Core Insights - Digital Turbine, Inc. reported a total revenue of $140.4 million for the second quarter of fiscal 2026, reflecting an 18% year-over-year growth compared to $118.7 million in the same quarter of fiscal 2025 [4][8] - The company experienced a GAAP net loss of $21.4 million, or ($0.20) per share, which is an improvement from a net loss of $25.0 million, or ($0.24) per share, in the second quarter of fiscal 2025 [5][8] - Non-GAAP adjusted net income for the second quarter of fiscal 2026 was $16.5 million, or $0.15 per share, compared to $5.5 million, or $0.05 per share, in the prior year [5][8] - Non-GAAP adjusted EBITDA reached $27.2 million, representing a significant year-over-year growth of 78% from $15.3 million in the second quarter of fiscal 2025 [6][8] - The company has raised its full-year revenue outlook for fiscal 2026 to between $540 million and $550 million [7] Financial Performance - Total revenue for the second quarter of fiscal 2026 was $140.4 million, up from $118.7 million in the same quarter of the previous year, marking an 18% increase [4][8] - On Device Solutions revenue was $96.5 million, while App Growth Platform revenue was $44.7 million for the second quarter [4] - Non-GAAP free cash flow totaled $7.0 million, an increase of $22.7 million compared to the same quarter in fiscal 2025 [8] Management Commentary - The CEO, Bill Stone, highlighted the accelerating business momentum and strong demand for the company's platform, which contributed to exceeding expectations in both top and bottom-line results [3] - The company expresses high confidence in its strategy to capture a significant market opportunity estimated at half a trillion dollars [3]

Financial Performance - The company reported a GAAP net loss of $18.8 million for the fourth quarter of fiscal 2025, a significant improvement from a loss of $236.5 million in the same quarter of fiscal 2024 [5][10] - Non-GAAP adjusted net income for the fourth quarter was $10.8 million, compared to $12.6 million in the fourth quarter of fiscal 2024 [6][10] - Total revenue for the fourth quarter of fiscal 2025 was $119.2 million, reflecting a year-over-year growth of 6% from $112.2 million in the fourth quarter of fiscal 2024 [4][10] - For the full fiscal year 2025, total revenue reached $490.5 million, down from $544.5 million in fiscal 2024 [7][10] EBITDA and Cash Flow - Non-GAAP adjusted EBITDA for the fourth quarter of fiscal 2025 was $20.5 million, representing a year-over-year growth of 66% from $12.3 million in the fourth quarter of fiscal 2024 [6][10] - Non-GAAP adjusted EBITDA for the full fiscal year 2025 totaled $72.3 million, down from $92.4 million in fiscal 2024 [9][10] - Non-GAAP free cash flow for the fourth quarter was $5.5 million, a recovery from a negative cash flow of $15.6 million in the same quarter of the previous year [10][20] Revenue Segmentation - Revenue from On Device Solutions for the fourth quarter was $86.8 million, an increase of 11% year-over-year, while App Growth Platform revenue was $33.3 million, a decrease of 3% [37] - For the full fiscal year 2025, On Device Solutions revenue was $341.6 million, down 8% from $370.1 million in fiscal 2024, and App Growth Platform revenue was $153.2 million, down 14% from $178.8 million [37] Management Commentary - The CEO highlighted improved execution and solid year-over-year growth in both revenue and EBITDA, attributing this to strong advertiser demand and profit margin expansion from a transformation program [3] - The company expressed optimism for continued growth in fiscal 2026, driven by advancements in AI and machine learning to optimize first-party data [3][11]