Digital Turbine, Inc.

Digital Turbine, Inc. Earnings Recaps

APPS Information Technology 2 recaps
Q4 2026 May 27, 2026

Digital Turbine shares gained 5.7% following an earnings release that highlighted strong growth across multiple segments, driven by higher advertiser demand, effective AI integration, and expanding device and application supply.

Key takeaways
  • Fiscal year 2026 revenue reached $565 million, representing 15% year-over-year growth.
  • Adjusted EBITDA increased nearly 70% year-over-year, indicating significant operating leverage.
  • On-Device Solutions (ODS) segment generated $382 million, up roughly 12%, supported by over 20% growth in global devices.
  • Application Growth Platform (AGP) revenue grew 57% year-over-year in the March quarter and over 20% for the fiscal year, outpacing global market growth.
  • AI-driven improvements led to a 40% increase in AGP rates year-over-year, reflecting advertisers’ willingness to pay more for better targeting and outcomes.
Full recap
Q3 2026 Feb 5, 2026

Digital Turbine reported robust fiscal Q3 2026 results, with revenue of $151.4 million reflecting a 12% year-over-year increase and a notable EBITDA of $39 million, up 76% from the previous year.

Key takeaways
  • Strong performance from both On Device Solutions and App Growth Platform, with the former generating nearly $100 million in revenue, up 9% sequentially.
  • EBITDA margins improved to 26%, driven by increased gross profit and reduced operating expenses.
  • International markets fueled over 60% year-over-year revenue growth in the On Device Solutions segment.
  • The balance sheet strengthened significantly, with a reduced debt leverage ratio of approximately three turns, down from over five a year ago.
  • Strategic priorities include leveraging first-party data, scaling the brand business, and expanding the services offered through the IGNITE platform.
Full recap