TBLA — what changed in the latest 10-Q
A section-by-section comparison of TBLA's newest periodic SEC filing (10-K/10-Q) against the prior same-form filing: paragraphs added and removed per section, with verbatim excerpts. Purely a deterministic text diff — no similarity scores, no directional read, not investment advice.
Comparing 10-Q · 2026-05-06 vs the prior 10-Q · 2025-11-05
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +36 | −48 | ~31 | 61 |
| Market risk (Item 3) | Text added/removed | 0 | −1 | ~5 | 6 |
| Controls & procedures | Text added/removed | 0 | 0 | ~1 | 1 |
| Legal proceedings | No paragraph-level changes | 0 | 0 | 0 | 1 |
| Risk factors | Text added/removed | 0 | 0 | ~2 | 0 |
| Other information | Text added/removed | +7 | −2 | ~1 | 9 |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Representative excerpts
Up to 5 excerpts of about 300 characters per section, quoted verbatim from the two SEC filings.
MD&A
Text added vs the prior filing · source: 10-Q · 2026-05-06
Global economic and geopolitical conditions remain volatile, driven by persistent inflation, fluctuating interest rates, and ongoing conflicts in the Middle East and Ukraine. Throughout 2025 and into the first quarter of 2026, the global trade landscape has shifted significantly due to the implement…
determine if these factors will have a material impact on our business operations or financial results during the remainder of 2026.
We engage with a diverse network of digital property partners, substantially all of which have contracts with us containing either an evergreen term or an exclusive partnership with us for multi-year terms at inception for their native advertising supply. These agreements typically require that our …
As a result of the launch of our Realize performance platform in February 2025, we expect a growing portion of our business to be tied to inventory where we bid for ad placements, primarily on sites where we have a first party data advantage.
(1)The weighted-average shares used in the computation of the diluted EPS for the three months ended March 31, 2026 and 2025 are 288,764,244 and 341,960,999, respectively. The weighted-average shares for the three months ended March 31, 2026 and 2025, included 258,724,600 and 298,323,708 Ordinary sh…
Text removed vs the prior filing · source: 10-Q · 2025-11-05
We engage with a diverse network of digital property partners, substantially all of which have contracts with us containing either an evergreen term or an exclusive partnership with us for multi-year terms at inception for their native advertising supply. These agreements typically require that our …
of the launch of our Realize performance platform in February 2025, we expect a growing portion of our business to be tied to inventory where we bid for ad placements, primarily on sites where we have a first party data advantage. Due to our multi-year exclusive contracts and high retention rates, o…
Global economic and geopolitical conditions have been increasingly volatile due to factors such as inflation, rising interest rates, supply chain disruptions and the wars in Ukraine and the Middle East, including Israel. Further, in 2025 the global tariff landscape began to quickly change with the U…
(1)The three and nine months ended September 30, 2025, included $4,126 and $12,245 amortization expense of the non-cash based Commercial agreement asset respectively, and the three and nine months ended September 30, 2024 included $1,390 amortization expense of the non-cash based Commercial agreemen…
based compensation including Connexity holdback compensation expenses and other noteworthy income and expense items such as M&A costs and restructuring costs which may vary from period-to-period.
Market risk (Item 3)
Text removed vs the prior filing · source: 10-Q · 2025-11-05
As of September 30, 2025 the Company did not hold short-term investments.
Other information
Text added vs the prior filing · source: 10-Q · 2026-05-06
On March 19, 2026 (the “Effective Date”), the Compensation Committee adopted and approved the Taboola.com Ltd. Executive Severance Plan (the “Plan”). The Plan is designed to provide executive officers and certain senior employees of the Company with payments and benefits upon specified qualifying te…
The Plan will apply to certain other executive officers, including our Named Executive Officers, and senior employees of the Company designated for participation by the Compensation Committee (the “Participants”), or in the case of the Company’s CEO, the Board. While the Plan is effective, participa…
The Plan provides that, upon a qualifying termination of employment not in connection with a change in control of the Company (“CIC”), the CEO and Participants are entitled to a severance amount equal to one times base salary, a pro-rated annual cash bonus based on their target, continued health and…
Upon a qualifying termination during the CIC protection period, the CEO is entitled to severance equal to 1.5 times the sum of annual base salary plus target bonus and the Participants, other than the CEO, are entitled to severance equal to one times the sum of annual base salary plus target bonus, …
The Plan also provides for: (i) the CEO and Participants to be subject to 12-month non-competition and non-solicitation covenants; (ii) qualifying terminations of employment to be defined as a termination by the Company without “cause”, a termination by the CEO or other Participant for “good reason”…
Text removed vs the prior filing · source: 10-Q · 2025-11-05
On October 15, 2025, the Repurchase Agreement between the Company and Yahoo terminated in accordance with its terms, following notice from Israeli counsel that approval from the Israeli Competition Authority was not required. The description of the Repurchase Agreement included in the Company’s Curr…
Amendment No. 4, dated July 25, 2025, to the Digital Property and Services Agreement dated as of November 28, 2022 by and between Taboola, Inc. and Yahoo, Inc. and its affiliates
How to read Risk Factors (Item 1A) in a 10-Q
A 10-Q risk-factor section usually takes one of three forms; this page classifies it as one of:
- Pointer — the filer states there have been no material changes and points back to the annual 10-K risk factors; there is no own risk text to compare this quarter.
- Partial update — the filer carves out specific updated risks ("except as set forth below"); the excerpts show exactly what is new this quarter.
- Restated in full — the quarter carries the complete risk-factor text. When the prior quarter was only a pointer there is no prior full text to diff against, so the page flags the section as restated instead.
This describes the filing structure only — it is never a judgement on whether risk went up or down.
Source: text-level diff of the two SEC EDGAR filings · deterministic (no AI-generated content) · for reference only · not investment advice