Inferra AI / Company / PUBM
PubMatic, Inc.
PUBM · Communication Services
Last earnings Aug 6, 2026
Key results
CTV revenuequarter
50%
CTV revenue grew over 50% year-over-year Supply Path Optimization represented 55%+ of total activity and Repurchased 3.5 million shares in Q2 2025, representing 7% of fully diluted shares as of
SEC original ↗PubMatic, Inc. — Earnings release (8-K exhibit)EX-99Aug 11, 2025
GAAP net incomequarter
$2.0 million
GAAP net income of $2.0 million with a margin of 3%, or $0.04 per diluted share in the same period of 2024 Adjusted EBITDA was $14.2 million, or 20% margin, compared to $21.1 million, or a 31% margin, in the same period of 2024
SEC original ↗PubMatic, Inc. — Earnings release (8-K exhibit)EX-99Aug 11, 2025
Non-GAAP net incomequarter
$2.5 million
Non-GAAP net income was $2.5 million, or $0.05 per diluted share in the second quarter, compared to
SEC original ↗PubMatic, Inc. — Earnings release (8-K exhibit)EX-99Aug 11, 2025
Non-GAAP net income of $9.7 million, or $0.17 per diluted share in the same period of 2024 Net cash provided by operating activities was $14.9 million
SEC original ↗PubMatic, Inc. — Earnings release (8-K exhibit)EX-99Aug 11, 2025
Revenuequarter
50%
Business Highlights Omnichannel platform drives revenue in key secular growth areas Revenue from CTV grew over 50% year-over-year.
SEC original ↗PubMatic, Inc. — Earnings release (8-K exhibit)EX-99Aug 11, 2025
Revenue from omnichannel video, which includes CTV, grew 34% year-over-year and represented 41% of total revenue.
SEC original ↗PubMatic, Inc. — Earnings release (8-K exhibit)EX-99Aug 11, 2025
Cost of revenue per million impressions processed decreased 20% on a trailing twelve month period, as compared to the prior period.
SEC original ↗PubMatic, Inc. — Earnings release (8-K exhibit)EX-99Aug 11, 2025
Non-GAAP EPSquarter
30,
diluted earnings per share for the three months ended June 30, 2024
SEC original ↗PubMatic, Inc. — Earnings release (8-K exhibit)EX-99Aug 11, 2025
AI analysis
Q2 2025 · reported Aug 11, 2025
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Headline figures
| Metric | Q2 2025 | Prior qtr | Year ago |
|---|---|---|---|
| CTV revenue | 50% | — | — |
| GAAP net income | $2.0 million | — | $21.1 million |
| Non-GAAP net income | $2.5 million | — | — |
| Revenue | 50% | — | — |
| Non-GAAP EPS | 30, | — | — |
Guidance · company-stated
No guidance located in the held release
“For the third quarter of 2026, we expect the following Revenue to be in the range of $75 million to $77 million.”
Capital allocation
htm EX-99.1 Document EXHIBIT 99.1 PubMatic Announces Second Quarter 2025 Financial Results Delivered revenue and adjusted EBITDA ahead of guidance Revenue from omnichannel video, including CTV, grew 34% year-over-year and was 41% of total revenue CTV revenue grew over 50% year-over-year Supply Path Optimization represented 55%+ of total activity and Repurchased 3.5 million shares in Q2 2025, representing 7% of fully diluted shares as of June 30, 2025 NO-HEADQUARTERS REDWOOD CITY, Calif.
Company-stated claims
Historical · double · revenue
“Diversified Revenue Mix and Expanded Reach On The Buy Side Revenues in Q2 2026 from CTV, mobile app and emerging revenues represented approximately 60% of total revenue, roughly double the share of three years ago.”
EX-99 · Aug 6, 2026Historical · grew approximately 100% · revenue
“Emerging revenues 2 in Q2 2026 grew approximately 100% year over year and represented approximately 15% of total revenues in the quarter, which includes revenue from newly launched AI solutions.”
EX-99 · Aug 6, 2026Event summary
PubMatic, Inc. Q2 2025 — CTV revenue grew over 50% year-over-year Supply Path Optimization represented 55%+ of total activity and Repurchased 3.5 million shares in Q2 2025, representing 7% of fully diluted shares as of
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
No guidance located in the held release
Capital allocation
htm EX-99.1 Document EXHIBIT 99.1 PubMatic Announces Second Quarter 2025 Financial Results Delivered revenue and adjusted EBITDA ahead of guidance Revenue from omnichannel video, including CTV, grew 34% year-over-year and was 41% of total revenue CTV revenue grew over 50% year-over-year Supply Path Optimization represented 55%+ of total activity and Repurchased 3.5 million shares in Q2 2025, representing 7% of fully diluted shares as of June 30, 2025 NO-HEADQUARTERS REDWOOD CITY, Calif.
SEC original ↗PubMatic, Inc. — Earnings release (8-K exhibit)EX-99Aug 11, 2025
Net dollar-based retention rate is an important indicator of publisher satisfaction and usage of our platform, as well as potential revenue for future periods Total cash, cash equivalents, and marketable securities of $117.6 million as of June 30, 2025 with no debt Through June 30, 2025, used $178.2 million to repurchase 12.2 million shares of Class A common stock, representing 24% of fully diluted shares as of the program s inception.
SEC original ↗PubMatic, Inc. — Earnings release (8-K exhibit)EX-99Aug 11, 2025
Owned and operated infrastructure drives operational efficiencies Infrastructure optimization initiatives combined with limited capex drove nearly 78 trillion impressions processed in Q2 2025, an increase of 28% over Q2 2024.
SEC original ↗PubMatic, Inc. — Earnings release (8-K exhibit)EX-99Aug 11, 2025
Forward Looking Statements This press release contains forward-looking statements regarding our future business expectations, including our guidance relating to our revenue and adjusted EBITDA for the third quarter of 2025 and capex for the full year 2025, our expectations regarding our total addressable market, future market growth, and our ability to gain market share.
SEC original ↗PubMatic, Inc. — Earnings release (8-K exhibit)EX-99Aug 11, 2025
The Credit Agreement provides a revolving credit facility in an aggregate principal amount of $ 110.0 million ( the Revolving Credit Facility ), including a $ 25.0 million letter of credit sub-facility and a $ 25.0 million swingline sub-facility.
SEC original ↗PubMatic, Inc. — 10-Q Quarterly report10-QAug 6, 2026
The Company s obligations under the Revolving Credit Facility and the letter of credit sub-facility (described in Note 8) with SVB are secured by substantially all of its assets excluding its intellectual property.
SEC original ↗PubMatic, Inc. — 10-Q Quarterly report10-QAug 6, 2026
Strategy & priorities
Our key priority is to diversify our DSP mix, advance our leadership in CTV, and invest in the highest growth areas.
SEC original ↗PubMatic, Inc. — Earnings release (8-K exhibit)EX-99Aug 11, 2025
These buyers such as MNTN and tvScientific are rapidly scaling ad spend on PubMatic as they prioritize access to premium supply, addressable audiences, and full-funnel sell-side solutions.
SEC original ↗PubMatic, Inc. — Earnings release (8-K exhibit)EX-99Aug 11, 2025
Owned and operated infrastructure drives operational efficiencies Infrastructure optimization initiatives combined with limited capex drove nearly 78 trillion impressions processed in Q2 2025, an increase of 28% over Q2 2024.
SEC original ↗PubMatic, Inc. — Earnings release (8-K exhibit)EX-99Aug 11, 2025
Additionally, we are optimizing resources to focus on key priorities that include diversifying DSP mix and accelerating investment on the buy-side, growing CTV, scaling emerging revenue streams, and integrating AI across our tech stack and operations.
SEC original ↗PubMatic, Inc. — Earnings release (8-K exhibit)EX-99Aug 11, 2025
We have a healthy balance sheet and generate positive cash flow and are confident in the long-term strategy to drive durable, accelerated growth, increased profitability, and maximized shareholder value.
SEC original ↗PubMatic, Inc. — Earnings release (8-K exhibit)EX-99Aug 11, 2025
Risks & headwinds
For more information about risks and uncertainties associated with our business, please refer to the Management s Discussion and Analysis of Financial Condition and Results of Operations and Risk Factors sections of our SEC filings, including but not limited to, our annual report on Form 10-K and quarterly reports on Form 10-Q, copies of which are available on our investor relations website at https investors.
SEC original ↗PubMatic, Inc. — Earnings release (8-K exhibit)EX-99Aug 11, 2025
Legal Proceedings 33 Item 1A.
SEC original ↗PubMatic, Inc. — 10-Q Quarterly report10-QAug 6, 2026
Due to the inherent uncertainty involved in making assumptions and estimates, events and changes in circumstances arising after June 30, 2026 may result in actual outcomes that differ from those contemplated by the Company s assumptions and estimates.
SEC original ↗PubMatic, Inc. — 10-Q Quarterly report10-QAug 6, 2026
However, the outcomes of claims and other legal matters are inherently unpredictable and subject to significant uncertainties.
SEC original ↗PubMatic, Inc. — 10-Q Quarterly report10-QAug 6, 2026
These forward-looking statements are subject to a number of risks, uncertainties and assumptions, including those described in Risk Factors and elsewhere in this Quarterly Report on Form 10-Q.
SEC original ↗PubMatic, Inc. — 10-Q Quarterly report10-QAug 6, 2026
In light of these risks, uncertainties, and assumptions, the forward-looking events and circumstances discussed in this Quarterly Report on Form 10-Q may not occur and actual results could differ materially and adversely from those anticipated or implied in the forward-looking statements.
SEC original ↗PubMatic, Inc. — 10-Q Quarterly report10-QAug 6, 2026
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
30 documents- Q2 2026
- 8-KPUBM
Aug 12, 2026
- 8-KPUBM
Aug 6, 2026
- 10-QPUBM
Aug 6, 2026
- Q1 2026
- 8-KPUBM
Jun 3, 2026
- 8-KPUBM
May 7, 2026
- 10-QPUBM
May 7, 2026
- 8-KPUBM
Apr 22, 2026
- Q4 2025
- 8-KPUBM
Feb 26, 2026
- 10-KPUBM
Feb 26, 2026
- Q3 2025
- 8-KPUBM
Nov 10, 2025
- 10-QPUBM
Nov 10, 2025
- Q2 2025
- 8-KPUBM
Sep 8, 2025
- 8-KPUBM
Aug 11, 2025
- 10-QPUBM
Aug 11, 2025
- Q1 2025
- 8-KPUBM
Jun 4, 2025
- 8-KPUBM
May 8, 2025
- 10-QPUBM
May 8, 2025
- Q4 2024
- 8-KPUBM
Feb 27, 2025
- 10-KPUBM
Feb 27, 2025
- Q3 2024
- 8-KPUBM
Nov 12, 2024
- 10-QPUBM
Nov 12, 2024
- Q2 2024
- 8-KPUBM
Aug 8, 2024
- 10-QPUBM
Aug 8, 2024
- Q1 2024
- 8-KPUBM
Jun 5, 2024
- 8-KPUBM
May 7, 2024
- 10-QPUBM
May 7, 2024
- Q4 2023
- 10-KPUBM
Feb 28, 2024
- 8-KPUBM
Feb 26, 2024
- Q3 2023
- 8-KPUBM
Dec 12, 2023
- 10-QPUBM
Nov 8, 2023
Earnings releases
14 documentsPresentations
0 documentsNo presentations for PubMatic, Inc. are held in this edition of the library.
Transcripts
0 documentsNo transcripts for PubMatic, Inc. are held in this edition of the library.
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