Summary of Digital Turbine, Inc. (NASDAQ:APPS) Conference Call Company Overview - **Company**: Digital Turbine, Inc. - **CEO**: Bill Stone, with over 30 years of experience in telecom, mobile applications, and technology [2][4] Key Industry Insights - **Market Position**: Digital Turbine positions itself as both a growth and value stock, emphasizing its ability to achieve both metrics simultaneously [4] - **Addressable Market Growth**: The addressable market has expanded from $5 billion to over $360 billion due to innovations and acquisitions, allowing access to major brands like Unilever and Coca-Cola [11][12] - **Mobile Usage Trends**: The average person spends significant time on mobile devices, with 100 to 200 interactions per day, indicating a strong market for mobile advertising [12][13] Financial Performance - **Revenue Growth**: The company reported an 80% revenue growth year-over-year, with nearly 200% growth in both EBITDA and earnings per share [7][8] - **Future Projections**: Aiming to grow from a pro forma $900 million revenue and $100 million EBITDA business to over $4 billion in revenue and $1 billion in EBITDA [8] Strategic Initiatives - **Technology Focus**: The company’s technology connects advertisers with end-users through its software on devices, enhancing user acquisition and monetization [9][10] - **Acquisitions**: Recent acquisitions have strengthened the company's capabilities and market reach, with a focus on integrating these new assets effectively [44][45] - **Regulatory Environment**: The company sees potential regulatory changes as favorable, particularly regarding consumer choice and privacy, which could benefit its business model [15][50] Growth Drivers - **Device Penetration**: The software is currently on 750 million devices, with plans to expand further [22] - **Product Diversification**: The company offers various products, including SingleTap, which has rapidly grown into a significant revenue stream [27][29] - **Market Relationships**: Strengthening partnerships with mobile operators and OEMs is crucial for expanding product offerings and revenue [24][25] Risks and Challenges - **Geopolitical Tensions**: The company adopts a "China out" strategy, focusing on partnerships with Chinese companies looking to expand internationally rather than entering the Chinese market directly [51][52] - **Regulatory Risks**: Potential changes in regulations regarding app stores and payment systems could impact the business, but the company remains optimistic about its positioning [50][56] Conclusion - **Execution Focus**: The primary concern for the company is its ability to execute its growth strategy effectively, leveraging its market position and technological advantages [59][60] - **Market Opportunity**: Digital Turbine is confident in its substantial total addressable market of $369 billion and the ongoing shift towards mobile advertising [43][44]

Digital Turbine, Inc. (NASDAQ:APPS) Q2 2022 Results Conference Call November 2, 2021 4:30 PM ET Company Participants Brian Bartholomew - Senior Vice President, Capital Markets and Strategy Bill Stone - Chief Executive Officer Barrett Garrison - Executive Vice President and Chief Financial Officer Conference Call Participants Anthony Stoss - Craig-Hallum Tim Horan - Oppenheimer Darren Aftahi - Roth Capital Partners Austin Moldow - Canaccord Tim Nollen - Macquarie Chris Quintero - Macquarie Allen Klee - Maxim ...

Key Points Company and Industry Overview - **Company**: Digital Turbine, Inc. (NASDAQ:APPS) - **Industry**: Mobile advertising and app monetization - **Focus**: Providing end-to-end solutions for advertisers and app publishers to monetize mobile devices throughout their lifecycle Core Views and Arguments - **Market Growth**: The mobile advertising market is expected to grow from $300 billion to $0.5 trillion over the next few years. - **Tailwinds**: - **Secular Trends**: Increasing app usage and media dollars following consumer attention. - **Regulatory Environment**: Favorable regulations promoting customer choice and competition. - **Growth Drivers**: - **Device Footprint**: Expanding reach to more devices, including Android, iOS, connected TVs, wearables, and automobiles. - **Product Offerings**: Diversifying product portfolio to include app discovery, content discovery, brand advertising, and programmatic advertising. - **Media Partnerships**: Building relationships with advertisers, brands, and app publishers to create a robust ecosystem. Other Important Points - **Acquisitions**: Digital Turbine has acquired companies like Mobile Posse, Appreciate, Fyber, and AdColony to expand its capabilities and reach. - **SingleTap**: A product that simplifies app installation by allowing users to download apps in the background while staying in their current app experience. - **Synergies**: The company is seeing encouraging results from synergies between its acquired companies, including cross-selling opportunities and improved customer relationships. - **Unique Selling Proposition**: - **On-device Access**: Direct access to devices without going through intermediaries. - **Transparency and Independence**: Offering full independence and transparency to publishers. - **One-stop Shop**: Providing a comprehensive suite of solutions for advertisers and app publishers. Financials - **Revenue Growth**: Digital Turbine has experienced significant revenue growth, with a hockey stick chart showing acceleration over the past few years. - **Operating Leverage**: The company's business model provides strong operating leverage, with gross profit growing faster than revenue. - **Revenue Per Device**: Revenue per device has increased by 50% year-over-year, indicating strong demand for the company's solutions.

Digital Turbine, Inc. (NASDAQ:APPS) Q1 2022 Earnings Conference Call August 9, 2021 4:30 PM ET Company Participants Brian Bartholomew – Senior Vice President, Capital Markets and Strategy Bill Stone – Chief Executive Officer Barrett Garrison – Executive Vice President and Chief Financial Officer Conference Call Participants Darren Aftahi – ROTH Capital Partners Austin Moldow – Canaccord Allen Klee – Maxim Group Dennis LaValle – Lantern Anthony Stoss – Craig-Hallum Operator Good day, and welcome to the Digit ...

Digital Turbine, Inc. (NASDAQ:APPS) Q4 2021 Earnings Conference Call June 1, 2021 4:30 PM ET Company Participants Brian Bartholomew - Senior Vice President, Capital Markets, IR Bill Stone - Chief Executive Officer Barrett Garrison - Chief Financial Officer Conference Call Participants Anthony Stoss - Craig-Hallum Tim Horan - Oppenheimer Darren Aftahi - ROTH Capital Partners Austin Moldow - Canaccord Allen Klee - Maxim Group Operator Good day. And welcome to Digital Turbine Reports Fourth Quarter and Fiscal ...

Digital Turbine, Inc. (NASDAQ:APPS) 16th Annual Needham Virtual Technology & Media Conference May 18, 2021 1:30 PM ET Company Participants Bill Stone - Chief Executive Officer Conference Call Participants Vincent Kover - Needham & Company Bill Stone Hey, thanksÂ… Vincent Kover Good afternoon. I'm sorry to cut you off there, Bill. Good afternoon to everyone in attendance today. My name is Vincent Kover from the institutional equity team at Needham & Company. I have the pleasure this afternoon to introduce Di ...