Q3 2025 Digital Turbine Inc Earnings Call Transcript
Key Points
- Digital Turbine Inc (APPS) exceeded expectations with $135 million in revenue, $22 million in adjusted EBITDA, and $0.13 in non-GAAP EPS.
- The company reported a 100% year-over-year increase in On-Device international revenues, driven by strong advertiser demand.
- Digital Turbine Inc (APPS) achieved double-digit sequential growth in its AGP business, with brand spending accelerating to 34% year-on-year.
- The company is on track to achieve over $25 million in annual operating expense savings, enhancing efficiency and profitability.
- Digital Turbine Inc (APPS) is expanding its global device relationships, including partnerships with Motorola, Nokia, and T-Mobile, contributing to growth in international RPDs.
- The company experienced continued softness in US device volumes, impacting overall performance.
- Gross margin declined to 44% from 45% in the previous quarter, influenced by product mix changes in the ODS segment.
- The transition from waterfall bidding to SDK bidding on the exchange has been challenging, impacting legacy performance DSP declines.
- Despite positive growth, the company reported a GAAP net loss of $23.1 million or $0.22 per share.
- Digital Turbine Inc (APPS) faces a commoditized ad tech gaming space, with DSPs executing their own supply path optimization strategies.
Good day and welcome to the Digital Turbine Fiscal 2025 Third Quarter results conference call.
All participants will be in a listen-only mode. [Operator Instructions]
Please note this event is being recorded. I would now like to turn the conference over to Mr Brian Bartholomew, Head of Investor relations. Please go ahead, sir.
Thank you, Chuck. Good afternoon and welcome to the Digital Turbine Fiscal 2025 Third Quarter earnings conference call.
Joining me on the call today to discuss our results are CEO, Bill Stone and CFO Barrett Garrison.
Before we get started, I would like to take this opportunity to remind you that our remarks today will include forward-looking statements. These forward-looking statements are based on our current assumptions, expectations and beliefs, including projected operating metrics, future products and services, anticipated market demand and other forward-looking topics.
Although we believe
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