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PubMatic: An Overlooked Opportunity In Digital Advertising

Dec. 01, 2021 11:51 AM ETPubMatic, Inc. (PUBM)9 Comments
Stephen Ayers profile picture
Stephen Ayers


  • ​​PubMatic is one of two major independent enterprises focused solely on providing a sell-side platform for multichannel digital advertising.
  • The digital advertising industry has been under some pressure lately due to impending identifier changes and Big Tech's feared monopoly over the industry.
  • But PubMatic appears to be bucking the trend and has shifted its operations accordingly without missing a beat.
  • Last quarter earnings demonstrated 54% YOY growth in revenue ($58.1M). The company also raised full year guidance. This was the fourth straight quarter of 50%+ YOY growth.
  • I believe the most recent earnings is a "watershed moment" for PubMatic and the market will soon begin to fully appreciate its stock.

digital marketing concept, online advertisement

anyaberkut/iStock via Getty Images


A sell-side platform [SSP] for digital advertising, PubMatic (NASDAQ:PUBM) was founded in 2006 by Rajeev Goel [CEO], Amar Goel [CIO], Anand Das, and Mukul Kumar [President, Engineering]. Rajeev and Amar, brothers, are each 10% owners in the company's stock. PubMatic works opposite (and sometimes with) The Trade

Magnite, Digital Turbine, Roku, DoubleVerify, and PubMatic: price % change
Data by YCharts

This article was written by

Stephen Ayers profile picture
As a Registered Nurse with a Bachelor of Science in Nursing (BSN), my commitment to biotechnology is both personal and professional. My dedication is grounded in a deep-seated passion for the field, fortified by an unwavering desire to stay ahead of market trends and breakthrough treatment innovations.Beyond my clinical experience and patient interactions, I bring an indispensable element to my analysis - objectivity. I understand the inherent risks involved in investing and consistently emphasize a balanced, informed approach to my readers. While I'm not afraid to make bold predictions, I also believe in admitting and learning from my mistakes, striving always to align my forecasts with the shifting realities of the biotech landscape. This focus on 'Superforecasting' - the practice of refining projections with each new piece of information - forms the backbone of my approach. I'm driven by the pursuit of truth, constantly adjusting my lens as new information comes to light, ensuring my insights are always timely, accurate, and reflective of the current state of affairs. With keen analytical skills and a knack for spotting details often missed by those without direct clinical experience, I strive to deliver deep-diving, insightful content. Leveraging my expansive knowledge, I aim to create meticulously researched, highly informative written materials that equip you with the insights you need to navigate the dynamic world of biotech investing. As your trusted source for biotech intelligence, I'm excited to offer you a perspective that's as rooted in real-world healthcare experience as it is in forward-thinking analysis.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of PUBM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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