STOCK TITAN

PubMatic, Inc. 8-K Filings

PUBM NASDAQ

Every 8-K that PubMatic, Inc. (PUBM) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow PUBM and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full PUBM filings page.

Rhea-AI Summary

PubMatic, Inc. appointed Megan Ramm as Global Chief Revenue Officer, effective August 10, 2026. She will lead global revenue strategy and execution across the Americas, EMEA and APAC. Ramm, 45, previously served as Head of Global Sales at Uber Advertising and held senior sales roles at Snap and Google, following earlier media roles at Forbes and Reuters.

Under a June 24, 2026 offer letter, Ramm will receive an initial annual base salary of $500,000, be eligible for a target annual bonus of $500,000 under the Executive Bonus Plan (prorated for 2026), and receive equity awards under the 2020 Equity Incentive Plan, including a one-time new-hire RSU grant valued at $3,450,000 and an annual equity award targeted at $2,300,000, each vesting quarterly over four years, subject to board approval. She is party to PubMatic’s standard Tier 2 Retention Agreement providing severance and equity acceleration upon certain terminations, and her employment is at will. A press release notes recent strong performance, including a return to double-digit year-over-year revenue growth and expanded profitability.

Rhea-AI Summary

PubMatic, Inc. delivered strong second quarter 2026 results, with revenue of $78.6 million, up 11% year over year, led by CTV, mobile app and emerging channels, which contributed about 60% of revenue. GAAP net loss narrowed to $1.2 million, while adjusted EBITDA rose to $19.6 million, a 25% margin and 38% year-over-year increase. Non-GAAP net income was $5.9 million ($0.12 per diluted share), and free cash flow reached $13.7 million, up 47%.

The company ended the quarter with $137.5 million in cash, cash equivalents and marketable securities and no debt, and repurchased 2.1 million shares in Q2 2026, or 4.2% of fully diluted shares, bringing total buybacks to 15.5 million shares for $211.4 million. AI customer adoption more than doubled sequentially, with over 80 AgenticOS campaigns and 4,000+ AI-powered deals, and CTV, mobile app and emerging revenues all growing strongly. Management guided third quarter 2026 revenue to $75–$77 million with adjusted EBITDA of $17.0–$19.0 million. PubMatic also reported that long-time Chief Financial Officer Steve Pantelick plans to retire after the first quarter of 2027, remaining CFO into that period and then serving as a senior adviser through July 1, 2027 during the transition.

Rhea-AI Summary

PubMatic, Inc. held its annual meeting of stockholders, where a quorum was established with 34,941,828 Class A and Class B shares present, representing approximately 74.86% of shares entitled to vote. Stockholders elected eight directors to one-year terms, each receiving over 88 million votes in favor.

They also ratified Deloitte & Touche LLP as independent registered public accounting firm for the year ending December 31, 2026, with 106,944,394 votes for and minimal opposition. In a non-binding advisory vote, stockholders approved executive compensation with 97,599,461 votes in favor and relatively few votes against or abstentions.

Rhea-AI Summary

PubMatic, Inc. reported first quarter 2026 revenue of $62.6 million, slightly below the prior year’s $63.8 million, while GAAP net loss widened to $12.5 million, or $0.27 per diluted share. Adjusted EBITDA declined to $2.6 million, a 4% margin, from $8.5 million and a 13% margin a year earlier.

The company highlighted strong cash generation and shareholder returns, with $17.3 million in net cash provided by operating activities, free cash flow of $10.7 million, and 1.0 million shares repurchased in the quarter, equal to 2.1% of fully diluted shares as of March 31, 2026. Management emphasized rapid adoption of its AI-powered AgenticOS platform, citing over 1,000 AI-powered deals and more than 30 fully autonomous campaigns to date, and guided second quarter 2026 revenue to $68–$70 million with adjusted EBITDA of $8.0–$10.0 million.

Rhea-AI Summary

PubMatic, Inc. reported preliminary unaudited first quarter 2026 results showing revenue of approximately $62.4 million and adjusted EBITDA of about $2.5 million, both above prior guidance of $58.0–$60.0 million in revenue and $(0.5)–$1.0 million in adjusted EBITDA.

The company announced leadership changes, including the retirement of Chief Growth Officer Paulina Klimenko after 15 years to focus on her health and the departure of Americas Chief Revenue Officer Kyle Dozeman to pursue an entrepreneurship opportunity. PubMatic has engaged Heidrick & Struggles to search for a global Chief Revenue Officer to unify revenue-generating functions.

Klimenko will remain through July 2026 to support a structured transition, while Dozeman will stay through the end of May 2026 and then serve in an advisory role. PubMatic plans to release full audited results for the quarter ended March 31, 2026, and host an earnings webcast on May 7, 2026.

Rhea-AI Summary

PubMatic reported softer 2025 results but strong cash generation and heavy AI investment. Full-year revenue was $282.9 million, down from $291.3 million in 2024, with gross margin at 64%. The company posted a GAAP net loss of $14.5 million, or $(0.31) per diluted share, versus $12.5 million of net income a year earlier. Adjusted EBITDA was $61.6 million with a 22% margin, down from $92.3 million and a 32% margin.

Despite lower profits, operations remained cash generative: net cash from operating activities reached $81.1 million and free cash flow was $46.2 million, up 32% over 2024. PubMatic ended 2025 with $145.5 million in cash, cash equivalents, and marketable securities and no debt, and repurchased 4.1 million shares in 2025, about 8.1% of fully diluted shares as of December 31, 2025. Fourth-quarter revenue was $80.0 million, down from $85.5 million, with GAAP net income of $6.7 million and adjusted EBITDA of $27.8 million, a 35% margin. For the first quarter of 2026, the company expects revenue of $58–$60 million and adjusted EBITDA between $(0.5) million and $1.0 million.

Rhea-AI Summary

PubMatic, Inc. furnished an 8-K to announce it issued a press release with its financial results for the fiscal quarter ended September 30, 2025. The press release is included as Exhibit 99.1, and the company states the Item 2.02 information is furnished, not filed under the Exchange Act.

The release includes non-GAAP financial measures with a GAAP reconciliation provided in Exhibit 99.1. PubMatic notes it may disclose material information through SEC filings, press releases, public conference calls, and its investor relations website.

Rhea-AI Summary

PubMatic filed an 8-K disclosing a new lawsuit against Google and related investor communications. The company posted FAQs on a litigation website and furnished those FAQs and a summary email to select equity analysts as exhibits to the filing. PubMatic says it sued Google seeking damages and injunctive relief over alleged anticompetitive conduct in publisher ad server and ad exchange markets for open-web display, following a separate April 2025 DOJ ruling finding anticompetitive behavior by Google. Management warns the lawsuit is in early stages, outcome and timing are uncertain, could be costly, may divert resources, and might trigger retaliatory steps by Google that could disrupt access to Google platforms and harm revenue and relationships.

Rhea-AI Summary

PubMatic, Inc. furnished a press release announcing its financial results for the fiscal quarter ended June 30, 2025, delivered as Exhibit 99.1 to this Form 8-K. The press release references non-GAAP financial measures and includes a reconciliation to GAAP within the attached exhibit. The company states it distributes material information through SEC filings, press releases, public conference calls, and its investor relations website.

The 8-K furnishes the press release (explicitly not deemed "filed" for Section 18 liability) and includes an interactive XBRL cover page; the 8-K text does not present detailed financial statement line items or earnings figures itself.