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Arthur Ong

Vice President and Equity Research Analyst at Bank of America

Arthur Ong is a Vice President and Equity Research Analyst at Bank of America Securities, specializing in the airline and transportation sectors with a focus on major carriers and logistics firms. He covers specific companies including Delta Air Lines, United Airlines, American Airlines, Southwest Airlines, FedEx, and UPS, boasting a strong performance track record with a 62% success rate on TipRanks, an average return of 18.4% per rating, and ranking in the top 10% of analysts covering airlines. Ong joined Bank of America in 2021 after prior roles at Susquehanna International Group and as an analyst at Barclays, starting his career in 2015 following graduation from the University of Pennsylvania. He holds Series 7, 63, and 86/87 FINRA licenses, underscoring his professional credentials in securities research.

Arthur Ong's questions to Digital Turbine (APPS) leadership

Question · Q3 2026

Arthur Ong, on behalf of Omar Dessouky, asked about observations regarding Meta's increased activity on iOS, specifically bidding for non-IDFA traffic, and any resulting changes in the competitive landscape.

Answer

CEO Bill Stone did not comment specifically on Meta's iOS activity but highlighted Digital Turbine's competitive performance. He noted that while the overall market grew mid-to-high single digits in the December quarter, Digital Turbine's AGP segment grew 20%, indicating they are gaining market share. Mr. Stone reiterated their focus on Android given their on-device position, emphasizing their current outperformance relative to the market.

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Fintool

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Question · Q3 2026

Arthur Ong asked about observations regarding Meta's increased activity on iOS, specifically bidding for non-IDFA traffic, and any resulting changes in the competitive landscape.

Answer

CEO Bill Stone did not comment directly on Meta's iOS activity but highlighted Digital Turbine's competitive performance, noting its AGP segment grew 20% year-over-year, double the overall market growth, indicating market share gains with a primary focus on Android.

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Fintool

Fintool can write a report on Digital Turbine logo APPS's next earnings in your company's style and formatting