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Digital Turbine (APPS)
NASDAQ:APPS
Earnings Data
Report Date
Jun 02, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.09Last Year’s EPS
0.1Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized accelerating business momentum with double-digit revenue growth, large adjusted EBITDA expansion (76% YoY), margin improvements, strong international and AGP performance, notable product wins (Single Tap adoption by large game publishers), and meaningful deleveraging of the balance sheet. Lowlights were relatively limited: U.S. device softness, a portion of EBITDA improvement aided by ~$3.5M of one-time benefits, modest GAAP net income and free cash flow, and remaining net debt of $355M despite recent improvements. On balance, the positives materially outweigh the negatives.Company Guidance
Revenue Growth
Total revenue of $151.4M in the fiscal third quarter, representing 12% year-over-year growth and exceeding expectations.
Strong Adjusted EBITDA and Margin Expansion
Adjusted EBITDA of $38.8M, up 76% year-over-year, with EBITDA margin of 26% (an expansion of ~900 basis points versus the prior year) marking the seventh consecutive quarter of margin improvement.
Segment Performance — On Device Solutions (ODS)
ODS revenue of $99.6M, up ~9% year-over-year, driven primarily by higher device volumes and increased revenue per device (RPD) with international partners.
Segment Performance — App Growth Platform (AGP)
AGP revenue of $52.6M, up 19% year-over-year, with impressions (supply volumes) increasing over 20% year-over-year and DTX/SSP business growth of over 30%.
International Strength and Device Growth
Overall devices grew ~20% year-over-year, with international devices and RPD both growing greater than 20%, driving more than 60% year-over-year international revenue growth; for the first time >30% of Ignite platform revenue was from outside the U.S.
Gross Margin and Profitability Drivers
Non-GAAP gross margin expanded to 49% from 44% year-over-year; management cited a >25% increase in gross profit dollars in December while operating expenses declined.
Cost Discipline and Cash Operating Expense Reductions
Cash operating expenses were $36M, down 4% year-over-year, demonstrating cost controls while delivering double-digit revenue growth.
Balance Sheet Progress and Liquidity Actions
Cash balance of $40M (up ~$1M sequentially); total debt net of issuance costs declined by >$41M to $355M; leverage improved from >5x to ~3x in the past year; company raised ~$44.6M gross via 6.8M shares at $6.54 average and subsequently terminated the ATM program given improved liquidity.
Updated 2026 Guidance Raise
Raised full-year fiscal 2026 guidance to revenue $553M–$558M (midpoint +$10M vs prior) and adjusted EBITDA $114M–$117M (midpoint +$13M vs prior), reflecting improved visibility and momentum.
Commercial Wins and Product Adoption
Three of the largest global mobile game developers signed in December to use Single Tap and are live; retail vertical showed 5x growth YoY for the holiday season; management highlighted 80,000+ apps integrated with ad monetization tech and traction in brand/agency verticals.
APPS Earnings History
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 |
|---|---|---|---|
Feb 03, 2026 | $4.94 | $4.69 | -5.06% |
Nov 04, 2025 | $5.92 | $7.29 | +23.14% |
Aug 05, 2025 | $5.44 | $4.65 | -14.52% |
Jun 16, 2025 | $4.81 | $7.54 | +56.76% |
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.
FAQ
When does Digital Turbine (APPS) report earnings?
Digital Turbine (APPS) is schdueled to report earning on Jun 02, 2026, After Close (Confirmed).
What is Digital Turbine (APPS) earnings time?
Digital Turbine (APPS) earnings time is at Jun 02, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is APPS EPS forecast?
APPS EPS forecast for the fiscal quarter 2026 (Q4) is 0.09.
