Q2 2026 Digital Turbine Inc Earnings Call Transcript

Nov 4, 2025 / 09:30 PM GMT

Release Date Price: €5.48

Transcript 10-Q8-K

Key Points

Positve

Digital Turbine Inc (APPS) reported a strong quarter with revenue of $140.4 million, representing an 18% year-over-year growth.
The company achieved a 78% year-over-year growth in adjusted EBITDA, showcasing significant operating leverage.
International revenues for the on-device solutions business exceeded 25% of total ODS revenues for the first time, driven by 80% year-over-year growth.
The application growth platform business returned to year-over-year growth, posting $45 million in revenue, up 20% year-over-year.
The company successfully completed a debt refinancing through a new 4-year term loan facility, providing additional financial flexibility.

Negative

Digital Turbine Inc (APPS) reported a GAAP net loss of $21.4 million, or $0.20 per share, in the fiscal second quarter.
Despite revenue growth, cash operating expenses remained flat year over year at $38.9 million, indicating potential challenges in cost management.
The competitive landscape remains robust, with other large players still present in the market.
The company is still in the early stages of leveraging AI and first-party data, which may take time to fully realize its potential benefits.
The macro environment and regulatory changes pose uncertainties that could impact the company's alternative app distribution strategy.

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

APPS.OQ - Digital Turbine Inc
Q2 2026 Digital Turbine Inc Earnings Call
Nov 04, 2025 / 09:30PM 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 second quarter financial results conference call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the key, followed by zero. After today's presentation, there'll be an opportunity to ask questions. To join the question queue, you may press, then 1 on your telephone keypad. To withdraw your question, please press star, then 2. Please note this event is being recorded. I would now like to turn the conference over to Brian Bartholomew, Senior Vice President of Capital Markets. Please go ahead.

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Unidentified_2 [2

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