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Revenue by Segment
Analyzes revenue streams from different business units or product lines, highlighting which areas drive growth and profitability, and where strategic adjustments may be needed.On‑Device Solutions remains the revenue backbone—recovered from the 2022 trough but with lumpy quarter‑to‑quarter growth—while App Growth Platform has emerged as the clear growth engine, ramping quickly since its 2022 debut and now contributing over half of a comparable ODS quarterly run‑rate. Management credits AGP momentum, RPD expansion and international pricing for recent margin and EBITDA gains; the disappearance of legacy AdColony/Fyber in‑app lines points to consolidation, making sustained RPD and debt reduction key execution risks/upsides.
Date | On-Device Solutions | App Growth Platform | AdColony In-App Media | Fyber In-App Media | Elimination |
|---|---|---|---|---|---|
Jun 30, 2026 | $110.00M | $56.60M | $0.00 | $0.00 | -$609.00K |
Mar 31, 2026 | $90.96M | $52.15M | $0.00 | $0.00 | -$561.00K |
Dec 31, 2025 | $99.56M | $52.62M | $0.00 | $0.00 | -$773.00K |
Sep 30, 2025 | $96.46M | $44.69M | $0.00 | $0.00 | -$772.00K |
Jun 30, 2025 | $95.45M | $36.29M | $0.00 | $0.00 | -$814.00K |
Mar 31, 2025 | $86.83M | $33.25M | $0.00 | $0.00 | -$930.00K |
Dec 31, 2024 | $91.74M | $44.24M | $0.00 | $0.00 | -$1.34M |
Sep 30, 2024 | $82.41M | $37.35M | $0.00 | $0.00 | -$1.03M |
Jun 30, 2024 | $80.65M | $38.39M | $0.00 | $0.00 | -$1.05M |
Mar 31, 2024 | $78.50M | $34.44M | $0.00 | $0.00 | -$718.00K |