Operational PerformanceODS grew a notable +18% Y/Y growth, the highest quarterly growth in 3 years; mgmt cited improvements in both RPD (up 30%+ Y/Y) and device volumes, including US devices which had been a persistent headwind over the last 3 years.
Revenue GrowthDigital Turbine (APPS) delivered its second quarter of growth in a row since 2Q23, printing +11% Y/Y topline growth, well above BofA (+5% Y/Y).
Technology InvestmentDigital Turbine is investing in technology to enhance data utilization and improve advertiser demand, leading to better pricing and fill rates.