Financial Performance - Total revenue for the first quarter of fiscal 2026 was $130.9 million, representing year-over-year growth of 11% compared to $118.0 million for the first quarter of fiscal 2025 [4][8] - GAAP net loss for the first quarter of fiscal 2026 was $14.1 million, or ($0.13) per share, an improvement from a GAAP net loss of $25.2 million, or ($0.25) per share in the first quarter of fiscal 2025 [5][8] - Non-GAAP adjusted net income for the first quarter of fiscal 2026 was $5.8 million, or $0.05 per share, compared to $7.3 million, or $0.07 per share in the first quarter of fiscal 2025 [5][8] - Non-GAAP adjusted EBITDA for the first quarter of fiscal 2026 was $25.1 million, representing year-over-year growth of 73% compared to $14.5 million in the first quarter of fiscal 2025 [6][8] Business Outlook - The company is raising its expectations for fiscal year 2026, projecting revenue between $525 million and $535 million and Non-GAAP adjusted EBITDA between $90 million and $95 million [9][7] - CEO Bill Stone highlighted strong demand for the Ignite platform and improved device sales as key drivers for the improved results, indicating confidence in future growth [3][8] Revenue Segmentation - Total On Device Solutions revenue before intercompany eliminations was $95.4 million, while total App Growth Platform revenue before intercompany eliminations was $36.3 million [4][8] - On Device Solutions revenue increased by 18% year-over-year, while App Growth Platform revenue decreased by 5% [34][8]

Core Insights - Digital Turbine has joined The Coalition for a Competitive Mobile Experience (CCME) to promote a more open and competitive mobile app marketplace [1][2] - The Coalition includes founding members such as Garmin, Match Group, Meta, and Spotify, aiming to address issues like limited distribution options and high platform fees [2][5] Company Contributions - Digital Turbine brings over a decade of technical expertise in app distribution and has established deep partnerships across the mobile ecosystem [3] - The company's Ignite platform is integrated on more than 1 billion Android devices globally, facilitating millions of app installs and representing over 82,000 apps [4] Industry Context - The CCME is focused on reforming app store practices amid increasing global regulatory scrutiny, with Digital Turbine contributing its technical perspective on app monetization and user acquisition [6] - The coalition aims to empower consumers and protect them from monopolistic practices in the digital economy [6][7]