Every material Form 8-K PubMatic, Inc. has filed with the SEC since May 07, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
PubMatic reported third-quarter 2026 revenue of $79.6 million, up 17% from a year earlier, and GAAP net income of $5.5 million, or $0.11 per diluted share, compared with a net loss of $6.5 million in the prior-year quarter. Its Board also authorized an additional $150 million for share repurchases and extended the program through December 31, 2028, bringing the total available to approximately $198 million.
Q3 2026 revenue was $79.6 million, up 17% year over year; adjusted EBITDA was $26.0 million, versus $11.2 million in Q3 2025.
GAAP net income was $5.5 million ($0.11 per diluted share), compared with a net loss of $6.5 million ($0.14 per share) in Q3 2025.
Q4 2026 revenue guidance is $91 million to $93 million, and full-year 2026 revenue guidance is $312 million to $314 million.
On November 9, 2026, the Board authorized $150 million of additional repurchases, with the program running through December 31, 2028.
PubMatic appointed Megan Ramm as its Global Chief Revenue Officer, effective August 10, 2026, to lead global revenue strategy across the Americas, EMEA and APAC. Ramm previously led global sales at Uber Advertising, and the company's release ties the hire to its strong second quarter 2026 results, including a return to double-digit year-over-year revenue growth.
Megan Ramm's appointment as Global Chief Revenue Officer is effective August 10, 2026; she previously served as Head of Global Sales at Uber Advertising.
Offer letter dated June 24, 2026 provides an initial annual base salary of $500,000 and an on-target annual bonus of $500,000, prorated for 2026.
Equity package includes a new-hire restricted stock unit grant with a grant-date value of $3.45 million and an annual equity award with a target value of $2.3 million, first granted in 2027; both are subject to board approval and vest over
PubMatic reported second-quarter 2026 revenue of $78.6 million, up 11% from a year earlier, and a GAAP net loss of $1.2 million, narrower than the $5.2 million loss in the same period of 2025. The same day, Chief Financial Officer Steve Pantelick said he will retire, serving as CFO into the first quarter of 2027 and then as a senior adviser through July 1, 2027, while the company searches for a successor.
Q2 2026 revenue was $78.6 million, up 11% from $71.1 million; adjusted EBITDA rose to $19.6 million from $14.2 million.
GAAP diluted loss per share was $(0.03), compared with $(0.11) in Q2 2025.
Third-quarter 2026 guidance: revenue of $75 million to $77 million and adjusted EBITDA of $17.0 million to $19.0 million.
CFO Steve Pantelick will serve as CFO into Q1 2027, then as senior adviser through July 1, 2027; compensation terms for his transition have not been finalized.
PubMatic reported first-quarter 2026 revenue of $62.6 million, down from $63.8 million a year earlier, and a GAAP net loss of $12.5 million, or $0.27 per diluted share, versus a $9.5 million loss, or $0.20 per share, in the prior-year quarter. Adjusted EBITDA fell to $2.6 million from $8.5 million, though management said results exceeded its own guidance and gave second-quarter guidance of $68 million to $70 million in revenue.
Q1 2026 revenue was $62.6 million, compared with $63.8 million in Q1 2025.
GAAP net loss was $12.5 million, or $(0.27) per diluted share, compared with $9.5 million, or $(0.20) per share, a year earlier.
Adjusted EBITDA was $2.6 million (4% margin), compared with $8.5 million (13% margin) in Q1 2025.
For Q2 2026, the company expects revenue of $68 million to $70 million and adjusted EBITDA of $8.0 million to $10.0 million.
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