What is the market's earnings forecast for Digital Turbine next quarter?

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Did Digital Turbine beat or miss consensus estimates last quarter?

What were the key takeaways from Digital Turbine’s earnings call?

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What does Digital Turbine do and what are its main business segments?

What guidance did Digital Turbine's management provide for the next earnings period?

What factors drove the changes in Digital Turbine's revenue and profit?

- **Record Growth**: Q3 revenue up 12% YoY to $151.4 million, EBITDA surging 76% to $39 million.
- **AI-Driven Efficiency**: Gross margin expands to 49%, operating expenses decline 4% YoY.
- **Strategic Momentum**: Flywheel effect between 80,000+ integrated apps and brand verticals (+5x retail growth), with alternative app distribution live for major game developers.
- **Balance Sheet Strength**: Debt leverage reduced to 3x, enabling $0.5 trillion market opportunity pursuit.
- **Updated Guidance**: FY2026 revenue raised to $553-558 million, EBITDA to $114-117 million.

**【CEO Summary Section】**
- **Q3 2026 Financial Highlights**: Revenue of $151.4 million (+12% YoY), EBITDA of $39 million (+76% YoY), with EBITDA margin at 26%.
- **Key Drivers**: Diversified revenue streams, AI/ML-driven operational efficiency (gross profit up 25% YoY, operating expenses down 5%), and reduced debt leverage (3x vs. 5x YoY).
- **Segment Performance**: On-Device Solutions ($99.6M, +9% YoY) and App Growth Platform ($52.6M, +19% YoY), with 30%+ international revenue growth.
- **Strategic Priorities**: 
  1. Leverage first-party data for AI-driven targeting and user experience.
  2. Flywheel effect between supply (80,000+ integrated apps) and demand (brand verticals like retail +5x YoY).
  3. Expand Ignite platform services and alternative app distribution (3 major game developers using Single-Tap for alternative billing).

**【CFO Financial Commentary】**
- **Profitability**: Non-GAAP gross margin 49% (vs. 44% YoY), EBITDA margin 26% (up 900bps YoY), and free cash flow $6.4 million.
- **Cost Efficiency**: Operating expenses down 4% YoY, with $3.5 million one-time benefits.
- **Balance Sheet**: Cash $40 million, debt $355 million (down $41 million QoQ), and $44.6 million raised via ATM.
- **Updated Guidance**: FY2026 revenue $553-558 million (+$10M midpoint), EBITDA $114-117 million (+$13M midpoint).

**【Q&A Key Highlights】**
- **Flywheel Effect**: Integrating app distribution and advertising to create self-reinforcing growth.
- **Google Gemini Impact**: Positive for gaming distribution, with Single-Tap enabling alternative app monetization.
- **Market Share**: Outgrowing the market (AGP +20% vs. mid-single-digit market growth), despite Meta's iOS activity.
- **Alternative Apps**: 3 major game developers using Single-Tap for dual downloads and alternative billing, generating immediate revenue.

Digital Turbine, Inc. (APPS) Q3 2026 Earnings Call Transcript

- **Revenue Acceleration**: Q2 2026 revenue up 18% YoY to $140.4 million, with 80% YoY growth in international ODS and 20% YoY growth in AGP.
- **Profit Expansion**: Adjusted EBITDA surges 78% YoY to $27.2 million; Non-GAAP gross margin improves to 47%.
- **AI Growth Driver**: DTiQ AI platform enables 30% YoY RPD growth, direct brands now 47% of AGP revenue.
- **Balance Sheet Strength**: $396 million debt refinancing supports growth; free cash flow up $23 million YoY.
- **Updated Guidance**: Full-year 2026 revenue raised to $540-550 million (+12.5% YoY), EBITDA to $100-105 million (+33% YoY).

**【CEO Summary Section】**
- **Revenue Growth**: Q2 2026 revenue of $140.4 million, up 18% YoY, driven by 17% growth in On Device Solutions (ODS) and 20% growth in App Growth Platform (AGP). International ODS revenue surged 80% YoY, accounting for 25% of total ODS revenue.
- **Profitability**: Adjusted EBITDA of $27.2 million, up 78% YoY, with EBITDA margin expanding to 19.4%. Non-GAAP gross margin improved 200bps to 47%.
- **AI & Data Strategy**: Investment in DTiQ (AI/ML platform) and Ignite Graph driving 30% YoY growth in revenue per device (RPD) in both U.S. and international markets. Direct brand revenue rose to 47% of total brand revenue, up from 22% QoQ.
- **Debt Refinancing**: Completed 4-year $396 million term loan, enhancing liquidity for growth initiatives.

**【CFO Financial Commentary】**
- **GAAP Results**: Net loss of $21.4 million ($0.20 EPS), but Non-GAAP net income of $16.5 million ($0.15 EPS) beat expectations. Free cash flow improved $23 million YoY to $7 million.
- **Guidance Update**: Full-year 2026 revenue raised to $540-550 million (midpoint +12.5% YoY), EBITDA to $100-105 million (+33% YoY).
- **Cost Efficiency**: Operating expenses flat YoY at $38.9 million, despite 18% revenue growth.

**【Q&A Highlights】**
- **Brand ROI**: Direct brands now 47% of AGP revenue, up from 22% QoQ, driven by in-house media buying trends. SingleTap installs grew 45% QoQ.
- **AI Impact**: DTiQ leveraging 1,000+ unique signals from 2-3 billion devices to improve ad targeting. AI investments to support 2026+ growth.
- **Regulatory Shifts**: Supreme Court ruling on Google Play supports alternative app distribution. Digital Turbine's SDK footprint enables direct app distribution for publishers.
- **Competitive Landscape**: Reduced competition in ODS as major player exited; AGP focused on demand/supply flywheel rather than direct competition.

Digital Turbine, Inc. (APPS) Q2 2026 Earnings Call Transcript

- **Revenue Beat**: 11% YoY growth to $131M, driven by 18% ODS expansion and 73% EBITDA surge. 
- **AI/ML Breakthrough**: DT Ignite and DTiQ enable 30%+ RPD growth, attracting 50% more brand campaigns. 
- **Regulatory Tailwind**: Open app market rulings support alternative distribution, with Verizon and intl partners launching new stores. 
- **Updated Guidance**: Full-year 2026 revenue raised to $525-535M, EBITDA $90-95M, reflecting strong execution and industry momentum.

**【CEO Summary Section】**
- **Revenue and EBITDA Growth**: Q1 2026 revenue reached $131 million (11% YoY), with EBITDA at $25 million (73% YoY growth). ODS segment grew 18% to $95 million, while AGP revenue was $35 million (-5% YoY but +9% sequentially). 
- **Key Drivers**: Higher advertiser demand (+30% RPD YoY in US and intl), improved device volumes (US devices up vs. Q4 2025), and AI/ML advancements (DT Ignite, DTiQ). Brand campaigns increased 50% QoQ across 8+ verticals.
- **Strategic Initiatives**: Joined Coalition for Open Mobile Ecosystems; launched alternative app distribution models (SingleTap) with Verizon and Latin America partners. 

**【CFO Financial Commentary】**
- **Financial Highlights**: Non-GAAP gross margin 47% (+100bps YoY), operating expenses down 8% YoY. GAAP net loss $14.1M vs. non-GAAP net income $5.8M. Free cash flow $1.4M (+$7M YoY). 
- **Guidance Update**: Full-year 2026 revenue raised to $525-535M (+$10M midpoint) and EBITDA $90-95M (+$5M midpoint). Debt reduced $8M QoQ to $400.5M. 

**【Q&A Key Highlights】**
- **International Growth**: Driven by new customers and better execution, with RPDs boosted by cross-geo demand routing. 
- **Brand Longevity**: Diversified advertiser base (+50% new campaigns QoQ) signals sustainable demand. 
- **App Store Regulation**: Legal rulings support alternative app stores; partnerships with Verizon and intl operators to expand distribution. 
- **AGP Recovery**: Performance DSP integration with AI/ML expected to drive top-line growth. 
- **Device Sales**: US upgrade cycle improving; DT expanding device footprint via T-Mobile, Motorola, and intl OEMs.

Digital Turbine, Inc. (APPS) Q1 2026 Earnings Call Transcript

- **Revenue Recovery**: Q4 2025 marks return to YoY growth with EBITDA up 66% YoY to $20.5 million.
- **RPD Surge**: U.S. RPD +40% YoY, international RPD +100% YoY, driven by Ignite 2.0 and AI/ML monetization.
- **2026 Targets**: Revenue $515-525 million, EBITDA $85-95 million, supported by flat OpEx and regulatory tailwinds.
- **Strategic Wins**: T-Mobile partnership, 100M Ignite devices, and 40 million installs via Epic's alternative store.

**【CEO Summary Section】**
- **Return to Growth**: Digital Turbine achieved year-over-year (YoY) revenue and EBITDA growth in Q4 2025, with EBITDA up 66% YoY to $20.5 million. The June quarter is trending positively for sequential and YoY improvement.
- **Fiscal 2025 Results**: Total revenue of $490.5 million (-10% YoY), EBITDA of $72.3 million, and Non-GAAP EPS of $0.30.
- **ODS Performance**: On-Device Solutions (ODS) revenue grew 11% YoY, driven by a 40% YoY increase in U.S. Revenue Per Device (RPD) and 100% YoY in international markets. Ignite 2.0 is now on over 100 million devices, leveraging AI/ML models built from 1,500 unique data events.
- **AGP Expansion**: Alternative Gross Profit (AGP) revenue of $33 million, with focus on first-party data and performance advertising. DTX non-gaming revenue doubled YoY.
- **Strategic Initiatives**: Partnerships with T-Mobile and international carriers, alternative app store growth (e.g., Epic's 40 million installs via SingleTap), and regulatory support for alternative distribution models.

**【CFO Financial Commentary】**
- **Q4 2025 Financials**: Revenue of $119.2 million (+6% YoY), Non-GAAP gross margin of 48%, and OpEx down 7% YoY to $36.1 million. Free cash flow improved by $21 million YoY to $5.5 million.
- **2026 Outlook**: Revenue guidance of $515-525 million and EBITDA of $85-95 million, reflecting operational efficiency and growth momentum.
- **Liquidity**: Cash balance of $40.1 million and debt of $408.7 million, with a credit facility extension supporting capital stability.

**【Q&A Key Highlights】**
- **International RPD Growth**: Driven by broader demand, operational execution improvements, and partnerships with carriers like Motorola and Telefonica.
- **Regulatory Impact**: Favorable global regulations (e.g., EU, Brazil) are increasing demand for alternative distribution solutions, leading to new SingleTap licenses with publishers like Epic and Pinterest.
- **Cost Efficiency**: CFO expects OpEx to remain relatively flat in 2026, with automation and process improvements offsetting growth investments.

Digital Turbine (APPS)-16 Jun 25-2025 Q4 Earnings call transcript

- **Revenue beat with strong EBITDA**: $135M revenue (+13% QoQ), $22M EBITDA, and $0.13 EPS exceed expectations.
- **Brand momentum**: 34% YoY growth in brand spending, driven by first-party data and trust-building.
- **Cost efficiency**: $25M+ annual savings achieved, with operating expenses down 3% QoQ.
- **Alternative app strategy**: 50%+ of business now tied to user acquisition, with Epic, Microsoft, and others launching in 2025.

**【CEO Opening Remarks】**
- Q3 revenue reached $135M, exceeding expectations, with $22M adjusted EBITDA and $0.13 non-GAAP EPS.
- ODS segment revenue grew 11% sequentially to $92M, driven by record RPD in both U.S. and international markets.
- AGP revenue surged 17% QoQ to $44M, with brand spending up 34% YoY, offsetting legacy DSP declines.
- New CFO Steve Lasher joins, while Barrett Garrison transitions to consultant.

**【CFO Financial Details】**
- Q3 gross margin 44%, down 1% YoY due to ODS product mix shifts.
- Operating expenses $37.6M (28% of revenue), down 3% QoQ and 3% YoY, with $25M+ annualized cost savings achieved.
- Free cash flow $6.4M, cash balance $34.6M, and debt stable at $408M.
- FY25 guidance: $485-490M revenue, $69-71M EBITDA.

**【Q&A Key Takeaways】**
- **Brand Reengagement**: Success driven by trust-building, first-party data capabilities, and proof of in-app advertising effectiveness vs. CTV.
- **Alternative App Stores**: Epic, Microsoft, and others launching in 2025, with 50%+ of business now tied to user acquisition.
- **2025 Growth Drivers**: Devices (Motorola, T-Mobile), AGP SDK bidding (70% of traffic), and ODS SingleTap expansion.
- **Regulatory Tailwind**: EU DMA compliance expected to accelerate alternative app adoption in 2025.

Actual												0.05	0.13	0.15	0.21	0.25	0.34	0.44	0.49	0.39	0.38	0.34	0.29	0.14	0.18	0.13	0.15	0.12	0.07	0.05	0.13	0.1	0.05	0.15	0.18
Forecast												0.0433	0.0886	0.1129	0.175	0.1917	0.3176	0.39	0.4299	0.3915	0.3484	0.3261	0.3704	0.1778	0.127	0.1448	0.1722	0.0658	0.03	0.0562	-0.0136	0.04	0.08	0.05	0.16
Surprise	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	+15.47%	+46.73%	+32.86%	+20.00%	+30.41%	+7.05%	+12.82%	+13.98%	-0.38%	+9.07%	+4.26%	-21.71%	-21.26%	+41.73%	-10.22%	-12.89%	+82.37%	+133.33%	-11.03%	+1055.88%	+150.00%	-37.50%	+200.00%	+12.50%

APPS

APPS fundamentals

APPS Q3 2026 Earnings

Earnings Call

You can ask Aime

APPS

APPS fundamentals

APPS Q3 2026 Earnings

Earnings Call

APPS Earnings Call Summary for Q3/20264:30 PM on Feb 3, 2026

APPS Earnings Call Summary for Q2/20264:30 PM on Nov 4, 2025

APPS Earnings Call Summary for Q1/20264:30 PM on Aug 5, 2025

APPS Earnings Call Summary for Q4/20254:30 PM on Jun 16, 2025

APPS Earnings Call Summary for Q3/20254:30 PM on Feb 5, 2025

You can ask Aime