NO-HEADQUARTERS/REDWOOD CITY, Calif.--(BUSINESS WIRE)--PubMatic, Inc. (Nasdaq: PUBM), the leading AI-powered ad tech company delivering digital advertising performance, today announced that it will release its financial results for the quarter ended June 30, 2026 after market close on Thursday, August 6, 2026. On that day, PubMatic will host a webcast at 1:30 p.m. Pacific Time (4:30 p.m. Eastern Time) to discuss the company’s financial results.
Webcast Details
What: PubMatic’s Second Quarter 2026 Earnings WebcastWhen: Thursday, August 6, 2026, at 1:30 p.m. Pacific Time (4:30 p.m. Eastern Time)Webcast: A live and archived webcast can be accessed from the News & Events section of PubMatic’s Investor Relations website: https://investors.pubmatic.comAbout PubMatic
PubMatic is the leading AI-powered ad tech company delivering digital advertising performance. Through an intelligent, unified platform that connects buyers, publishers, data partners, and commerce media networks, PubMatic delivers superior performance with greater transparency, control, and efficiency. Since 2006, PubMatic has pioneered major advances in programmatic advertising, from enabling the first OpenRTB transactions to embedding AI-driven optimization and privacy-focused innovation across its platform. With omnichannel scale, proven reliability, and a track record of continuous innovation, PubMatic is building a more intelligent, profitable, and sustainable open internet. Built to Connect. Powered to Perform.
PubMatic (PUBM) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
Integration embeds Gracenote content intelligence, including contextual segments and live sports schedule data, directly within PubMatic's platform for activation across premium streaming inventory
, /PRNewswire/ -- Gracenote, Nielsen's content intelligence business, and PubMatic (Nasdaq: PUBM), the leading AI-powered adtech company delivering digital advertising performance, today announced a strategic partnership that makes connected TV (CTV) inventory easier to discover, evaluate and buy based on the programming itself.
As live sports and premium entertainment consumption move deeper into streaming, advertising investment has not fully kept pace with audiences. One reason is a persistent content signal gap: buyers often can't see what is actually airing behind a CTV impression before – or even after – they commit marketing budgets. Recent Gracenote research found that 86% of media planners cite limited show- or content-level data as a barrier to shifting more ad budget from linear to CTV.
The partnership addresses that gap within PubMatic's platform, giving advertisers, agencies and streaming publishers a shared foundation for packaging and transacting inventory around content attributes and live events. Through the integration, PubMatic can match bid opportunities against Gracenote episode-level data in real time at-auction, enabling specific, advertiser-selected inventory to be associated with curated deal IDs across its platform.
In parallel, PubMatic is using Gracenote's program schedule data to identify and curate live sports inventory, helping buyers reach audiences around valuable games and events as they air. The integration brings Gracenote's content intelligence directly into PubMatic's AI-powered Live Sports Marketplace, pairing moment-based curation with verified programming data to give buyers a complete picture of what they're buying.
The implementation runs on the IAB Tech Lab's Agentic Real-Time Framework (ARTF), a standard for fast, containerized data integrations in programmatic advertising, and is built to operate within PubMatic's AgenticOS. It supports real-time decisioning with minimal impact to the bidstream, adding just 0.1 to 0.5 milliseconds to transactions. The result is content intelligence that works at the speed of the bidstream — available to buyers however they choose to activate, whether through direct deal execution or PubMatic's AgenticOS autonomous buying infrastructure.
For publishers, the partnership makes premium inventory easier to differentiate and monetize across live sports, TV shows and movies. Packages are built on Gracenote data and IDs, the same content intelligence streaming services trust to power viewer search and discovery. For buyers, it brings program-informed precision to deal-based buying, replacing guesswork with verified content signals and helping campaigns align with the specific content and live events that drive audience attention.
"Marketers are paying more for CTV impressions and want to know their ads are running during familiar content they can verify," said Jake Richardson, VP of product partnerships at Gracenote. "What's made this difficult is the need for the data to work at the speed of the bidstream to inform what gets packaged and bought. Now, with PubMatic, our contextual segments and live sports schedules operate at that critical decision point."
"Live sports is the most premium inventory in the industry," said Nicole Scaglione, VP of CTV and Online Video, PubMatic. "What Gracenote brings to our platform is the verified content intelligence that powers impression-level decisioning to be more precise and more measurable, so buyers get the performance without sacrificing transparency. Whether buying agentically or through existing workflows, there are now tens of millions of verified live sports impressions on our platform ready to deliver."
The collaboration brings Gracenote's CTV content intelligence deeper into streaming advertising and advances PubMatic's aim to make premium live sports inventory the most plannable, verifiable, and intelligently buyable in programmatic CTV, whether through direct deal execution or autonomous agentic activation.
About Gracenote
Gracenote is the content intelligence business unit of Nielsen. We standardize the way the global media and entertainment ecosystem indexes content and associated metadata, allowing it to flow between creators, distributors, platforms and advertisers. By providing unmatched depth across 50M+ titles and 80K+ channels and catalogs, we power the modern search, discovery and navigation experiences that connect people to the TV, movies, music and sports they love—in 70+ languages across 80+ countries. For more information, visit Gracenote.com or follow us on LinkedIn.
About PubMatic
PubMatic (NASDAQ: PUBM) is the leading AI-powered ad tech company delivering digital advertising performance. Through an intelligent, unified platform that connects buyers, publishers, data partners, and commerce media networks, PubMatic delivers superior performance with greater transparency, control, and efficiency.
Since 2006, PubMatic has pioneered every major advance in programmatic advertising, from enabling the first OpenRTB transactions to embedding AI-driven optimization and privacy-focused innovation across its platform. With omnichannel scale, proven reliability, and a track record of continuous innovation, PubMatic is building a more intelligent, profitable, and sustainable digital advertising ecosystem. Built to Connect. Powered to Perform.
As independent content creators scale audiences across CTV and beyond social platforms, PubMatic enables direct access to a new class of performance-driven buyers through AgenticOS
NO-HEADQUARTERS/REDWOOD CITY, Calif.--(BUSINESS WIRE)--PubMatic (Nasdaq: PUBM), the leading AI-powered ad tech company delivering digital advertising performance, today announced the launch of its Creator Marketplace, the first programmatic CTV auction connecting independent creator media companies’ premium CTV inventory with programmatic and emerging agentic demand. MeatEater, the leading outdoor lifestyle media brand founded by renowned writer and TV host Steven Rinella, joins as the marketplace's inaugural launch partner.
"The creator economy has matured into one of the most powerful forces in media, yet the programmatic industry has mostly stayed on the outside," said Nicole Scaglione, VP of CTV at PubMatic.
Share The creator economy is estimated to exceed $250 billion1 globally, yet creator monetization has traditionally relied on direct sponsorships and walled gardens, leaving independent creator publishers without the programmatic infrastructure that drives incremental publisher revenue. At the same time, a new class of performance-driven advertisers, activated through AgenticOS, PubMatic's agentic advertising platform, is entering programmatic for the first time, seeking the kind of highly-engaged, loyalty-driven audiences that have historically only been accessible inside walled gardens. Additionally, according to IAB research2, two in three digital video buyers are actively using or planning agentic AI campaigns in 2026, validating strong demand for a new path to creator-led CTV performance.
The Creator Marketplace arrives at this convergence point: creators gain access to incremental programmatic demand, and agentic advertisers gain access to highly performant creator-led CTV audience segments previously unavailable to them through programmatic channels.
"The creator economy has matured into one of the most powerful forces in media, yet the programmatic industry has mostly stayed on the outside," said Nicole Scaglione, VP of CTV at PubMatic. "With the surge of agentic advertising at PubMatic, we are seeing a new class of advertisers hungry for the type of highly-engaged, deeply-loyal audiences that these creators bring. With the Creator Marketplace, we are providing a direct line from that new demand to these powerful publishers, in a way that neither could access before.”
The Creator Marketplace is developed in partnership with Holmes Media, whose Boost offering helps creator-led media companies scale premium CTV inventory across platforms and monetize through direct and programmatic channels. FreeWheel serves as the marketplace's inaugural ad server partner, enabling seamless integration across platforms and existing creator-publisher workflows.
"A significant gap has emerged between traditional premium video and platform-native creator media,” said Emily Bromley, VP Global Growth at FreeWheel. "Many of today's most influential creators have built highly engaged audiences and premium content, yet they often lack the infrastructure, transparency, and standardized buying workflows required to access large-scale video advertising budgets. FreeWheel is helping bridge that gap by bringing the measurement, control, and operational consistency buyers expect from premium video environments. We look forward to working with creators, Holmes Media, and PubMatic to unlock new opportunities across emerging formats, including vertical video, interactive experiences, and performance-driven creative solutions."
MeatEater: A New Kind of Publisher, A New Kind of Audience
MeatEater exemplifies the category PubMatic is building for. Founded by Steven Rinella, a New York Times-best selling author and key voice in American outdoors culture, MeatEater, has grown into a fully scaled, independent media company, with 12 full-time content creators and in-house production capabilities for its wholly-owned video and audio output. Across that portfolio, MeatEater has built an engaged audience with more than 7 million followers across social handles and more than 2 million YouTube subscribers, while extending that audience into meaningful CTV scale across leading FAST and AVOD platforms. That audience carries creator-level loyalty: 32% report making a purchase based on the MeatEater creator team’s endorsement. Brands across automotive, outdoor and sporting goods, consumer packaged goods, and travel categories are already accessing MeatEater's premium CTV inventory through PubMatic's platform, signaling strong early advertiser demand.
"MeatEater has one of the most engaged communities in digital media, and our CTV growth offers brands a new path to reach those fans at scale," said Andrew Barge, Chief Content Officer, MeatEater. "Partnering with PubMatic opens a programmatic front door to that demand while preserving the control and standards that our creators and fans expect.”
MeatEater is the first of several creator-founded media companies joining PubMatic's Creator Marketplace, with additional publisher partners across key verticals expected to onboard in the coming months. To learn more, and integrate the creator marketplace into your next campaign, visit go.pubmatic.com/creator-marketplace or contact your PubMatic representative.
About PubMatic
PubMatic (NASDAQ: PUBM) is the leading AI-powered ad tech company delivering digital advertising performance. Through an intelligent, unified platform that connects buyers, publishers, data partners, and commerce media networks, PubMatic delivers superior performance with greater transparency, control, and efficiency.
Since 2006, PubMatic has pioneered every major advance in programmatic advertising, from enabling the first OpenRTB transactions to embedding AI-driven optimization and privacy-focused innovation across its platform. With omnichannel scale, proven reliability, and a track record of continuous innovation, PubMatic is building a more intelligent, profitable, and sustainable open internet. Built to Connect. Powered to Perform.
About MeatEater
MeatEater, Inc. is an outdoor lifestyle company founded by renowned writer and TV personality Steven Rinella. Host of the Netflix show MeatEater and The MeatEater Podcast, Rinella has gained wide popularity with hunters and non-hunters alike through his passion for outdoor adventure and wild foods, as well as his strong commitment to conservation. Founded with the belief that a deeper understanding of the natural world enriches all of our lives, MeatEater, Inc. brings together leading influencers in the outdoor space to create premium content experiences and unique apparel and equipment. MeatEater, Inc. is based in Bozeman, MT.
In a controlled, simultaneous comparison, PubMatic’s AgenticOS outperformed the incumbent DSP on every meaningful metric – and expanded Level Agency’s spend on the open internet
NO-HEADQUARTERS/REDWOOD CITY, Calif.--(BUSINESS WIRE)--Level Agency, a performance-driven digital marketing agency, in partnership with PubMatic, the leading AI-powered ad tech company delivering digital advertising performance, today announced the results of a head-to-head test comparing PubMatic's AgenticOS against its incumbent DSP for an education sector client. Running simultaneously with identical budgets and objectives, AgenticOS outperformed the incumbent on every meaningful metric, delivering more than 2x reach per dollar on qualified audiences.
The result is exactly what AgenticOS was designed to deliver: a simpler ecosystem, more dollars in working media, and the open internet as a legitimate competitor to the walled gardens." — Andy Bryant, AVP, Advertiser Solutions, PubMatic
Share The performance gap traces to a combination unique to PubMatic: agentic AI operating directly inside the supply chain through Activate, PubMatic’s direct-to-supply activation platform, where inventory signals and audience data are applied before the auction. The speed of audience building and retargeting, scaling in days rather than the typical 30–60-day ramp, gave the agency the flexibility to adapt creative from an existing social campaign and deploy it immediately against a localized, date-specific campus open house activation on the open internet.
The Test
Education advertisers demand precise demographic and geographic audience-building — an industry where inventory quality, audience reach, and cost efficiency are equally critical. The client needed hyper-local audiences at scale. Level defined the outcome they were looking for, structured the most direct test possible, and let the data decide: PubMatic's AgenticOS against the incumbent DSP, running simultaneously with identical budgets and objectives, tracked throughout the flight using Level's own reporting.
AgenticOS outperformed on every meaningful metric Level measured.
The Results1
More than 2x more reach per dollar on qualified audiences, across mobile, online video, and premium CTV – 351 qualified impressions delivered for every $1, compared to the DSP’s 164 53% lower weighted average CPMs for premium CTV inventory 54% higher video completion rate overall; 35% higher on a controlled OTT-to-OTT comparison Retargeting at scale within days, versus the 30-60 day ramp typically required by DSP-led campaigns Campaign activated in minutes, from audience discovery to tactics and budgets, compared to the typical 3–5 hour setup plus creative trafficking “At Level, every technology decision starts with one question: will this move the needle for our clients? We structured this test the same way we approach every strategic decision: define the outcome, run the experiment, trust the data. What AgenticOS delivered changed how we're thinking about where the open internet can compete for client budgets, and that's exactly the kind of adaptive advantage and innovation we're always looking for." — Patrick Van Gorder, Chief Partnership Officer, Level Agency
The Compounding Effects of AgenticOS
Most agentic capabilities announced in the market today describe a single buyer agent communicating with a single seller agent. What Level activated through AgenticOS is different: a coordinated sequence of more than 20 specialized agents operating across the full campaign lifecycle through a single access point. Through a custom buyer agent built for the Untapped Growth Collective, Level described their campaign objectives in plain language. Proprietary agents identified the highest-quality available inventory, including premium CTV and OTT, built and refined audience segments from publisher-side signals, handled direct activation, and surfaced optimization insights continuously throughout the flight.
Those results are a direct function of where PubMatic uniquely sits in the ecosystem. AgenticOS is the only agentic platform operating at the intersection of buy-side and sell-side intelligence simultaneously, combining four compounding assets that work independently but deliver categorically different outcomes when unified on a single platform: agentic AI through AgenticOS; direct supply-side activation through Activate; a 300+ partner data and commerce media ecosystem giving agents continuously learning audience capabilities; and owned-and-operated GPU infrastructure purpose-built for accelerated computing and reduced inferencing latency. For Level, that entire stack was accessible through a single prompt, with no infrastructure or additional technology required on the agency's end.
"The best media strategies are the ones that don't require constant intervention. When your supply pool is already controlling frequency, filtering inventory, and qualifying audiences before the auction, you get scale that manages itself — and that frees you up to make better decisions faster." — Anjlee Majmudar, VP of Programmatic, Level Agency
Allocating More Spend to the Open Internet
The success of the campaign, coupled with the ease of execution, opened a new category of campaign execution. The agency made a mid-flight decision to expand the program: an upcoming open house campaign, a date-based, hyper-local activation with a tight turnaround, is being allocated to AgenticOS alongside their existing social buy. The open internet is now in the mix for the kind of time-sensitive, geographically specific activation where speed and flexibility are the deciding factors.
"AgenticOS runs at the intersection of supply and demand, giving agencies direct access to publisher signals and inventory that isn't available from the demand side alone. The result is exactly what AgenticOS was designed to deliver: a simpler ecosystem, more dollars in working media, and the open internet as a legitimate competitor to the walled gardens. Level proved it out, and we're excited to build on it." — Andy Bryant, AVP, Advertiser Solutions, PubMatic.
To view the full case study, visit here. To learn more about AgenticOS and how PubMatic is powering the next generation of agentic advertising, visit pubmatic.com/agents
About PubMatic
PubMatic (NASDAQ: PUBM) is the leading AI-powered ad tech company delivering digital advertising performance. Through an intelligent, unified platform that connects buyers, publishers, data partners, and commerce media networks, PubMatic delivers superior performance with greater transparency, control, and efficiency.
Since 2006, PubMatic has pioneered every major advance in programmatic advertising, from enabling the first OpenRTB transactions to embedding AI-driven optimization and privacy-focused innovation across its platform. With omnichannel scale, proven reliability, and a track record of continuous innovation, PubMatic is building a more intelligent, profitable, and sustainable open internet. Built to Connect. Powered to Perform.
Level Agency, a performance-driven digital marketing agency, in partnership with PubMatic, the leading AI-powered ad tech company delivering digital advertisin
For those looking to find strong Computer and Technology stocks, it is prudent to search for companies in the group that are outperforming their peers. PubMatic, Inc. (PUBM - Free Report) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? Let's take a closer look at the stock's year-to-date performance to find out.
PubMatic, Inc. is one of 592 companies in the Computer and Technology group. The Computer and Technology group currently sits at #1 within the Zacks Sector Rank. The Zacks Sector Rank considers 16 different groups, measuring the average Zacks Rank of the individual stocks within the sector to gauge the strength of each group.
The Zacks Rank emphasizes earnings estimates and estimate revisions to find stocks with improving earnings outlooks. This system has a long record of success, and these stocks tend to be on track to beat the market over the next one to three months. PubMatic, Inc. is currently sporting a Zacks Rank of #2 (Buy).
Over the past three months, the Zacks Consensus Estimate for PUBM's full-year earnings has moved 34% higher. This is a sign of improving analyst sentiment and a positive earnings outlook trend.
Our latest available data shows that PUBM has returned about 27.4% since the start of the calendar year. Meanwhile, stocks in the Computer and Technology group have gained about 18.7% on average. This shows that PubMatic, Inc. is outperforming its peers so far this year.
One other Computer and Technology stock that has outperformed the sector so far this year is Cognex Corporation (CGNX - Free Report) . The stock is up 87.9% year-to-date.
Over the past three months, Cognex Corporation's consensus EPS estimate for the current year has increased 52.1%. The stock currently has a Zacks Rank #1 (Strong Buy).
Breaking things down more, PubMatic, Inc. is a member of the Internet - Software industry, which includes 170 individual companies and currently sits at #84 in the Zacks Industry Rank. This group has lost an average of 15.6% so far this year, so PUBM is performing better in this area.
In contrast, Cognex Corporation falls under the Electronics - Testing Equipment industry. Currently, this industry has 4 stocks and is ranked #6. Since the beginning of the year, the industry has moved +21.1%.
Investors interested in the Computer and Technology sector may want to keep a close eye on PubMatic, Inc. and Cognex Corporation as they attempt to continue their solid performance.
PubMatic, Inc. (NASDAQ:PUBM – Get Free Report) insider Mukul Kumar sold 7,830 shares of the company’s stock in a transaction on Thursday, April 2nd. The shares were sold at an average price of $8.17, for a total value of $63,971.10. Following the completion of the sale, the insider owned 99,485 shares in the company, valued at $812,792.45. This represents a 7.30% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink.
PubMatic Stock Performance PubMatic stock opened at $8.27 on Monday. The stock has a market cap of $392.00 million, a PE ratio of -26.68 and a beta of 1.48. The stock has a 50-day moving average price of $7.55 and a 200 day moving average price of $8.23. PubMatic, Inc. has a 52 week low of $6.15 and a 52 week high of $13.88.
PubMatic (NASDAQ:PUBM – Get Free Report) last released its earnings results on Thursday, February 26th. The company reported $0.29 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.16 by $0.13. PubMatic had a negative net margin of 5.11% and a negative return on equity of 5.64%. The company had revenue of $80.05 million for the quarter, compared to analyst estimates of $76.12 million. On average, equities analysts predict that PubMatic, Inc. will post 0.22 EPS for the current year.
Trending Headlines about PubMatic Here are the key news stories impacting PubMatic this week:
Positive Sentiment: Recent fundamentals: PubMatic reported a quarterly earnings beat (Feb. 26) with EPS $0.29 vs. $0.16 expected and revenue $80.05M vs. $76.12M expected — a point in support of the stock. Earnings / Marketbeat Neutral Sentiment: Technical/context: shares have traded around the low single digits relative to their 50-day ($7.54) and 200-day ($8.23) SMAs, leaving limited upside unless demand returns. Price summary Negative Sentiment: CEO Rajeev K. Goel sold 49,916 shares at an average $8.17, reducing his holding by ~51.1% (proceeds ~$407.8K) — a large top-exec divestiture that can be viewed as a negative signal on insider conviction. SEC Filing Negative Sentiment: CFO Steven Pantelick sold 16,747 shares at ~$8.17 (proceeds ~$136.8K), a ~22.5% cut in his position — further top-team selling that may amplify negative market reaction. SEC Filing Negative Sentiment: Chairman Amar K. Goel sold 6,528 shares at ~$8.17 (proceeds ~$53.3K), trimming his stake by ~21.3% — another insider reduction from the board level. SEC Filing Negative Sentiment: Other insiders (Mukul Kumar and General Counsel Andrew Woods) sold 7,830 and 5,710 shares respectively at ~$8.17, modestly reducing their positions — adds breadth to the insider selling pattern. Kumar SEC Filing Woods SEC Filing Analyst Upgrades and Downgrades PUBM has been the topic of a number of analyst reports. Weiss Ratings restated a “sell (d)” rating on shares of PubMatic in a research report on Thursday, January 22nd. Rosenblatt Securities reissued a “buy” rating and set a $21.00 price target on shares of PubMatic in a research note on Friday, March 20th. Lake Street Capital upgraded PubMatic from a “hold” rating to a “strong-buy” rating in a report on Friday, February 27th. Wall Street Zen downgraded PubMatic from a “hold” rating to a “sell” rating in a research report on Saturday. Finally, Wolfe Research reiterated an “outperform” rating and issued a $14.00 target price on shares of PubMatic in a research note on Monday, January 5th. One analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, PubMatic has an average rating of “Moderate Buy” and a consensus price target of $12.63.
View Our Latest Stock Report on PubMatic
Institutional Investors Weigh In On PubMatic A number of institutional investors have recently bought and sold shares of the stock. Roubaix Capital LLC purchased a new position in PubMatic during the third quarter worth approximately $2,247,000. CenterBook Partners LP grew its stake in shares of PubMatic by 239.0% during the 3rd quarter. CenterBook Partners LP now owns 748,460 shares of the company’s stock valued at $6,197,000 after buying an additional 527,650 shares during the period. Acuitas Investments LLC grew its stake in shares of PubMatic by 142.8% during the 3rd quarter. Acuitas Investments LLC now owns 355,651 shares of the company’s stock valued at $2,945,000 after buying an additional 209,159 shares during the period. Pinnacle Holdings LLC increased its holdings in shares of PubMatic by 7.8% during the 3rd quarter. Pinnacle Holdings LLC now owns 138,822 shares of the company’s stock worth $1,149,000 after buying an additional 9,997 shares during the last quarter. Finally, Counterpoint Mutual Funds LLC acquired a new stake in shares of PubMatic during the 3rd quarter worth $360,000. 64.26% of the stock is currently owned by hedge funds and other institutional investors.
About PubMatic (Get Free Report)
PubMatic is a cloud-based digital advertising technology company that provides a supply-side platform (SSP) enabling publishers to automate and optimize the sale of their ad inventory across display, mobile, video and connected TV channels. Its core offerings include real-time bidding infrastructure, header bidding solutions under the OpenWrap brand and data analytics tools that deliver actionable insights on audience engagement and monetization performance. By facilitating seamless auctions and providing transparent reporting, PubMatic helps publishers maximize yield while improving buyer experiences.
Founded in 2006 by Rajeev Goel and a team of ad-tech veterans, PubMatic grew from an early entrant in programmatic selling to a publicly traded company, listing on the Nasdaq (symbol: PUBM) in December 2020.
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PubMatic, Inc. (NASDAQ: PUBM - Get Free Report) Chairman Amar Goel sold 6,528 shares of PubMatic stock in a transaction that occurred on Thursday, April 2nd. The shares were sold at an average price of $8.17, for a total value of $53,333.76. Following the sale, the chairman directly owned 24,066 shares in the company, valued at
NO-HEADQUARTERS/REDWOOD CITY, Calif.--(BUSINESS WIRE)--PubMatic, Inc. (Nasdaq: PUBM), the leading AI-powered ad tech company delivering digital advertising performance, today announced that it will release its financial results for the quarter ended March 31, 2026 after market close on Thursday, May 7, 2026. On that day, PubMatic will host a webcast at 1:30 p.m. Pacific Time (4:30 p.m. Eastern Time) to discuss the company’s financial results.
Webcast Details
What: PubMatic’s First Quarter 2026 Earnings Webcast When: Thursday, May 7, 2026, at 1:30 p.m. Pacific Time (4:30 p.m. Eastern Time) Webcast: A live and archived webcast can be accessed from the News & Events section of PubMatic’s Investor Relations website: https://investors.pubmatic.com About PubMatic
PubMatic is the leading AI-powered ad tech company delivering digital advertising performance. Through an intelligent, unified platform that connects buyers, publishers, data partners, and commerce media networks, PubMatic delivers superior performance with greater transparency, control, and efficiency. Since 2006, PubMatic has pioneered major advances in programmatic advertising, from enabling the first OpenRTB transactions to embedding AI-driven optimization and privacy-focused innovation across its platform. With omnichannel scale, proven reliability, and a track record of continuous innovation, PubMatic is building a more intelligent, profitable, and sustainable open internet. Built to Connect. Powered to Perform.
NO-HEADQUARTERS / REDWOOD CITY, Calif.--(BUSINESS WIRE)--PubMatic (Nasdaq: PUBM), the leading AI-powered ad tech company delivering digital advertising performance, today announced the integration of its Creative Innovation Suite across its AgenticOS platform, giving marketers access to custom, engagement-driven ad formats across premium CTV, mobile app, and more. Today's audiences don't choose between screens. They're on CTV and mobile simultaneously, and the most effective advertising has to.
NO-HEADQUARTERS/REDWOOD CITY, Calif.--(BUSINESS WIRE)--PubMatic, Inc. (Nasdaq: PUBM), the leading AI-powered ad tech company delivering digital advertising performance, today reported preliminary unaudited results for revenue and Adjusted EBITDA in the first quarter of 2026, and announced leadership transitions to position the company for its next phase of growth.
Strong Q1 Results Reflect Business Momentum
The Company expects first quarter 2026 revenue to be approximately $62.4 million, with approximately $2.5 million in adjusted EBITDA. These figures exceed PubMatic’s previously-issued first quarter 2026 guidance of $58.0 million to $60.0 million in revenue and $(0.5) to $1.0 million in adjusted EBITDA. These results highlight strong execution across the business and leadership in agentic advertising.
"Agentic AI is creating a structural shift that is redefining the entire digital advertising market. Our AI solutions are seeing the fastest adoption of any product launch in our history," said Rajeev Goel, co-founder and CEO of PubMatic. "This momentum is creating a unique opportunity to evolve our organization to best serve this transformation."
Strategic Organizational Evolution
As PubMatic enters this period of transformation, the company is taking the opportunity to evolve its go-to-market structure. Two valued members of PubMatic's leadership team have decided to transition out of their roles. After 15 years at PubMatic, Chief Growth Officer Paulina Klimenko is stepping down to focus on her health. Chief Revenue Officer for the Americas Kyle Dozeman is departing to pursue an entrepreneurship opportunity. Both transitions reflect personal priorities and come at a moment when the company's strong execution and strategic clarity create an ideal opportunity for organizational evolution.
To position the organization to capitalize on the accelerating momentum, PubMatic has retained Heidrick & Struggles to conduct a search for a global Chief Revenue Officer. The company intends to consolidate all revenue-generating functions under this global Chief Revenue Officer, positioning the organization for accelerated, long-term profitable growth across the business.
“I’m incredibly proud of what we’ve built together at PubMatic over the past 15 years,” said Paulina Klimenko, Chief Growth Officer. “The business is in a strong position, and now is the right time for me to focus on my health. I’m confident in the team and excited to see the company scale new heights from here.”
“I’ve been honored to lead our Americas business and witness the acceleration in AI adoption and CTV momentum firsthand,” said Kyle Dozeman, Chief Revenue Officer, Americas. “The strength of our organization and clarity of our direction made this the right time to pursue an exciting entrepreneurship opportunity. I’m grateful for the 13 years I’ve spent here, and confident the team will continue to thrive.”
Paulina Klimenko will remain in her role through July 2026 to ensure a structured transition. Kyle Dozeman will remain with PubMatic through the end of May and continue in an advisory capacity thereafter. Chief Revenue Officers Emma Newman (EMEA) and Jason Barnes (APAC) will continue to lead their respective regions.
“Paulina and Kyle are exceptional leaders who have been instrumental in building our business and culture,” continued Rajeev Goel. “I’m grateful for their contributions and wish them the best in what comes next for them. As we move forward, we remain deeply focused on execution, putting our customers first, and delivering the trust, innovation, and advertising performance they expect. We have a tremendous opportunity in front of us, and I’m confident in the strength of our organization and strategic direction.”
Earnings Call and Full Results
As previously announced, PubMatic will release its audited financial results for the quarter ended March 31, 2026 after market close on Thursday, May 7, 2026. On that day, PubMatic will host a webcast at 1:30pm Pacific Time (4:30pm Eastern Time) to discuss the company’s financial results. A live and archived webcast can be accessed from the News & Events section of PubMatic’s Investor Relations website: https://investors.pubmatic.com
Non-GAAP Financial Measures
To supplement its financial information presented in accordance with U.S. generally accepted accounting principles (“GAAP”), PubMatic uses certain non-GAAP financial measures, including adjusted EBITDA. PubMatic believes these non-GAAP measures provide useful information about its operating performance, enhance comparability across periods, and assist investors in evaluating the Company’s core business results. However, these measures have limitations as analytical tools and should not be considered in isolation from, or as a substitute for, GAAP financial information.
Adjusted EBITDA is defined as net income (loss) adjusted for stock-based compensation expense, depreciation and amortization, litigation-related expenses, interest income, and provision for (benefit from) income taxes.
Because this press release presents only preliminary results, a full reconciliation of these non-GAAP measures to their most directly comparable GAAP measures is not available. A reconciliation will be provided in PubMatic’s complete first quarter 2026 earnings press release, expected to be released on May 7, 2026.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, including statements made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include all statements that are not historical facts and can be identified by terms such as “anticipates,” “believes,” “estimates,” “expects,” “intends,” “may,” “plans,” “should,” “will,” “would” or similar expressions. Forward-looking statements in this press release include, but are not limited to: the Company’s preliminary and expected first quarter 2026 revenue and adjusted EBITDA results; completion of the Company’s quarter-end financial closing procedures; the expected date of the Company’s full first quarter 2026 earnings release; the Company’s leadership transition and global CRO search; and the Company’s expectations regarding its business strategy, growth opportunities, and long-term revenue growth.
These forward-looking statements involve known and unknown risks, uncertainties, and other factors that may cause the Company’s actual results, performance, or achievements to be materially different from those expressed or implied. Such factors include, but are not limited to: completion of the Company’s normal quarter-end financial closing procedures; potential adjustments arising from the application of accounting principles or from the review by the Company’s independent registered public accounting firm; changes in the digital advertising industry, competitive conditions, and macroeconomic environment; the Company’s ability to attract and retain qualified leadership; and other risks and uncertainties described in the “Risk Factors” section of the Company’s Annual Report on Form 10-K for the fiscal year ended December 31, 2025, and in the Company’s subsequent reports filed with the SEC.
The forward-looking statements in this press release represent the Company’s views as of the date of this press release. PubMatic undertakes no obligation to update any forward-looking statements to reflect events or circumstances after the date hereof or to reflect new information or the occurrence of unanticipated events, except as may be required by applicable law or regulation.
Preliminary Results
The Company’s preliminary unaudited financial results in this press release for the first quarter ended March 31, 2026 are preliminary, unaudited and subject to completion, and may change as a result of management’s continued review. Such preliminary results are subject to the finalization of quarter-end financial and accounting procedures. The preliminary financial results represent management estimates that constitute forward-looking statements subject to risks and uncertainties. As a result, the preliminary financial results may materially differ from the actual results when they are completed and publicly disclosed. These preliminary results should not be viewed as a substitute for the Company's full first quarter financial statements and do not present all information necessary for a complete understanding of financial performance.
About PubMatic
PubMatic is the leading AI-powered ad tech company delivering digital advertising performance. Through an intelligent, unified platform that connects buyers, publishers, data partners, and commerce media networks, PubMatic delivers superior performance with greater transparency, control, and efficiency. Since 2006, PubMatic has pioneered major advances in programmatic advertising, from enabling the first OpenRTB transactions to embedding AI-driven optimization and privacy-focused innovation across its platform. With omnichannel scale, proven reliability, and a track record of continuous innovation, PubMatic is building a more intelligent, profitable, and sustainable open internet. Built to Connect. Powered to Perform.
NO-HEADQUARTERS / REDWOOD CITY, Calif.--(BUSINESS WIRE)--PubMatic (Nasdaq: PUBM) today announced accelerating global adoption of its AgenticOS platform, as agentic media buying moves from experimentation into a validated behavioral shift in digital advertising. What launched at CES with a single campaign is now running end-to-end autonomous agentic campaigns across independent agencies, scaled buying platforms, and global brands in the United States, France, the Netherlands, Australia, and Indi.
PubMatic, Inc. (PUBM - Free Report) is expected to deliver a year-over-year increase in earnings on lower revenues when it reports results for the quarter ended March 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.
The earnings report, which is expected to be released on May 7, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis company is expected to post quarterly loss of $0.01 per share in its upcoming report, which represents a year-over-year change of +75%.
Revenues are expected to be $60.16 million, down 5.8% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 1.47% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for PubMatic?For PubMatic, the Most Accurate Estimate is the same as the Zacks Consensus Estimate, suggesting that there are no recent analyst views which differ from what have been considered to derive the consensus estimate. This has resulted in an Earnings ESP of 0%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that PubMatic will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that PubMatic would post earnings of $0.16 per share when it actually produced earnings of $0.29, delivering a surprise of +81.25%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
PubMatic doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
An Industry Player's Expected ResultsMatch Group (MTCH - Free Report) , another stock in the Zacks Internet - Software industry, is expected to report earnings per share of $0.92 for the quarter ended March 2026. This estimate points to a year-over-year change of +37.3%. Revenues for the quarter are expected to be $854.87 million, up 2.9% from the year-ago quarter.
The consensus EPS estimate for Match Group has remained unchanged over the last 30 days. However, a higher Most Accurate Estimate has resulted in an Earnings ESP of +3.26%.
This Earnings ESP, combined with its Zacks Rank #2 (Buy), suggests that Match Group will most likely beat the consensus EPS estimate. Over the last four quarters, the company surpassed EPS estimates just once.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
PubMatic, Inc. (PUBM) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, PUBM's 50-day simple moving average crossed above its 200-day simple moving average, known as a "golden cross.
NO-HEADQUARTERS/REDWOOD CITY, Calif.--(BUSINESS WIRE)--PubMatic announces first quarter 2026 financial results, with revenue and adjusted EBITDA ahead of guidance.
PubMatic, Inc. (PUBM) came out with a quarterly loss of $0.11 per share versus the Zacks Consensus Estimate of a loss of $0.01. This compares to a loss of $0.04 per share a year ago.
PubMatic NASDAQ: PUBM reported first-quarter 2026 results that topped its guidance, with management pointing to growth in its underlying business, adoption of AI tools and expansion in connected TV, mobile app and emerging revenue streams.
NO-HEADQUARTERS/REDWOOD CITY, Calif.--(BUSINESS WIRE)--PubMatic, Inc. (Nasdaq: PUBM), the leading AI-powered ad tech company delivering digital advertising performance, today announced that members of its management team are scheduled to participate at the following upcoming financial conferences:
21st Annual Needham Technology, Media & Consumer Conference in New York, NY on May 13, 2026. Management will participate in a webcasted fire-side chat at 10:15 a.m. ET and host 1x1 meetings. 2026 Jefferies Software, Internet & AI Conference in Newport Coast, CA on May 27, 2026. Management will host 1x1 meetings. Evercore TMT Global Conference in San Francisco, CA on June 3, 2026. Management will participate in a webcasted fire-side chat at 2:10 p.m. PT and host meetings. Rosenblatt’s 6th Annual Virtual Technology Summit on June 9, 2026. Management will host 1x1 meetings. A webcast of the fire-side chat will be available in the “Events” section of PubMatic’s investor relations website at https://investors.pubmatic.com/news-events/investor-calendar. The webcast replay will be available following the conclusion of the live presentations for 90 days.
About PubMatic
PubMatic is the leading AI-powered ad tech company delivering digital advertising performance. Through an intelligent, unified platform that connects buyers, publishers, data partners, and commerce media networks, PubMatic delivers superior performance with great transparency, control, and efficiency. Since 2006, PubMatic has pioneered major advances in programmatic advertising, from enabling the first OpenRTB transactions to embedding AI-driven optimization and privacy-focused innovation across its platform. With omnichannel scale, proven reliability, and a track record of continuous innovation, PubMatic is building a more intelligent, profitable, and sustainable open internet. Built to Connect. Powered to Perform.
Appointment deepens PubMatic's commitment to the Canadian market as demand grows for AI-powered programmatic solutions across buy-side and publisher partnerships
NO-HEADQUARTERS / REDWOOD CITY, Calif.--(BUSINESS WIRE)--PubMatic (Nasdaq: PUBM), the leading AI-powered ad tech company delivering digital advertising performance, today announced the appointment of Sabrina Anand as Country Manager for Canada. Based in Toronto, Anand will lead PubMatic's go-to-market strategy across the Canadian market, with responsibility for deepening relationships with buyers, agencies, and publishers and driving adoption of PubMatic's full product suite. She will report to Alan Fontevecchia, VP, Head of LATAM & Canada.
The appointment signals PubMatic's intent to build a more committed, tailored presence in Canada — a market served by premium publishers and a sophisticated agency community that increasingly demands direct, transparent programmatic partnerships. Anand's hire comes as PubMatic's AgenticOS platform accelerates globally, with fully autonomous agentic campaigns now running across independent agencies, scaled buying platforms, and global brands — and as supply path optimization (SPO) relationships account for more than 50% of total PubMatic platform activity worldwide.
In her role, Anand will drive Canadian market growth across PubMatic's full product portfolio, including AgenticOS, Activate, Connect, and its data and curation capabilities, spanning CTV/OTT, mobile app, and web environments.
Anand is a seasoned ad tech leader with more than 14 years of experience in the Canadian market. She joins from TripleLift, where she served as Country Manager for Canada, overseeing the company's national strategy and operations and expanding partnerships with programmatic buyers and media owners.
"Sabrina is exactly the kind of leader this market calls for. She knows the Canadian ecosystem deeply, from the big agency relationships to the publisher dynamics, and brings real entrepreneurial energy to building something fresh," said Alan Fontevecchia, VP, Head of LATAM, & Canada, PubMatic. "Canada is a priority for us. We're growing in the region, with the full commitment and weight of our platform, and Sabrina is the right person to lead that effort."
"PubMatic has built a platform that is genuinely differentiated, from its supply path transparency to its agentic capabilities, and Canada is ready to embrace it," said Anand. "I've spent my career on both sides of the programmatic ecosystem in this market, and I know what Canadian buyers and publishers are looking for in a partner. I'm excited to bring PubMatic's technology and team to bear here in a meaningful way."
Canadian buyers, agencies, and publishers interested in partnering with PubMatic can visit www.pubmatic.com to learn more or connect with Sabrina and the team.
About PubMatic
PubMatic (NASDAQ: PUBM) is the leading AI-powered ad tech company delivering digital advertising performance. Through an intelligent, unified platform that connects buyers, publishers, data partners, and commerce media networks, PubMatic delivers superior performance with greater transparency, control, and efficiency.
Since 2006, PubMatic has pioneered every major advance in programmatic advertising, from enabling the first OpenRTB transactions to embedding AI-driven optimization and privacy-focused innovation across its platform. With omnichannel scale, proven reliability, and a track record of continuous innovation, PubMatic is building a more intelligent, profitable, and sustainable open internet. Built to Connect. Powered to Perform.
From a technical perspective, PubMatic, Inc. (PUBM - Free Report) is looking like an interesting pick, as it just reached a key level of support. PUBM recently overtook the 20-day moving average, and this suggests a short-term bullish trend.
The 20-day simple moving average is a popular investing tool. Traders like this SMA because it offers a look back at a stock's price over a shorter period and helps smooth out price fluctuations. The 20-day can also show more trend reversal signals than longer-term moving averages.
Like other SMAs, if a stock's price is moving above the 20-day, the trend is considered positive. When the price falls below the moving average, it can signal a downward trend.
PUBM could be on the verge of another rally after moving 11.5% higher over the last four weeks. Plus, the company is currently a Zacks Rank #3 (Hold) stock.
The bullish case solidifies once investors consider PUBM's positive earnings estimate revisions. No estimate has gone lower in the past two months for the current fiscal year, compared to 1 higher, while the consensus estimate has increased too.
Investors may want to watch PUBM for more gains in the near future given the company's key technical level and positive earnings estimate revisions.
Investors might want to bet on PubMatic, Inc. (PUBM - Free Report) , as it has been recently upgraded to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.
The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.
Individual investors often find it hard to make decisions based on rating upgrades by Wall Street analysts, since these are mostly driven by subjective factors that are hard to see and measure in real time. In these situations, the Zacks rating system comes in handy because of the power of a changing earnings picture in determining near-term stock price movements.
As such, the Zacks rating upgrade for PubMatic is essentially a positive comment on its earnings outlook that could have a favorable impact on its stock price.
Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, has proven to be strongly correlated with the near-term price movement of its stock. That's partly because of the influence of institutional investors that use earnings and earnings estimates for calculating the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their bulk investment action then leads to price movement for the stock.
Fundamentally speaking, rising earnings estimates and the consequent rating upgrade for PubMatic imply an improvement in the company's underlying business. Investors should show their appreciation for this improving business trend by pushing the stock higher.
Harnessing the Power of Earnings Estimate RevisionsAs empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, tracking such revisions for making an investment decision could be truly rewarding. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.
The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .
Earnings Estimate Revisions for PubMaticFor the fiscal year ending December 2026, this company is expected to earn $0.37 per share, which is unchanged compared with the year-ago reported number.
Analysts have been steadily raising their estimates for PubMatic. Over the past three months, the Zacks Consensus Estimate for the company has increased 35.9%.
Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.
You can learn more about the Zacks Rank here >>>
The upgrade of PubMatic to a Zacks Rank #2 positions it in the top 20% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.
PubMatic, Inc. (PUBM - Free Report) appears an attractive pick given a noticeable improvement in the company's earnings outlook. The stock has been a strong performer lately, and the momentum might continue with analysts still raising their earnings estimates for the company.
Analysts' growing optimism on the earnings prospects of this company is driving estimates higher, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. Our stock rating tool -- the Zacks Rank -- has this insight at its core.
The five-grade Zacks Rank system, which ranges from a Zacks Rank #1 (Strong Buy) to a Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record of outperformance, with Zacks #1 Ranked stocks generating an average annual return of +25% since 2008.
For PubMatic, Inc., there has been strong agreement among the covering analysts in raising earnings estimates, which has helped push consensus estimates considerably higher for the next quarter and full year.
The chart below shows the evolution of forward 12-month Zacks Consensus EPS estimate:
12 Month EPS
Current-Quarter Estimate RevisionsThe earnings estimate of $0.03 per share for the current quarter represents a change of -40.0% from the number reported a year ago.
Over the last 30 days, two estimates have moved higher for PubMatic compared to no negative revisions. As a result, the Zacks Consensus Estimate has increased 31.34%.
Current-Year Estimate RevisionsThe company is expected to earn $0.37 per share for the full year, which represents a change of +12.1% from the prior-year number.
There has been an encouraging trend in estimate revisions for the current year as well. Over the past month, one estimate has moved up for PubMatic versus one negative revision. This has pushed the consensus estimate 34.21% higher.
Favorable Zacks RankOur research shows that stocks with Zacks Rank #1 (Strong Buy) and 2 (Buy) significantly outperform the S&P 500.
Bottom LineWhile strong estimate revisions for PubMatic have attracted decent investments and pushed the stock 17% higher over the past four weeks, further upside may still be left in the stock. So, you may consider adding it to your portfolio right away.
inPowered AI, MiQ, Chalice AI and SWYM.AI to Pilot New Capability, Running Buyer and Algorithm Intelligence Inside the Auction Alongside PubMatic's Active AI Agents
NO-HEADQUARTERS/REDWOOD CITY, Calif.--(BUSINESS WIRE)--PubMatic (Nasdaq: PUBM), the leading AI-powered ad tech company delivering digital advertising performance, today announced Decision Fabric, a containerization layer built on AgenticOS that runs partner decisioning models natively inside the programmatic supply path. Piloting with inPowered AI, MiQ, Chalice AI and SWYM.AI as first partners, Decision Fabric enables audience qualification to happen at the exact moment of the auction, on live signals, across the full unfiltered inventory pool, allowing advertisers to reach higher-value audiences more efficiently and directly.
"Advertising works best when advertisers and publishers work closely together,” stated Rajeev Goel, Co-Founder and CEO, PubMatic.
Share According to the ANA's Programmatic Media Supply Chain Transparency Study (December 2023), working media efficiency ranges from as low as 36 cents on the dollar, a gap that has driven advertisers toward supply-side solutions with greater transparency and direct access to inventory. PubMatic's Activate has been a proven answer to that problem: a direct-to-supply media activation tool that has operated as a native bidder on the sell side for years, demonstrating that running decisioning natively inside the auction, on live signals, delivers better economics for buyers and publishers alike. Decision Fabric opens that same architecture to PubMatic's partners, giving their decisioning models a native environment inside the same auction infrastructure that has powered Activate's results. It is a proven architectural advantage, now extended to the broader ecosystem.
"Advertising works best when advertisers and publishers work closely together,” stated Rajeev Goel, Co-Founder and CEO, PubMatic. “Decision Fabric builds on our success with Activate and gives partner intelligence a native environment inside the supply path where signals are most complete, inventory scale is greatest, and AgenticOS agents are already at work. The longer partner models run here, the smarter the whole system gets, and the more value flows back to buyers and publishers alike."
Through Decision Fabric, partner decisioning models, from algorithm companies, curators, agencies, and DSPs alike, run inside PubMatic's auction infrastructure on live bidstream signals at the exact moment inventory becomes available. Audience qualification happens in real time, across the full unfiltered inventory pool, before traffic shaping occurs. For DSPs in particular, Decision Fabric represents a direct entry point into AgenticOS, with the ability to run their decisioning logic inside an environment where PubMatic's own agents are already operating and can actively call on it. If a DSP deploys an audience model via container, PubMatic's inventory and audience agents can invoke that model directly to sharpen campaign targeting or surface higher-value deals.
Connecting Decision Fabric to AgenticOS provides partners with access to the full weight of the infrastructure and intelligence behind PubMatic’s operating system for agentic advertising. This includes GPU-accelerated computing and dedicated AI inferencing servers purpose-built for advertising's microsecond decisioning requirements, operating at approximately one millisecond inference latency with 85% fewer auction timeouts, as well as more than 20 autonomous agents and 1,000 AI-powered deals already active across discovery, deal management, and optimization — working across 2.7 trillion advertiser bids per day and 100,000+ streaming channels, apps, and websites globally, including 28 of the top 30 streaming platforms. Decision Fabric is built using the IAB Tech Lab's ARTF open containerization protocol, enabling partners to deploy once on a standard architecture and operate across PubMatic's full supply footprint without proprietary lock-in.
"We've always known that better signals produce better outcomes,” said Georgiana Haig, Global Strategy & Partnerships Director, MiQ. “The promise of Decision Fabric is that it gives us the ability to act on those signals at the moment they matter most right at the auction, across the full pool of available inventory. For our clients, that translates directly into campaigns that reach the right people with more of their budget channeled into media and not fees."
The piloting partners each bring distinct decisioning capabilities to Decision Fabric at launch. inPowered AI’s models qualify outcomes against live bidstream signals at auction speed, reflecting real-time outcomes rather than pre-built segments. MiQ brings buyer-side trading intelligence inside the supply path, giving one of the world's largest independent trading desks a native environment to optimize outcomes at the moment inventory is available. Chalice AI brings proprietary custom algorithms trained on advertiser-specific outcomes data, replacing platform-default AI with decisioning logic built exclusively around each brand's business goals, and SWYM.AI's algorithm applies real-time inventory curation and bid optimization directly against PubMatic's full supply footprint, enabling advertisers to concentrate spend on their highest-performing inventory.
“The containerized environments enable impression-level decisioning across the entire exchange,” stated Peyman Nilforoush, Co-Founder and CEO, inPowered. “PubMatic’s Decision Fabric enables us to host our models on the sell-side with the strongest signals for outcomes all done prebid. Having AgenticOS operating in the same environment as our models means the whole system is working together, and that's something we haven't had anywhere else.”
“Chalice builds some of the most advanced algorithms for agentic advertising in the market today,” said Adam Heimlich, CEO, Chalice AI. “But an algorithm is only as powerful as the environment it runs in. Decision Fabric gives our models access to the full inventory pool, live signals at the moment of the auction, and an agentic infrastructure that can act on what our models surface in real time. That's what turns a great algorithm into measurably better outcomes for buyers.”
“The buy side has been optimizing against a filtered view of supply for a decade,” stated Ravi Patel, CEO, SWYM.AI. “Decision Fabric flips that — our algorithms now run where the inventory actually lives, on every bid request, in the moment it matters. That’s outcome-driven bid shaping at full supply-side scale, and there’s no equivalent of it on the buy side of the fence.”
DSPs, curators, and algorithm companies interested in running their decisioning models inside PubMatic's supply path can learn more here.
About PubMatic
PubMatic (Nasdaq: PUBM) is the leading AI-powered ad tech company delivering digital advertising performance. Through an intelligent, unified platform that connects buyers, publishers, data partners, and commerce media networks, PubMatic delivers superior performance with greater transparency, control, and efficiency.
Since 2006, PubMatic has pioneered every major advance in programmatic advertising, from enabling the first OpenRTB transactions to embedding AI-driven optimization and privacy-focused innovation across its platform. With omnichannel scale, proven reliability, and a track record of continuous innovation, PubMatic is building a more intelligent, profitable, and sustainable digital advertising ecosystem. Built to Connect. Powered to Perform.
PubMatic (Nasdaq: PUBM), the leading AI-powered ad tech company delivering digital advertising performance, today announced Decision Fabric, a containerization
