PubMatic, Inc. (PUBM)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-05
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-05
QuarterlyIQ Insights · PUBM
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue to grow revenue at double-digit rates while expanding profitability and operating margins through AI-powered platform and diversified revenue streams.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated neutral grew net income 55% of the time over the next year (vs 56% for the rest of the cohort, n=8515).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
In her new role, Ramm will focus on expanding the company's position across performance advertising, connected TV, mobile app and agentic advertising, while deepening the company's relationships with…
Stated in 2 of 2 supplied quarters. Management reported: “Adoption of our AI capabilities continues to accelerate, with more than 20 agents now embedded across our platform and fully autonomous campaigns scaling globally.” “Business Highlights AgenticOS Adoption Drives Momentum • Over 1,000 AI-powered deals transacted to date, which have generated millions in publisher monetization.”
“In her new role, Ramm will focus on expanding the company's position across performance advertising, connected TV, mobile app and agentic advertising, while deepening the company's relationships with…”
“Adoption of our AI capabilities continues to accelerate, with more than 20 agents now embedded across our platform and fully autonomous campaigns scaling globally.”
“We also delivered our 40th consecutive quarter of positive adjusted EBITDA, highlighting the durability of our model, ongoing productivity gains, and expense discipline.
Stated in 1 of 2 supplied quarters. Management reported: ““We also delivered our 40th consecutive quarter of positive adjusted EBITDA, highlighting the durability of our model, ongoing productivity gains, and expense discipline.” “• Cost of revenue per million impressions processed decreased 20% on a trailing twelve month period, as compared to the prior period.”
““We also delivered our 40th consecutive quarter of positive adjusted EBITDA, highlighting the durability of our model, ongoing productivity gains, and expense discipline.”
About PubMatic PubMatic is the leading AI-powered ad tech company delivering digital advertising performance.
Stated in 1 of 2 supplied quarters. Management reported: “About PubMatic PubMatic is the leading AI-powered ad tech company delivering digital advertising performance.” “About PubMatic PubMatic is the leading AI-powered ad tech company delivering digital advertising performance.”
“About PubMatic PubMatic is the leading AI-powered ad tech company delivering digital advertising performance.”
Manage leadership changes including retirement and departure of key executives and conduct search for global Chief Revenue Officer to consolidate revenue functions.
Over the trailing year it converted -15.25x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
5 material management or governance events in the past 24 months, led by executive changes. Historically, Information Technology names rated stable grew net income 57% of the time over the next year (vs 54% for the rest of the cohort, n=6074).
Not investment advice. As of 2026-11-05.