Taboola.com Ltd. · NASDAQ:TBLA
Taboola.com — Merger or Acquisition (November 2022)
13 slides from Taboola.com's merger presentation, Nov 28, 2022
Slide 1: Yahoo! + Taboola Commercial Agreement: Presentation to Shareholders
Tabla Yahoo! + Ta oo Commercial Agreement Presentation to Shareholders
Slide 2: Forward-Looking Statements Disclaimer
Forward-Looking Statements Disclaimer Certain si in this pi | are fe ‘d-looking king statements generally relate to future events, including Taboola.com Ltd.'s (the “Company’'s”) expectations for the proposed af in this pi rand future fingncial or operating performance of the Company. In some cases,
Slide 3: Most Strategic Publisher & Advertiser Partnership in Taboola's History
Most Strategic Publisher & Advertiser Partnership In _Taboola’s ‘History 7? ht
Slide 4: Yahoo! + Taboola
Slide 5: Taboola Powering Native Advertising for Yahoo!
Taboola Powering _ Native Advertising a For Yahoo! ‘Overview Live Updates__NFL Scores Nate's Neat Team vs chad jf's Unmatched T 30-Year, Exclusive Commercial Agreement NNatesNeatT... Matchup chad j's Unm. “Biggest crash in world history’: Robert Kiyosaki issues another dire. The city that aimed to p
Slide 6: Meaningful Growth Opportunity
Meaningful Growth Opportunity e 30 years exclusive native publisher partner (Y! Finance, Y! Mail, Y! News, Y! Sports...) e Open Web's largest first-party contextually based advertising company e Demand exclusive native partnership: DSP integration, Y! sales people will sell Y!/Taboola native e Highl
Slide 7: Financially Transformative Deal
Financially Transformative Deal 2022 TBLA ($ in millions) Stand Alone Guidance* How 2022 Financials Would Look If Y! Was On Taboola Network For The Full Year** Revenues $2,454 AEBITDA*** EI FCF** * Midpoint of latest guidance issued November 9, 2022, which speaks only as of its original date. Tab©Ql
Slide 8: Significantly Accretive
Significantly Accretive How 2022 Financials Would Look If 222 Tee Y! Was On Taboola Network For Stand-alone guidance’ The Full Year* Shares outstanding (M)*** 253.3 3377 Revenue / Share $5.51 S727 Accretion % 432% Adjusted EBITDA / Share **** $0.62 $30.88 Accretion % +43% “Wispoint of atest guidance
Slide 9: Timing and Next Steps
Timing and Next Steps For illustration, we looked at our 2022 stand alone and created a version demonstrating how our financials would look if Y! was part of our network of publishers throughout 2022. We estimate we would have generated $2.5B in Revenues, $297M in AEBITDA and $105M in FCF. Benefits
Slide 10: Why Did Yahoo! Select Taboola?
Why Did Yahoo! Select Taboola? ep Technological advantage - yield, more than revenue capabilities Global scale advantage P22 Culture and vision fit for the Open Web
Slide 11: Appendix
APPENDIX
Slide 12: Assumptions: If Y! Were On Taboola Network For FY 2022
Assumptions: If Y! Were On Taboola Network For FY 2022 All numbers are management estimates based on the following assumptions and sources: Tabla Revenue baseline is equal to the expected FY 2022 financials for TBLA at guidance midpoint (66% of combined Revenues) + FY 2022 expected financials for Ya
Slide 13: Non-GAAP Information
Non-GAAP Information Adjusted EBITDA We calculate Adjusted EBITDA as Net income (loss) before net financial expenses, income tax provision and depreciation and amortization, further adjusted to exclude share-based compensation and other noteworthy income and expense items such as certain M&A related