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]

Financial Data and Key Metrics Changes - The company achieved revenue of $119.1 million for the fourth quarter, representing a 6% year-over-year growth [22] - Adjusted EBITDA for the fourth quarter was $20.5 million, reflecting a 66% increase year-over-year [22] - Non-GAAP earnings per share for the fourth quarter were $0.10, with a GAAP net loss of $18.8 million or $0.18 per share [26] - For the full fiscal year 2025, total revenue was $490.5 million, a decline of approximately 10% compared to the previous year [26] Business Line Data and Key Metrics Changes - The On-Device Solutions (ODS) segment revenue increased by 11% year-over-year, while the Advertising Growth Platform (AGP) segment revenue decreased by 3% year-over-year [22] - Revenue per device (RPD) in the U.S. increased by over 40% year-over-year, and internationally by over 100% year-over-year [8] Market Data and Key Metrics Changes - The company reported a positive trend in international markets, with improved execution and operational strategies leading to increased revenue per device [32][34] - The DTX revenues from non-gaming applications nearly doubled over the past year, indicating a diversification of supply [12] Company Strategy and Development Direction - The company is focused on expanding its device footprint and enhancing its product portfolio for both ODS and AGP businesses [14][15] - Strategic investments are being made in first-party data and AI machine learning platforms to drive growth and improve operational efficiencies [17][19] - The company aims to build deeper media relationships and leverage regulatory changes to enhance its market position [38][39] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's growth trajectory, projecting revenue for fiscal year 2026 to be between $515 million and $525 million [28] - The regulatory environment is seen as favorable, with increasing interest from app publishers in the company's technologies [36][38] Other Important Information - The company extended its credit facility, which is expected to lower its cost of capital in the future [6] - Cash balance at the end of the quarter was $40.1 million, with no new borrowings reported [27] Q&A Session Summary Question: Focus on international RPD growth opportunities - Management highlighted improved execution and increased distribution footprint as key factors driving international RPD growth, with partnerships expanding in regions like Brazil and India [32][34] Question: Activity increase from app publishers due to regulatory environment - Management noted a favorable regulatory environment leading to increased interest from app publishers in their Single Tap and app install technologies, with several new licensees signed [36][38] Question: Future operating expenses outlook - Management indicated that operating expenses are expected to remain relatively flat going forward, with potential increases aligned with business growth [40]

Financial Data and Key Metrics Changes - The company achieved revenue of $119.1 million for Q4 2025, representing a 6% year-over-year growth [23] - Adjusted EBITDA for the quarter was $20.5 million, reflecting a significant 66% increase year-over-year [24] - Non-GAAP earnings per share for the quarter were $0.10, with a GAAP net loss of $18.8 million or $0.18 per share [26] - For the full fiscal year 2025, total revenue was $490.5 million, a decline of approximately 10% compared to the previous year [26] Business Line Data and Key Metrics Changes - The On-Device Solutions (ODS) segment revenue increased by 11% year-over-year [23] - The Advertising Growth Platform (AGP) segment revenue decreased by 3% year-over-year [23] - Revenue per device (RPD) increased by over 40% year-over-year in the U.S. and over 100% internationally [8] Market Data and Key Metrics Changes - The company reported a positive trend in June, expecting improved performance both sequentially and year-over-year [6] - The DTX business returned to growth, with revenues from non-gaming applications nearly doubling over the past year [12] Company Strategy and Development Direction - The company is focused on expanding its device footprint and improving operational efficiency through automation and AI [13][15] - Strategic investments are being made in first-party data and AI machine learning to enhance advertising capabilities [10][16] - The launch of the new version of Ignite is a key milestone, now on over 100 million devices, aimed at generating more revenue and improving service quality [15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's strategy and market opportunities, highlighting a favorable regulatory environment that supports growth [39] - The outlook for fiscal year 2026 anticipates revenue between $515 million and $525 million, with adjusted EBITDA projected between $85 million and $95 million [28] Other Important Information - The company extended its credit facility, which is expected to lower the cost of capital in the future [6] - Cash balance at the end of the quarter was $40.1 million, with no new borrowings reported [27] Q&A Session Summary Question: Focus on international RPD growth opportunities - Management highlighted improved execution and increased distribution footprint as key factors driving international RPD growth, with partnerships expanding in regions like Brazil and India [35] Question: Activity from app publishers regarding Single Tap technology - Management noted a favorable regulatory environment leading to increased interest from app publishers in Single Tap licensing, with ongoing partnerships with companies like Epic and Pinterest [39] Question: Future operating expenses outlook - The CFO indicated that operating expenses are expected to remain relatively flat going forward, with potential increases aligned with business growth [40]