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Steve Roman

Research Analyst at Oppenheimer & Co. Inc.

Steve Roman is an analyst at Oppenheimer & Co. Inc., specializing in equity research and covering select companies across various sectors. He delivers detailed investment analysis for companies such as those in technology, healthcare, and consumer discretionary, with a track record reflecting strong performance indicators on platforms like TipRanks, including above-average success rates and returns compared to peer analysts. Steve began his career in financial analysis over a decade ago, holding roles at notable financial institutions before joining Oppenheimer in 2019, and has since established a reputation for actionable stock recommendations. He holds multiple securities licenses, including FINRA Series 7 and 66, and is recognized for both his financial expertise and client-focused approach.

Steve Roman's questions to PubMatic (PUBM) leadership

Question · Q4 2025

Steve Roman inquired about the 250+ AgenticOS deals, asking if they are already driving meaningful revenue or if that's a future story, and how the economics work (e.g., higher CPMs, expanded take rate, separate fee structure).

Answer

Steve Pantelick, CFO, stated that while early, PubMatic is leading, and AgenticOS will scale over time, similar to emerging revenues. Rajeev Goel, Co-Founder and CEO, added that direct buying through Activate via AgenticOS generates an incremental fee, and 10% of publishers are already deriving revenue from AI solutions, indicating significant future runway.

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Fintool

Fintool can predict PubMatic logo PUBM's earnings beat/miss a week before the call

Question · Q4 2025

Steve Roman from Oppenheimer & Co. Inc. inquired about the 250+ Agentic OS deals, asking if they are currently driving meaningful revenue or if that's a future story, and how the economics work (e.g., higher CPMs, expanded take rate, or a separate fee structure).

Answer

Steve Pantelick, CFO, stated that PubMatic is leading in agentic OS and expects it to scale over time, similar to how emerging revenues grew from less than 1% to 12% of total revenues in three years. He noted they are experimenting with different economic models, including CPM-based, leveraging their flexibility with deep integrations and buying capabilities. Rajeev Goel, Co-Founder and CEO, added that buying through Activate via Agentic OS generates an incremental fee above the SSP fee, and 10% of publishers are already deriving revenue from AI solutions, indicating significant future runway.

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Fintool

Fintool can write a report on PubMatic logo PUBM's next earnings in your company's style and formatting

Steve Roman's questions to Taboola.com (TBLA) leadership

Question · Q3 2024

Steve Roman from Oppenheimer questioned if the third-quarter Traffic Acquisition Cost (TAC) rate is a good indicator for the upcoming year and requested an update on the progress of monetizing Yahoo! inventory.

Answer

CFO Stephen Walker deferred specific guidance to February but expressed optimism for 2025, citing growth drivers like increased advertiser budgets, new supply from partners like Yahoo! and Microsoft, and emerging areas like Taboola News and e-commerce, reiterating a long-term growth target of 20%+. CEO Adam Singolda stated the company is pleased with its progress on the Yahoo! partnership, emphasizing its focus on advertiser success and the migration of Yahoo! omni advertisers, which contributes to Taboola's unique, exclusive access to supply.

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Fintool

Fintool can predict Taboola.com logo TBLA's earnings beat/miss a week before the call