Digital Turbine Earnings Call Transcripts
Fiscal Year 2026
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AI is rapidly enhancing efficiency and personalization in advertising, with agents and data-driven orchestration transforming workflows. Market shifts include declining open web traffic, growth in CTV and retail media, and the rise of LLM-driven ad channels. Adaptability, data quality, and privacy are key to navigating ongoing disruption.
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Double-digit revenue and EBITDA growth were driven by strong international and brand segment performance, operational efficiencies, and AI integration. Raised full-year guidance reflects continued momentum, improved margins, and a strengthened balance sheet.
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Revenue grew 18% year-over-year to $140.4M, with Adjusted EBITDA up 78% and strong international and brand business momentum. Full-year guidance was raised, reflecting confidence in continued growth, AI investments, and alternative app distribution strategies.
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Fiscal Q1 2026 delivered 11% revenue and 73% adjusted EBITDA growth year-over-year, driven by strong On Device Solutions performance, improved device volumes, and higher advertiser demand. Full-year guidance was raised, and new AI/data platforms and regulatory trends support future growth.
Fiscal Year 2025
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Year-over-year growth returned with Q4 revenue up 6% and adjusted EBITDA up 66%. Improved RPD, expanded device footprint, and cost efficiencies drove results. Fiscal 2026 guidance projects continued revenue and EBITDA growth.
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Revenue and EBITDA exceeded expectations, driven by strong international growth, record revenue per device, and cost efficiencies. Fiscal 2025 guidance was raised, with continued focus on brand partnerships, alternative app distribution, and operational transformation.
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Revenue and EBITDA improved sequentially, but legacy business declines offset growth in strategic areas. Cost-cutting and new partnerships aim to drive future growth, with a return to year-over-year top-line growth expected in Q4.
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Sequential growth achieved in revenue, EBITDA, and non-GAAP EPS, with strong performance in both ODS and AGP segments. Fiscal 2025 guidance reaffirmed, driven by new products, expanded media relationships, and improved RPD, despite continued softness in U.S. device sales.