Taboola | Investor Presentation Deck | 57 slides

Taboola · 2021-09
arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Slide 1
front_matter
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front_matter
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The slide uses a screenshot of Wirecutter as an example of an open web publisher integrating e-commerce content.argue_timing
Open slide detailLoop · Why Now
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front_matter
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The slide uses a high-contrast, aspirational background image to emphasize the scale of the 'open web'.inspire_vision
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Uses a visual metaphor (reversed Google logo) to explain the core value proposition.establish_context
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The slide uses a screenshot of a mobile device to show the product in a real-world context.present_solution
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The slide uses a dark background with high-contrast blue metrics to emphasize scale.show_traction
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The slide showcases the Taboola Newsroom dashboard alongside key value pillars and a visual example of native ad placement on a publisher site.present_solution
Open slide detailBeat · Solution
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Includes a specific footnote defining NDR (Net Dollar Retention).show_traction
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The slide uses a combination of partner logos (TAG, MOAT, IAS, White Ops, DoubleVerify) and a visual mockup of ad placements on MSN and ESPN to establish credibshow_traction
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show_traction
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Includes a product screenshot of Taboola News and partner logos.show_traction
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Uses a hub-and-spoke diagram to illustrate business expansion strategy.inspire_vision
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front_matter
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Data sourced from eMarketer, May 2021.size_opportunity
Open slide detailBeat · Market Size
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size_opportunity
Open slide detailBeat · Market Size
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The slide uses a split-layout: left side for industry-wide trends, right side for specific publisher case studies.show_traction
Open slide detailBeat · Market Size
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Uses a visual representation of market segments (Open Web vs Walled Garden) and a simple arithmetic sum to justify the new TAM.size_opportunity
Open slide detailBeat · Market Size
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transition
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The slide uses a Venn-like diagram to show market positioning.establish_context
Open slide detailBeat · Competition
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The slide uses a flow diagram to explain the distribution of traffic sources.present_solution
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show_traction
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The slide uses a linear process flow to describe maturity in commerce content strategy.present_framework
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Shows examples from Good Housekeeping, Women's Health, and Bicycling magazines.present_solution
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Shows two examples of editorial content with callouts pointing to monetized links.present_solution
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Shows two examples of news.com.au articles with highlighted monetized links.present_solution
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Shows visual examples of product feeds integrated into editorial content.present_solution
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The slide uses a simple metric-grid layout to establish company scale.show_traction
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summarize
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front_matter
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size_opportunity
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Uses a pie chart to visualize the 95/5 split between non-intent and intent traffic.frame_problem
Open slide detailBeat · Problem
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The chart uses a scatter plot to illustrate the efficiency gap between high-intent search traffic and social media engagement.compare_peers
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The slide uses a simple line chart to illustrate a growth trajectory, with a bulleted list detailing the strategic initiatives.plan_implementation
Open slide detailLoop · Cost Of Inaction
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The slide uses a table to break down revenue synergies post-acquisition.summarize
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The chart shows a positive correlation between Intent Traffic % and RPM.plan_implementation
Open slide detailLoop · Quick Win Big Bet
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The chart shows a positive correlation between Intent Traffic % and RPM.size_opportunity
Open slide detailLoop · Quick Win Big Bet
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The slide uses a visual callout to connect a specific ad unit example to the financial metric.show_traction
Open slide detailLoop · Quick Win Big Bet
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show_traction
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The slide uses a hub-and-spoke style diagram to show data integration leading to a specific financial outcome.present_solution
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transition
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Includes specific breakdown of cash, equity, and debt structure for the Connexity acquisition by Taboola.analyze_data
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The table uses a clear 'beat' framework by contrasting actuals against projections/guidance.show_traction
Open slide detailBeat · Financials
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Includes YoY growth percentages above each bar.analyze_data
Open slide detailBeat · Financials
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The chart distinguishes between historical (A) and estimated (E) data points.show_traction
Open slide detailBeat · Financials
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Includes non-GAAP measures; acquisition closed Sept 1, 2021.analyze_data
Open slide detailBeat · Financials
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Includes Y/Y variance based on midpoints.analyze_data
Open slide detailBeat · Financials
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analyze_data
Open slide detailBeat · Financials
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The slide highlights the acquisition of Connexity and its impact on financial guidance and long-term synergy targets.summarize
Open slide detailBeat · Financials
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state_next_steps
Open slide detailBeat · Financials
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appendix
Open slide detailBeat · Financials
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The table shows historical data (A) and estimates (E).analyze_data
Open slide detailBeat · Financials
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The table shows financial guidance ranges in millions of dollars.analyze_data
Open slide detailBeat · Financials
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Includes a detailed disclaimer regarding the difficulty of forecasting GAAP Net Income.analyze_data
Open slide detailBeat · Financials