From a technical perspective, PubMatic, Inc. (PUBM) is looking like an interesting pick, as it just reached a key level of support. PUBM recently overtook the 20-day moving average, and this suggests a short-term bullish trend.
Shares of PUBM have remained highly volatile in the aftermath of its Q3 results, which exceeded expectations. While the TTD related headwinds are expected to remain, I expect modest growth and margin expansion for next year. Risks to consider include DSP concentration and declining search‑related ad revenue.
PubMatic, Inc. ( PUBM ) Q3 2025 Earnings Call November 10, 2025 4:30 PM EST Company Participants Rajeev Goel - Co-Founder, CEO & Director Steven Pantelick - Chief Financial Officer Conference Call Participants Stacie Clements - The Blueshirt Group, LLC Andrew Marok - Raymond James & Associates, Inc., Research Division Matthew Swanson - RBC Capital Markets, Research Division Shweta Khajuria - Wolfe Research, LLC Matthew Condon - Citizens JMP Securities, LLC, Research Division Robert Coolbrith - Evercore ISI Institutional Equities, Research Division Jacob Armstrong - KeyBanc Capital Markets Inc., Research Division Presentation Operator Hello, everyone, and welcome to PubMatic's Third Quarter 2025 Earnings Call. My name is Emmanuel, and I will be your Zoom operator today.
| - Industry | - Sector | Rajeev K. Goel CEO | NASDAQ (NMS) Exchange | 74467Q103 CUSIP |
| US Country | 1,049 Employees | - Last Dividend | - Last Split | 9 Dec 2020 IPO Date |
PubMatic, Inc. is a pivotal technology entity that specializes in furnishing a comprehensive cloud infrastructure platform, facilitating real-time programmatic advertising transactions. It serves a wide array of stakeholders in the digital advertising ecosystem, including digital content creators, advertisers, agencies, agency trading desks, and demand side platforms on a global scale. Since its incorporation in 2006, the company has established its headquarters in Redwood City, California, and continues to play a significant role in shaping the future of digital advertising by offering innovative solutions that address the complex needs of publishers and buyers alike.
This platform stands out as a cornerstone of PubMatic's offering, streamlining the ad transaction process with its sophisticated technology.
OpenWrap represents a leap forward in maximizing revenue for publishers while ensuring fairness and transparency in the bidding process.
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Convert leverages advertising data to drive sales, offering a direct link between ad exposure and purchase actions.
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