Digital Turbine Inc
APPS
$6.33 -1.56%
Exchange: NASDAQ | Sector: Technology | Industry: Software Application
Q1 2026
Published: Aug 5, 2025

Earnings Highlights

  • Revenue of $130.93M up 11% year-over-year
  • EPS of $-0.13 increased by 48% from previous year
  • Gross margin of 91.7%
  • Net income of -14.10M
  • ""We saw a modest increase in U.S. devices from March to June, coupled with better RPDs. This drove solid top-line performance," said Bill Stone, highlighting operational success in device partnerships." - Bill Stone

Digital Turbine Inc (APPS) QQ1 2026 Results: Resilient Growth Amid Market Headwinds

Executive Summary

In Q1 2026, Digital Turbine Inc (APPS) reported $130.9 million in revenue, reflecting a year-over-year growth of 11%. This performance is underpinned by robust demand in its On-Device Solutions segment, which grew by 18% year-over-year to $95 million. However, the Application Growth Platform segment saw a slight decline, though it showed a promising sequential improvement of nearly 10%. Adjusted EBITDA for the quarter surged 73% to $25.1 million, indicating improved operational efficiencies. Despite a net loss of $14.1 million, management remains optimistic, revising its full-year guidance upwards to $525-$535 million in revenue and $90-$95 million in adjusted EBITDA. This results call emphasized the company’s commitment to leveraging first-party data and machine learning capabilities to enhance customer engagement and monetization strategies, setting a positive outlook for future quarters.

Key Performance Indicators

Revenue

130.93M
QoQ: 9.88% | YoY:10.96%

Gross Profit

120.12M
91.75% margin
QoQ: 112.24% | YoY:120.85%

Operating Income

-4.66M
QoQ: 60.14% | YoY:71.03%

Net Income

-14.10M
QoQ: 25.08% | YoY:43.93%

EPS

-0.13
QoQ: 27.78% | YoY:48.00%

Revenue Trend

Margin Analysis

Key Insights

  • Revenue: $130.9 million (up 11% YoY)
  • Gross Profit: $120.1 million (gross margin of 91.7%)
  • Operating Income: -$4.7 million
  • Net Loss: $14.1 million (EPS: -$0.13)
  • Adjusted EBITDA: $25.1 million (up 73% YoY)

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q1 2026 130.93 -0.13 +11.0% View
Q4 2025 119.15 -0.18 +6.2% View
Q3 2025 134.64 -0.22 -5.6% View
Q2 2025 118.73 -0.24 -17.1% View
Q1 2025 117.99 -0.25 -19.4% View