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PubMatic (PUBM) guidance and outlook

PubMatic's 10-Q filed Nov 9, 2026 makes 18 forward-looking statements.

Guidance and outlook

Forward-looking statements, 10-Q filed Nov 9, 2026

• These strengths include our global, omnichannel reach which targets a diverse set of publishers touching many ad formats and digital device types, including mobile app, mobile web, desktop, display, video, over-the-top video/connected TV (“OTT/CTV”), and rich media.
• To date, we have not observed material impacts in our business or outlook, but we intend to continue to monitor macroeconomic conditions closely and may determine to take certain financial or operational actions in response to such conditions to the extent our business begins to be adversely impacted.
• We add or remove impressions from our platform based on an assessment of the projected value of the impressions, which is influenced by the type of publisher and its related consumers, as well as the potential volume of monetizable impressions and ad format types, such as digital video.
• We expect to continue to invest in both software and hardware infrastructure to continue growing the number of valuable ad impressions we process on our platform.
• We expect technology and development expenses to generally increase in absolute dollars in future periods.
• We expect sales and marketing expenses to increase in absolute dollars in future periods.
• In considering the need for a valuation allowance, we consider our historical, as well as future projected, taxable income along with other objectively verifiable evidence.
• For the remainder of the year, we expect revenue growth to continue primarily due to CTV, mobile app and emerging revenue streams.
• We expect the cost of revenue to be lower in 2026 compared to 2025 in absolute dollars driven by depreciation from updating the estimated useful life of certain hardware network from three to five years.
• We expect technology and development expenses in 2026 to be flat compared to 2025 in absolute dollars.
• We expect sales and marketing expenses to increase in 2026 compared to 2025 in absolute dollars primarily due to additional headcount investments.
• We expect general and administrative expenses to increase in 2026 compared to 2025 in absolute dollars primarily due to professional services and employee compensation.

PubMatic's latest quarter

Questions

What does PubMatic expect?

These strengths include our global, omnichannel reach which targets a diverse set of publishers touching many ad formats and digital device types, including mobile app, mobile web, desktop, display, video, over-the-top video/connected TV (“OTT/CTV”), and rich media. To date, we have not observed material impacts in our business or outlook, but we intend to continue to monitor macroeconomic conditions closely and may determine to take certain financial or operational actions in response to such conditions to the extent our business begins to be adversely impacted. We add or remove impressions f

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Updated Nov 9, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.