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

Diluted EPS · GAAP · Q2 2025
$0.04
EX-99 · Aug 11, 2025
GAAP net income · Q2 2025
$2.0M
-90.5% -$19M vs year ago computed from stated figures
EX-99 · Aug 11, 2025
Diluted EPS · non-GAAP · Q2 2025
$0.05
EX-99 · Aug 11, 2025
Non-GAAP net income · Q2 2025
$2.5M
EX-99 · Aug 11, 2025

Headline figures

MetricQ2 2025Prior qtrYear ago
CTV revenue50%——
GAAP net income$2.0 million—$21.1 million
Non-GAAP net income$2.5 million——
Revenue50%——
Non-GAAP EPS30,——

EX-99 · Aug 11, 2025

Guidance · company-stated

No guidance located in the held release

Outlook statement

“For the third quarter of 2026, we expect the following Revenue to be in the range of $75 million to $77 million.”

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Revenue34%
CTV revenue50%

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

Aug 6, 2026

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, 2026
Aug 6, 2026

Historical · 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, 2026
General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event 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

Documents

Filings

30 documents

Earnings releases

14 documents

Presentations

0 documents

No presentations for PubMatic, Inc. are held in this edition of the library.

Transcripts

0 documents

No transcripts for PubMatic, Inc. are held in this edition of the library.

See also the earnings calendar for every tracked company’s next earnings date.