Mitchell Pindus's questions to Digital Turbine Inc (APPS) leadership • Q1 2026
Question
Mitchell Pindus asked about the potential impact of a turnaround in device sales, the primary geographical sources of growth, and the currency used for international billing.
Answer
CEO & Director Bill Stone explained that improving device sales create a macro tailwind, complementing the company's efforts to grow its share on more devices with partners like T-Mobile and Motorola. He identified Asia and Europe as strong growth areas for the AGP business and Latin America for the on-device business, while also noting a return to double-digit growth in the U.S. ODS segment. Stone confirmed that the vast majority of revenues are billed in U.S. dollars.