Digital Turbine Inc
NASDAQ:APPS
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Digital Turbine Inc
NASDAQ:APPS
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Digital Turbine Inc
Digital Turbine helps mobile device makers, wireless carriers, and app developers place apps and advertising on smartphones before and after a phone is sold. Its software is often built into the phone setup process, so it can show app recommendations, manage app downloads, and connect advertisers with users at the point when a device is first turned on. It also sells media and marketing services that help app companies acquire users. The company makes money mainly from software and advertising-related fees. Device makers and carriers use its tools to improve the phone setup experience and to create a new source of service revenue, while app developers and advertisers pay for access to users and for app installs. In practice, Digital Turbine sits between the handset industry and the app economy, helping turn a phone into a distribution channel for software and ads. What makes the business different is that it is tied closely to the mobile device ecosystem rather than to a standalone consumer app. Its value comes from being integrated into the phone launch and setup flow, where it can influence what users download first. That gives it a role in app distribution, mobile advertising, and device monetization all at once.
Digital Turbine helps mobile device makers, wireless carriers, and app developers place apps and advertising on smartphones before and after a phone is sold. Its software is often built into the phone setup process, so it can show app recommendations, manage app downloads, and connect advertisers with users at the point when a device is first turned on. It also sells media and marketing services that help app companies acquire users.
The company makes money mainly from software and advertising-related fees. Device makers and carriers use its tools to improve the phone setup experience and to create a new source of service revenue, while app developers and advertisers pay for access to users and for app installs. In practice, Digital Turbine sits between the handset industry and the app economy, helping turn a phone into a distribution channel for software and ads.
What makes the business different is that it is tied closely to the mobile device ecosystem rather than to a standalone consumer app. Its value comes from being integrated into the phone launch and setup flow, where it can influence what users download first. That gives it a role in app distribution, mobile advertising, and device monetization all at once.
Strong year: Digital Turbine said fiscal 2026 revenue rose 15% to $565.3 million, while adjusted EBITDA climbed 69% to $122.5 million, showing clear operating leverage.
Q4 momentum: Fourth-quarter net revenue grew 20% to $142.5 million, with App Growth Platform revenue up 57% and adjusted EBITDA up 53% year over year.
Outlook raised by growth: Management introduced fiscal 2027 guidance for another year of double-digit growth, calling for revenue of $630 million to $650 million and adjusted EBITDA of $135 million to $145 million.
AI tailwind: Leadership said AI is helping both internally through automation and externally by improving ad targeting and outcomes, and they see it as a major long-term demand driver.
Balance sheet improving: Debt fell to $361 million from $409 million at the start of the year, and the company said it plans to keep using free cash flow to deleverage.
Leadership change: CFO Steve Lasher will step down in June, with Chief Accounting Officer Josh Kinsell taking over as interim CFO.
