The earnings call reflected a positive sentiment overall. Digital Turbine reported significant growth in revenue and EBITDA, improved performance in the On-Device business, and increased brand engagement. Despite some challenges in the AGP segment and a GAAP net loss, the company raised its guidance for fiscal 2026, indicating confidence in future performance.

Company Guidance

During the Digital Turbine Fiscal 2026 First Quarter Results Call, the company reported significant financial growth, with revenue reaching $131 million, marking an 11% increase year-over-year, and EBITDA climbing to $25 million, a notable 73% growth from the previous year. The On Device Solutions segment generated $95 million in revenue, up 18% from the prior year, while the Application Growth Platform business brought in $35 million, showing a sequential improvement of nearly 10%. The company attributed this performance to increased advertiser demand, enhanced device volumes, and advancements in first-party data and AI capabilities. Additionally, Digital Turbine raised its full-year guidance, projecting revenue between $525 million and $535 million, and adjusted EBITDA between $90 million and $95 million, reflecting an upward adjustment of $10 million and $5 million, respectively. These achievements underscore the company's strategic focus and operational efficiency, positioning them for sustained growth in the competitive mobile marketplace.

Revenue and EBITDA Growth

Digital Turbine reported $131 million in revenue, an 11% growth year-over-year, and $25 million in EBITDA, a 73% growth year-over-year. The On Device Solutions business generated $95 million in revenue, up 18% from the previous year.

Improved Revenue Per Device

The company achieved over 30% year-over-year growth in revenue per device in both U.S. and international markets, contributing to the strong performance of the On-Device business.

Expansion of Install Footprint

Device volumes improved, particularly in North America and selected international markets, reversing last year's decline in U.S. devices between March and June.

Brand Engagement Increase

The number of campaigns contributing to brand revenue increased by nearly 50% quarter-over-quarter, indicating stronger and more diversified demand.

Raised Guidance for Fiscal 2026

The company raised full-year revenue and adjusted EBITDA guidance to $525-$535 million and $90-$95 million, respectively, due to stronger than expected first-quarter performance.

Digital Turbine (APPS) Earnings, Revenues Date & History

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APPS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2026 (Q2)	0.05 / -	0.05	―	―	―
Aug 05, 2025	2026 (Q1)	0.08 / 0.05	0.07	-28.57% (-0.02)	―
Jun 16, 2025	2025 (Q4)	0.04 / 0.10	0.12	-16.67% (-0.02)	―
Feb 05, 2025	2025 (Q3)	-0.01 / 0.13	0.15	-13.33% (-0.02)	―
Nov 06, 2024	2025 (Q2)	0.06 / 0.05	0.13	-61.54% (-0.08)	―
Aug 07, 2024	2025 (Q1)	0.03 / 0.07	0.18	-61.11% (-0.11)	―
May 28, 2024	2024 (Q4)	0.07 / 0.12	0.14	-14.29% (-0.02)	―
Feb 07, 2024	2024 (Q3)	0.17 / 0.15	0.29	-48.28% (-0.14)	―
Nov 08, 2023	2024 (Q2)	0.14 / 0.13	0.34	-61.76% (-0.21)	―
Aug 08, 2023	2024 (Q1)	0.13 / 0.18	0.38	-52.63% (-0.20)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

APPS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 05, 2025	$5.44	$4.65	-14.52%
Jun 16, 2025	$4.81	$7.54	+56.76%
Feb 05, 2025	$2.54	$4.99	+96.46%
Nov 06, 2024	$3.24	$1.79	-44.75%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.