Digital Turbine, Inc. (APPS) Earnings Call Transcripts
Digital Turbine, Inc.'s Latest Earnings Call - Q4 FY2026
Digital Turbine, Inc. reported strong results for Q4 and Fiscal Year 2026, with revenue reaching $565 million, a 15% increase year-over-year, and adjusted EBITDA growing by 69% to $122.5 million. The company exceeded expectations with a 20% year-over-year revenue growth in Q4, totaling $142.5 million. Management provided guidance for Fiscal Year 2027, projecting revenue between $630 million and $650 million, and adjusted EBITDA between $135 million and $145 million, signaling continued double-digit growth. These results and optimistic guidance could positively influence the stock.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $142.5 million (beat) |
| On-Device Solutions Revenue | $91 million (inline) |
| Application Growth Platform Revenue | $52.1 million (beat) |
| Adjusted EBITDA | $31.4 million (beat) |
| Non-GAAP Net Income | $19.7 million (beat) |
| Free Cash Flow | $11.8 million (positive) |
Guidance from management
For fiscal 2027, management guides revenue between $630 million and $650 million, and adjusted EBITDA between $135 million and $145 million, indicating continued double-digit growth.
What management said
Yes. Thanks, Nick, and thanks for everybody for joining the call tonight. We look forward to connecting with you in a few months to update you on our fiscal '27 first quarter earnings call. Have a great night. Thank you.
Main topics on the call
- Revenue Growth — Revenue for fiscal '26 was $565 million, representing a 15% year-over-year growth. The On-Device Solutions segment contributed $382 million, up 12%, while the Application Growth Platform saw a 57% increase in Q4.
- Adjusted EBITDA Growth — Adjusted EBITDA grew nearly 70% year-over-year to $122.5 million, demonstrating significant operating leverage. Q4 adjusted EBITDA was $31.4 million, a 53% increase year-over-year.
- AI and Data Utilization — Management highlighted AI and data as key growth drivers, with AI enhancing targeting capabilities and improving advertiser outcomes. "Our rates were up 40% year-over-year in our AGP business," attributed to AI.
- International Expansion — The company expanded its international presence, with global devices growing over 20% year-over-year, driven by partnerships in Latin America and Europe.
Read the full Digital Turbine, Inc. transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Digital Turbine, Inc.
Digital Turbine, Inc. (APPS) is a publicly listed company in the Software industry, within the Information Technology sector. It trades on NasdaqCM and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 28 calls on record spanning February 10, 2020 to August 4, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 28 Digital Turbine, Inc. earnings call transcripts on record, spanning February 10, 2020 to August 4, 2026. Based on this history, Digital Turbine, Inc. reports quarterly. The most recent call on file is dated August 4, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- APPS
- Exchange
- NasdaqCM
- Country
- US
- Sector
- Information Technology
- Industry
- Software
- Calls on record
- 28
- First call
- February 10, 2020
- Most recent
- August 4, 2026
- Reporting cadence
- quarterly