PubMatic

PubMatic

SSP for publishers, optimizes ad revenue

Overview

PubMatic provides a platform that helps website and app publishers maximize their revenue by selling digital ad space through a Supply-Side Platform. The technology works by hosting real-time auctions where advertisers bid to show ads to specific users the moment a page loads, with the highest bidder winning the spot. Unlike some competitors, PubMatic offers a specialized suite of identity and analytics tools across various formats like video and connected TV to ensure ads reach the most relevant audiences. The company's goal is to create a transparent infrastructure that connects publishers and advertisers efficiently to increase the value of digital content.

About PubMatic

Simplify's Rating
Why PubMatic is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Data & Analytics

Enterprise Software

Company Size

1,001-5,000

Company Stage

IPO

Headquarters

Redwood City, California

Founded

2006

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Simplify's Take

What believers are saying

  • Q2 2026 revenue rose 10.5% to $78.6 million, beating estimates by 13.7%.
  • Megan Ramm joined August 10, 2026 from Uber Advertising to scale global sales.
  • PubMatic's free cash flow reached $13.7 million in Q2, up 47% year over year.

What critics are saying

  • Google's ad-tech monopoly case threatens PubMatic's margins; remedies land in 2026-2027.
  • A California privacy class action survived dismissal on January 30, 2026, extending litigation risk.
  • Customer concentration persists; legacy DSP declines or one streaming partner loss can hit 2027 growth.

What makes PubMatic unique

  • AgenticOS executed 80 autonomous campaigns by August 2026, spanning 100,000-plus sites and apps.
  • PubMatic partners with 28 of the top 30 global streamers, including Roku and Sony.
  • Its open-web SSP plus OpenWrap and Decision Fabric give publishers direct control.

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Funding

Total Funding

$63M

Below

Industry Average

Funded Over

5 Rounds

Late VC funding comparison data is currently unavailable. We're working to provide this information soon!
Late VC Funding Comparison
Coming Soon

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

Unlimited Paid Time Off

Hybrid Work Options

Remote Work Options

Paid Vacation

Paid Holidays

Commuter Benefits

Wellness Program

Mental Health Support

Phone/Internet Stipend

Home Office Stipend

Stock Options

Company Equity

401(k) Retirement Plan

Professional Development Budget

Conference Attendance Budget

Training Programs

Tuition Reimbursement

Professional Certification Support

Mentorship Program

Employee Discounts

Meal Benefits

Gift Cards

Relocation Assistance

Adoption Assistance

Family Planning Benefits

Stock Price

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

1%

2 year growth

3%
Yahoo Finance
Aug 19th, 2026
HubSpot and Atlassian outshine PubMatic as software stocks gain 39.6%

Two software stocks are on investors' watchlists whilst one faces headwinds, according to recent analysis. PubMatic, valued at $791 million, is flagged as a sell due to customer churn reflected in its 96% net revenue retention rate and increasingly competitive market conditions requiring higher sales and marketing spend. HubSpot, worth $11.28 billion, shows promise with 20% annual revenue growth over two years and an 83.2% gross margin. The company maintains steady long-term contract flows, trading at 2.8x forward price-to-sales at $224.65 per share. Atlassian, valued at $41.26 billion, also features on the watchlist. The company provides collaboration and knowledge-sharing tools for teams. Investors are advised to exercise caution as AI threatens to commoditise many software products.

Yahoo Finance
Aug 15th, 2026
PubMatic beats Q2 estimates with $78.6M revenue as AgenticOS adoption fuels double-digit growth

PubMatic exceeded analyst expectations in its second quarter, reporting revenue of $78.59 million against estimates of $69.15 million, marking 10.5% year-on-year growth. The company's adjusted EPS of $0.12 significantly beat the expected -$0.01. CEO Rajeev Goel attributed the performance to increased adoption of AgenticOS, the company's agentic advertising platform, and diversification into connected TV and mobile app channels. Approximately 60% of PubMatic's business now comes from these growth areas. The company provided optimistic guidance for the third quarter, projecting revenue of $76 million and EBITDA of $18 million at midpoint, both exceeding analyst estimates. Operating margin improved to 0.7%, up from -7.7% in the same quarter last year. Management highlighted partnerships with streaming platforms including Roku, Sony, and Channel 4 as evidence of momentum in the CTV market.

6ix
Aug 10th, 2026
PubMatic: appoints Megan Ramm as Global Chief Revenue Officer to accelerate growth as AI transforms digital advertising.

PubMatic: appoints Megan Ramm as Global Chief Revenue Officer to accelerate growth as AI transforms digital advertising. NO-HEADQUARTERS/REDWOOD CITY, Calif., Aug. 10, 2026 (BUSINESS WIRE) - PubMatic, Inc. (Nasdaq: PUBM), the leading AI-powered ad tech company delivering digital advertising performance, today announced the appointment of Megan Ramm as Global Chief Revenue Officer. The appointment reflects PubMatic's strong momentum and positions the company to accelerate its expansion with advertisers and agencies as AI transforms how digital advertising is bought, sold and optimized. Based in New York, Ramm will lead PubMatic's global revenue strategy and execution across publisher and buyer teams in the Americas, EMEA and APAC. Ramm joins PubMatic from Uber Advertising, where she served as Head of Global Sales, leading the multi-billion-dollar sales organization responsible for building and expanding relationships with many of the world's leading brands and agencies. Previously, she was an early sales leader at Snap, spent six years at Google on search and programmatic sales, and began her media career at Forbes and Reuters. "As our AI-native capabilities prove themselves with advertisers and agencies, we need a leader who can scale those relationships and capture the market opportunity ahead. Megan is the one to lead that charge," said Rajeev Goel, Co-Founder and CEO. "She understands the full advertiser journey and has a proven track record of building high-performing sales organizations. Her appointment reinforces our commitment to putting customers first and delivering the best solutions for advertisers, agencies and publishers during this transformational moment." 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 brands, agencies, DSPs and publishers. "I'm excited to join PubMatic at this pivotal moment for the company and for the industry," said Megan Ramm. "PubMatic is uniquely positioned to lead the AI transformation in digital advertising. My focus is clear: bring executional rigor and a genuine commitment to delivering results for advertisers, and help drive growth that translates into stronger publisher partnerships. This is an exciting inflection point, and I'm thrilled to be joining this team." The appointment follows PubMatic's strong second quarter 2026 performance, announced last week, including the company's return to double-digit year-over-year revenue growth ahead of schedule, expanded profitability and continued momentum across its AI-native platform and higher-growth business lines. About PubMatic PubMatic is the leading AI-powered ad tech company delivering digital advertising performance. Through an intelligent, unified platform that connects buyers, publishers, data partners, and commerce media networks, PubMatic delivers superior performance with greater transparency, control, and efficiency. Since 2006, PubMatic has pioneered major advances in programmatic advertising, from enabling the first OpenRTB transactions to embedding AI-driven optimization and privacy-focused innovation across its platform. With omnichannel scale, proven reliability, and a track record of continuous innovation, PubMatic is building a more intelligent, profitable, and sustainable open internet. Built to Connect. Powered to Perform. Press Contact Ashley Jacobson, Sr. Director, Corporate Marketing, [email protected] Purpose Worldwide, [email protected]

MarketBeat
Aug 7th, 2026
PubMatic (NASDAQ:PUBM) given new $23.00 price target at Rosenblatt Securities.

PubMatic (NASDAQ:PUBM) given new $23.00 price target at Rosenblatt Securities. August 7, 2026 Key points. * Rosenblatt Securities raised PubMatic's price target to $23 from $21 and maintained a "buy" rating, implying approximately 70.6% upside from the reported $13.48 share price. * Analyst sentiment is broadly positive: PubMatic has a "Moderate Buy" consensus rating and an average target price of $14.11, while the company's latest quarterly results exceeded expectations for both earnings and revenue. * Institutional ownership stands at 64.26%, with several major funds increasing their positions; however, insiders sold $4.0 million worth of shares during the last quarter, primarily to cover tax obligations tied to equity vesting. * Five stocks to consider instead of PubMatic. PubMatic (NASDAQ:PUBM - Get Free Report) had its price objective increased by equities research analysts at Rosenblatt Securities from $21.00 to $23.00 in a report issued on Friday,Benzinga reports. The firm presently has a "buy" rating on the stock. Rosenblatt Securities' price objective would suggest a potential upside of 70.62% from the company's current price. Other research analysts have also issued reports about the stock. Wall Street Zen raised shares of PubMatic from a "sell" rating to a "hold" rating in a research note on Saturday, April 25th. Scotiabank raised shares of PubMatic to an "outperform" rating in a research report on Friday. Royal Bank Of Canada raised their price objective on shares of PubMatic from $11.00 to $13.00 and gave the stock an "outperform" rating in a research report on Friday, May 8th. B. Riley Financial reaffirmed a "buy" rating on shares of PubMatic in a research report on Friday, May 8th. Finally, Citigroup reissued an "outperform" rating on shares of PubMatic in a research note on Friday. One research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $14.11. PubMatic stock down 0.2%. Shares of NASDAQ PUBM opened at $13.48 on Friday. PubMatic has a 52-week low of $6.15 and a 52-week high of $14.04. The firm has a market cap of $626.01 million, a price-to-earnings ratio of -35.47 and a beta of 1.54. The company's 50-day simple moving average is $12.52 and its 200-day simple moving average is $9.87. Discover more Cryptocurrency News American Consumer News EV Market Report PubMatic (NASDAQ:PUBM - Get Free Report) last issued its quarterly earnings results on Thursday, August 6th. The company reported $0.12 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of ($0.18) by $0.30. PubMatic had a negative return on equity of 6.98% and a negative net margin of 6.21%.The firm had revenue of $78.59 million for the quarter, compared to analyst estimates of $68.95 million. Equities research analysts anticipate that PubMatic will post -0.26 EPS for the current fiscal year. Insider buying and selling at PubMatic. In related news, insider Mukul Kumar sold 7,897 shares of the business's stock in a transaction on Thursday, July 2nd. The shares were sold at an average price of $13.65, for a total transaction of $107,794.05. Following the completion of the transaction, the insider owned 112,945 shares in the company, valued at approximately $1,541,699.25. The trade was a 6.53% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, General Counsel Andrew Woods sold 5,758 shares of the firm's stock in a transaction on Thursday, July 2nd. The shares were sold at an average price of $13.65, for a total value of $78,596.70. Following the completion of the sale, the general counsel owned 81,331 shares in the company, valued at approximately $1,110,168.15. This represents a 6.61% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last quarter, insiders sold 324,284 shares of company stock worth $3,994,693. 27.78% of the stock is currently owned by company insiders. Hedge funds weigh in on PubMatic. A number of institutional investors and hedge funds have recently added to or reduced their stakes in PUBM. Renaissance Technologies LLC lifted its position in shares of PubMatic by 26.3% during the 1st quarter. Renaissance Technologies LLC now owns 1,540,533 shares of the company's stock worth $12,602,000 after buying an additional 321,200 shares during the last quarter. Wellington Management Group LLP lifted its stake in PubMatic by 10.1% in the third quarter. Wellington Management Group LLP now owns 1,468,503 shares of the company's stock valued at $12,159,000 after buying an additional 135,070 shares during the last quarter. CenterBook Partners LP boosted its holdings in shares of PubMatic by 53.3% in the fourth quarter. CenterBook Partners LP now owns 1,147,055 shares of the company's stock valued at $10,174,000 after acquiring an additional 398,595 shares during the period. Jacobs Levy Equity Management Inc. increased its holdings in shares of PubMatic by 9.1% in the 4th quarter. Jacobs Levy Equity Management Inc. now owns 929,249 shares of the company's stock valued at $8,242,000 after acquiring an additional 77,566 shares during the period. Finally, Millennium Management LLC raised its stake in PubMatic by 320.0% during the 4th quarter. Millennium Management LLC now owns 918,127 shares of the company's stock valued at $8,144,000 after acquiring an additional 699,549 shares during the last quarter. 64.26% of the stock is owned by institutional investors and hedge funds. About PubMatic. PubMatic is a cloud-based digital advertising technology company that provides a supply-side platform (SSP) enabling publishers to automate and optimize the sale of their ad inventory across display, mobile, video and connected TV channels. Its core offerings include real-time bidding infrastructure, header bidding solutions under the OpenWrap brand and data analytics tools that deliver actionable insights on audience engagement and monetization performance. By facilitating seamless auctions and providing transparent reporting, PubMatic helps publishers maximize yield while improving buyer experiences. Founded in 2006 by Rajeev Goel and a team of ad-tech veterans, PubMatic grew from an early entrant in programmatic selling to a publicly traded company, listing on the Nasdaq symbol: PUBM in December 2020. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. Continue following MarketBeat Before you consider PubMatic, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and PubMatic wasn't on the list. While PubMatic currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys. The AI boom extends far beyond the biggest tech names. Discover 10 companies supplying the memory, storage, networking, semiconductor manufacturing, and power infrastructure that make AI possible. Learn where the next wave of AI investment opportunities may emerge - and the key risks investors should watch as the global AI buildout accelerates.

Yahoo Finance
Aug 6th, 2026
PubMatic beats Q2 revenue estimates by 13.7%, stock surges 20.8%

Digital advertising technology company PubMatic reported better-than-expected revenue in Q2 CY2026, with sales up 10.5% year on year to $78.59 million. The company's revenue beat analyst estimates of $69.15 million by 13.7%. PubMatic's non-GAAP profit of $0.12 per share significantly exceeded analyst consensus estimates of -$0.01. The company's adjusted EBITDA reached $19.62 million with a 25% margin, well above analyst expectations of $9.06 million. The company provided strong guidance for Q3 CY2026, with revenue projected at $76 million at the midpoint, 7.3% above analyst expectations of $70.84 million. EBITDA guidance for the quarter was set at $18 million, surpassing estimates of $10.89 million. Following the announcement, PubMatic's stock jumped 20.8%.

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