Digital Turbine's 2026 Q1: Unpacking the Contradictions in RPD Growth and AGP Performance

International RPD growth drivers, AGP business growth expectations, international business growth challenges, AGP business performance improvement, and device sales and market trends are the key contradictions discussed in Digital Turbine's latest 2026Q1 earnings call.



Revenue and EBITDA Growth:
- Digital Turbine Inc. reported revenue of $131 million and EBITDA of $25 million for the fiscal first quarter of 2026, reflecting 11% revenue growth and 73% EBITDA growth year-over-year.
- The growth was driven by higher advertiser demand, improved device volumes, and progress in first-party data and AI, machine learning platforms.

On Device Solutions (ODS) Performance:
- The On Device Solutions business generated $95 million in revenue, up approximately 18% year-over-year.
- This was attributed to strong growth in device volumes and revenue per device (RPD), particularly within international partners.

Application Growth Platform (AGP) Sequential Improvement:
- The Application Growth Platform segment generated $36.3 million in revenue, reflecting a 9% sequential increase.
- While year-over-year growth was not achieved, early signs of stabilization were noted as the company works to strengthen the platform using its unique first-party data and AI capabilities.

International Expansion and RPD Growth:
- International On-Device business reported a 70% increase, driven by better device volumes and revenue per device (RPD).
- Improved execution and increased demand from other geographies contributed to this growth.