Q4 2026 Digital Turbine Inc Earnings Call Transcript
Key Points
- Digital Turbine Inc (APPS) reported a 15% year-over-year revenue growth for fiscal 2026, reaching $565 million.
- The company achieved nearly 70% year-over-year growth in adjusted EBITDA, demonstrating significant operating leverage.
- The Application Growth Platform (AGP) business showed impressive growth, with a 57% year-over-year increase in revenue for the March quarter.
- The Brand business and DT Exchange experienced over 50% and 60% year-over-year growth, respectively, in the March quarter.
- Digital Turbine Inc (APPS) is leveraging AI and first-party data to improve targeting and outcomes, resulting in a 40% increase in rates year over year in the AGP business.
- The company reported a GAAP net loss of $7.3 million, or $0.06 per share, in the fourth quarter.
- Despite strong revenue growth, cash operating expenses increased by 12% year over year.
- The company ended fiscal 2026 with a total debt of $361 million, although it was reduced from the previous year.
- Stephen Lasher, the CFO, announced his departure, which may lead to transitional challenges.
- The company faces potential macroeconomic impacts, although it claims to be more insulated than many other businesses.
Good day, and welcome to the Digital Turbine fourth quarter and fiscal 2026 financial results conference call. (Operator Instructions) 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.
Thanks, Nick. Good afternoon, and welcome to the Digital Turbine fourth quarter and fiscal year 2026 earnings conference call. Joining me today on the call to discuss our results are CEO, Bill Stone; and CFO, Steve Lasher.
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 that our assumptions are reasonable, they are not
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