Digital Turbine Inc. (APPS)
NASDAQ:APPS
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Earnings Data
Report Date
Aug 10, 2026After Close (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
0.14Last Year’s EPS
0.05Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated strong operational momentum: double-digit full-year revenue growth (15%), pronounced adjusted EBITDA expansion (69% YoY), a standout AGP segment (57% Q4 growth), improving margins, device and RPD gains, and FY27 guidance for continued double-digit growth. Key risks noted include continuing GAAP losses, modest cash and free cash flow relative to debt ($361M net debt, $38M cash), an ongoing CFO transition, and reliance on AI/market trends to sustain momentum. Overall, the positives—robust revenue and EBITDA growth, margin expansion, segment outperformance, and constructive guidance—outweigh the lowlights, though execution and balance sheet management remain areas to monitor.Company Guidance
Fiscal 2026 Revenue Growth
Total net revenue for fiscal 26 was $565.3 million, up 15% year over year, driven by strength in both On-Device Solutions (ODS) and App Growth Platform (AGP).
Strong Q4 Top-Line Momentum
Q4 net revenue was $142.5 million, up 20% year over year, reflecting accelerating demand entering the June quarter.
Substantial Adjusted EBITDA Expansion
Adjusted EBITDA for fiscal 26 was $122.5 million, up 69% year over year. Q4 adjusted EBITDA was $31.4 million, up 53% year over year, with margin expansion to 22% (nearly +500 basis points YoY in the quarter).
App Growth Platform (AGP) Outperformance
AGP revenue grew 57% year over year in Q4 to $52.1 million and grew over 20% for the full year, significantly outpacing the global market (AGP growing ~2x industry growth rate).
On-Device Metrics and RPD Improvement
ODS revenue for the year was $382 million, up ~12% YoY. Global devices increased over 20% YoY and revenue per device (RPD) grew over 20% YoY in both U.S. and international; international RPD expanded over 40% YoY in the quarter.
Supply and Pricing Gains
HEP supply impressions increased by over 15% YoY driven by SDK footprint expansion and APAC strength; HEP rates increased ~40% YoY due to better AI-driven targeting and advertiser willingness to pay for improved outcomes.
Improving Margins and Expense Discipline
Non-GAAP gross margin reached ~50% in Q4 (up from ~48% prior year) and cash operating expenses were controlled, rising 12% YoY to $40.5 million while the company realized efficiency gains (4% lower headcount YoY while adding >$70M revenue).
Balance Sheet Improvement and Deleveraging Progress
Net debt decreased to $361 million from $409 million at the start of the year; cash was $38 million at year end and free cash flow improved to $11.8 million (an improvement of >$21 million vs prior year). Management intends to deploy FCF toward further deleveraging.
Fiscal 2027 Guidance Reflecting Continued Growth
Company provided FY27 guidance of $630 million to $650 million revenue (implying ~11%–15% growth) and adjusted EBITDA guidance of $135 million to $145 million, signaling expected continued double-digit top- and bottom-line growth.
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 |
|---|---|---|---|
May 26, 2026 | $4.81 | $6.68 | +38.88% |
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% |
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 Inc. (APPS) report earnings?
Digital Turbine Inc. (APPS) is schdueled to report earning on Aug 10, 2026, After Close (Confirmed).
What is Digital Turbine Inc. (APPS) earnings time?
Digital Turbine Inc. (APPS) earnings time is at Aug 10, 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 2027 (Q1) is 0.14.
