8-K ·Filed Apr 22, 2026

PUBM

PubMatic, Inc.
BULLISH
Impact 7/10
Horizonweeks Processed5mo ago SEC0001422930-26-000016
8-K Item 2.02: Earnings release
Actionable Insight ▲ Bullish

The strong top-line beat and return to profitability on adjusted EBITDA suggest improving execution; monitor full results on May 7 for GAAP reconciliation and guidance trends. Leadership changes may signal strategic repositioning around AI and agentic advertising.

DirectionBullish
Confidencehigh
Horizonweeks
Final — all horizons settled through T+60d
PUBM ▲ +42.90% at T+60d
LONG call ✓ call won +42.90% · α vs SPY +37.89% · entry $9.16 → $13.09
Entry anchored
Apr 22, 03:59 PM ET
via exchange tick
T+1d
+5.02%
call +5.02% · α +4.24%
$9.62
settled 5mo ago
T+5d
+6.11%
call +6.11% · α +4.64%
$9.72
settled 5mo ago
T+20d
+7.86%
call +7.86% · α +3.23%
$9.88
settled 5mo ago
T+60d
+42.90%
call +42.90% · α +37.89%
$13.09
settled 3mo ago

Price Chart

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Executive Summary

PubMatic reported preliminary Q1 2026 revenue of $62.4M and adjusted EBITDA of $2.5M, exceeding guidance, while announcing the retirement of Chief Growth Officer Paulina Klimenko and departure of Americas CRO Kyle Dozeman. The company will search for a global CRO to consolidate revenue functions.

Key Financial Metrics

Revenue
$62.4M
est $58.9M · +5.9%
Guidance
$58M–$60M
maintained

Key Facts

  • Preliminary Q1 2026 revenue: $62.4M (vs. guidance of $58M–$60M)
  • Adjusted EBITDA: $2.5M (vs. guidance of $(0.5M)–$1.0M)
  • Chief Growth Officer Paulina Klimenko retiring for health reasons, remains through July 2026
  • Americas CRO Kyle Dozeman departing for entrepreneurship, advisory role after May
  • Global CRO search initiated to consolidate revenue leadership

Financial Impact

Revenue beat by $3.4M, adjusted EBITDA turned positive vs. expected loss

revenueadjusted EBITDAoperating margin

Risk Factors

  • Preliminary results subject to revision upon final audit
  • Leadership transitions could disrupt regional sales momentum

Market Snapshot

Exchange
Nasdaq
Sector
Services-Computer Programming, Data Processing, Etc.

Investment Themes

Software & IT

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001422930-26-000016
Document: pubmpressreleaserepreannou.htm0001422930-26-000016
Document: 0001422930-26-000016-index-headers.html0001422930-26-000016
Document: 0001422930-26-000016-index.html0001422930-26-000016
Document: 0001422930-26-000016.txt0001422930-26-000016
8-K Data (Synthetic)0001422930-26-000016
15 reports for PUBM
Performance horizon
50% Hit rate 3 of 6 directional calls best @ T+5▲ +6.71%Aug 14, 2026
Filters
Rows
Reports for PUBM — sortable, filterable
TypeNow
Sep 24, 2026
8d ago
ANALYST-UPGRADE
BULLISH ★ 4/10
$18.55 $18.73▲ +0.97%▲ +1.56%$19.18 (+3.40%)
Sep 4, 2026
28d ago
Insider Cluster
NEUTRAL ★ 2/10
$16.29 $16.78▲ +3.01%▲ +4.13%$19.18 (+17.74%)
Aug 21, 2026
6w ago
Insider Cluster
BEARISH ★ 5/10
$16.36 $16.63▼ −1.65%▼ −1.18%$19.18 (−17.24%)
Aug 18, 2026
6w ago
Insider Cluster
NEUTRAL ★ 5/10
$16.78 $16.25▼ −3.16%▼ −2.77%$19.18 (+14.30%)
Aug 14, 2026
7w ago
Insider Cluster
BEARISH ★ 6/10
$17.59 $16.41▲ +6.71%▲ +5.34%$19.18 (−9.04%)
Aug 10, 2026
7w ago
Insider Cluster
NEUTRAL ★ 4/10
$17.65 $17.36▼ −1.64%▼ −1.24%$19.18 (+8.67%)
Jul 27, 2026
9w ago
Insider Cluster
BEARISH ★ 5/10
$13.03 $12.96▲ +0.54%▲ +2.81%$19.18 (−47.20%)
Jul 17, 2026
11w ago
Insider Cluster
NEUTRAL ★ 2/10
$12.73 $12.30▼ −3.38%▼ −2.69%$19.18 (+50.67%)
Jul 6, 2026
12w ago
Insider Cluster
NEUTRAL ★ 3/10
$13.32 $13.69▲ +2.78%▲ +2.23%$19.18 (+43.99%)
Jun 11, 2026
16w ago
Institutional Cluster
MIXED ★ 4/10
$11.27 $11.30▲ +0.27%▼ −0.17%$19.18 (+70.19%)
Showing 10 of 15

US Market Status

Market Closed — Opens Mon (36h 13m)

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