Taboola.com Ltd. · NASDAQ:TBLA

Taboola.com — Investor Presentation (March 2025)

69 slides from Taboola.com's investor presentation, March 2025

  1. Slide 1: Yahoo + Taboola Investor Presentation

    <DKRR7DERROD ,QYHVWRU 3UHVHQWDWLRQ 0DUFK

  2. Slide 2: Forward-Looking Statements Disclaimer; Non-GAAP Financial Measures

    )RUZDUG/RRNLQJ6WDWHPHQWV'LVFODLPHU &HUWDLQVWDWHPHQWVLQWKLVSUHVHQWDWLRQDUHIRUZDUGORRNLQJVWDWHPHQWV)RUZDUGORRNLQJVWDWHPHQWVJHQHUDOO\UHODWHWRIXWXUHHYHQWVLQFOXGLQJ7DERRODFRP/WG¶V WKH³&RPSDQ\¶V´ H[SHFWDWLRQVIRUWKH&RPSDQ\¶VSDUWQHUVKLS ZLWK<DKRRGHVFULEHGLQWKLVSUHVHQWDWLRQDQGIXWXUHILQDQFLDORURSHUDWLQJSHUIRU

  3. Slide 3: Agenda: Lunch, Demo Stations

    $JHQGD /XQFK 'HPR6WDWLRQV 7DERROD )LUHVLGH ,QWHJUDWLRQ 6XPPDU\ $XGLHQFH 3DUWQHUVKLS &KDWZLWK 4 $ 72)2//2: 2YHUYLHZ -LP/DQ]RQH <DKRR¶V&(2 3UHVHQWHGE\ 0RGHUDWHGE\ 3UHVHQWHGE\ 3UHVHQWHGE\ 0RGHUDWHGE\ $GDP 0RQLFD (OGDG 6WHYH 5LFN 6LQJROGD 0LMDOHVNL 0DQLY :DONHU +RVV )RXQGHU <DKRR&)2 3UHVLGHQW &)2 +HDGRI

  4. Slide 4: Building a "must buy" advertising company in the open web

    %XLOGLQJD³PXVWEX\´ DGYHUWLVLQJFRPSDQ\LQ WKHRSHQZHE 7DERROD <DKRR SDUWQHUVKLS 'RXEOLQJDQGWULSOLQJRXU SDUWQHUVKLS

  5. Slide 5: Information Overload

    on A qi eeee eae © i a a al 5 A Informati: Dt Overload”.

  6. Slide 6: slp000

    slp000 you pnilast m'l noise slpood

  7. Slide 7: Recommendation Engines Are Everywhere

    5(&200(1'$7,21 (1*,1(6$5( (9(5<:+(5(

  8. Slide 8: Recommendation Engines Are Everywhere

    5(&200(1'$7,21 (1*,1(6$5( (9(5<:+(5(

  9. Slide 9: Recommendation Engines Are Everywhere

    5(&200(1'$7,21 (1*,1(6$5( (9(5<:+(5(

  10. Slide 10: Recommendation Engines Are Everywhere

    5(&200(1'$7,21 (1*,1(6$5( (9(5<:+(5(

  11. Slide 11: Powering Recommendations For The Open Web

    3RZHULQJ 5HFRPPHQGDWLRQV )RU7KH2SHQ:HE +HOSLQJ3HRSOH'LVFRYHU 7KLQJV7KH\0D\/LNH

  12. Slide 12: Open Web Huge Market

    2SHQ:HE +XJH0DUNHW % 2SHQ:HE 6LWHV$SSV&79 &RPSDQ\HVWLPDWH

  13. Slide 13: Portion of time people spend reading editorial content on the open web

    6KRSSLQJ 6RFLDO 3ODWIRUPV 3ODWIRUPV 3RUWLRQRIWLPHSHRSOHVSHQGUHDGLQJ HGLWRULDOFRQWHQWRQWKHRSHQ:HE 6HDUFK 3ODWIRUPV 9LGHR 3ODWIRUPV 6RXUFH+RRWVXLWH'LJLWDO5HSRUW-DQXDU\ 3HUFHQWDJHVGRQRWVXPWRGXHWR URXQGLQJ

  14. Slide 14: Privacy Matters

    3ULYDF\ 0DWWHUV

  15. Slide 15: Walled Gardens vs Open Web

    :DOOHG*DUGHQV 2SHQ:HE (DV\7R%X\ )UDJPHQWHG 62&,$/ 6($5&+

  16. Slide 16: Done Wrong

    There’s Still Time 2 : to send the perfect present i SHOP GIFTS UNDER ‘50 t EXE $59.51 may $42.16 amazonc} ak Taxon 05100 Caner tdible avrestaurants =e in your city Save up to NOT you RAVER, ta ol ( ERAGE CHOCO, hea 7 5% off i: "your eity 5 FOI ee eh ; Get Your FREE Credit Score a NINJA PUY HERE |

  17. Slide 17: Taboola Bringing The Power Of Walled Gardens To The Open Web

    7DERROD %ULQJLQJ7KH 3RZHU2I:DOOHG*DUGHQV 7R7KH2SHQ:HE 3DLG 3DLG 3DLG 3DLG 2UJDQLF 2UJDQLF 2UJDQLF 3DLG

  18. Slide 18: Building a "must buy" advertising company in the open web

    %XLOGLQJD³PXVWEX\´ DGYHUWLVLQJFRPSDQ\LQ WKHRSHQZHE 7DERROD <DKRR SDUWQHUVKLS 'RXEOLQJDQGWULSOLQJRXU SDUWQHUVKLS

  19. Slide 19: Embarking on Year 1 Partnership with Yahoo

    (PEDUNLQJRQ<HDU 3DUWQHUVKLSZLWK<DKRR

  20. Slide 20: Thousands of native advertisers; Contextual Segments

    7KRXVDQGVRIQDWLYH DGYHUWLVHUV &RQWH[WXDO6HJPHQWV ([FOXVLYHQDWLYH DFURVV<DKRRVLWHV QHDUO\0XVHUV

  21. Slide 21: Yahoo Supply Unlocks Premium Access To Users Across Verticals

    <DKRR6XSSO\ 8QORFNV %XVLQHVV)LQDQFH1HZV 3UHPLXP$FFHVV 3URSHUW\LQWKH86 7R8VHUV$FURVV 9HUWLFDOV 1HZVSURSHUW\LQWKH86 <LVWKHWKODUJHVWLQWHUQHW SURSHUW\LQWKH86RI86 ,QWHUQHW3RSXODWLRQYLVLWVD< 3URSHUW\RQDPRQWKO\%DVLV (PDLO3URSHUW\LQWKH86 &RPVFRUH0HGLD0HWUL[Š0XOWL3ODWIRUP7RWDO$XGLHQFHDQG 5HDFK7RSSURSHUWLHV7R

  22. Slide 22: Becoming A "Must Buy" For Advertisers

    %HFRPLQJ$ ´0XVW%X\µ )RU$GYHUWLVHUV #039;9(57,6(56

  23. Slide 23: Becoming The Largest Ad Company In The Open Web

    %HFRPLQJ7KH/DUJHVW $G&RPSDQ\,QWKH 2SHQ:HE 2QO\2SHQ:HEFRPSDQ\ZLWK VFDOHVHUYLQJERWKSXEOLVKHUV DQGDGYHUWLVHUV % % % % % a% a% a% 2WKHUV % $GYHUWLVLQJ5HVXOWV (VWLPDWHG5HVXOWVLI<DKRRZHUHWREHLQFOXGHGLQIXOO\HDUUHVXOWVSOXVXSOLIW6HHDSSHQGL[IRUDVVXPSWLRQV )<ILJXUHVDVSUHVHQWHGLQHDFKFRPSDQ\¶VUHVSHFWLYH)RUP. H[F

  24. Slide 24: Scale Matters In Our Industry

    6FDOH0DWWHUV ,Q2XU,QGXVWU\ 0RUH 0RUH8VHUV 3XEOLVKHU 5HDFKHG0RUH 3DUWQHUV )UHTXHQWO\ *52:7+:,7+$%8,/7,1 1(7:25.())(&7 :LQHYHQPRUHSXEOLVKHUV 0DNHDGYHUWLVHUVVXFFHVVIXO +LJKHU<LHOG 0RUH'DWD %HWWHU7DUJHWLQJ *HQHUDWHG 'ULYHV%HWWHU5HVXOWV IRU$GYHUWLVHUV

  25. Slide 25: Building a "must buy" advertising company in the open web

    %XLOGLQJD³PXVWEX\´ DGYHUWLVLQJFRPSDQ\LQ WKHRSHQZHE 7DERROD <DKRR SDUWQHUVKLS 'RXEOLQJDQGWULSOLQJRXU SDUWQHUVKLS

  26. Slide 26: Innovative formats & experiences

    ,QQRYDWLYHIRUPDWV H[SHULHQFHV6WRULHV 9LGHR&DURXVHOVDQGPRUH 'HVLJQHGWRHQJDJHDQGPRQHWL]H 9LGHR ([SORUH 7DERROD 7DERROD 1H[W 5HHO 0RUH )HHG 6WRULHV 8S %HWD

  27. Slide 27: Building Contextual Segments

    %XLOGLQJ &RQWH[WXDO 6HJPHQWV 5HDFKLQJWDUJHWHG DXGLHQFHVEDVHG RQUHOHYDQWDUWLFOHV DQGWRSLFV

  28. Slide 28: Header Bidding Into Display

    +HDGHU%LGGLQJ ,QWR'LVSOD\ ‡ 7DERROD¶VLQFUHPHQWDO&3& GHPDQGLQFUHDVHVWKH SHUIRUPDQFHRIH[LVWLQJ GLVSOD\SODFHPHQWV ‡ 6LPSOH3UHELGZUDSSHU LQWHJUDWLRQ

  29. Slide 29: Supercharge eCommerce: Connecting High Intent Content and Retailers

    6XSHUFKDUJHH&RPPHUFH &RQQHFWLQJ+LJK,QWHQW &RQWHQWDQG5HWDLOHUV <DKRRLVDOUHDG\&RQQH[LW\¶VSDUWQHULQ $GGLWLRQDORSSRUWXQLWLHVWRH[SORUH ‡ &UHDWLQJEHVSRNHH&RPPHUFHFRQWHQW ‡ ,QWHJUDWLQJGHHSHULQWR<DKRR¶V&RPPHUFH2SSRUWXQLWLHV ‡ &LUFXODWLQJWUDIILFIURPFRQWHQWWRFRPPHUFH &RPSDQ\'DWD

  30. Slide 30: The Force is with us

    7KH)RUFHLVZLWKXV ([SHFWDWLRQV $VVXPLQJ<DKRRLVIXOO\ OLYHPLG 0 0 $GM(%,7'$ )UHH&DVK)ORZ 1RQ*$30HDVXUHVVHHDSSHQGL[IRUH[SODQDWLRQDQGLQIRUPDWLRQ UHJDUGLQJUHFRQFLOLDWLRQWR*$3

  31. Slide 31: Agenda

    $JHQGD 7DERROD )LUHVLGH ,QWHJUDWLRQ 6XPPDU\ $XGLHQFH 3DUWQHUVKLS &KDWZLWK 4 $ 2YHUYLHZ -LP/DQ]RQH <DKRR¶V&(2 3UHVHQWHGE\ 0RGHUDWHGE\ 3UHVHQWHGE\ 3UHVHQWHGE\ 0RGHUDWHGE\ $GDP 0RQLFD (OGDG 6WHYH 5LFN 6LQJROGD 0LMDOHVNL 0DQLY :DONHU +RVV )RXQGHU <DKRR&)2 3UHVLGHQW &)2 +HDGRI,QYHVWRU &(2 7DERROD'LUHFWRU

  32. Slide 32: Fireside Chat

    )LUHVLGH&KDW $GDP6LQJROGD 0RQLFD0LMDOHVNL -LP/DQ]RQH 7DERROD&(2 <DKRR&)2 <DKRR&(2 7DERROD'LUHFWRU

  33. Slide 33: Agenda

    $JHQGD 3DUWQHUVKLS )LUHVLGH ,QWHJUDWLRQ 6XPPDU\ $XGLHQFH 2YHUYLHZ &KDWZLWK 4 $ -LP/DQ]RQH <DKRR¶V&(2 3UHVHQWHGE\ 0RGHUDWHGE\ 3UHVHQWHGE\ 3UHVHQWHGE\ 0RGHUDWHGE\ $GDP 0RQLFD (OGDG 6WHYH 5LFN 6LQJROGD 0LMDOHVNL 0DQLY :DONHU +RVV )RXQGHU <DKRR&)2 3UHVLGHQW &)2 +HDGRI,QYHVWRU &(2 7DERROD'LUHFWRU &22 5HO

  34. Slide 34: Executing the Integration

    ([HFXWLQJWKH ,QWHJUDWLRQ :KLOH0DLQWDLQLQJD 3HUIHFW0L[RI'HPDQG DQG6XSSO\

  35. Slide 35: Yahoo + Taboola Integration Overview

    <DKRR7DERROD ,QWHJUDWLRQ2YHUYLHZ 0XOWLSOHFRPSOH[LQWHJUDWLRQSDWKV 7HFK $GYHUWLVHUV 6XSSO\ 3HRSOH

  36. Slide 36: Yahoo + Taboola Integration Overview

    <DKRR7DERROD ,QWHJUDWLRQ2YHUYLHZ 0XOWLSOHFRPSOH[LQWHJUDWLRQSDWKV 7HFK $GYHUWLVHUV 6XSSO\ 3HRSOH Ɣ )HDWXUH3DULW\ Ɣ &DPSDLJQ&RQWLQXLW\ Ɣ ¶VRI3ODFHPHQWV Ɣ 6WDIILQJ5HTXLUHPHQWV Ɣ )RUPDW3DULW\ Ɣ 3ODWIRUP0LJUDWLRQ Ɣ $%7HVWLQJDQG8, Ɣ 2SHUDWLRQDOVXSSRUW Ɣ 'DWD$FFHVV Ɣ 3ROLF\$OLJQPHQW 2SWLPL]DWLRQ Ɣ 7DUJHWLQ

  37. Slide 37: Technology: Advertisers, Technology, Supply

    $GYHUWLVHUV 7HFKQRORJ\ 6XSSO\ <DKRR'63 2PQL&KDQQHO 'DWD <DKRR1DWLYH3ODWIRUP %X\HUV 1DWLYH'HPDQG 6HUYLQJ 5HFRPPHQGDWLRQV <DKRR6XSSO\ 1DWLYH 5HFR 1DWLYH$3, 'HPDQG (QJLQH 1DWLYH2QO\ %X\HUV

  38. Slide 38: Technology: Advertisers, Technology, Supply

    $GYHUWLVHUV 7HFKQRORJ\ 6XSSO\ <DKRR'63 2PQL&KDQQHO 'DWD <DKRR1DWLYH3ODWIRUP %X\HUV 1DWLYH'HPDQG 6HUYLQJ 5HFRPPHQGDWLRQV <DKRR6XSSO\ 1DWLYH 5HFR 1DWLYH$3, 'HPDQG (QJLQH 1DWLYH2QO\ %X\HUV $GV&RQVROH 'DWD 5HFR 6HUYLQJ 5HFRPPHQGDWLRQV (QJLQH 2SHQ:HE 6XSSO\ 1DWLYHGHPDQG 7DERRODSODWIRUP

  39. Slide 39: Technology: Advertisers, Technology, Supply

    $GYHUWLVHUV 7HFKQRORJ\ 6XSSO\ <DKRR'63 2PQL&KDQQHO 'DWD <DKRR1DWLYH3ODWIRUP %X\HUV 1DWLYH'HPDQG 6HUYLQJ 5HFRPPHQGDWLRQV <DKRR6XSSO\ 1DWLYH 5HFR 1DWLYH$3, 'HPDQG (QJLQH 1DWLYH2QO\ %X\HUV $GV&RQVROH 'DWD 5HFR 6HUYLQJ 5HFRPPHQGDWLRQV (QJLQH 2SHQ:HE 6XSSO\ 1DWLYHGHPDQG 7DERRODSODWIRUP

  40. Slide 40: Technology: Advertisers, Technology, Supply

    $GYHUWLVHUV 7HFKQRORJ\ 6XSSO\ <DKRR'63 2PQL&KDQQHO 'DWD <DKRR1DWLYH3ODWIRUP %X\HUV 1DWLYH'HPDQG 6HUYLQJ 5HFRPPHQGDWLRQV <DKRR6XSSO\ 1DWLYH 5HFR 1DWLYH$3, 'HPDQG (QJLQH 1DWLYH2QO\ %X\HUV 8VHU 1DWLYHGHPDQG SDJHGDWD 5HFRV ,QLWLDO ,QWHJUDWLRQ $GV&RQVROH 'DWD 5HFR 6HUYLQJ 5HFRPPHQGDWLRQV (QJLQH 2SHQ:HE 6

  41. Slide 41: Example Initiatives

    ([DPSOH,QLWLDWLYHV $GYHUWLVHUV 7HFKQRORJ\ 6XSSO\ 7DUJHWLQJ3DULW\ 66&RQQHFWLRQ 'DWD$FFHVV $G3ROLF\3DULW\ )HDWXUH3DULW\ 7DUJHWLQJ3DULW\ )HDWXUH3DULW\ )HDWXUH3DULW\ 5HSRUWLQJ3DULW\ 8;,PSOHPHQWDWLRQ &RQWHQW0RGHUDWLRQ 2SWLPL]DWLRQ $OJR2SWLPL]DWLRQ $%7HVWLQJ,QIUDVWUXFWXUH

  42. Slide 42: Technology: Advertisers, Technology, Supply

    $GYHUWLVHUV 7HFKQRORJ\ 6XSSO\ <DKRR'63 2PQL&KDQQHO 'DWD %X\HUV 1DWLYHGHPDQG 8VHU WDUJHWLQJ <DKRR6XSSO\ GDWD 5HFRPPHQGDWLRQV 2SHQ:HE $GV&RQVROH 'DWD 5HFR 6HUYLQJ 6XSSO\ (QJLQH 1DWLYHGHPDQG 7DERRODSODWIRUP

  43. Slide 43: Example Initiatives

    ([DPSOH,QLWLDWLYHV $GYHUWLVHUV 7HFKQRORJ\ 6XSSO\ 7DUJHWLQJ3DULW\ 66&RQQHFWLRQ 'DWD$FFHVV $G3ROLF\3DULW\ )HDWXUH3DULW\ 7DUJHWLQJ3DULW\ )HDWXUH3DULW\ &XVWRPHU0LJUDWLRQ7DERROD )HDWXUH3DULW\ 5HSRUWLQJ3DULW\ 2QERDUGLQJ 8;,PSOHPHQWDWLRQ &DPSDLJQ+LVWRU\ 5HSRUWLQJ &RQWHQW0RGHUDWLRQ 2SWLPL]DWLRQ 1HZ2SHQ:HE6X

  44. Slide 44: Integration Staffing

    ,QWHJUDWLRQ6WDIILQJ 'UDPDWLFDOO\LQFUHDVLQJRXUVFDOHUHTXLUHVDGGLWLRQDOKHDGFRXQW $GYHUWLVHUV 7HFKQRORJ\ 6XSSO\ ‡ 6DOHV $FFRXQW0DQDJHUV ‡ (QJLQHHULQJSHUVRQQHOUHTXLUHGWR ‡ 3URIHVVLRQDO6HUYLFHVSHUVRQQHOWR WRVHUYLFHDQGRSWLPL]HRXUODUJHU GHYHORSEXLOGDQGVXSSRUWLQWHJUDWLRQ LPSOHPHQWDQGRSWLPL]H EDVH SURYLGH1DWL

  45. Slide 45: Phased Integration Approach

    3KDVHG,QWHJUDWLRQ $SSURDFK + DQGEH\RQG« 3+$6( 3+$6( 3+$6( 3+$6( &/26( 3/$1 %8,/' 7(67 5$03 75$16,7,21 237,0,=( *52: 7KHWUDQVDFWLRQFORVHGDQG ,QRXUSULRULW\LVEXLOGLQJWKH 2QFHRXUWHFKQLFDO 2QFHPLJUDWLRQLVFRPSOHWH RXULQWHJUDWLRQWHDPLVQRZKDUGDW WHFKQLFDOLQIUDVWUXFWXUHWRDOORZWKH UHTXLUHPHQWVDUHVDWLVILHG ZHO

  46. Slide 46: Clear Path to a Successful Launch

    &OHDU3DWKWR D6XFFHVVIXO /DXQFK

  47. Slide 47: Agenda

    $JHQGD 7DERROD )LUHVLGH ,QWHJUDWLRQ 6XPPDU\ $XGLHQFH 3DUWQHUVKLS &KDWZLWK 4 $ 2YHUYLHZ -LP/DQ]RQH <DKRR¶V&(2 3UHVHQWHGE\ 0RGHUDWHGE\ 3UHVHQWHGE\ 3UHVHQWHGE\ 0RGHUDWHGE\ $GDP 0RQLFD (OGDG 6WHYH 5LFN 6LQJROGD 0LMDOHVNL 0DQLY :DONHU +RVV )RXQGHU <DKRR&)2 3UHVLGHQW &)2 +HDGRI,QYHVWRU &(2 7DERROD'LUHFWRU

  48. Slide 48: Phased Integration Approach

    3KDVHG,QWHJUDWLRQ $SSURDFK + DQGEH\RQG« 3+$6( 3+$6( 3+$6( 3+$6( &/26( 3/$1 %8,/' 7(67 5$03 75$16,7,21 237,0,=( *52: 7KHWUDQVDFWLRQFORVHGDQG ,QRXUSULRULW\LVEXLOGLQJWKH 2QFHRXUWHFKQLFDO 2QFHPLJUDWLRQLVFRPSOHWH RXULQWHJUDWLRQWHDPLVQRZKDUGDW WHFKQLFDOLQIUDVWUXFWXUHWRDOORZWKH UHTXLUHPHQWVDUHVDWLVILHG ZHO

  49. Slide 49: Phased Integration Approach: Revenue & Cost Implications

    3KDVHG,QWHJUDWLRQ $SSURDFK5HYHQXH &RVW,PSOLFDWLRQV + DQGEH\RQG« 3+$6( 3+$6( 3+$6( 3+$6( &/26( 3/$1 %8,/' 7(67 5$03 75$16,7,21 237,0,=( *52: 5(9(18( 1R5HYHQXH 1R5HYHQXH 5DPSLQJ5HYHQXH )XOO5XQ5DWH ,03amp;7 1RW,Q*XLGDQFH 5HYHQXH &267¬ 0LQLPDO&RVW 5DPSLQJ&RVW 5DPSLQJ&RVW 6WHDG\6WDWH&RVW ,03amp;7 ([LVWLQJ5HV

  50. Slide 50: Phased Integration Approach: Revenue & Cost Implications

    3KDVHG,QWHJUDWLRQ $SSURDFK5HYHQXH &RVW,PSOLFDWLRQV + DQGEH\RQG« 3+$6( 3+$6( 3+$6( 3+$6( &/26( 3/$1 %8,/' 7(67 5$03 75$16,7,21 237,0,=( *52: 5(9(18( ,03amp;7 5HYHQXHPRGHOLVLOOXVWUDWLYHRQO\5DPSLQJ UHYHQXHLQ3KDVHQRWUHIOHFWHGLQJXLGDQFH

  51. Slide 51: Small Significant Costs Associated

    6PDOO 6LJQLILFDQW 3XEOLVKHUDFFRXQW $GYHUWLVHUVDOHV PDQDJHPHQWWHDP DQGDFFRXQW &RVWV$VVRFLDWHG PDQDJHPHQW *HQHUDO :LWK6XSSRUWLQJ $GPLQLVWUDWLYH &XVWRPHUVXSSRUW HJILQDQFHFROOHFWLRQV 7HFKQLFDOWHDPWR EXLOGDQGVXSSRUW LQIUDVWUXFWXUH VLJQLILFDQWVKRUWWHUPVPDOO ORQJWHUP ,QIUDVWUXFWXUH&RVWVDQG6XSSRUW7HDP

  52. Slide 52: Phased Integration Approach: Revenue & Cost Implications

    3KDVHG,QWHJUDWLRQ $SSURDFK5HYHQXH &RVW,PSOLFDWLRQV + DQGEH\RQG« 3+$6( 3+$6( 3+$6( 3+$6( &/26( 3/$1 %8,/' 7(67 5$03 75$16,7,21 237,0,=( *52: 5(9(18( ,03amp;7 &267¬ ,03amp;7 -2'6)1)28%0-2:)781)28-2=%,33-2-7%4463<-1%8)0=1-00-32 5HYHQXH FRVWPRGHOVDUHLOOXVWUDWLYHRQO\QRWWRVFDOH5DPSLQJUHYHQXHLQ3KDVHQRWUHIOHFWH

  53. Slide 53: Incremental Annual Run Rate Is An Investment Year

    ,V$Q ,QYHVWPHQW<HDU« % ,QFUHPHQWDO$QQXDO5XQ5DWH %XW52,2SSRUWXQLW\ 5HYHQXH ,V+XJH a0 #039;-(%,7'$ 0 ,QYHVWPHQW )UHH&DVK)ORZ a0 5HIOHFWVH[SHFWHGLQFUHPHQWDOIXOO\HDUDQQXDOUXQUDWHRQFHLQWHJUDWLRQLV IXOO\OLYHLQFOXGLQJFHUWDLQDVVXPSWLRQVDQGDGMXVWPHQWVEDVHGRQDQWLFLSDWHG XSOLIWV6HH$SSHQGL[IRUH[SODQDWLRQDQGLQIRUPD

  54. Slide 54: ex-TAC Margin By Year

    ([SDQGLQJ([7amp; 0DUJLQV3RLQW7R &RPSHWLWLYH$GYDQWDJH ‡ H[7amp;0DUJLQKDVLQFUHDVHG VLJQLILFDQWO\VLQFH ‡ &RPSHWLWLYHODQGVFDSHKDVQRW ([7amp;0DUJLQ%\<HDU FKDQJHGVLJQLILFDQWO\LQWKDWWLPH SHULRG ‡ 0DUJLQVLQFUHDVHDVFRPSHWLWLYH DGYDQWDJHVLQFUHDVH 1RQ*$3PHDVXUH6HH$SSHQGL[IRUUHFRQFLOLDWLRQWR*$3

  55. Slide 55: Taboola's Differentiation

    7DERROD·V 'LIIHUHQWLDWLRQ *URZWKIXHOOHGE\DQHWZRUNHIIHFW +RZZHGULYHVXSHULRU )LQDQFLDO3HUIRUPDQFH ([SDQGLQJ0DUJLQV /RQJWHUP\LHOGLQFUHDVHV 7DERROD¶VWHFKQRORJ\LVUHVLOLHQWWRWKH IXWXUHGLVDSSHDUDQFHRIWKLUGSDUW\ FRRNLHV 3ODWIRUPDGYDQWDJHGULYHQE\ <DKRRSRVLWLYHO\ 7DERROD¶VWHFKQRORJ\ LPSDFWVDOORIWKHVH SRLQWVRI

  56. Slide 56: Quantum Leap Forward in Scale Accelerates the Network Effect

    4XDQWXP/HDS 0RUH 3XEOLVKHU 0RUH8VHUV 5HDFKHG )RUZDUGLQ6FDOH 3DUWQHUV 0RUH'DWD *HQHUDWHG $FFHOHUDWHVWKH 1HWZRUN(IIHFW +LJKHU\LHOG 0RUH %HWWHU5HVXOWVIRU DGYHUWLVHUV $GYHUWLVHUVDQG 0RUH 3XEOLVKHUV 6XFFHVVIXO

  57. Slide 57: Yahoo Supercharges Our Ability To Drive Yield Across Our Network

    <DKRR6XSHUFKDUJHV2XU $ELOLW\7R'ULYH<LHOG $FURVV2XU1HWZRUN &75DQG&RQYHUVLRQV &OLFN7KURXJK5DWH&RQYHUVLRQ5DWHV ‡ $OJRULWKPLFLPSURYHPHQWV GULYHEHWWHUSUHGLFWLRQRI ZKDWXVHUVZLOOHQJDJHZLWK ‡ 0RUHDGYHUWLVHUVRQWKH SODWIRUPDQGKLJKHU &3& GLYHUVLW\RIFDPSDLJQV &RVW3HU&OLFN ‡ 0RUHDGYHUWLVHUVRQWKHSODWIRUP ‡ 0RUHGD

  58. Slide 58: Added Data Especially Important In Contextual World

    $GGHG'DWD(VSHFLDOO\ ,PSRUWDQW,Q&RQWH[WXDO:RUOG <DKRRUHDFKHVRIWKH86,QWHUQHW 3RSXODWLRQHYHU\PRQWK 7DERRODKDVLWVRZQVWSDUW\FRRNLH UHFRPPHQGLQJSHUVRQDOL]HGHGLWRULDOFRQWHQWHQDEOHV VHUYLQJRXURZQVWSDUW\LGHQWLILHU 8QLTXHUHDGHUVKLSFRQWH[WGHHSDFFHVVWRWKH FRQWH[WRIWKHSDJHDOORZLQJDGYHUWLVHUVWRWDUJHW 7DERROD¶VVWU

  59. Slide 59: Platform Advantage Driven By Investment In Technology

    3ODWIRUP$GYDQWDJH 'ULYHQ%\,QYHVWPHQW,Q 7HFKQRORJ\ <DKRR&RQWH[WXDO'DWDZLOO IXUWKHUHQKDQFHWKHVHWRROV 1HZVURRP +RPHSDJH 'ULYLQJ 7DERROD )RU<RX 6XEVFULSWLRQV 1HZV

  60. Slide 60: Connexity Furthers Our Competitive Strategic Value

    6WUDWHJLF9DOXH &RQQH[LW\ ѿRI2SHQ:HE3XEOLVKHU5HYHQXHZLOOEH(&RPPHUFH )XUWKHUVRXU DQG7DERRODZLWK&RQQH[LW\LVXQLTXHO\GLIIHUHQWLDWHG &RPSHWLWLYH $GYDQWDJH $GGLWLYHWRWKH&RUH 6LJQLILFDQWH[SDQVLRQRIRXUDGGUHVVDEOH7$0ZLWK ORQJUXQZD\RIJURZWK 6\QHUJLHV 7UHPHQGRXVRSSRUWXQLW\WROHYHUDJHRXUVFDOH FRPELQHGUHODWLRQVKLS

  61. Slide 61: Taboola's Differentiation

    7DERROD·V 'LIIHUHQWLDWLRQ *URZWKIXHOOHGE\DQHWZRUNHIIHFW +RZZHGULYHVXSHULRU )LQDQFLDO3HUIRUPDQFH ([SDQGLQJ0DUJLQV /RQJWHUP\LHOGLQFUHDVHV 7DERROD¶VWHFKQRORJ\LVUHVLOLHQWWRWKH IXWXUHGLVDSSHDUDQFHRIWKLUGSDUW\ FRRNLHV 3ODWIRUPDGYDQWDJHGULYHQE\ <DKRRSRVLWLYHO\ 7DERROD¶VWHFKQRORJ\ LPSDFWVDOORIWKHVH SRLQWVRI

  62. Slide 62: Agenda

    $JHQGD 7DERROD )LUHVLGH ,QWHJUDWLRQ 6XPPDU\ $XGLHQFH 3DUWQHUVKLS &KDWZLWK 4 $ 2YHUYLHZ -LP/DQ]RQH <DKRR¶V&(2 3UHVHQWHGE\ 0RGHUDWHGE\ 3UHVHQWHGE\ 3UHVHQWHGE\ 0RGHUDWHGE\ $GDP 0RQLFD (OGDG 6WHYH 5LFN 6LQJROGD 0LMDOHVNL 0DQLY :DONHU +RVV )RXQGHU <DKRR&)2 3UHVLGHQW &)2 +HDGRI,QYHVWRU &(2 7DERROD'LUHFWRU

  63. Slide 63: Up Next: Lunch Demo Stations

    8S1H[W /XQFK 'HPR6WDWLRQV <DKRR1DWLYH6XSSO\ 'HVNWRS,QYHQWRU\ <DKRR1DWLYH6XSSO\ 0RELOH $SSV 4 $ *HQHUDWLYH$,LQ$FWLRQ #7DERROD

  64. Slide 64: Appendix & Reconciliations

    Appendix & Reconciliations

  65. Slide 65: Adjusted EBITDA and Free Cash Flow definitions

    121*$3,1)250$7,21 $GMXVWHG(%,7'$ :HFDOFXODWH$GMXVWHG(%,7'$DV1HWLQFRPH ORVV EHIRUHQHWILQDQFLDOH[SHQVHVLQFRPHWD[SURYLVLRQDQGGHSUHFLDWLRQDQGDPRUWL]DWLRQIXUWKHUDGMXVWHGWRH[FOXGHVKDUHEDVHG FRPSHQVDWLRQDQGRWKHUQRWHZRUWK\LQFRPHDQGH[SHQVHLWHPVVXFKDVFHUWDLQ0 $UHODWHGFRVWV$OWKRXJKZHSURYLGHSURMHFWLRQVIRU$GMXV

  66. Slide 66: Assumptions: If Yahoo Were on Taboola Network for FY

    $668037,216 ,)<:(5(217$%22/$1(7:25.)25)< $OOQXPEHUVDUHPDQDJHPHQWHVWLPDWHVEDVHGRQWKHIROORZLQJDVVXPSWLRQVDQGVRXUFHV ‡ 5HYHQXHEDVHOLQHLVHTXDOWRWKH)<ILQDQFLDOVIRU7%/$ RIFRPELQHG5HYHQXHV )<H[SHFWHGILQDQFLDOVIRU<DKRR1DWLYH VXSSO\ WKDWZLOOEHVHUYLFHGE\7%/$ RIFRPELQHG5HYHQXHV ‡ 5HYHQXHXSOLIWRQ<DKRRVXSSO\IURP

  67. Slide 67: ex-TAC Revenues Margin Reconciliation

    (;7amp;5(9(18(60$5*,15(&21&,/,$7,21

  68. Slide 68: Adjusted EBITDA Reconciliation

    #039;-867('(%,7'$5(&21&,/,$7,21

  69. Slide 69: Free Cash Flow Reconciliation

    )5((&$6+)/2:5(&21&,/,$7,21

Taboola.com — Investor Presentation (March 2025) on 6ix