Taboola · pitchdeck
Taboola | Investor Presentation Deck | 64 slides
64 pages · 5 arc beats · 2 loops
Taboola | Investor Presentation Deck | 64 slides
Taboola · 2023-02 arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
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Deck intelligence map
5 coverage by narrative range · generated from this deck JSON
Narrative range 35 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem 1 slides 100% 1/1 slides 100% 1/1 slides · 3 hits — 0/1 slides
100% 1/1 slides 100% 1/1 slides 100% 1/1 slides — 0/1 slides
Solution 2 slides 100% 2/2 slides 100% 2/2 slides · 13 hits — 0/2 slides
100% 2/2 slides 50% 1/2 slides 100% 2/2 slides — 0/2 slides
Market Size 2 slides 100% 2/2 slides 100% 2/2 slides · 10 hits — 0/2 slides
— 0/2 slides
50% 1/2 slides 100% 2/2 slides — 0/2 slides
Competition 2 slides 100% 2/2 slides 100% 2/2 slides · 11 hits — 0/2 slides
100% 2/2 slides 50% 1/2 slides 100% 2/2 slides — 0/2 slides
Financials 28 slides 100% 28/28 slides 100% 28/28 slides · 97 hits — 0/28 slides
7.1% 2/28 slides 10.7% 3/28 slides 100% 28/28 slides — 0/28 slides
Slide inventory
64 every slide · same image gating as the playbook
02
Includes specific disclaimers for Taboola.com Ltd regarding financial reporting and market data.other
06
Uses a visual metaphor of a reversed Google logo to illustrate the 'reverse search' concept.present_framework
07
The slide uses a globe graphic to represent the 'Open Web' and segments the market into Recommendation, Where, and What.size_opportunity
Open slide detailBeat · Market Size
08
The slide uses a 'horror vacui' design approach to visually represent the chaos of modern digital advertising.frame_problem
Open slide detailBeat · Market Size
09
The slide uses a series of mobile screenshots to illustrate the 'walled garden' concept where ads are indistinguishable from organic content.present_solution
Open slide detailBeat · Solution
10
The slide uses a visual metaphor of a mobile feed to demonstrate the product interface.present_solution
Open slide detailBeat · Solution
11
Uses a visual metaphor (clothing tag) to frame the problem.frame_problem
Open slide detailBeat · Problem
13
Uses a large-scale industrial photo as a visual metaphor for 'rocket fuel' (growth/scale).show_traction
15
The slide uses a 'framed' aesthetic to present two distinct groups of logos.show_traction
16
The chart uses a mountain background to visually represent growth, a common metaphor for scaling.argue_timing
17
EX-TAC likely refers to 'Ex-Traffic Acquisition Costs', a common metric for ad-tech companies like Taboola.inspire_vision
Open slide detailLoop · Quick Win Big Bet
18
The slide uses a lifestyle image of a smartwatch to emphasize the ubiquity of content consumption.establish_context
19
The slide uses a futuristic, high-fidelity render of a car dashboard to illustrate the 'anywhere' aspect of content consumption.inspire_vision
20
The slide uses a smart speaker visual to imply voice-based content discovery or search capabilities.present_solution
23
The slide uses a non-GAAP metric to demonstrate margin expansion over time.compare_peers
Open slide detailBeat · Competition
24
The slide uses a flywheel diagram to explain how scale leads to better targeting and results.present_framework
Open slide detailBeat · Competition
26
Uses a car engine metaphor to illustrate mechanical optimization of platform performance.present_solution
27
The slide uses a line chart to show performance resilience over time, followed by a list of regulatory and industry milestones.argue_timing
Open slide detailLoop · Why Now
28
The slide uses a layered architecture diagram to show the stack of features for both publishers and advertisers.present_solution
30
The slide uses a mobile phone graphic to illustrate the integration point.present_solution
31
The slide uses a split-screen visual approach to show two different dashboard views of the software.present_solution
32
The slide uses a visual contrast between a static news feed and the value proposition of personalization.present_solution
33
The slide uses a simple pie chart visualization to emphasize the 1/3 market share.size_opportunity
34
Uses a paper airplane metaphor to illustrate growth and competitive positioning.present_solution
38
The slide uses a background image of a person looking at the stars, which is unusual for a financial performance slide.show_traction
Open slide detailBeat · Financials
39
The slide uses a background image of a person looking at a starry sky over a canyon, likely to evoke a sense of long-term vision despite short-term investment ianalyze_data
Open slide detailBeat · Financials
41
The slide uses a 'Rule of 40' framework to justify the company's valuation and growth strategy.show_traction
Open slide detailBeat · Financials
42
The slide uses a two-part decomposition of growth metrics (New Publisher vs Net Dollar Retention).show_traction
Open slide detailBeat · Financials
44
The slide uses a four-column layout to present key performance indicators with corresponding footnotes.show_traction
Open slide detailBeat · Financials
47
The slide uses a vertical flow chart structure to represent the P&L and cash flow conversion.present_framework
Open slide detailBeat · Financials
48
The slide uses a combination of bar charts and data labels to show financial performance over time.show_traction
Open slide detailBeat · Financials
49
Includes long-term model targets for specific metrics.analyze_data
Open slide detailBeat · Financials
52
Includes footnotes regarding share-based compensation and M&A costs.analyze_data
Open slide detailBeat · Financials
53
Includes footnotes regarding share-based compensation and M&A/transaction costs.analyze_data
Open slide detailBeat · Financials
54
The table shows revenue, traffic acquisition costs, other costs, and gross profit metrics over a 7-year period.analyze_data
Open slide detailBeat · Financials
55
The slide provides historical financial performance metrics for Taboola.analyze_data
Open slide detailBeat · Financials
56
The slide compares standard GAAP gross profit metrics against adjusted ex-TAC metrics to show improved margin performance.analyze_data
Open slide detailBeat · Financials
57
The slide provides a clear breakdown of how 'Adj. Gross Profit Margin' is derived from 'Gross Profit' and 'ex-TAC Gross Profit'.analyze_data
Open slide detailBeat · Financials
58
The table shows negative free cash flow in 2019 and positive in 2020-2022.analyze_data
Open slide detailBeat · Financials
59
The table provides a bridge between reported FCF and a custom cash metric.analyze_data
Open slide detailBeat · Financials
60
The table highlights the delta between cash flow and ex-TAC gross profit, demonstrating the impact of upfront payments on cash flow.analyze_data
Open slide detailBeat · Financials
62
The table shows ranges for financial metrics in millions of dollars.analyze_data
Open slide detailBeat · Financials