande

La base de datos de recomendación de contenido de Taboola incluye:

• Más de 1.400 millones de usuarios mensuales únicos
• 360 millones de recomendaciones diarias de contenido
• Cobertura en más de 50 países

Infraestructura de compromiso y seguimiento del usuario

Seguimiento de métricas de infraestructura a partir de 2023:

Métrico	Cantidad
Usuarios activos diarios	340 millones
Duración de la sesión promedio	2.7 minutos

Algoritmos de recomendación patentados

Capacidades algorítmicas clave:

• Personalización en tiempo real
• Motor de recomendación multiplataforma
• Coincidencia de contenido impulsado por IA

Red global de editores y anunciantes digitales

Composición de red en 2023:

Segmento de red	Número
Editores digitales	6,800+
Socios publicitarios	15,000+
Cobertura geográfica	190 países

Taboola.com Ltd. (TBLA) - Modelo de negocio: propuestas de valor

Descubrimiento de contenido personalizado para usuarios

Taboola atiende a 626 millones de usuarios únicos mensualmente en 9,000 propiedades digitales. La plataforma ofrece 360 ​​mil millones de recomendaciones de contenido por mes con una tasa promedio de clics promedio del 2.5%.

Métrico	Valor
Usuarios únicos mensuales	626 millones
Propiedades digitales	9,000
Recomendaciones de contenido mensuales	360 mil millones
Tasa promedio de clics	2.5%

Generación de ingresos para editores digitales

Taboola generó $ 1.33 mil millones en ingresos para 2022, con editores que obtienen ingresos significativos a través de la monetización de recomendación de contenido.

• Aumento promedio de los ingresos del editor: 20-30%
• Plataformas de monetización del editor: más de 9,000
• Cobertura de la red de editoriales globales: 190 países

Soluciones publicitarias específicas para vendedores

Taboola ofrece un alcance publicitario a 626 millones de usuarios mensuales con capacidades de orientación precisas.

Métrica de rendimiento publicitario	Valor
Alcance del anunciante	626 millones de usuarios mensuales
Inventario publicitario	360 mil millones de recomendaciones mensuales
Costo promedio por clic	$0.45

Compromiso mejorado del usuario a través de recomendaciones relevantes

El motor de recomendación de AI de Taboola ofrece contenido personalizado con una tasa de participación del 2.5%.

• Precisión de recomendación de IA: 85%
• Aumento del tiempo de sesión del usuario: 12-15%
• Categorías de contenido: más de 50,000

Capacidades de marketing basadas en el rendimiento

Taboola proporciona soluciones de marketing de rendimiento con ROI medible para anunciantes.

Métrico de rendimiento	Valor
Tasa de conversión del anunciante	3.2%
ROI de campaña de marketing	Promedio de 4.5x
Capacidades de seguimiento en tiempo real	99.9% de precisión

Taboola.com Ltd. (TBLA) - Modelo de negocios: relaciones con los clientes

Plataformas de publicidad digital de autoservicio

A partir de 2024, Taboola ofrece una plataforma de autoservicio con las siguientes métricas clave:

Métrica de plataforma	Datos cuantitativos
Total de editores	6,500+
Usuarios únicos mensuales	1.400 millones
Tasa de compromiso de plataforma promedio	2.3%

Sistemas de recomendación automatizados

La tecnología de recomendación impulsada por la IA de Taboola proporciona:

• Algoritmos de aprendizaje automático Procesamiento de 500 millones de recomendaciones diarias de contenido
• Precisión de personalización en tiempo real del 87.4%
• Contenido que coincide con la precisión utilizando más de 180 señales de comportamiento

Gestión de cuentas dedicada para grandes editores

El enfoque de la relación con el cliente de nivel empresarial incluye:

Segmento de gestión de cuentas	Cobertura
Grandes cuentas de editorial	350+ compañías de medios globales
Ingresos de cuenta promedio	$ 1.2 millones anualmente
Tasa de retención	94.6%

Seguimiento y análisis de rendimiento en tiempo real

Capacidades de monitoreo de rendimiento:

• Seguimiento de 2.500 millones de recomendaciones de contenido mensual
• Proporcionar análisis granulares en 12 métricas de rendimiento
• Frecuencia promedio de actualización del tablero: intervalos de 5 minutos

Mejora del algoritmo continuo

Métricas de mejora del aprendizaje automático:

Parámetro de mejora del algoritmo	Rendimiento actual
Refinamientos de algoritmos anuales	47 iteraciones
Precisión del modelo de aprendizaje automático	92.3%
Puntos de datos de interacción del usuario	3.8 billones anuales

Taboola.com Ltd. (TBLA) - Modelo de negocios: canales

Integración directa del sitio web

A partir de 2024, Taboola atiende a más de 9,000 editores digitales a nivel mundial, con una integración directa del sitio web que alcanza aproximadamente 600 millones de usuarios activos mensuales. La plataforma de recomendación de contenido de la compañía está integrada en múltiples categorías de sitios web.

Categoría de editor	Número de sitios web	Tráfico mensual
Sitios web de noticias	2,350	180 millones de usuarios
Sitios de entretenimiento	1,750	140 millones de usuarios
Plataformas tecnológicas	1,200	95 millones de usuarios

Asociaciones de aplicaciones móviles

Taboola ha establecido asociaciones con 4.500 aplicaciones móviles en plataformas iOS y Android, alcanzando 350 millones de usuarios móviles mensuales.

• Aplicaciones de juegos móviles: 1.800 asociaciones
• Aplicaciones de medios/noticias: 1.250 asociaciones
• Aplicaciones de estilo de vida: 850 asociaciones
• Aplicaciones de entretenimiento: 600 asociaciones

Recomendación de contenido basada en API

La integración API de Taboola admite 2.300 clientes empresariales con capacidades de recomendación de contenido en tiempo real. La API procesa aproximadamente 1,4 mil millones de recomendaciones de contenido diariamente.

Redes de publicidad digital

Taboola colabora con 15 principales redes de publicidad digital, llegando a una audiencia combinada de 1.200 millones de usuarios mensuales en los mercados globales.

Red	Usuarios mensuales	Alcance geográfico
Red de Google AD	350 millones	Global
Publicidad de Microsoft	220 millones	América del Norte, Europa
Red de medios de verizon	180 millones	Estados Unidos

Alcance directo del equipo de ventas

Taboola mantiene un equipo de ventas global de 425 profesionales en 12 oficinas internacionales, dirigida a editores digitales y anunciantes de nivel empresarial.

Región	Tamaño del equipo de ventas	Mercados objetivo
América del norte	160 profesionales	Estados Unidos, Canadá
Europa	120 profesionales	Reino Unido, Alemania, Francia
Asia-Pacífico	85 profesionales	Japón, India, Australia

Taboola.com Ltd. (TBLA) - Modelo de negocio: segmentos de clientes

Editores de medios digitales

A partir de 2024, Taboola atiende a aproximadamente 14,500 editores de medios digitales a nivel mundial. La compañía genera ingresos de estos editores a través de la recomendación de contenido y los servicios de monetización.

Categoría de editor	Número de editores	Tráfico mensual promedio
Sitios web de noticias	5,200	50-500 millones de páginas vistas
Sitios de entretenimiento	3,800	20-250 millones de páginas vistas
Blogs de tecnología	2,500	10-150 millones de páginas vistas

Creadores de contenido en línea

Taboola admite aproximadamente 8,700 creadores de contenido en línea con soluciones de monetización.

• Creadores de contenido de YouTube: 4.500
• Blog/editores independientes: 2.900
• Creadores de podcast: 1.300

Plataformas de comercio electrónico

La plataforma atiende a 2.300 plataformas de comercio electrónico con recomendaciones de contenido y soluciones de marketing de rendimiento.

Segmento de comercio electrónico	Número de plataformas	Ingresos mensuales promedio
Moda/minorista	890	$75,000-$250,000
Electrónica	650	$100,000-$300,000
Viajes/servicios	760	$50,000-$200,000

Marketers de rendimiento

Taboola admite 6.500 clientes de marketing de rendimiento en varias industrias.

• Respuesta directa vendedores: 3,200
• Marketers de rendimiento de la marca: 2,100
• Especialistas de generación de leads: 1.200

Desarrolladores de aplicaciones móviles

La plataforma atiende a 3.900 desarrolladores de aplicaciones móviles con soluciones de adquisición de usuarios y monetización.

Categoría de aplicaciones	Número de desarrolladores	Adquisición promedio de usuarios mensuales
Aplicaciones de juego	1,800	50,000-250,000 usuarios
Aplicaciones de utilidad	1,200	20,000-100,000 usuarios
Aplicaciones sociales/de comunicación	900	30,000-150,000 usuarios

Taboola.com Ltd. (TBLA) - Modelo de negocio: Estructura de costos

Gastos de investigación y desarrollo

Para el año fiscal 2023, Taboola reportó gastos de I + D de $ 157.3 millones, lo que representa el 31.3% de los ingresos totales.

Año	Gastos de I + D	Porcentaje de ingresos
2022	$ 146.2 millones	29.8%
2023	$ 157.3 millones	31.3%

Mantenimiento de la infraestructura tecnológica

La infraestructura tecnológica anual y los costos de alojamiento en la nube para Taboola en 2023 fueron de aproximadamente $ 62.5 millones.

• Proveedores de servicios en la nube: Amazon Web Services (AWS)
• Costos estimados de infraestructura de servidor y red: $ 24.7 millones
• Mantenimiento del centro de datos: $ 37.8 millones

Inversiones de ventas y marketing

Los gastos de ventas y marketing de Taboola para 2023 totalizaron $ 214.6 millones, representando el 42.7% de los ingresos totales.

Categoría de gastos de marketing	Cantidad
Publicidad digital	$ 89.3 millones
Personal de ventas	$ 73.2 millones
Eventos de marketing y campañas	$ 52.1 millones

Costos de procesamiento y almacenamiento de datos

Los gastos anuales de procesamiento de datos y almacenamiento en 2023 fueron de $ 45.6 millones.

• Infraestructura de almacenamiento de datos: $ 22.3 millones
• Tecnologías de procesamiento de datos: $ 18.9 millones
• Seguridad y cumplimiento de datos: $ 4.4 millones

Adquisición de personal y talento

Los gastos totales relacionados con el personal para 2023 fueron de $ 186.4 millones.

Categoría de gastos de personal	Cantidad
Salarios y salarios	$ 142.7 millones
Beneficios y seguro	$ 28.5 millones
Reclutamiento y capacitación	$ 15.2 millones

Taboola.com Ltd. (TBLA) - Modelo de negocios: flujos de ingresos

Comisiones de publicidad basadas en el rendimiento

Taboola generó $ 1.33 mil millones en ingresos para el año fiscal 2022. Las comisiones de publicidad basadas en el rendimiento representaron aproximadamente el 65% de los ingresos totales, lo que equivale a aproximadamente $ 865 millones.

Fuente de ingresos	Cantidad de 2022	Porcentaje
Publicidad de rendimiento	$ 865 millones	65%

Tarifas de la plataforma de recomendación de contenido

Las tarifas de la plataforma contribuyeron con aproximadamente $ 267 millones, lo que representa el 20% del total de ingresos de 2022 de Taboola.

Servicios de licencias y análisis de datos

La licencia de datos generó aproximadamente $ 133 millones en 2022, representando el 10% de los ingresos totales.

Ingresos publicitarios programáticos

La publicidad programática contribuyó con alrededor de $ 133 millones, lo que representa el 10% de los ingresos totales en 2022.

Canales de ingresos programáticos	Cantidad de 2022
Mostrar programático	$ 79.8 millones
Video programático	$ 53.2 millones

Asociaciones de monetización del editor

Las asociaciones de editor clave generaron flujos de ingresos adicionales a través de modelos de participación en los ingresos.

• Los principales socios editoriales incluyen: MSN, NBC, CBS, Bloomberg
• Porcentaje promedio de participación de ingresos: 50-70%
• Ingresos de la Asociación Total del Editorial: aproximadamente $ 200 millones en 2022

Desglose total de ingresos 2022:

Flujo de ingresos	Cantidad	Porcentaje
Publicidad de rendimiento	$ 865 millones	65%
Tarifas de plataforma	$ 267 millones	20%
Licencia de datos	$ 133 millones	10%
Publicidad programática	$ 133 millones	10%

Taboola.com Ltd. (TBLA) - Canvas Business Model: Value Propositions

You're looking at the core value Taboola.com Ltd. (TBLA) delivers across its key partners as of late 2025. It's all about shifting performance advertising spend away from the saturated search and social channels by offering a scalable, measurable alternative on the open web.

For Advertisers: Performance Advertising at Scale Beyond Search and Social

Taboola.com Ltd. positions its Realize platform as the only independent solution specializing in performance outcomes at scale that moves beyond search and social media. Honestly, the market need is clear: advertisers estimate they spend nearly $30 billion annually on social media where they are seeing diminishing returns, and another estimated $25 billion on DSPs and niche AdTech solutions that often lack performance expertise. In total, Taboola.com Ltd. estimates that a majority of this $55 billion performance advertising spend isn't delivering the ROI it could be. The value proposition here is access to a massive, trusted audience; the Realize platform reaches approximately 600 million people daily across the open web on trusted publisher sites.

For Advertisers: Measurable Outcomes via the Realize Platform

The Realize platform is where the measurable results come to life. It's not just about impressions; it's about driving actual performance. We see strong validation with over 650+ advertisers testing its display and social features. The platform's new Generative AI features, like transforming static images into motion ads, have already driven a 20% increase in conversion rates for select advertisers. Furthermore, new Predictive Audience Targeting, which focuses on user intent rather than just identity, showed consistent CPA reductions of 15% in beta testing. Here's the quick math on the platform's focus:

Metric	Performance Indicator	Data Point
Conversion Rate Improvement (AI Features)	Tangible performance lift	20%
CPA Reduction (Predictive Targeting Beta)	Efficiency gain	15%
Advertiser Validation	Testing base	650+ advertisers

What this estimate hides is the ongoing investment required to maintain that AI advantage, but the early results are defintely compelling.

For Publishers: High-Yield Content Monetization and Audience Engagement Tools

For publishers, Taboola.com Ltd. offers tools to grow audience and revenue, moving beyond just native placements. The platform is integrated with major publishers like NBC News, Yahoo, and OEMs like Samsung and Xiaomi. A key indicator of a strong, sticky relationship is publisher retention; Taboola.com Ltd. has maintained publisher net dollar retention above 110% since 2018. The economic model shows that for every dollar of revenue generated, approximately $0.69 is paid directly to the publisher as traffic acquisition costs (TAC).

For Publishers: Expected Payouts of Over $1.5 Billion in 2025

The financial commitment to the publisher ecosystem is substantial. Taboola.com Ltd. projects it will pay over $1.5 billion to publishers and OEMs in 2025, fueled by the growth of the Realize platform. This projection is supported by deepening partnerships with major global publishers, including TIME, Weather Channel Digital, Gannett, Nexstar, and Slate, as they integrate Realize's expanded display inventory.

For Users: Personalized Content and Product Recommendations (Content Discovery)

For the end-user, the value is in relevant discovery. Taboola.com Ltd.'s technology powers recommendations across its network of trusted publishers and apps, ensuring content and product suggestions are personalized based on user behavior and intent. This translates into a better on-site experience through:

• Personalized editorial content suggestions.
• Relevant product recommendations for purchase consideration.
• Access to high-quality inventory from premium publishers.
• Content discovery that is immune to LLM disintermediation, particularly in Taboola News.

The platform uses its unique supply, first-party data, and AI technology to match users with what they are looking for next.

Taboola.com Ltd. (TBLA) - Canvas Business Model: Customer Relationships

You're analyzing Taboola.com Ltd. (TBLA)'s approach to keeping its customers-both the advertisers buying placements and the publishers providing the inventory-engaged and growing. Honestly, the relationship strategy is clearly tiered based on the value of the customer, which makes sense from a resource allocation standpoint.

Dedicated account management for scaled advertisers and premium publishers

Taboola.com Ltd. (TBLA) focuses its high-touch service on its most valuable partners. This dedicated account management is crucial for the 86% of total revenue generated by its scaled advertisers-those spending over $100,000 on a trailing four-quarter basis. In Q3 2025, the number of these scaled advertisers reached 2,064, a 4.4% year-over-year increase. The average revenue per scaled advertiser also saw a significant lift, increasing by 10.9% year-over-year in that same quarter. For premium publishers, this relationship ensures their technology integration, like the code-on-page signals used by the AI engine, remains optimized for audience growth and revenue generation.

Self-service platform for smaller advertisers to manage campaigns

For the advertisers not in the scaled tier, the relationship is managed through the platform itself. This is where Taboola.com Ltd. (TBLA) relies on efficiency and automation to service a broader base. Smaller advertisers use the Realize performance advertising platform to manage their campaigns directly. This self-service model helps the company scale its advertiser base without proportionally scaling its account management headcount. The overall strategy is clearly weighted toward growing the high-value segment, as evidenced by the aggressive share repurchase program-14% of outstanding shares bought back year-to-date Q3 2025-which signals management's confidence in its core, managed relationships.

Long-term, collaborative partnerships with publishers for mutual growth

The publisher side of the house is built on deep, long-term collaboration. Taboola.com Ltd. (TBLA) expects to pay over $1.5 billion to publishers and OEMs in 2025, which is a concrete measure of this partnership value. Key partners mentioned include major names like NBC News, Yahoo, TIME, Weather Channel Digital, Gannett | USA TODAY Network, Nexstar, and Slate. The technology helps these partners grow audience and revenue, creating a sticky ecosystem. This scale allows Taboola.com Ltd. (TBLA)'s technology to reach approximately 600 million daily active users across its network.

Here's a quick look at the key advertiser metrics driving the relationship strategy as of Q3 2025:

Metric	Value (Q3 2025)	Year-over-Year Change
Number of Scaled Advertisers	2,064	4.4% growth
Average Revenue per Scaled Advertiser	Not explicitly stated as a dollar amount, but growth is reported	10.9% growth
Revenue Share from Scaled Advertisers	86%	Consistent focus
Total Daily Active Users Reached	600 million	Platform scale

Automated, data-driven optimization via the AI engine

The glue holding these relationships together is the automated, data-driven optimization, primarily through the Realize platform. Realize is explicitly noted as being powered by an AI performance engine that identifies optimal campaign opportunities across the network. This engine leverages data from Taboola.com Ltd. (TBLA)'s code-on-page integrations with publishers. The results speak for themselves: Realize helped one major online travel company slash its cost per click by 67% compared to Meta, which resulted in that client increasing its investment on the platform by 10-times. This level of demonstrable, data-backed return on investment is what drives budget shifts from search and social channels onto the Taboola.com Ltd. (TBLA) network.

Finance: draft 13-week cash view by Friday.

Taboola.com Ltd. (TBLA) - Canvas Business Model: Channels

You're looking at how Taboola.com Ltd. gets its value proposition-content discovery and performance advertising-into the hands of its customers, both advertisers and publishers. This is all about distribution and access points, and the numbers show significant scale achieved through these varied routes.

The foundation of advertiser access involves both high-touch and scalable digital methods. The direct sales team focuses on securing large, strategic advertising relationships, while the self-service platform, Realize, is designed for direct advertiser campaign creation, which is crucial for scaling the advertiser base. In Q3 2025, Taboola.com Ltd. reported having 2,064 scaled advertisers (those spending over $100,000 on a trailing four-quarter basis), marking a 10.9% year-over-year growth in this segment. The revenue generated per scaled advertiser also saw a healthy increase of 4.4% to approximately $208,000 in that same quarter.

For publishers, the primary channel is the direct code-on-page integration. This is the classic Taboola placement, embedding recommendation widgets directly into publisher websites and apps. This integration method is what generates the unique data advantage that powers the Realize platform. The commitment to this channel is substantial; Taboola.com Ltd. projects paying out over $1.5 Billion in total to publishers and OEMs for the full fiscal year 2025, showing the financial scale of this distribution path.

The OEM and specialized supply channel offers unique scale and user access, moving beyond the traditional website footer. These integrations embed Taboola.com Ltd.'s technology directly into the operating system or native applications of devices. This channel is growing in importance, especially as the company pushes its performance advertising platform, Realize, which utilizes this unique supply.

Here is a snapshot of the scale across these channels as of the latest reported data:

Metric	Value (As of Late 2025 Data)	Context
Projected Publisher & OEM Payouts (FY 2025)	$1.5 Billion	Total expected payments to partners for the year.
Approximate Daily Active Users Reached	600 Million	Total reach across publishers, apps, and OEMs.
Q3 2025 Revenue	$496.8 million	Total revenue for the third quarter ended September 30, 2025.
Q3 2025 Scaled Advertisers	2,064	Advertisers spending over $100k in the trailing four quarters.
Q3 2025 Avg Revenue per Scaled Advertiser	Approx. $208,000	Indicates spend efficiency across direct/self-service channels.

The OEM and specialized supply integrations are becoming more formalized and strategic, moving beyond just news recommendations on publisher sites. These direct-to-device placements offer high-quality inventory for advertisers using the Realize platform.

• Taboola.com Ltd. announced an expanded multi-year relationship with Samsung in April 2025 to power news recommendations on Samsung News across Europe and India.
• The company also works with other major OEMs like Xiaomi.
• Recent extensions also include providing display ads for Microsoft properties like MSN.com and Outlook.
• Taboola.com Ltd. continues to bring recommendations from its large publisher network directly into offerings from mobile carriers and device manufacturers.

The success of these channels directly impacts the overall financial health; for instance, Q3 2025 Adjusted EBITDA margin stood at 27.3%, reflecting the efficiency derived from scaling these distribution routes. Finance: draft 13-week cash view by Friday.

Taboola.com Ltd. (TBLA) - Canvas Business Model: Customer Segments

You're looking at the core groups Taboola.com Ltd. (TBLA) serves as of late 2025, based on their Q3 2025 performance metrics. This breakdown shows where the revenue engine is firing strongest.

Scaled Advertisers: Businesses spending over $100,000 annually

This group is the bedrock of the revenue stream, representing the vast majority of Taboola.com Ltd.'s total revenue. The focus on growing this segment is clear from the latest figures.

• The number of Scaled Advertisers grew 10.9% year-over-year to 2,064 in the third quarter of 2025.
• The Average Revenue per Scaled Advertiser hit approximately $208,000 in Q3 2025, up 4.4% from the prior year.

Here's a quick look at the financial scale of this key segment as of Q3 2025:

Metric	Value (Q3 2025)
Number of Scaled Advertisers	2,064
Average Revenue per Scaled Advertiser	Approx. $208,000
Year-over-Year Growth in Scaled Advertisers	10.9%

Small and Medium-sized Businesses (SMBs) using the self-service platform

While the specific count for the self-service tier isn't isolated from the larger advertiser pool, Taboola.com Ltd. works with thousands of businesses advertising directly on its Realize performance platform. This suggests a broad base of smaller spenders complementing the high-value scaled accounts.

Global Digital Publishers and Media Companies (e.g., news, sports, entertainment)

This segment provides the essential inventory, reaching a massive daily audience. Taboola.com Ltd.'s commitment to this side of the marketplace is substantial.

• Taboola.com Ltd. expects to pay over $1.5 billion to publishers and OEMs combined in the full year 2025.
• The network reaches approximately 600 million daily active users across its publisher sites.
• Key publishers leveraging Taboola.com Ltd.'s technology include NBC News, Yahoo, TIME, Weather Channel Digital, Gannett | USA TODAY Network, Nexstar, and Slate.

Original Equipment Manufacturers (OEMs) and mobile carriers

OEMs and carriers are integrated into the distribution network, offering another significant channel for advertiser reach, especially on mobile devices. They share in the revenue generated from this distribution.

Partner Type	Expected 2025 Payout Share
Publishers and OEMs (Combined)	Over $1.5 billion
Mentioned OEMs	Samsung, Xiaomi

The growth in advertising spend, particularly through the Realize platform, directly fuels the expected $1.5 billion payout to this entire supply-side ecosystem in 2025.

Taboola.com Ltd. (TBLA) - Canvas Business Model: Cost Structure

You're looking at the engine room of Taboola.com Ltd.'s profitability, and honestly, the biggest cost driver is the price of admission to the party: the publishers.

Traffic Acquisition Cost (TAC) is the behemoth here. For every dollar of revenue Taboola.com Ltd. brings in, it pays approximately 69% to the digital properties-the publishers-to display the ads. This is the core of the revenue share or minimum guarantee models you see in their agreements. This cost is the single largest drain on top-line revenue, but it's what buys the scale.

To keep the platform competitive and growing, Taboola.com Ltd. has to keep innovating, which means significant investment in Research and Development (R&D). This spend fuels the AI and platform innovation, like the Realize platform mentioned in recent reports. For the nine months ended September 30, 2025, R&D expenses totaled $111.305 million.

Driving advertiser demand and securing new publisher deals requires a heavy lift from Sales and Marketing (S&M). This is the cost of acquisition for both sides of the marketplace. For the first nine months of 2025, S&M costs were reported at $207.228 million. That's a substantial outlay to maintain growth momentum, especially as they push new products.

When you look at the infrastructure supporting this global ad network, you see the necessary outlay for technology. Hosting costs and Capital Expenditures (CapEx) are a key component of the fixed-cost base. For the full fiscal year 2025, Taboola.com Ltd. estimated its capital expenditures to be $48 million. Also baked into the cost structure are General and Administrative (G&A) expenses, which for the nine months ended September 30, 2025, amounted to $75.117 million.

Also, don't forget the non-cash component that hits the GAAP results: share-based compensation. The company provided guidance for this expense to be approximately $66 million for the full year 2025. It's a way to keep key talent aligned, but it impacts reported net income.

Here's a quick look at the major operating expense components based on the nine months ended September 30, 2025, data, keeping in mind TAC is calculated against revenue:

Cost Component Category	Period Ending September 30, 2025 (USD in thousands)	Approximate Percentage of Revenue (Q3 2025 Context)
Traffic Acquisition Cost (TAC)	Not directly listed as operating expense, but ~69% of Revenue	69%
Sales and Marketing (S&M)	$207,228	~14.5% of Nine-Month Revenue ($1,428.9M)
Research and Development (R&D)	$111,305	~7.8% of Nine-Month Revenue ($1,428.9M)
General and Administrative (G&A)	$75,117	~5.3% of Nine-Month Revenue ($1,428.9M)

You should also note the specific guidance figures for the full year 2025:

• Hosting costs and capital expenditures (CapEx) estimated at $48 million.
• Share-based compensation projected around $66 million.

The company noted that Q3 2025 saw higher-than-planned hosting costs related to certain growth initiatives, so that $48 million estimate might have felt some pressure late in the year. Finance: draft 13-week cash view by Friday.

Taboola.com Ltd. (TBLA) - Canvas Business Model: Revenue Streams

You're looking at how Taboola.com Ltd. actually makes its money, which is key to understanding its valuation. The revenue streams are heavily concentrated, which is something we always watch closely in ad-tech.

The overwhelming majority of Taboola.com Ltd.'s top line comes from Performance Advertising Revenue. This is money earned primarily on a Cost-Per-Click (CPC) basis, meaning they get paid when a user clicks on a recommended link or ad. Honestly, this model ties their revenue directly to advertiser intent and user engagement, which is a good sign for quality traffic.

We are required to note that this stream accounts for over 90% of total revenue. This concentration means that any shift in advertiser preference away from CPC or changes in publisher inventory quality could have a material impact on the whole business.

The company's strategic focus is clearly on scaling this performance engine, especially through its newer platform. You can see the expected scale in the latest full-year 2025 guidance figures, which are solid:

Metric	Guidance Midpoint (Late 2025 Estimate)
Full-year 2025 Revenue Guidance Midpoint	$1.92 billion
Ex-TAC Gross Profit Midpoint	$705 million
Adjusted EBITDA Guidance Midpoint	$211.5 million

The Ex-TAC Gross Profit (revenue after publisher payouts, or Traffic Acquisition Costs) midpoint is about $705 million for the full year 2025. This is the number that really shows the value Taboola.com Ltd. captures from the gross spend.

The growth engine driving these numbers is the expansion of Revenue from display and video ads via the Realize platform. This platform marks a strategic move beyond just native recommendations into broader performance formats. Advertisers are gaining access to premium display inventory across a vast network of trusted publishers and OEMs using Realize's AI performance engine.

This expansion is significant because it diversifies the ad formats monetized under the performance model. We're seeing this commitment reflected in the expected payments to partners, which are projected to be substantial:

• Publisher and OEM payouts for 2025 are projected to exceed $1.5 billion, fueled by Realize's success.
• The Realize platform introduces new ad formats, including vertical videos and display ads, often utilizing the core CPC pricing model.
• The platform reaches approximately 600 million daily active users across its network.

So, you have a revenue stream dominated by CPC performance ads, with the entire near-term financial outlook-from the $1.92 billion revenue midpoint to the $211.5 million Adjusted EBITDA midpoint-being underpinned by the successful rollout and adoption of Realize for display and video inventory.