Financial Data and Key Metrics Changes - The company reported total revenue of $131 million for the first quarter, reflecting an 11% year-over-year growth and $25 million in EBITDA, representing a 73% increase year-over-year [5][14][19] - Adjusted EBITDA for the quarter was $25.1 million, marking the highest quarterly EBITDA since 2023 [16] - Free cash flow remained positive at $1.4 million, an improvement of approximately $7 million year-over-year [16] - GAAP net loss was $14.1 million or $0.13 per share, while non-GAAP net income was $5.8 million or $0.05 per share [17] Business Line Data and Key Metrics Changes - The on-device solution (ODS) business generated $95.4 million in revenue, up 18% year-over-year, driven by strong growth in device volumes and revenue per device (RPD) [14][15] - The application growth platform (AGP) segment generated $36.3 million in revenue, representing a 5% decline year-over-year but a 9% sequential increase, indicating early signs of stabilization [15][19] Market Data and Key Metrics Changes - The company experienced over 30% year-over-year growth in RPD in both the U.S. and international markets for the on-device business [6][7] - Device volumes improved in North America and select international markets, contributing to the overall growth [7][8] Company Strategy and Development Direction - The company is focusing on first-party data investments and AI-driven decision-making to enhance targeting and return on ad spend for advertisers [10][11] - The branding of first-party data as "DT Ignite Graph" and the AI platform as "DTiQ" aims to showcase unique advantages to customers and partners [11] - The company is positioning itself for future growth by leveraging regulatory momentum for more open app distribution models [12][13] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to deliver value to partners, advertisers, users, and shareholders, citing solid year-over-year growth driven by execution and favorable industry dynamics [13][19] - The company raised its full-year revenue guidance to a range of $525 million to $535 million and adjusted EBITDA guidance to $90 million to $95 million for fiscal year 2026 [19] Other Important Information - The company ended the quarter with a cash balance of $34.1 million and total debt of $400.5 million, a reduction of over $8 million quarter-over-quarter [18] Q&A Session Summary Question: International carrier strength and RPD improvement - Management indicated that the international business was up 70%, driven by better device volumes and RPDs, with improved execution and demand from various geographies [21][22][23] Question: Longevity of brand revenue - Management noted a nearly 50% increase in brand advertisers on the platform, indicating strong diversification and encouraging growth potential [24][25] Question: Potential breakup of Apple and Google monopoly - Management highlighted strong interest from publishers for alternative app stores and the encouraging legal developments supporting a more open mobile marketplace [26][27] Question: AGP business improvement - Management emphasized the importance of performance side improvements and investments in first-party data and AI to drive top-line growth in the AGP business [31][34] Question: Growth from device sales turnaround - Management acknowledged a macro trend of improving device sales as a potential tailwind for growth, alongside efforts to expand technology on more devices [38][41] Question: Geographic growth areas - Management reported growth in Asia and Europe for AGP, and double-digit growth in the U.S. for the ODS business, indicating a global growth story [42][43]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 or Commission File Number 001-35958 DIGITAL TURBINE, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware 22-2267658 (State or Other Jurisdiction of Incorporation or Organization) 110 San Antonio Street, Suite 160, Austin, TX 78701 (Address of Principal Executive Offi ...

First Quarter Revenue Totaled $130.9 Million, Representing Year-over-Year Growth of 11% Digital Turbine Reports Fiscal 2026 First Quarter Financial Results First Quarter GAAP Net Loss of $14.1 Million and GAAP EPS of ($0.13); First Quarter Non-GAAP Adjusted Net Income of $5.8 Million and Non-GAAP Adjusted EPS of $0.05 1 1 First Quarter Non-GAAP Adjusted EBITDA Totaled $25.1 Million, Representing Year-over-Year Growth of 73% 2 Non-GAAP adjusted net income for the first quarter of fiscal 2026 was $5.8 million ...

First Quarter Revenue Totaled $130.9 Million, Representing Year-over-Year Growth of 11%First Quarter GAAP Net Loss of $14.1 Million and GAAP EPS of ($0.13); First Quarter Non-GAAP Adjusted Net Income1 of $5.8 Million and Non-GAAP Adjusted EPS1 of $0.05First Quarter Non-GAAP Adjusted EBITDA2 Totaled $25.1 Million, Representing Year-over-Year Growth of 73%AUSTIN, Texas, Aug. 5, 2025 /PRNewswire/ -- Digital Turbine, Inc. (Nasdaq: APPS) announced financial results for the fiscal first quarter ended June 30, 202 ...

Core Viewpoint - Digital Turbine, Inc. will host a conference call to discuss its fiscal 2026 first quarter financial results and operational progress on August 5th, 2025 [1] Group 1: Conference Call Details - The conference call will take place at 4:30 PM ET / 1:30 PM PT [1] - The call will be hosted by CEO Bill Stone and CFO Steve Lasher [1] - Access to the call can be made via a webcast link or by dialing specific phone numbers for the U.S. and international locations [1] Group 2: Playback Information - A playback of the conference call will be available until August 12th, 2025 [2] - The replay can be accessed through designated phone numbers with a passcode [2] Group 3: Company Overview - Digital Turbine is focused on enhancing mobile experiences for consumers and delivering results for mobile operators, advertisers, and publishers [3] - The company simplifies the process for partners to achieve recognition, acquisition, and monetization across various devices [3] - Digital Turbine is headquartered in North America and has a global presence with offices worldwide [3]

Core Insights - The article expresses a contrasting view of the author's investment portfolio, highlighting a diverse range of stocks [1] Group 1 - The analyst has a beneficial long position in shares of GOOG and AMZN, indicating confidence in these companies' future performance [2] - There is no current or planned investment in APPS, suggesting a cautious approach towards this stock [3] Group 2 - The article emphasizes the importance of conducting personal in-depth research before making investment decisions, reflecting a commitment to informed investing [3]

Core Insights - Digital Turbine's stock experienced a significant increase of 23.1% following the release of its Q4 results, despite some pullbacks later in the week [1] - The company's fiscal Q4 report showed non-GAAP earnings per share of $0.10 on sales of $119.15 million, surpassing analyst expectations [3] - Although adjusted per-share profit decreased by approximately 16.7% year over year, sales increased by around 6.2% [3] Financial Performance - Digital Turbine's Q4 results exceeded Wall Street's targets, with adjusted earnings per share beating the average estimate of $0.04 [3] - The company provided forward guidance for sales between $515 million and $525 million for the current year, indicating an expected annual revenue growth of roughly 6% [4] - The targeted adjusted EBITDA is between $85 million and $90 million, suggesting a potential annual growth of 21% if the midpoint is achieved [5] Strategic Outlook - The business appears to be stabilizing, with successful integration of AI tools into app promotion services [6] - Cost-cutting measures and strategic shifts are yielding positive results for the company [6] - However, the company's significant exposure to the Chinese market presents a risk due to potential geopolitical tensions with the U.S. [6]

Core Viewpoint - Digital Turbine's stock experienced significant sell-offs following a post-earnings rally, closing down 14.6% amid broader market declines [1][2][4] Group 1: Stock Performance - The stock was initially up 1.8% during trading but turned bearish as investors took profits and reacted to risk factors [4] - The share price surged earlier in the week after the company reported better-than-expected quarterly results and forward guidance [4][6] Group 2: Market Dynamics - The sell-off was influenced by new restrictions on technology exports and concerns over escalating geopolitical tensions, particularly between Israel and Iran [2][5] - The Trump administration's potential strengthening of export restrictions on companies like Samsung and TSMC added to the bearish sentiment [5] Group 3: Financial Guidance - For the current fiscal year, Digital Turbine projects revenue between $515 million and $525 million, indicating an annual growth of approximately 6% at the midpoint [6] - Non-GAAP EBITDA is expected to be between $85 million and $90 million, representing a growth of 21% at the midpoint of the guidance range [6] Group 4: Geopolitical Risks - The company's reliance on business in China exposes it to substantial risks due to rising geopolitical tensions, despite not being a hardware company [7]

Core Insights - Alcatel and Digital Turbine have formed an exclusive partnership to enhance mobile user experience in India, particularly with the launch of Alcatel's new smartphone range [2][5] - The collaboration aims to provide personalized mobile experiences from the moment users unbox their devices, integrating Digital Turbine's technology directly into Alcatel smartphones [4][8] Company Overview - Alcatel is a leading French consumer tech brand, established in 1898, and operates under a trademark licensing agreement from Nokia, available in over 160 countries [9] - Digital Turbine, listed on NASDAQ as APPS, specializes in enhancing mobile experiences and simplifying the acquisition and monetization processes for mobile operators and advertisers [10] Partnership Details - The partnership will utilize Digital Turbine's suite of mobile technologies, including Dynamic Installs and SingleTap™ installs, to improve app discovery and user engagement [4][6] - Alcatel's collaboration with Digital Turbine positions it alongside other major manufacturers like Xiaomi and Samsung, expanding its reach in the global market [7][8] Market Significance - India is recognized as one of the most important smartphone markets globally, making this partnership a strategic move for both companies to deliver a richer user experience [5][8] - The integration of personalized content and app recommendations is expected to drive consumer value and enhance user engagement throughout the device's lifecycle [6][8]

Core Insights - Digital Turbine's stock surged by 49.7% amid a broader market decline, reflecting strong investor sentiment following the release of its fiscal Q4 results [1] - The company reported non-GAAP adjusted earnings per share of $0.10 on sales of $119.15 million, exceeding Wall Street expectations [3] - Digital Turbine provided optimistic guidance for the current fiscal year, projecting sales between $515 million and $525 million, indicating a growth of approximately 6% year-over-year [4] Financial Performance - In fiscal Q4, Digital Turbine's revenue increased by roughly 6% year-over-year, despite a decline in per-share profit from $0.12 in the prior-year quarter [3] - The company's sales surpassed the average analyst estimate of $116.64 million, while adjusted earnings per share exceeded expectations of $0.04 [3] - Management's guidance for adjusted EBITDA is between $85 million and $90 million, which is better than the average estimate of $85.2 million [5] Future Outlook - Digital Turbine's sales guidance for the current fiscal year is between $515 million and $525 million, with the midpoint indicating a growth of approximately 6% over the previous year's sales of $490.5 million [4] - The company’s positive performance and outlook for sales and profitability suggest a stronger position moving forward [5]