Digital Turbine's earnings call reflects a positive sentiment, with significant growth in revenue and EBITDA, strategic advancements in first-party data and AI, and a raised full-year guidance. Despite some challenges such as a decline in the Application Growth Platform and a GAAP net loss, the company's achievements and future outlook contribute to an overall positive sentiment.

Company Guidance -

Q2 2026

During the Digital Turbine Fiscal 2026 First Quarter Results Call, the company reported a revenue of $131 million and an EBITDA of $25 million, reflecting an 11% and 73% year-over-year growth, respectively. The On Device Solutions business segment generated $95 million in revenue, growing 18% from the previous year, while the Application Growth Platform experienced a slight year-over-year decline but showed a 10% sequential improvement. Key performance drivers included a 30% increase in revenue per device and improved device volumes in North America and international markets. The quarter also saw a 50% increase in brand campaign contributions, indicating diversified demand across various industries. The company's strategic investments in first-party data and AI capabilities, branded as DT Ignite and DTiQ, are expected to enhance future growth. Digital Turbine raised its full-year guidance, projecting revenue between $525 million and $535 million and adjusted EBITDA between $90 million and $95 million, citing improved visibility and momentum.

Revenue and EBITDA Growth

Digital Turbine reported $131 million in revenue and $25 million in EBITDA, reflecting 11% revenue growth and 73% EBITDA growth year-over-year.

On Device Solutions Segment Performance

The On Device Solutions segment generated $95 million in revenue, up approximately 18% from the previous year.

Improved Advertising Demand

The company experienced higher advertiser demand, leading to improved pricing and fill rates, particularly for premium placements, resulting in 30% year-over-year growth in revenue per device.

First-Party Data and AI Advancements

Digital Turbine made progress on its first-party data and AI, machine learning platform, setting the foundation for smarter targeting and improved user experiences.

Brand Revenue Diversification

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

Debt Reduction

Total debt was reduced by more than $8 million quarter-over-quarter.

Raised Full-Year Guidance

The company raised its full-year revenue guidance to $525 million to $535 million and adjusted EBITDA guidance to $90 million to $95 million.

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.