PubMatic's Agentic AI Is Going Beyond Direct Deals | AdExchanger

"PubMatic has run more than 30 fully autonomous, end-to-end agentic campaigns through the SSP's AgenticOS platform, CEO Rajeev Goel told investors during the company's Q1 earnings call on Thursday. That's in addition to more than 1,000 direct publisher deals that have already run through AgenticOS as of Q1."

"Buyers are seeing 30-40% improvement in CPMs from using the solution, he said. And they're able to buy 40% more publisher inventory because no other ad tech intermediary is collecting fees as well on end-to-end agentic deals. "It's a single layer of technology, and it looks a lot like what the walled gardens leverage to drive ad performance," Goel said."

"Scaling up AI deals drove an 80% year-over-year growth rate in PubMatic's emerging revenue category for the quarter, pushing the category to 14% of PubMatic's total revenue. That growth contributed to the company's 13% YOY overall growth in Q1, with revenue totaling $62.6 million. In addition, PubMatic saw double-digit YOY growth in monetized impressions. And CTV as a standalone category was up 18% YOY, while mobile app revenue grew 25%."

"Meanwhile, PubMatic's mobile app business, which saw 25% YOY growth and contributed to the SSP's 5% growth in display advertising, was another revenue driver for the SSP. Combined revenue from mobile and omnichannel video accounted for 79% of PubMatic's Q1 revenue. And PubMatic is now integrated with the mobile market's three leading mediation platforms, AppLovin Max, Goog"

AgenticOS supports fully autonomous, end-to-end agentic ad campaigns and has processed more than 1,000 direct publisher deals. Scaling AI deals increased emerging revenue by 80% year over year, bringing the category to 14% of total revenue. Overall revenue grew 13% year over year to $62.6 million, with double-digit growth in monetized impressions. CTV revenue rose 18% year over year and mobile app revenue grew 25%. Buyers using AgenticOS reported 30–40% improved CPMs and access to 40% more publisher inventory because no additional intermediary fees are collected on end-to-end agentic deals. Activate tripled its business and Connect added 300+ data and commerce media partners.

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