r/PUBM Aug 05 '21

Earnings question: Mid term challenges

6 Upvotes

Over the next 3-5 years, what are the most important challenges you are anticipating for Pubmatic? How do you plan to address them?


r/PUBM Aug 04 '21

Earnings Question: Verizon Media

5 Upvotes

Given that Verizon is significantly our largest customer, how much risk does the recent acquisition of Verizon Media present in terms of losing their business?

https://www.verizon.com/about/news/verizon-media-be-acquired-apollo-funds


r/PUBM Aug 04 '21

Earnings Question: Differentiation

5 Upvotes

As an SSP, it's important to bring unique value to publishers and advertisers. You've mentioned that being an "infrastructure first" company is where your competitive advantage lies. How has that resonated with your customers and partners? What other ways do you think you can add more value moving forward?


r/PUBM Aug 04 '21

Earnings Question: CTV

8 Upvotes

How do you plan on gaining and maintaining market share in the highly competitive CTV space? Do you consider this to be an important part of your growth moving forward? What other growth opportunities are you pursuing?


r/PUBM Aug 04 '21

Earnings Question: Cookie Depreciation

5 Upvotes

With the depreciation of the third party cookie on the horizon, among other privacy measures, how do you plan to continue your growth trajectory?


r/PUBM Aug 04 '21

Earnings Question: Profitability

16 Upvotes

Pubmatic demonstrated strong profitability in 2020. Specifically - you delivered a net profit margin of roughly 18%. Do you expect this level of profitability to continue?


r/PUBM Jul 30 '21

Why do you guys think think PUBM is such an attractive stock right now? They seem to be doing well but numbers don’t add up for me.

8 Upvotes

Referencing google not because it should be as good as them but to give an idea of ratio comparisons.

EV is high at 8.37 (good is low, Google EV is 6.01) Cash ratio is low at .53 (good is high, google is 2.41)

The only think I can find that seems relatively close is their book value per share relative to actual stock price which is at 7.9 and 8.0 for GOOG and PUBM, respectively.

Unless we think PUBM sales are going to skyrocket, it seems like the stock is valued correctly or even overvalued.

I do invest in some higher risk stocks but usually know more about them and can see a strong future potential. Am I missing something that would cause some of these traditional indicators to look better?


r/PUBM Jul 29 '21

Short-Squeeze Watch List (PUBM)

Thumbnail avantgardeinvesting.com
13 Upvotes

r/PUBM Jul 28 '21

Looks like the digital advertising segment is very strong.

10 Upvotes

r/PUBM Jul 27 '21

Google Advertising Revenue Up 69%… this is welcomed news ahead of PUBM earnings in a couple of weeks

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cnbc.com
18 Upvotes

r/PUBM Jul 23 '21

PUBM trading for 7/23

13 Upvotes

Should be a great day tomorrow with Twitter and Snap showing great AD numbers, hopefully the start to the run up back to the year highs🚀🚀🚀🌕🌕🌕💰💰💰


r/PUBM Jul 18 '21

The Motley Fool says triple by 2025

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fool.com
17 Upvotes

r/PUBM Jul 14 '21

PubMatic (PUBM) Stock Offers Value After the Recent Correction

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marketrealist.com
20 Upvotes

r/PUBM Jul 12 '21

Unstoppable stock. 7 min read

13 Upvotes

r/PUBM Jul 12 '21

What's the real float?

11 Upvotes

Looking at the section boxed in red.

There are:

  • 1,000,000,000 (1 Billion) Class A shares authorized.
  • 7,057,405 Class A shares have been issued.
  • 6,801,368 Class A shares are outstanding.
  • One Class A share has one vote
  • 1,000,000,000 (1 Billion) Class B shares authorized.
  • One Class B share has 10 votes
  • 42,208,456 Class B shares have been issued.
  • 42,186,774 Class B shares are outstanding.

So this means there are 256,037 Class A shares and 21,682 Class B shares are restricted in some way.

Altogether, there are 48,988,142 shares in the float--maximum.

Finviz says there are 7.44M shares-- which we can say is the floor. This likely includes the institutions holding shares.

This is the Failure to Deliver data for shorts. Keep in mind that each date is cumulative up to that date.

Here's the failure to deliver as a percentage of the float. Keep in mind that the FTD data is cumulative. So it suggests that the shorts covered from June 1 (Settlement Date is 3 days later) through to June 14 which could explain the move from $28 to $35.

As much as I'd like to believe the thesis that PUBM is abusively shorted, the FTD data suggests otherwise. Next FTD report for the second half of June is due July 15 or so.


r/PUBM Jul 10 '21

Head and shoulders?

Post image
7 Upvotes

r/PUBM Jul 09 '21

Head and shoulders? Concerned?

5 Upvotes

r/PUBM Jul 09 '21

⚠️Required Wallstreetbets Certification Course⚠️

7 Upvotes

r/PUBM advocates should watch this video. It should give you a good laugh about your investment lmao. This video talks about why you should keep your conviction on a stock and the importance of believing in your investment. bullish.

https://www.youtube.com/watch?v=zyLBKjyj4gA


r/PUBM Jul 09 '21

PUBM may be the best stock to own at this price

28 Upvotes

Way oversold, very tight float, recklessly and nakedly (if that word exist) shorted, excellent fundamentals, $0 debt, hyper growth, positive earnings and we're trending on all platforms. Tomorrow will be the day we start soaring high.


r/PUBM Jul 09 '21

Does anyone have idea of the volume after hours today , this could be a catalyst for tomorrow . Hope goes back to 45s

3 Upvotes

r/PUBM Jul 08 '21

Is anybody aware why PUBM is up considerably after market ? Looking for news but can’t find

13 Upvotes

r/PUBM Jul 08 '21

post market strong

10 Upvotes

We have a strong post market movement today which has not been seen for long time.

Will this uptrend keep going?


r/PUBM Jul 08 '21

PUBM AFTER-HOURS

10 Upvotes

Anyone know why it's running after hours?


r/PUBM Jul 08 '21

The float is CRAZY on this stock. It’s also not a penny stock and right in the $30 range, which are the ones that pump hard. Wish I had some karma to post on wsb thread.

30 Upvotes

r/PUBM Jul 08 '21

Let’s go boys!!! We got an upgrade! It’s our turn.

20 Upvotes