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

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

Did Digital Turbine beat or miss consensus estimates last quarter?

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

- **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.

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