Digital Turbine (APPS)

• Digital Turbine reported strong fiscal Q3 2026 results, with revenue of $151.4 million, up 12% year-over-year, and Adjusted EBITDA of $39 million, a 76% year-over-year increase with 26% margins.
• The company raised its full-year fiscal 2026 guidance, now expecting revenue between $553 million and $558 million and Adjusted EBITDA between $114 million and $117 million.
• Significant progress was made in strengthening the balance sheet, with total debt declining by over $41 million to $355 million, and the at-the-market equity program was terminated.
• Growth was driven by international expansion, with over 30% of Ignite platform revenues from outside the US for the first time, and the signing of three largest global mobile game developers for SingleTap capabilities in the December quarter.

• Digital Turbine reported Q3 2026 revenue of $151.4 million, a 12% year-over-year increase, and Adjusted EBITDA of $38.8 million, representing 76% year-over-year growth with 26% margins.
• The company raised its fiscal year 2026 revenue guidance to $553 million-$558 million and Adjusted EBITDA guidance to $114 million-$117 million.
• Both business segments contributed to growth, with On-Device Solutions (ODS) revenue up 9% to $99.6 million and App Growth Platform (AGP) revenue up 19% to $52.6 million for Q3 2026.
• Digital Turbine strengthened its balance sheet by reducing total debt by over $41 million to $355 million and terminating its at-the-market equity program after raising $44.6 million in gross proceeds.
• The company announced that three of the largest global mobile game developers signed in the December quarter to use SingleTap capabilities for alternative distribution efforts.

• Digital Turbine reported Q3 2026 revenue of $151.4 million, marking a 12% year-over-year increase, and Adjusted EBITDA of $38.8 million, representing 76% year-over-year growth with a 26% EBITDA margin.
• Both segments contributed to growth, with On-Device Solutions (ODS) revenue at $99.6 million, up 9% year-over-year, and App Growth Platform (AGP) revenue at $52.6 million, up 19% year-over-year.
• The company significantly strengthened its balance sheet, reducing total debt by over $41 million to $355 million and lowering its debt leverage ratio to roughly three turns from over five turns a year ago.
• Digital Turbine raised its fiscal year 2026 revenue guidance to $553 million-$558 million and Adjusted EBITDA guidance to $114 million-$117 million, reflecting increased confidence and strong performance.
• Strategic initiatives, including leveraging AI and expanding the Ignite platform, are driving momentum, with three of the largest global mobile game developers signing in Q3 2026 to use SingleTap capabilities for alternative app distribution.

• Digital Turbine reported Q3 fiscal 2026 revenue of $151.4 million, an increase of 12% year-over-year, with GAAP net income of $5.1 million ($0.03 per share) and Non-GAAP adjusted EBITDA of $38.8 million, representing 76% year-over-year growth.
• The company generated Non-GAAP free cash flow of $6.4 million in the fiscal third quarter of 2026.
• Digital Turbine raised its fiscal year 2026 outlook, now expecting revenue between $553 million and $558 million and Non-GAAP adjusted EBITDA between $114 million and $117 million.

• Digital Turbine reported fiscal third quarter 2026 revenue of $151.4 million, representing a 12% year-over-year increase.
• The company achieved GAAP net income of $5.1 million (or $0.03 per share) for fiscal Q3 2026, a significant improvement from a GAAP net loss in the prior year. Non-GAAP adjusted net income for the quarter was $21.7 million (or $0.18 per share).
• Non-GAAP adjusted EBITDA grew 76% year-over-year to $38.8 million in fiscal Q3 2026.
• Digital Turbine raised its fiscal year 2026 outlook, now expecting revenue between $553 million and $558 million and Non-GAAP adjusted EBITDA between $114 million and $117 million.

• Digital Turbine reported Q2 2026 revenue of $140.4 million, an 18% year-over-year increase, and Adjusted EBITDA of $27.2 million, up 78% year-over-year.
• Both segments demonstrated strong performance, with On-Device Solutions revenue at $96.5 million (up 17% year-over-year) and App Growth Platform revenue at $44.7 million (up 20% year-over-year). Notably, international On-Device Solutions revenue surged over 80% year-over-year, exceeding 25% of total ODS revenues for the first time.
• The company successfully completed a debt refinancing in September 2025, securing a new four-year term loan facility.
• Digital Turbine raised its full-year fiscal 2026 guidance, now projecting revenue between $540-$550 million and Adjusted EBITDA between $100-$105 million.
• Strategic focus areas include significant investments in its AI machine learning platform (DTIQ) and leveraging its DT Ignite Graph to drive improved advertiser outcomes, alongside growth in alternative app distribution and direct brand relationships.

• Digital Turbine reported revenue of $140.4 million for the fiscal second quarter ended September 30, 2025, an 18% increase year-over-year compared to the fiscal second quarter of 2025.
• The company achieved Non-GAAP adjusted EBITDA of $27.2 million in fiscal Q2 2026, representing 78% year-over-year growth, and Non-GAAP adjusted net income of $16.5 million, or $0.15 per share.
• Digital Turbine completed a $430.0 million term loan credit facility debt refinancing on September 2, 2025.
• The company raised its fiscal year 2026 outlook, expecting revenue between $540 million and $550 million and Non-GAAP adjusted EBITDA between $100 million and $105 million.

Here is a summary of Digital Turbine's financial results for the fiscal second quarter ended September 30, 2025, compared to the same period in 2024:

• Digital Turbine reported fiscal first quarter 2026 revenue of $130.9 million, an 11% increase year-over-year compared to the fiscal first quarter of 2025.
• The company's Non-GAAP adjusted EBITDA for Q1 2026 increased 73% year-over-year to $25.1 million, while Non-GAAP adjusted net income was $5.8 million or $0.05 per share.
• GAAP net loss for the fiscal first quarter of 2026 improved to $14.1 million or ($0.13) per share, from a net loss of $25.2 million or ($0.25) per share in the fiscal first quarter of 2025.
• Digital Turbine raised its fiscal year 2026 outlook, now expecting revenue between $525 million and $535 million and Non-GAAP adjusted EBITDA between $90 million and $95 million.

• Digital Turbine forged an exclusive partnership with Alcatel and NxtCell India to integrate its mobile technologies into Alcatel devices manufactured in India.
• The collaboration leverages Dynamic Installs and SingleTap™ installs to deliver pre-selected, personalized apps and enable instant downloads without an app store visit.
• Users will receive timely, relevant notifications recommending apps based on individual interests, enhancing engagement and discovery.
• By joining Alcatel’s launch, Digital Turbine expands its global network—alongside manufacturers like Xiaomi and Samsung—to reach hundreds of millions of users in the Indian market.