Core Insights - PubMatic has launched an upgraded buyer platform powered by generative AI, enhancing the media buying process from audience discovery to performance optimization [1][3] - The platform offers unique supply-path transparency and combines proprietary supply-side intelligence with AI-driven tools, addressing buyer demands for control and visibility [2][3] New Capabilities of the Upgraded Platform - AI-Driven Efficiency: Buyers can use natural language to describe campaign goals, leading to faster deal creation and optimized performance through built-in forecasting tools [4] - Unified Activation & Insights: The platform allows seamless activation of curated deals while providing real-time supply insights [4] - Omnichannel Scale: Access to premium inventory across various channels, enriched with audience data for better targeting [4] - Real-Time Optimization: Continuous monitoring of campaign performance with actionable insights to meet delivery goals [4] - Privacy-First Approach: Ensures compliance with privacy regulations while utilizing first-party data for targeted advertising [5] Industry Impact - The upgraded platform marks a significant evolution for PubMatic, transitioning from a traditional SSP to a comprehensive technology company in programmatic advertising [3] - Early adopters, such as GroupM, have reported significant improvements in campaign efficiency and ROI, indicating strong industry support for the new platform [5] - The platform also benefits publishers by maximizing yield and maintaining control over inventory quality, thus driving incremental revenue [5][6] Future Vision - PubMatic's buyer platform is positioned as a critical nexus for scaling partnerships and AI-driven innovation, enhancing collaboration across the advertising ecosystem [6] - The integration of real-time transaction data into deal workflows allows for precise targeting and measurement of business outcomes, representing the future of programmatic advertising [6]

Core Insights - PubMatic, Inc. will release its financial results for Q1 2025 on May 8, 2025, after market close [1] - A webcast to discuss the financial results will be held at 1:30 p.m. Pacific Time (4:30 p.m. Eastern Time) on the same day [1][3] Company Overview - PubMatic is an independent technology company focused on maximizing customer value in the digital advertising supply chain [2] - The company's sell-side platform enables digital content creators to control inventory access and enhance monetization [2] - Since its inception in 2006, PubMatic has utilized an infrastructure-driven approach for real-time data processing and utilization [2]

Core Insights - PubMatic, Inc. will release its financial results for Q1 2025 on May 8, 2025, after market close [1] - A webcast to discuss the financial results will be held at 1:30 p.m. Pacific Time (4:30 p.m. Eastern Time) on the same day [1][3] Company Overview - PubMatic is an independent technology company focused on maximizing customer value in the digital advertising supply chain [2] - The company provides a sell-side platform that empowers digital content creators to control inventory access and enhance monetization [2] - Since its inception in 2006, PubMatic has utilized an infrastructure-driven approach for real-time data processing and utilization [2]

REDWOOD CITY, Calif. and NEW YORK, April 09, 2025 (GLOBE NEWSWIRE) -- PubMatic (Nasdaq: PUBM), an independent technology company delivering digital advertising's supply chain of the future and Spectrum Reach, the advertising sales business of Charter Communications, today announced a new partnership that will bring increased demand and efficient buying to Spectrum Reach's advertising inventory while strengthening PubMatic's curated packages with local news and live sports offered through its Connected TV (C ...

Market Overview - The stock market has experienced a downturn, with the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite losing 5.9%, 7.8%, and 11.3% respectively between February 19 and March 21 [1][2] - The Nasdaq Composite's decline has placed it in correction territory, prompting considerations for bargain hunting despite a historically pricey market [2] Valuation Concerns - Valuation remains a significant concern for the stock market, with the Shiller price-to-earnings (P/E) Ratio for the S&P 500 reaching 35.28, more than double its historical average of 17.22 since January 1871 [7][5] - Historical data indicates that when the Shiller P/E exceeds 30, it has often been followed by declines of at least 20% in the S&P 500 [8][9] Company Spotlight: PubMatic - PubMatic is a cloud-based programmatic ad platform focused on digital advertising, including video, mobile, and connected TV [11] - The company faced a temporary setback due to its first-quarter guidance and full-year outlook not meeting analyst expectations, primarily influenced by changes in Google's bidding algorithm [12][13] - Despite this, PubMatic's digital ad segments, particularly connected TV (CTV), are experiencing significant growth, with CTV revenue more than doubling year-over-year and accounting for 20% of total sales [14] Financial Strength - PubMatic has maintained positive cash flow from operations for 10 consecutive years, ending 2024 with $140.6 million in cash and no debt, equating to nearly $3 per share in cash [16] - The company has actively repurchased stock, reducing its outstanding share count by over 8% since initiating buybacks two years ago, which positively impacts earnings per share (EPS) [17] Investment Appeal - PubMatic is currently valued at 12.7 times forward-year EPS, or below 9 when excluding its cash position, presenting an attractive investment opportunity given its potential for sustained double-digit growth [18]

NO-HEADQUARTERS/REDWOOD CITY, Calif., March 20, 2025 (GLOBE NEWSWIRE) -- PubMatic, an independent technology company delivering digital advertising's supply chain of the future, today announces the success and impact of its Connect platform in driving incremental revenue and efficiency for publishers and advertisers through curated programmatic advertising deals. Curated programmatic deals are emerging as the future of efficient, privacy-first digital marketing. Recognizing this shift five years ago, PubMat ...

Core Insights - PubMatic's Connect platform is successfully driving incremental revenue and efficiency for publishers and advertisers through curated programmatic advertising deals [1][2] - The platform integrates with Activate, enhancing the supply path and unlocking new efficiencies and revenue streams [2][3] Publisher Achievements - Minute Media reported an increase in eCPMs for inventory discovered through curated auction packages, highlighting the value of curation in accessing incremental budgets [4] - Publishers using PubMatic's curation tools have experienced up to 5% daily deal revenue uplift, with some achieving over 10% [6] - A 25%+ increase in eCPMs has been observed for curated deals compared to non-curated ones [6] Advertiser Benefits - Advertisers benefit from premium inventory enhanced with valuable data sets, leading to improved targeting precision and cost efficiency [4] - Campaigns utilizing data via Connect have seen a 37% improvement in CPM compared to those applying the same data on the buy-side [4] Industry Trends - The shift towards curated programmatic deals is recognized as a future trend in efficient, privacy-first digital marketing [2] - PubMatic's Connect platform is positioned as a central player in bridging media buyers, premium publishers, and curated audiences [5] Data Insights - The platform boasts over 190 premium data partners and integrates insights from leading commerce media networks, enhancing campaign optimization [3] - There has been a 14 percentage point increase in spending from a broader range of buyers, indicating a more diverse demand landscape [6]

PubMatic's (NASDAQ: PUBM ) stock has struggled over the past year, which is the result of a high starting valuation and weakness caused by a change in bidding logic by a DSP. Outside of this headwind, PubMatic continues to have success in areas likeRichard Durant is the leader of Narweena, an asset manager focused on finding market dislocations that are the result of a poor understanding of a businesses long-term prospects. Narweena believes that excess risk adjusted returns can be achieved by identifying b ...

Core Insights - PubMatic achieved 9% revenue growth for the full year 2024 despite challenges from a major demand-side platform (DSP) partner changing its bidding approach [1] - The company is successfully diversifying its revenue streams, particularly in high-growth areas like connected TV (CTV) and mobile applications [2][4] Revenue Growth and Diversification - CTV revenue more than doubled in 2024, reaching 20% of total revenue in Q4, while mobile app revenue increased by 16%, also representing 20% of total revenue [2] - Excluding revenue from the major DSP and political advertising, Q4 revenue was up 16% year over year, indicating strong underlying growth [4] Supply Path Optimization (SPO) - PubMatic's SPO strategy is gaining traction, with 53% of platform activity transacted via SPO, up from one-third two years ago, reflecting industry adoption of efficient advertising supply chains [6] - The consolidation of major advertising agencies on the platform is creating a flywheel effect, attracting premium publishers and valuable data providers [5] Future Outlook - Management expressed confidence in the company's strategic position and growth strategies, despite near-term challenges with the specific DSP partner [7] - Focused investments in CTV, mobile app, commerce media, and data curation, along with operational efficiency from generative artificial intelligence, position the company for sustainable growth [8]

PubMatic (PUBM -23.91%) stock got hit with big sell-offs in Friday's trading. The advertising-technologies company's share price closed out the daily session down 23.9%. The S&P 500 index closed out the day up 1.5%, and the Nasdaq Composite ended the session up 1.6%.PubMatic reported its fourth-quarter results after the market closed, and posted earnings that beat the market's expectations. On the other hand, sales missed Wall Street's guidance -- and the company's forward guidance raised a big red flag.Pub ...