PubMatic, Inc. filed its Form 10-Q for the quarterly period ended September 30, 2026 with the U.S. Securities and Exchange Commission on November 9, 2026, reporting third-quarter revenue of $79,577 thousand and net income of $5,545 thousand.

Key Highlights

  • Q3 2026 Revenue: $79,577 thousand, compared to $67,960 thousand in Q3 2025, according to the filing.
  • Q3 2026 Net Income: $5,545 thousand, compared to a net loss of $6,452 thousand in Q3 2025.
  • Nine-Month Net Loss: $(8,167) thousand for the nine months ended September 30, 2026, versus $(21,146) thousand for the same period in 2025.
  • Share Repurchases: Treasury stock increased to $(239,155) thousand as of September 30, 2026, from $(193,471) thousand as of December 31, 2025, reflecting cumulative repurchase activity during the nine-month period.
  • Total Assets: $699,926 thousand as of September 30, 2026, up from $680,195 thousand as of December 31, 2025.
  • Shares Outstanding: As of November 2, 2026, the registrant reported 37,630,887 shares of Class A common stock and 8,207,864 shares of Class B common stock outstanding.
  • Diluted EPS: $0.11 for Q3 2026, compared to $(0.14) for Q3 2025.

PubMatic Q3 2026 Financial Results: Return to Profitability in the Quarter

According to the filing, PubMatic, Inc. (NASDAQ:PUBM) reported third-quarter 2026 revenue of $79,577 thousand, an increase from $79,577 thousand - up from $67,960 thousand in the third quarter of 2025. Gross profit for Q3 2026 was $55,610 thousand, compared to $42,557 thousand in Q3 2025. Operating income for the quarter was $8,746 thousand, a shift from an operating loss of $(8,419) thousand in the prior-year quarter. Net income for Q3 2026 was $5,545 thousand, or $0.11 per diluted share, versus a net loss of $(6,452) thousand, or $(0.14) per diluted share, in Q3 2025.

For the nine months ended September 30, 2026, the company disclosed revenue of $220,737 thousand, compared to $202,880 thousand for the same period in 2025. The nine-month operating loss was $(5,948) thousand versus $(25,783) thousand in the prior-year period. The nine-month net loss was $(8,167) thousand, or $(0.18) per basic and diluted share, against $(21,146) thousand, or $(0.45) per share, in the nine months ended September 30, 2025.

On the balance sheet, the filing reported total assets of $699,926 thousand and total liabilities of $458,166 thousand as of September 30, 2026. Total stockholders' equity stood at $241,760 thousand, down from $262,589 thousand as of December 31, 2025. The company reported cash and cash equivalents of $120,327 thousand and marketable securities of $24,134 thousand as of September 30, 2026, compared to cash of $145,518 thousand and no marketable securities as of December 31, 2025. During the nine months ended September 30, 2026, the company repurchased shares totaling $(45,684) thousand in treasury stock additions, based on the change from $(193,471) thousand to $(239,155) thousand.

What Was Disclosed

PubMatic filed its quarterly report covering the period ended September 30, 2026, disclosing Q3 2026 revenue of $79,577 thousand, net income of $5,545 thousand, total assets of $699,926 thousand, and 37,630,887 Class A shares outstanding as of November 2, 2026.