Business Description

PubMatic, Inc. is an independent advertising technology company based in Redwood City, California. It provides a cloud infrastructure platform that enables real-time programmatic advertising transactions for digital publishers and app developers. The company's sell-side platform (SSP) helps content creators monetize their inventory across various formats, including connected TV (CTV), mobile app, video, and desktop.

Financial Statements

In thousands, USD
FY 2025FY 2024FY 2023FY 2022
Total Revenues282,926291,256267,014256,380
Cost of Sales103,085101,02799,22981,512
Gross Profit179,841190,229167,785174,868
Selling, General & Administrative Expenses163,280153,039139,022113,502
Research & Development Expenses33,82033,26326,72720,846
Operating Profit(17,259)3,9272,03640,520
Interest and Investment Income5,4558,4778,8282,214
Non-Operating Income(4,150)5,370(359)(5,267)
Total Non-Operating Income1,30513,8478,469(3,053)
Income Before Provision for Income Taxes(15,954)17,77410,50537,467
Provision for Income Taxes(1,492)5,2701,6248,762
Consolidated Net Income(14,462)12,5048,88128,705
Net Income Attributable to Common Shareholders(14,462)12,5048,88128,705
Basic EPS-0.310.250.170.55
Diluted EPS-0.310.230.160.50
Basic Weighted Average Shares Outstanding47,00849,21351,76052,278
Diluted Weighted Average Shares Outstanding47,00854,29456,02756,908
Shares Outstanding46,88748,10150,24652,705
FY 2025FY 2024FY 2023FY 2022
Cash and Cash Equivalents145,518100,45278,50992,382
Short-Term Investments40,13596,83582,013
Total Cash and Cash Equivalents145,518140,587175,344174,395
Accounts Receivable358,240424,814375,468314,299
Total Trade Receivables358,240424,814375,468314,299
Other Current Assets18,88910,14511,14314,784
Total Current Assets522,647575,546561,955503,478
Net Property, Plant & Equipment90,806102,92481,83197,362
Net Intangible Assets2,7044,2845,8648,299
Goodwill29,57729,57729,57729,577
Other Long-Term Assets34,46127,18816,0163,459
Total Assets680,195739,519695,243642,175
Accounts Payable343,619386,602347,673277,414
Accrued Expenses25,27826,36525,68418,936
Current Portion of Leases6,9535,8436,2365,676
Total Current Liabilities375,850418,810379,593302,026
Leases36,91039,53815,60720,915
Other Long-Term Liabilities4,8463,9083,8447,046
Total Long-Term Liabilities41,75643,44619,45127,961
Total Liabilities417,606462,256399,044329,987
Common Stock7666
Treasury Stock(193,471)(146,796)(71,103)(11,486)
Additional Paid-in Capital321,062275,304230,419195,677
Accumulated Other Comprehensive Income68(636)(4)(9)
Retained Earnings134,923149,385136,881128,000
Total Common Shareholders' Equity262,589277,263296,199312,188
Total Shareholders' Equity262,589277,263296,199312,188
Total Liabilities and Shareholders' Equity680,195739,519695,243642,175
FY 2025FY 2024FY 2023FY 2022
Net Income(14,462)12,5048,88128,705
Depreciation & Amortization43,76945,35244,77034,249
Share-Based Compensation Expense38,37837,67628,86220,646
Other Adjustments(9,007)(8,325)(5,634)4,126
Changes in Trade Receivables66,574(49,345)(75,716)(24,408)
Changes in Accounts Payable(42,397)38,09679,68729,763
Changes in Accrued Expenses16,1799,6273,035(1,024)
Changes in Other Operating Activities(17,975)(12,160)(2,764)(4,845)
Cash from Operating Activities81,05973,42581,12187,212
Capital Expenditure(14,345)(17,592)(10,601)(35,869)
Purchases of Intangible Assets(20,511)(20,936)(17,687)(13,024)
Purchases of Investments(26,026)(142,016)(140,603)(137,793)
Proceeds from Sale of Investments66,954202,858129,873133,400
Payments for Business Acquisitions(28,085)
Cash from Investing Activities6,07222,314(39,018)(81,371)
Issuance of Common Shares3,9074,1333,4184,155
Repurchases of Common Shares(46,498)(75,332)(59,268)
Net Issuance / (Repurchases) of Common Shares(42,591)(71,199)(55,850)4,155
Other Financing Activities(140)(2,279)(126)(119)
Cash from Financing Activities(42,731)(73,478)(55,976)4,036
Effect of Exchange Rate Changes on Cash and Cash Equivalents666(318)
Increase / (Decrease) in Cash, Cash Equivalents and Restricted Cash44,40022,261(13,873)9,877

Key Metrics & Ratios

MetricValue
Market Cap$416M
P/E-28.61x
P/S1.47x
EV/EBITDA11.85x
Return on Equity-5.4%
Return on Invested Capital-8.9%
Current Ratio1.39x
Free Cash Flow Margin23.6%

Margins

Gross margin
63.6%
Operating margin
-6.1%
Net margin
-5.1%

Quarterly Trend

QuarterRevenueYoY growthOperating marginOperating income
Q2 2026 $79M +10.5% 0.7% $1M
Q1 2026 $63M -2.0% -24.4% $-15M
Q4 2025 $80M -6.4% 10.6% $9M
Q3 2025 $68M -5.3% -12.4% $-8M
Q2 2025 $71M -7.7% $-5M
Q1 2025 $64M -18.6% $-12M
Q4 2024 $86M 17.3% $15M
Q3 2024 $72M -1.9% $-1M

More on PubMatic, Inc.

Figures compiled from public company filings.

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