PubMatic, Inc. Class A Common Stock PUBM

The Motley Fool 11 nov

PubMatic reported 17% year-over-year revenue growth in Q3 2026, driven by accelerating direct media buying through its Activate platform (8x growth) and strong performance in high-value channels like connected TV (30% growth) and mobile apps (40% growth). The company's owned infrastructure enabled gross margin expansion to nearly 70% by routing compute toward higher-value impressions. With $144 million in cash, zero debt, and an expanded share buyback authorization, management is positioned to invest in AI solutions and capture growing direct buyer spend.

The Motley Fool 10 nov

The Trade Desk (TTD) surged 3.28% to $15.42 after Q3 results beat revenue estimates at $736 million. The company announced a $731 million buyback authorization increase, bringing total repurchase capacity to $1 billion. While Q4 guidance won't show year-over-year growth, management signaled confidence in the turnaround. Trading volume reached 64.9 million shares, 189% above average. The broader market declined with S&P 500 down 0.38% and Nasdaq down 0.74%.

Zacks Investment Research 9 nov

PubMatic reported Q3 2026 earnings of $0.25 per share, beating consensus estimates by 47% and delivering revenues of $79.58 million, up from $67.96 million year-over-year. The company has outperformed the market with a 100.8% gain year-to-date. However, the stock received a Zacks Rank #3 (Hold) rating, suggesting near-term performance in line with the market. Netskope, another Internet-Software company, is expected to report results on December 2 with anticipated quarterly losses.

Zacks Investment Research 6 nov

Docebo Inc. (DCBO) reported Q3 2026 earnings of $0.55 per share, beating consensus estimates of $0.53, with revenues of $70.33 million exceeding expectations by 1.10%. The company has outperformed the market by 36.9% year-to-date. However, the stock received a Zacks Rank #3 (Hold) rating, suggesting near-term performance in line with the market. PubMatic Inc. (PUBM) is expected to report results on November 9 with anticipated earnings of $0.17 per share, representing significant year-over-year growth.

Zacks Investment Research 19 oct

The Trade Desk (TTD) expanded its connected TV (CTV) advertising presence by launching Skydance Pause Ads in Italy on HBO Max and discovery+. The company continues to capitalize on strong CTV momentum, with CTV revenue growing over 50% year-over-year in EMEA and APAC regions. TTD also partnered with Gracenote to enhance CTV ad targeting precision through content metadata integration into its DSP platform.