NASDAQ$PUBM

PUBMATIC INC-CLASS A · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

PubMatic reported Q1 2026 revenue of $62.6M and a net loss of $12.5M.

PubMatic reported Q1 2026 revenue of $62.6 million, down slightly from $63.8 million, as programmatic advertising markets remained competitive. The company posted an operating loss of $15.3 million and a net loss of $12.5 million versus a $9.5 million loss a year ago, reflecting continued investment in CTV, identity, and AI-enabled yield products.

  • Revenue $62.6M (-2% YoY).
  • Operating loss $15.3M; net loss $12.5M.
  • CTV and omnichannel supply path remain strategic priorities.
  • Publisher-focused SSP model under share pressure from larger platforms.
  • Cash and liquidity discussed for buybacks and product investment.

Headline financials

Total Revenue

$62.6M

Previous: $63.8M-2.0%
EPS (adj)

-$0.27

Previous: -$0.20-35.0%
Capital Expenditures

-$11K

Previous: -$1.44M+99.2%
Net Income

-$12.5M

Previous: -$9.49M-31.9%
Operating Income

-$15.3M

Previous: -$11.9M-28.3%
Gross Profit

$36.5M

Previous: $38.2M-4.6%

Revenue & EPS history

PubMatic · Revenue · Quarterly

$62.6M

Q1 2026-2%vs Q1 2025
Beat estimate in 9 of 14 quarters(64%)
ActualEstimate

Revenue by segment

PubMatic · $21M total across 1 segment · Q3 2023

  • Omnichannel Video
    $21M

Forward guidance

PubMatic typically provides forward guidance on its earnings call rather than in the 10-Q; MD&A cites uncertain ad spend and ongoing platform investments.

Tailwinds

  • Scale in programmatic supply and CTV initiatives.
  • Operating leverage potential if ad spend recovers.
  • Strong balance sheet relative to peers.

Headwinds

  • Revenue decline and widening losses.
  • Take-rate and competition from larger ad-tech stacks.
  • Macro sensitivity of brand and performance budgets.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+2.6%

Avg return

Earnings day

+3.2%

Avg return

5 days after

+3.5%

Avg return

30 days after

52%

12 / 23 earnings

Positive

+43.5%

Q3 2025

Best reaction

-36.0%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.9%-3.6%+13.9%
Q4 2025+14.7%+23.5%+15.8%
Q3 2025+43.5%+23.3%+22.0%
Q1 2025+1.1%+6.5%+9.6%
Q4 2024-23.9%-23.3%-33.6%
Q3 2024-0.7%-9.1%+1.0%
Q2 2024-25.8%-25.4%-23.5%
Q1 2024-4.0%-4.4%-9.3%
Q4 2023+25.2%+28.8%+42.2%
Q3 2023+24.5%+23.8%+42.3%
Q2 2023-36.0%-30.8%-30.2%
Q1 2023+13.4%+21.5%+49.8%
Q4 2022-7.6%-10.2%-11.0%
Q3 2022-14.0%+0.4%-15.6%
Q2 2022+26.1%+34.0%+8.6%
Q1 2022-10.1%+3.0%-5.4%
Q4 2019-22.6%-29.1%-14.6%
Q4 2021-13.0%-25.5%-7.6%
Q3 2020+24.3%+19.3%+20.3%
Q3 2021+17.2%+31.8%+29.3%
Q2 2021+10.2%-5.6%-7.7%
Q1 2021-10.8%-12.9%-13.9%
Q4 2020+27.6%+37.2%-2.1%
Q2 2020
Q1 2020
Q3 2019

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