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Edge12 Dec 2025
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The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
PubMatic (PUBM) investor relations material
PubMatic Raymond James TMT and Consumer Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Raymond James TMT and Consumer Conference summary9 Dec, 2025
Company overview and industry positioning
Focuses on AI-driven ad tech, serving buyers, publishers, data owners, and commerce media networks.
Maintains deep relationships with major agency holding companies, brands, and over 2,000 publishers.
Monetized over 80,000 apps and works with 90% of top 30 global streamers.
Enables campaigns using data from nearly 200 data owners and supports commerce media networks for on-site and off-site monetization.
Unified platform allows seamless campaign activation and measurement for buyers.
Financial performance and macro environment
Achieved a strong Q3, exceeding guidance on both revenue and profit.
CTV business grew double digits and now represents nearly 20% of revenue.
Merchant revenues, about 10% of total, grew over 80%.
Observed muted seasonality in some consumer discretionary verticals in October, but no widespread negative trend.
Maintains a conservative but confident outlook for Q4, supported by a diverse set of ad verticals.
Industry trends and strategic focus
Increasing focus on performance, transparency, and automation among advertisers.
Sell side is gaining importance due to data residency and privacy compliance.
AI capabilities are a key differentiator, with advanced products for both buy and sell sides.
Curation and packaging of high-quality inventory for buyers is growing, supported by AI-driven efficiency.
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Q4 202526 Feb, 2026
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Frequently asked questions
Pubmatic is a cloud infrastructure platform that enables real-time programmatic advertising transactions for Internet content creators and advertisers. It offers publisher and advertiser publishers, agencies, ad networks, and advertisers the ability to reach their audiences directly through the PubMatic Platform which operates in real time across multiple digital platforms. The PubMatic Platform also helps publishers manage their inventory on their own websites or using their publishers' preferred ad networks. PubMatic, Inc. was incorporated in 2006 and is based in Redwood City, California.
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