Financial Data and Key Metrics Changes - Revenue for Q3 2026 was $151.4 million, representing a 12% year-over-year growth [4][12] - Adjusted EBITDA for the quarter totaled $38.8 million, reflecting a 76% increase year-over-year, with an EBITDA margin of 26% [13][14] - GAAP net income was $5.1 million, or $0.03 per share, while non-GAAP net income was $21.7 million, or $0.18 per share [14] - Free cash flow for the quarter was $6.4 million, and cash operating expenses decreased by 4% year-over-year [13][14] Business Line Data and Key Metrics Changes - On-Device Solutions (ODS) generated $99.6 million in revenue, up 9% year-over-year, driven by higher device volumes and revenue per device (RPD) [12][6] - Application Growth Platform (AGP) revenue was $52.6 million, up 19% from the prior year, with strong performance in brand business and over 30% growth in DTX or SSP business [12][6] Market Data and Key Metrics Changes - International business drove over 60% year-over-year growth in ODS, with more than 30% of revenues from outside the U.S. for the first time [6][4] - Overall device growth was 20% year-over-year, with improved supply and demand trends contributing to performance [7][6] Company Strategy and Development Direction - The company has five strategic priorities: unlocking first-party data value, building a flywheel effect between supply and demand, scaling the brand business, expanding services through the Ignite platform, and pursuing alternative app opportunities [9][10] - The company aims to leverage its assets to capture a $0.5 trillion market opportunity [11] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the business momentum and the ability to continue delivering value to partners, advertisers, users, and shareholders [11][16] - The company raised its full-year revenue guidance to $553 million-$558 million and Adjusted EBITDA guidance to $114 million-$117 million for fiscal 2026 [16] Other Important Information - The company ended the quarter with a cash balance of $40 million and reduced total debt by over $41 million to $355 million [15][14] - The company terminated its at-the-market equity program due to improved liquidity and balance sheet strength [15] Q&A Session Summary Question: Insights on app install business and advertising integration - Management highlighted the potential for integrating advertising budgets into user acquisition, creating a self-reinforcing growth cycle [18][20] Question: Impact of Google Gemini announcement - Management viewed the announcement positively, as it could increase the demand for distribution services, benefiting the company [21][23] Question: Use of SingleTap by global gaming companies - Management confirmed that three major gaming companies are already using SingleTap for distributing applications and reducing friction in user acquisition [24][25] Question: Competitive landscape changes due to Meta's activity on iOS - Management noted that while the overall market grew mid- to high-single digits, the company's AGP growth was 20%, indicating market share gains [29]