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Earnings Call Summary | Pubmatic(PUBM.US) Q1 2024 Earnings Conference

Earnings Call Summary | Pubmatic(PUBM.US) Q1 2024 Earnings Conference

業績電話會議摘要 | Pubmatic (PUBM.US) 2024 年第一季度業績會議
富途資訊 ·  05/08 21:56  · 電話會議

The following is a summary of the PubMatic, Inc. (PUBM) Q1 2024 Earnings Call Transcript:

以下是PubMatic, Inc.(PUBM)2024年第一季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • PubMatic reported a Q1 revenue growth of 20% year-over-year.

  • Adjusted EBITDA margin was 23%, and the company generated over $16 million in free cash flow.

  • There was a 33% growth in omnichannel video revenue and a 10% growth in display revenue over Q1 of the previous year.

  • Despite revenue headwinds from Yahoo, the company managed significant overall revenue growth of 25%.

  • PubMatic estimates Q2 revenues between $69 million to $71 million and full-year revenues from $296 million to $304 million.

  • PubMatic報告稱,第一季度收入同比增長20%。

  • 調整後的息稅折舊攤銷前利潤率爲23%,公司創造了超過1600萬美元的自由現金流。

  • 與去年第一季度相比,全渠道視頻收入增長了33%,顯示器收入增長了10%。

  • 儘管雅虎的收入不利,但該公司仍實現了25%的顯著整體收入增長。

  • PubMatic估計,第二季度收入在6900萬美元至7100萬美元之間,全年收入從2.96億美元到3.04億美元不等。

Business Progress:

業務進展:

  • PubMatic raised their full year guidance based on persistent growth in customer base and adoption of new solutions.

  • They formed partnerships with key industry players like Instacart and Klarna and are focusing on building solutions aligned with future trends.

  • The company reported a 50% increase in their Supply Path Optimization (SPO) activity and expects potential growth up to 75% in the coming years.

  • There are plans underway to increase engineering and sales hires to accelerate product innovation and market expansion.

  • Despite the possibility of a top DSP modifying its bidding methodology in Q2, the company expects to maintain strong growth in multiple streams.

  • Significant strides were made in Supply Path Optimization (SPO), and benefits from increased investment in SPO are expected to be apparent later in the year.

  • 基於客戶群的持續增長和新解決方案的採用,PubMatic上調了全年預期。

  • 他們與Instacart和Klarna等主要行業參與者建立了合作伙伴關係,並專注於構建符合未來趨勢的解決方案。

  • 該公司報告稱,其供應路徑優化(SPO)活動增長了50%,並預計未來幾年可能增長至75%。

  • 正在計劃增加工程和銷售人員,以加速產品創新和市場擴張。

  • 儘管頂級DSP有可能在第二季度修改其競標方法,但該公司預計將在多個領域保持強勁增長。

  • 供應路徑優化(SPO)取得了長足的進步,增加對SPO投資的好處預計將在今年晚些時候顯現出來。

More details: Pubmatic IR

更多詳情: Pubmatic IR

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

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譯文內容由第三人軟體翻譯。


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