Digital Turbine, Inc. Q4 2026 Earnings Recap

APPS Q4 2026 May 27, 2026

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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.

Earnings Per Share Beat

$0.16 vs $0.09 est.

+77.8% surprise

Revenue Beat

142549000 vs 133225100 est.

+7.0% surprise

Market Reaction

1-Day +0.0%

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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.

This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit APPS on AllInvestView.

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