Q1 2026 Digital Turbine Inc Earnings Call Transcript

Aug 5, 2025 / 08:30 PM GMT

Release Date Price: €4.74 (+6.40%)

Transcript 10-Q8-K

Key Points

Positve

Digital Turbine Inc (APPS) reported an 11% year-over-year revenue growth, reaching $131 million.
The company achieved a 73% increase in EBITA, reflecting strong operational performance.
On-device solution business revenue grew by 18% year-over-year, driven by higher device volumes and improved revenue per device.
The company made significant progress in first-party data and AI machine learning platforms, enhancing targeting and user experience.
There was a nearly 50% increase in brand campaigns, indicating stronger and more diversified demand across various verticals.

Negative

The application growth platform business saw a 5% year-over-year decline in revenue.
Despite positive cash flow, the company reported a GAAP net loss of $14.1 million for the fiscal first quarter.
The cash balance decreased by approximately $6 million from the previous quarter, primarily due to working capital timing.
Total debt remains high at $400.5 million, though there was a reduction of over $8 million quarter over quarter.
The company faces ongoing challenges in stabilizing and growing its application growth platform business.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

APPS.OQ - Digital Turbine Inc
Q1 2026 Digital Turbine Inc Earnings Call
Aug 05, 2025 / 08:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon and welcome to the Digital Turbine fiscal 2026 1st quarter results call. All participants will be in listen-only mode. Should you need assistance, please signal a comfort specialist by pressing, then 0 on your telephone keypad. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star then 1 on your telephone keypad. To withdraw your question, please press 2. Please note this event is being recorded. I would now like to turn the conference over to Brian Bartholomew, senior Vice President, Capital Markets. Please go ahead.

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Unidentified_2 [2]
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