Digital Turbine(DE:4MD)
€6.68-0.18 (-2.62%)
DE:4MD
Digital Turbine earnings date
€6.68
At close:-0.18 (-2.62%)
Digital Turbine (4MD) Q2 2027 Earnings Report
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DE:4MD Q2 2027 EPS Results
- Actual EPS
- EUR 0.16
- Consensus EPS
- EUR 0.15
- Beat/Miss
- Beat by +EUR 0.01
- One Year Ago EPS
- EUR 0.13
DE:4MD Q2 2027 Revenue Results
- Actual Revenue
- EUR 159.98M
- Expected Revenue
- EUR 149.30M
- Beat/Miss
- Beat by +EUR 10.69M
- YoY Revenue Growth
- +27.29%
Earnings Announcement Details
- Quarter
- Q2 2027
- Date
- 11/09/2026
- Time
- After Close
- Conference Call
- Monday, November 9, 2026
DE:4MD Upcoming Earnings
Digital Turbine's next earnings date is estimated for February 10, 2027, based on past reporting schedules.
Q2 2027 Earnings Call Audio
DE:4MD Q2 2027 Earnings Call
0:00 / 0:00
Q2 2027 Earnings Slide Deck
No slide deck is available for this earnings event.
Q2 2027 Earnings Call Summary
Earnings Call Sentiment|Positive
The call was strongly positive, with broad-based revenue growth, substantial adjusted EBITDA and cash flow improvement, a higher fiscal-year revenue outlook, international expansion, and increasing traction from AI and first-party data. The main challenges were lower gross margin, higher revenue-share and direct costs, macro headwinds in device volumes, some moderation against tougher AppGrowth Platform comparisons, and unchanged EBITDA guidance while the company invests in AI and data.
Company Guidance
Digital Turbine raised fiscal 27 revenue guidance to a range of $670 million to $690 million from $650 million to $670 million, reflecting a $20 million increase, and reaffirmed adjusted EBITDA guidance of $145 million to $155 million. The company anticipates making incremental measured investments in AI in the second half of the year to drive its 5 growth initiatives and long term growth, while Orange and the new tier 1 EU operator are not expected to be material in the top line guide for the back end of this fiscal year but are expected to be growth drivers for next fiscal year.
- Strong Quarterly Revenue GrowthFiscal 2027 second-quarter net revenue was $178.7 million, up 27% year over year, with growth across both the On-Device Solutions and AppGrowth Platform segments.
- Adjusted EBITDA Growth and Margin ExpansionAdjusted EBITDA totaled $39.8 million, up 46% year over year, while adjusted EBITDA margin expanded approximately 290 basis points to 22.3% from the year-ago quarter.
- On-Device Solutions GrowthOn-Device Solutions revenue was $115.6 million, up 20% year over year. Growth was driven by international supply, incremental product offerings, higher revenue per device, and strong demand.
- International ODS PerformanceInternational On-Device Solutions revenue grew approximately 50% year over year, driven by higher device volumes and higher revenue per device, particularly in Latin America and Europe.
- AppGrowth Platform OutperformanceAppGrowth Platform revenue was $63.5 million, up 42% year over year. This marked the fifth consecutive quarter of double-digit growth and the third consecutive quarter of more than 40% growth, well ahead of the global digital ad market growing in the high single digits.
- Brand and DTX GrowthDTX Exchange revenue increased 42% year over year and the brand business grew 45%. Management also stated that Brand and DTX combined for growth rates of >36% in the September quarter.
- Improved Advertising Rates and DemandHigher advertiser demand improved pricing and fill rates, particularly for premium placements. Management said rates and volumes both contributed to performance, with rates growing faster due to better execution using first-party data and AI tools.
- AI and First-Party Data Driving OutcomesThe company stated that its first-party data, DTIQ, IgniteGraph, AI tools, and machine-learning models are improving return on ad spend for advertisers, driving higher revenue per device on ODS and improved performance advertising results on DTX.
- Revenue Guidance RaisedFiscal 2027 revenue guidance was increased by $20 million, from $650 million-$670 million to $670 million-$690 million, reflecting strong first-half performance and continued momentum.
- Continued Investment in AI and DataManagement plans to make incremental measured investments in AI, data science, machine learning personnel, compute, systems, and third-party relationships during the second half of the year to support the five growth initiatives and longer-term growth.
- Large Platform Footprint and Flywheel OpportunityThe company has more than 2 billion devices and >80 thousand apps using its AdTech technology. Management expects the interaction between diversified demand and supply, including user acquisition and monetization, to be a material future growth driver.
- Demand DiversificationApproximately 40% of advertiser spend on DTX came from nongaming partners, while management said the supply-side nongaming mix is considerably higher. Growth areas mentioned included streaming audio, streaming video, social media, and agentic AI applications.
- Expanding Publisher and App SupplyThe AppGrowth Platform continues to add publishers and apps through broader SDK distribution, with particular strength in APAC publisher supply and additions of nongaming and AI publishers seeking monetization.
- International Operator and Product ExpansionThe company expects its first revenue from Orange in the current quarter and announced another tier 1 European operator win expected to launch during the current fiscal year. Management also cited incremental device models and expansion of Ignite into software-enabled distribution for products such as AI agents, e-commerce, lock screens, rewards, and other content.
- Alternative Application Distribution OpportunitiesManagement said it continues to scale partners distributing alternative applications through data and targeting, SingleTap, and its DSP. The recent Epic Google case outcome and Google rulings in the EU are expected by management to open additional opportunities for alternative distribution.
- Improved Balance Sheet and LeverageNet leverage improved to 2.3x from greater than 4.0x in the prior-year September quarter. The company made $7 million of principal payments since the start of the fiscal year and expects continued improvement in its balance sheet and cost of capital.
- Cash Flow ImprovementCash flow from operations was $18.8 million, up from $14.5 million in the prior-year quarter. Non-GAAP free cash flow was $10.5 million, up approximately $3.4 million year over year, while first-half non-GAAP free cash flow was $21.8 million, more than 2.5 times the $8.4 million generated in the first half of last year.
- GAAP and Non-GAAP Net Income ImprovementGAAP net income was $10.3 million, or $0.06 per diluted share, compared with a GAAP net loss of $21.4 million, or $0.20 per share, in the prior-year quarter. Non-GAAP net income was $23.4 million, or $0.18 per share, compared with $16.5 million, or $0.15 per share, a year ago.
- Operating EfficiencyCash operating expenses were $37.6 million, down 3% year over year and down 5% sequentially. Annualized run-rate revenue per employee exceeded $1 million, up from $700 thousand last year, reflecting operating leverage and AI-enabled efficiencies.
- New CFO AppointmentDaniel Lenz is joining as CFO later in the month. Management highlighted his public-company CFO experience as well as his technology, operational, COO, and back-office experience.
DE:4MD Earnings History
| Report Date | Fiscal Quarter | Forecast / EPS | Last Year's EPS | EPS YoY Change | Press Release |
|---|---|---|---|---|---|
| Feb 10, 2027 | 2027 (Q3) | 0.15- | 0.16 | ― | ― |
| Nov 09, 2026 | 2027 (Q2) | 0.150.16 | 0.13 | 20.00% (+0.03) | |
| Aug 04, 2026 | 2027 (Q1) | 0.130.17 | 0.04 | 280.00% (+0.13) | |
| May 26, 2026 | 2026 (Q4) | 0.080.14 | 0.09 | 60.00% (+0.05) | |
| Feb 03, 2026 | 2026 (Q3) | 0.140.16 | 0.12 | 38.46% (+0.04) | |
| Nov 04, 2025 | 2026 (Q2) | 0.040.13 | 0.04 | 200.00% (+0.09) | |
| Aug 05, 2025 | 2026 (Q1) | 0.070.04 | 0.06 | -28.57% (-0.02) | |
| Jun 16, 2025 | 2025 (Q4) | 0.040.09 | 0.11 | -16.67% (-0.02) | |
| Feb 05, 2025 | 2025 (Q3) | -0.010.12 | 0.13 | -13.33% (-0.02) | |
| Nov 06, 2024 | 2025 (Q2) | 0.050.04 | 0.12 | -61.54% (-0.07) |
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
