Q3 2026 Digital Turbine Inc Earnings Call Transcript

Feb 3, 2026 / 09:30 PM GMT

Release Date Price: €4.17 (-1.37%)

Transcript 10-Q8-K

Key Points

Positve

Digital Turbine Inc (APPS) reported a 12% year-over-year revenue growth, reaching $151.4 million for the quarter.
The company achieved a 76% year-over-year growth in EBITDA, with margins expanding to 26%.
International business drove significant growth, with over 60% year-over-year increase in revenue from international markets.
The company successfully reduced its debt leverage ratio from over 5 turns to roughly 3 turns, strengthening its balance sheet.
Digital Turbine Inc (APPS) is leveraging AI and machine learning to improve operational efficiency and enhance revenue generation.

Negative

Despite strong international growth, there is continued softness in US device volumes.
The company faces competitive pressures, particularly in the gaming and app distribution markets.
There is reliance on non-GAAP measures, which may not fully reflect the company's financial health.
The company terminated its at-the-market equity program, indicating potential challenges in capital management.
Free cash flow for the quarter was relatively low at $6.4 million, which may impact future investment capabilities.

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

APPS.OQ - Digital Turbine Inc
Q3 2026 Digital Turbine Inc Earnings Call
Feb 03, 2026 / 09:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon everyone and welcome to the Digital Turbine fiscal 2026 3rd quarter earnings conference call.

All participants will be in a listen-only mode. Should you need assistance, please send to a conference specialist by pressing the key, followed by 0.

After today's presentation, there will be an opportunity to ask questions. To ask a question you may press and then 1 on your touchstone telephones.

To draw your questions you may press and 2.

Please also note this event is being recorded.

I would now like to turn the conference call over to Brian Bartholomew, senior Vice President of Capital Markets. Please go ahead.

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