The ad tech firm expects accelerated revenue growth in H2 2026 after returning to double-digit year-over-year expansion in Q2.
PubMatic projected third-quarter revenue of $75M to $77M, citing strength in agentic advertising and a return to double-digit year-over-year growth. The company accelerated its growth trajectory ahead of schedule in Q2 2026.
Capital expenditures for the quarter are expected to rise to $20M-$25M as the firm invests in scaling its infrastructure. Management highlighted momentum in its core business, with revenue growth outpacing earlier expectations.
The guidance reflects confidence in sustained demand for programmatic advertising solutions amid a competitive digital ad market.