Taboola.com (TBLA) investor relations material

Leadership and organizational transformation

• Emphasized the need for leaders to reimagine their companies in the age of generative AI, focusing on transparency, adaptability, and cultural change.

• Over 80% of internal code now includes AI-generated components, with hundreds of internal apps built to improve efficiency.

• Encouraged hands-on engagement with AI tools for all employees, including leadership, to develop intuition and understanding.

• Highlighted the shift from traditional functional silos to cross-functional, outcome-driven teams enabled by AI.

• Stressed the importance of honesty, curiosity, and courage in navigating technological disruption.

Product innovation and AI integration

• Launched Realize+ as an agentic AI platform for advertisers, automating campaign management and optimizing outcomes.

• Realize+ opens new budget opportunities by appealing to advertisers seeking results without granular control.

• Predictive Audiences feature enables advertisers to forecast conversion costs and scale spend predictably.

• Integration with Claude and agentic rails is expected to replace traditional programmatic buying, enabling more direct, data-rich, and efficient transactions.

• Unique supply and intent data from publisher relationships are positioned as key differentiators in the evolving AI-driven ad ecosystem.

Market strategy and financial outlook

• Focused on increasing the number of scaled advertisers (>$100,000 spend), as they provide revenue stability and growth.

• Sales restructuring and expanded inventory access have improved market positioning and brand perception.

• Not charging directly for AI features; growth is driven by reducing churn and increasing advertiser spend.

• Financials show improving growth rates, with a goal to achieve consistent double-digit organic growth at stable EBITDA margins.

• Wall Street and investors are looking for faster growth, which is a top priority.