MEDIUMOutside partyCounterparty
Yahoo partnership
“10-K Item 1A: 'If the Yahoo partnership is not as long-term financially accretive as we expected our business, operating results, financial condition and reputation could be adversely affected'”
TBLA · Concentration risk · 10-K extracted
Taboola.com (TBLA) concentration risks
Updated
The most significant concentration Taboola.com discloses is Yahoo partnership, classified MEDIUM by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: Taboola.com’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 2 disclosed concentrations
HIGH0
MEDIUM2
LOW0
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
MEDIUMBuilt-inGeographic
Israel operations
“10-K Item 1A: 'Conditions in Israel could adversely affect Taboola's business'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-07-06Taboola's disclosed concentration risks split across two distinct categories. The Yahoo partnership is a medium-sized dependency exposure — the filing frames it around whether the relationship proves as financially accretive long-term as expected, making it a counterparty-specific risk tied to the terms and durability of a single commercial arrangement. Separately, the company's Israel operations represent a medium-sized structural exposure, reflecting geographic conditions in Israel that could affect the business broadly rather than through any single customer or supplier relationship. These two exposures are of a similar disclosed size but differ in character: the Yahoo dependency is a business-relationship risk that could be renegotiated, lost, or extended, while the Israel exposure is structural and tied to the location of operations rather than to any specific counterparty. Neither is disclosed at a scale that dominates the overall risk picture, but together they represent the two main axes — commercial-partner reliance and geographic footprint — through which Taboola's results could be affected by forces outside its immediate control. No percentages accompany either disclosure, limiting how precisely their magnitude can be assessed beyond the medium band the filing supports.
For the engine’s reasoning on TBLA’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Internet Content & Information
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| GOOG | Alphabet Inc. | 2 | 0 | 0 | 2 |
| EVER | EverQuote, Inc. | 1 | 2 | 1 | 4 |
| BMBL | Bumble Inc. | 1 | 0 | 0 | 1 |
| TBLA● | Taboola.com Ltd. | 0 | 2 | 0 | 2 |
| CARS | Cars.com Inc. | 0 | 1 | 0 | 1 |
| DJT | Trump Media & Technology Group | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.