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PubMatic (PUBM)
NASDAQ:PUBM
Earnings Data
Report Date
Aug 12, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
-0.15Last Year’s EPS
0.04Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 08, 2025
|% Change Since: -8.73%
|Next Earnings Date:Aug 12, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted significant growth in key segments such as CTV and emerging revenue streams, supported by strategic investments in AI and partnerships. While certain areas like display revenue and specific ad verticals faced challenges, the overall performance was strong, with positive cash flow and an expanded share repurchase program.Company Guidance
During PubMatic's earnings call for Q1 2025, management discussed their financial performance and strategic outlook. The company exceeded guidance on both the top and bottom line, with revenue growth accelerating to 21% year-over-year, excluding the impact of a large DSP buyer and political advertising. Key growth drivers included Connected TV (CTV), which grew over 50% year-over-year, and supply path optimization (SPO), which accounted for over 55% of total activity. The company highlighted strong performance in omni-channel video, which represented 40% of total revenues in Q1. Emerging revenue streams, particularly the Connect business, more than doubled year-over-year. The company's adjusted EBITDA for Q1 was $8.5 million or a 13% margin, marking their 36th straight quarter of profitability. Looking ahead, PubMatic expects Q2 revenue to be between $66 million and $70 million, with an adjusted EBITDA of $9 million to $12 million, and anticipates 15% plus growth in their underlying business for the second half of the year. Despite macroeconomic uncertainties, the company remains confident in its ability to navigate these challenges, emphasizing secular shifts in the market toward programmatic advertising and AI-driven solutions.Exceeding Revenue Guidance
PubMatic exceeded Q1 2025 revenue guidance, driven by a 21% year-over-year revenue growth excluding certain factors. CTV revenue grew over 50% year-over-year, and SPO represented over 55% of total activity.
Strong Performance in CTV and Emerging Revenue Streams
CTV revenues increased over 50% year-over-year and emerging revenue streams more than doubled. Connect, the curation and data business, grew over 100% year-over-year.
Strategic Initiatives and AI Integration
Launched the industry's first GenAI-powered end-to-end platform. Expanded partnerships with Spectrum Reach and TCL, and achieved significant growth in mid-market DSP activity.
Strong Cash Flow and Share Repurchase Program
Generated $15.6 million in net cash from operations and $7.3 million in free cash flow in Q1. Expanded share repurchase program by $100 million.
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PUBM Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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PUBM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| May 08, 2025 | $11.00 | ― | ― |
| Feb 27, 2025 | $13.97 | $10.63 | -23.91% |
| Nov 12, 2024 | $16.43 | $16.26 | -1.03% |
| Aug 08, 2024 | $19.60 | $14.06 | -28.27% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does PubMatic (PUBM) report earnings?
PubMatic (PUBM) is schdueled to report earning on Aug 12, 2025, TBA Not Confirmed.
What is PubMatic (PUBM) earnings time?
PubMatic (PUBM) earnings time is at Aug 12, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is PUBM EPS forecast?
PUBM EPS forecast for the fiscal quarter 2025 (Q2) is -0.15.
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