Antony Stoss's questions to Digital Turbine Inc (APPS) leadership • Q4 2025
Question
Antony Stoss of Craig-Hallum Capital Group LLC inquired about the key drivers behind the substantial growth in international Revenue Per Device (RPD), the impact of the favorable regulatory environment on publisher interest in products like Single Tap, and the future outlook for operating expenses.
Answer
CEO Bill Stone attributed the international RPD growth to broader demand, improved operational execution in specific markets, and an expanded distribution footprint. He also confirmed that the regulatory climate is building awareness and opportunity for products like Single Tap, citing relationships with Epic and Pinterest. CFO Stephen Lasher stated that operating expenses are expected to remain relatively flat going forward, with potential increases tied to business growth.