PubMatic, Inc. (PUBM) came out with quarterly earnings of $0.34 per share, beating the Zacks Consensus Estimate of $0.19 per share. This compares to earnings of $0.33 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 78.95%. A quarter ago, it was expected that this company would post a loss of $0.08 per share when it actually produced earnings of $0.03, delivering a surprise of 137.50%.Over the last four quarters, the company ha ...

财务数据和关键指标变化 - 第四季度收入同比增长14%,创下公司历史新高 [12][50] - 全年收入增长超过10%,剔除雅虎因素后增长超过12% [71][74] - 第四季度调整后EBITDA利润率达46%,全年调整后EBITDA利润率约30% [52][81] - 第四季度创历史新高的自由现金流,全年自由现金流达52.8百万美元,同比增长38% [52][69] 各条业务线数据和关键指标变化 - 视频广告收入同比增长7%,移动端显示广告收入同比增长超20% [53][54] - 剔除雅虎因素后,总体移动端和桌面端显示广告收入同比增长27% [54] - 各地区收入均实现双位数增长 [50] - 前10大广告行业垂直类别整体收入同比增长26% [55] 各个市场数据和关键指标变化 - 美国市场保持强劲增长势头 - 欧洲市场增长迅速 - 亚太地区尤其是日本市场增长潜力巨大 [136][137] 公司战略和发展方向及行业竞争 - 公司持续专注于创新,2023年软件发布次数同比增加60% [40] - 公司正在加大对新兴收入业务的投入,预计2024年将占总收入的中单位数百分比,同比翻倍 [42] - 公司看好开放互联网从封闭生态系统获取广告份额的机会 [22][43][44] - 公司正在加大对供应链优化(SPO)、隐私合规解决方案和商业媒体等领域的投入 [27][28][29][33][34] 管理层对经营环境和未来前景的评论 - 管理层对2024年广告支出环境持乐观态度,预计公司收入将实现10%以上的增长 [71][76] - 公司将继续加大在工程、销售和客户成功团队的投入,以捕捉市场机遇 [47][71] - 公司有信心通过提高效率和强大的商业模式来实现利润率的扩张 [48][81] 问答环节重要的提问和回答 问题1 **Shweta Khajuria 提问** 询问公司在第三方Cookie退出后的准备情况,以及公司在无Cookie环境下的收入敞口 [87][88][89] **Rajeev Goel 回答** 公司已经多年在准备无Cookie环境,包括开发Connect等解决方案,并且正在快速增加使用替代信号的出版商比例。公司收入不会过度依赖第三方Cookie [88][89][90] 问题2 **Matt Swanson 提问** 询问公司未来SPO业务占比的目标,以及SPO业务的价值主张如何演变 [96][97][98][99] **Rajeev Goel 回答** 公司未来SPO业务占比可能达到75%左右,SPO业务的价值主张已从简单的运营效率扩展到数据、合规、定向等多个层面 [97][98][99] 问题3 **Justin Patterson 提问** 询问公司2024年大幅增加人员投入的预期回报 [123][124][125][126][127] **Rajeev Goel 和 Steve Pantelick 回答** 公司将在工程、销售和客户成功等关键领域大幅增加投入,以捕捉市场机遇,并有信心通过提高效率来维持较高的利润水平 [124][125][126][127]

Q4 2023 revenue and adjusted EBITDA significantly exceeded guidance; Revenue growth accelerated to $84.6 million, up 14% over Q4 2022, delivered net income of $18.7 million or 22% margin, adjusted EBITDA of $38.9 million or 46% margin; Supply Path Optimization represented 45%+ of total activity in Q4 2023; Generated $81.1 million in cash from operations in 2023; Generated $52.8 million in free cash flow in 2023, a 38% increase over 2022 NO-HEADQUARTERS/REDWOOD CITY, Calif., Feb. 26, 2024 (GLOBE NEWSWIRE) -- ...

财务表现 - 2023财年总收入为2.67亿美元，较2022年增长4%[3] - 公司在2023年第四季度实现了8.46亿美元的营收[33] - 公司2023年全年营收达到了26.70亿美元[33] - 2023年现金流量运营为8,110万美元，较2022年增长48%[3] - 2023年自由现金流为5,280万美元，较2022年增长38%[3] - 公司2023年全年净利润为8.88亿美元[33] - 公司2023年全年股东权益总额为31.22亿美元[32] - 公司2023年全年现金流量从经营活动中获得了81.12亿美元[34] - 公司2023年全年现金流量从投资活动中净使用了39.02亿美元[34] - 公司2023年全年现金流量从融资活动中净使用了55.98亿美元[34] - 2023年第四季度，公司净利润为18,702千美元，较上年同期增长46%[35] - 2023年公司调整后的EBITDA为38,906千美元，较上年同期增长22%[35] - 2023年公司自由现金流为19,535千美元，较上年同期增长178%[36] 财务展望 - 2024年第一季度预计收入范围为6,100万至6,300万美元[21] - 2024年全年预计收入增长超过10%，或超过12%排除雅虎[21]

NO-HEADQUARTERS/REDWOOD CITY, Calif., Feb. 22, 2024 (GLOBE NEWSWIRE) -- PubMatic, Inc. (Nasdaq: PUBM), an independent technology company delivering digital advertising’s supply chain of the future, today announced that members of its management team are scheduled to present at upcoming investor conferences. Detail for the events are as follows: The Citizens JMP Technology Conference Monday, March 4, 2024 at 12:00 pm PT KeyBanc Emerging Technology Summit Tuesday, March 5, 2024 at 10:30 am PT The presentation ...

PubMatic, Inc. (PUBM) shares ended the last trading session 5.2% higher at $17.19. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 11.5% gain over the past four weeks.PubMatic is riding on an expanding clientele and strong partner base. It recently inked a partnership with DISH Media to accelerate programmatic demand for Sling TV.This company is expected to post quarterly earnings of $0.19 per share in its upcoming ...

NO-HEADQUARTERS/REDWOOD CITY, Calif., Feb. 15, 2024 (GLOBE NEWSWIRE) -- PubMatic (NASDAQ:PUBM), an independent technology company delivering digital advertising's supply chain of the future, today announced a partnership with DISH Media (NASDAQ:SATS) that allows SLING TV to tap into PubMatic's supply path optimization partnerships to access premium demand via private marketplace deals. SLING TV and PubMatic's new partnership comes as more consumers seek ad supported streaming providers as a primary means fo ...

NO-HEADQUARTERS/REDWOOD CITY, Calif., Jan. 29, 2024 (GLOBE NEWSWIRE) -- PubMatic (NASDAQ:PUBM), an independent technology company delivering digital advertising's supply chain of the future, today announced that Robin Steinberg, formerly Vice President, Advertiser Solutions, has been promoted to the position of Senior Vice President of Advertiser Solutions, with a key focus on agency demand and CTV publisher partnerships. Steinberg joined PubMatic in September 2022 to evolve PubMatic's key relationships wit ...

NO-HEADQUARTERS/REDWOOD CITY, Calif., Jan. 22, 2024 (GLOBE NEWSWIRE) -- PubMatic, Inc. (Nasdaq: PUBM), an independent technology company delivering digital advertising’s supply chain of the future, today announced that it will release its financial results for the quarter and fiscal year ended December 31, 2023 after market close on February 26, 2024. On that day, PubMatic will host a webcast at 1:30 p.m. Pacific Time (4:30 p.m. Eastern Time) to discuss the company’s financial results. Webcast Details What: ...

NO-HEADQUARTERS/REDWOOD CITY, Calif., Jan. 08, 2024 (GLOBE NEWSWIRE) -- PubMatic (NASDAQ:PUBM), an independent technology company delivering digital advertising's supply chain of the future, announced recent expansion and success of Connect, its fully-integrated audience solution that leverages addressable signals from across the open internet to help data owners drive monetization and help media buyers drive performance. With Connect as a centralized access point for addressability solutions, the company h ...