PubMatic, Inc. (PUBM) Surpasses Q2 Earnings and Revenue Estimates

Core Insights - PubMatic, Inc. reported quarterly earnings of $0.05 per share, exceeding the Zacks Consensus Estimate of $0.02 per share, and showing an increase from $0.04 per share a year ago, resulting in an earnings surprise of +150.00% [1] - The company achieved revenues of $71.1 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 5.18% and increasing from $67.27 million year-over-year [2] - PubMatic has consistently surpassed consensus EPS estimates over the last four quarters, indicating a positive trend in earnings performance [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.08 on revenues of $71.6 million, and for the current fiscal year, it is $0.42 on revenues of $294.78 million [7] - The estimate revisions trend for PubMatic was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold), suggesting the stock is expected to perform in line with the market in the near future [6] Industry Context - The Internet - Software industry, to which PubMatic belongs, is currently ranked in the top 37% of over 250 Zacks industries, indicating a favorable outlook compared to lower-ranked industries [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]