Digital Turbine gains momentum while PubMatic shifts strategy amid changing DSP demand and tightening AdTech dynamics.
Digital Turbine's AGP business surges on a 30% jump in ad impressions, fueled by wider SDK reach, non-gaming gains and strong APAC momentum.
APPS' ODS business surges on stronger ad demand, higher smartphone shipments and rising global traction despite competitive pressures.
Digital Turbine's business continues to recover after facing a difficult multi-year period which saw its business evolve significantly. While revenue growth is improving, this is only really due to expansion of the business in Asia Pacific and China. Digital Turbine's margins are rapidly improving, supported by the fact that operating expenses are normalizing.
Profits are kicking up the turbos and causing analysts to juice up their numbers.
Digital Turbine (NASDAQ: APPS) delivered a decisive earnings beat on Tuesday, crushing expectations on both revenue and adjusted earnings while raising full-year guidance.
APPS' post earnings meltdown has been unwarranted, attributed to the robust top/ bottom-line (adj EBITDA) growth and the raised FY2025 guidance. This is especially since the higher smart device sales and expanding OEM/ telecom partnerships have driven the Revenue Per Device growth by +30% YoY in the US/ +70% YoY globally. This is on top of the drastic expansion in its brand advertisers by nearly +50% QoQ across different end markets, with further growth likely as the walled garden's era end.
Digital Turbine, Inc. (NASDAQ:APPS ) Q1 2026 Earnings Conference Call August 5, 2025 4:30 PM ET Company Participants Brian Bartholomew - Senior VP of Capital Markets & Strategy and Investor Relations Stephen Andrew Lasher - Executive VP & Chief Financial Officer William Gordon Stone - CEO & Director Conference Call Participants Anthony Joseph Stoss - Craig-Hallum Capital Group LLC, Research Division Arthur Chu - BofA Securities, Research Division Mitchell R. Pindus - Wells Fargo Clearing Services, LLC Operator Good afternoon, and welcome to the Digital Turbine Fiscal 2026 First Quarter Results Call.
APPS' ongoing recovery has been well supported by the robust revenue per device growth and the expanding global partnerships across numerous OEMs/telecoms. The management's rich FY2026 guidance and the promising consensus estimates point to the ad-tech company's renewed top-and-bottom-line growth, well reversing the historical underperformance. Digital Turbine remains cheaply valued with double-digit recovery prospects, with an upward re-rating closer to its peers likely to trigger significant upside potential.
Digital Turbine (APPS -14.24%) stock saw explosive gains after reporting quarterly results earlier this week. The company's share price closed out the week up 23.1% from the previous week's market close.
Digital Turbine: Transformation Is Progressing (Rating Upgrade)
Digital Turbine, Inc. (NASDAQ:APPS ) Q4 2025 Earnings Conference Call June 16, 2025 4:30 PM ET Company Participants Brian Bartholomew - Senior VP of Capital Markets & Strategy and Investor Relations Stephen A. Lasher - Executive VP & Chief Financial Officer William Gordon Stone - CEO & Director Conference Call Participants Anthony Joseph Stoss - Craig-Hallum Capital Group LLC, Research Division Operator Good day, and welcome to the Digital Turbine reports fourth quarter and fiscal 2025 financial results conference call.