PubMatic (PUBM) investor relations material

Company transformation and platform evolution

• Transitioned from a traditional SSP to a unified AI-native platform serving publishers, buyers, data partners, and commerce media companies, broadening business scope and diversifying revenue.

• Built AI-native infrastructure with a longstanding NVIDIA partnership, enabling real-time data processing and decisioning.

• Launched new products including Activate, Connect, AgenticOS, and Decision Fabric, reinforcing platform capabilities.

• Operates on a largely fixed cost base, allowing revenue growth to drive margin and cash flow.

AI integration and financial impact

• AI is a core financial lever, driving yield optimization, campaign performance, and workflow automation.

• Emerging revenue streams powered by AI grew over 80% in Q1, representing 14% of total revenue.

• Over 80% of code leverages AI, with automation improving productivity across finance, legal, and customer success.

• Internal headcount decreased while go-to-market investment increased, reflecting efficiency gains.

Customer outcomes and product adoption

• Launched 20 AI agents automating campaign planning, activation, optimization, and reporting, reducing setup times by 90% and troubleshooting by 50%.

• Customers report improved campaign performance, inventory utilization, and reduced intermediary fees by 40%.

• Over 1,000 AI-powered publisher deals and 30+ live Agentic campaigns, with rapid adoption and high customer satisfaction.

• Detailed Reasoning Agent introduced to enhance transparency and trust in AI-driven recommendations.