Taboola and Yahoo head to mediation as native ad partnership disputes mount
· 2h ago · Originally reported by PPC Land
Taboola reported Q3 revenue of $462.3 million, down 6.9%, as publisher ad impressions declined. Yahoo, which receives payments tied to the deal, billed Taboola an amount equal to 14.8% of Q3 revenue, and each side alleges the other is not meeting the terms of their long-term native advertising agreement. The two companies are now entering mediation, and Taboola issued a softer Q4 outlook.
Why it matters
The Yahoo partnership is a cornerstone of Taboola's business, so a public dispute over billing and compliance raises questions about the future of a major native advertising revenue stream.
Explain it like I’m new here
Two business partners who agreed to a very long contract are now arguing over who broke the rules, so they've brought in a referee to help settle it.
Terms in this story
Ad mediation
Ad mediation is software that lets app developers connect many ad networks and bidders through one SDK and chooses which network fills each ad request to maximise revenue.
Publisher
A publisher is any owner of content or a digital property, such as a website, app, streaming service, podcast or screen network, that earns money by selling ad space to advertisers.
Impression
An impression is one instance of an ad being served and counted as displayed to a user; it is the basic unit that most online advertising is bought and sold by.
Guidance (forecast)
Guidance is a public company's own forecast of its future results, such as next quarter's revenue or full-year adjusted EBITDA, usually given as a range alongside an earnings report.
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