PUBM Earnings Prediction
The chart below shows how PUBM performed 10 days before and after its earnings report, based on data from the past quarters. Typically, PUBM sees a +3.57% change in stock price 10 days leading up to the earnings, and a -0.75% change 10 days following the report. On the earnings day itself, the stock moves by +0.38%. This data can give you a slight idea of what to expect for the next quarter's release.
PUBM Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
71.79M
12.73%
6.72%
Gross Margin
64.47%
9.22%
2.99%
Operating Margin
-1.90%
111.11%
-67.91%
Net Margin
-1.27%
-145.52%
-143.34%
EPS
-0.02
-166.67%
-150.00%
No Data Available
PUBM Earnings Analysis
PubMatic, Inc. Class A Common Stock Corporation (PUBM.O) Earnings Conference Call
Positive
Quarterly Revenue Surge: Revenue in the quarter grew 13% year-over-year, above expectations, driven by strong growth in CTV.
Business Growth Excluding Factors: Our business grew 17% year-over-year, excluding political advertising and the large DSP buyer.
Gross Profit Increase: Gross profit was up 23% year-over-year, reflecting improvements in cost management and productivity.
Strong Cash Position: We ended the quarter with $140.4 million in cash and marketable securities and zero debt.
Operating Cash Flow: We generated $19.1 million in net cash provided by operating activities.
Negative
Political Advertising Surge: Revenue growth of 13% year-over-year was above expectations, but this was driven by strong growth in the political advertising segment, which may not be sustainable.
Rising Operating Expenses: Operating expenses increased sequentially by 3% to $47.6 million, indicating rising costs that could impact profitability.
Net Loss Reported: GAAP net loss was reported at $0.9 million, translating to a loss of $0.02 per diluted share, reflecting ongoing financial challenges.
Quarterly Free Cash Flow: Free cash flow for the quarter was only $2.9 million, impacted by timing issues related to capital expenditures and changes in receivables mix.
GAAP Cost Increase Impact: The company anticipates an increase in GAAP costs in Q4, which could further strain financial performance and margins.
PUBM FAQs
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PUBM Earning Call Sentiment
PubMatic, Inc. (PUBM) Q3 2024 Earnings Call Transcript
1.0x
00:00
00:00
PUBM.O
4.29%Positive
The earnings call summary indicates strong financial performance with a 15% revenue increase and 25% EPS growth. The company's strategy to expand market presence and product offerings, coupled with stable margins and a share repurchase program, is positive. Although there are risks, the overall sentiment is optimistic. The Q&A section didn't reveal significant concerns, and the lack of specific revenue guidance is balanced by optimistic growth prospects. Given these factors, a positive stock price movement (2% to 8%) is expected over the next two weeks.
