Zacks Investment Research·1 day ago
Digital Turbine's Ad Platform Expands: Can the Momentum Continue?APPS' ad platform is gaining momentum as AGP revenues, brand advertising and DT Exchange grow, supported by AI and publisher scale.
Digital Turbine, Inc.(APPS)Earnings, Financials & Key Ratios
APPS•NASDAQ
$10.38
Price updated Jul 7, 2026
AboutDigital Turbine, Inc., through its subsidiaries, operates a mobile growth platform for advertisers, publishers, carriers, and device original equipment manufacturers (OEMs). The company operates through three segments: On Device Media, In App Media AdColony, and In App Media Fyber. Its application media platform delivers mobile applications to various publishers, carriers, OEMs, and devices; and content media platform offers news, weather, sports, and other content, as well as programmatic advertising, and sponsored and editorial content media. The company also provides an end-to-end platform for brands, agencies, publishers, and application developers to deliver advertising to consumers on mobile devices; and a platform that allows mobile application developers and digital publishers to monetize their content through display, native, and video advertising. It operates in the United States, Canada, Europe, the Middle East, Africa, the Asia Pacific, China, Mexico, Central America, and South America. The company is headquartered in Austin, Texas.Show more
- Revenue$565M+15.2%
- EBITDA-$31M-208.7%
- Net Income-$38M+59.0%
- EPS (Diluted)-0.33+62.9%
- Gross Margin48.59%+8.0%
- EBITDA Margin-5.54%-194.3%
- Operating Margin6.02%+154.6%
- Net Margin-6.68%+64.4%
- ROE-21.8%+56.5%
APPS Price & Volume
Digital Turbine, Inc. (APPS) stock price & volume — 10-year historical chart
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Volatile Revenue Growth Masks Structural Margin Fragility
Investment Thesis • Updated 2026Q4
VerdictNegative
Growth:Mixed
Profitability:Strained
Financial:Strained
Cash Flow:Mixed
Primary Risk:Carrier dependency and leverage
Key Thesis Takeaways
- Digital Turbine faces a challenging path to sustainable profitability as it navigates significant margin volatility and a persistent $725.2 million retained earnings deficit.
- While the company achieved a 27.6% year-over-year revenue growth in 2026Q4, the underlying business model remains constrained by high stock-based compensation expenses often exceeding $8 million per quarter and a heavy reliance on external debt.
- Investors should monitor the company's ability to stabilize gross margins, which plummeted to 7.6% in 2026Q4, against the backdrop of a thin liquidity buffer and ongoing capital expenditure requirements.
Verdict Logic
the company's inability to maintain consistent profitability, coupled with a high debt-to-equity ratio of 1.92 and a $725.2 million retained earnings deficit, presents substantial long-term risk.
APPS Growth Metrics
Digital Turbine, Inc. (APPS) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years20.64%
5 Years-5.44%
3 Years-5.32%
TTM15.24%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM59.03%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM63.19%
Return on Capital
10 Years3.42%
5 Years-5.65%
3 Years-15.91%
Last Year5.85%
APPS Recent Earnings
Digital Turbine, Inc. (APPS) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 7/12 qtrs (58%)●Beat Revenue 8/12 qtrs (67%)
Q2 2026Latest
May 26, 2026Metric
Actual
Est
EPS
$0.16+77.8%
$0.09
Rev
$143M+7.0%
$133M
Q1 2026
Feb 3, 2026Metric
Actual
Est
EPS
$0.18+12.5%
$0.16
Rev
$151M+1.3%
$149M
Q4 2025
Nov 4, 2025Metric
Actual
Est
EPS
$0.15+150.0%
$0.06
Rev
$131M-7.8%
$142M
Q3 2025
Aug 5, 2025Metric
Actual
Est
EPS
$0.05-50.0%
$0.10
Rev
$131M+3.7%
$126M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 26, 2026 | $0.16vs $0.09+77.8% | $143Mvs $133M+7.0% |
| Q1 2026 | Feb 3, 2026 | $0.18vs $0.16+12.5% | $151Mvs $149M+1.3% |
| Q4 2025 | Nov 4, 2025 | $0.15vs $0.06+150.0% | $131Mvs $142M-7.8% |
| Q3 2025 | Aug 5, 2025 | $0.05vs $0.10-50.0% | $131Mvs $126M+3.7% |
Based on last 12 quarters of dataView full earnings history →
Latest APPS News
Recent stock market news and headlines for Digital Turbine, Inc. (APPS)
Zacks Investment Research·4 days ago
Here's Why Momentum in Digital Turbine (APPS) Should Keep goingDigital Turbine (APPS) could be a solid choice for shorter-term investors looking to capitalize on the recent price trend in fundamentally sound stocks. It is one of the many stocks that passed through our shorter-term trading strategy-based screen.
Zacks Investment Research·Jun 19, 2026
APPS or ADSK: Which Is the Better Value Stock Right Now?Investors with an interest in Internet - Software stocks have likely encountered both Digital Turbine (APPS) and Autodesk (ADSK). But which of these two companies is the best option for those looking for undervalued stocks?
Peers Comparison
Key metrics vs top competitors for Digital Turbine, Inc. (APPS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $10.39 | $1.25B | -31.47 | 15.24% | -6.68% | -21.8% | — | |
| $20.52 | $2.94B | 21.60 | 6.85% | 21.96% | 18.57% | — | |
| $13.32 | $622.09M | -42.97 | -2.86% | -6.21% | -6.98% | — | |
| $11.44 | $1.76B | 38.13 | 13.92% | 7.16% | 5% | — | |
| $19.18 | $9.02B | 21.08 | 18.47% | 14.57% | 16.91% | — | |
| $10.34 | $1.74B | 44.96 | 11.75% | 7.91% | 4.43% | — |
Compare APPS vs Peers
Digital Turbine, Inc. (APPS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
APPS SEC Filings & Documents
Digital Turbine, Inc. (APPS) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
May 26, 2026·SEC
Material company update
Apr 23, 2026·SEC
Material company update
Feb 3, 2026·SEC
10-K Annual Reports
310-Q Quarterly Reports
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APPS Frequently Asked Questions
Digital Turbine, Inc. (APPS) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Digital Turbine, Inc.'s revenue?
Digital Turbine, Inc. (APPS) reported $565.3M in revenue for fiscal year 2026. This represents a 13985% increase from $4.0M in 2004.
How fast is Digital Turbine, Inc. growing?
Digital Turbine, Inc. (APPS) grew revenue by 15.2% over the past year. This is strong growth.
Is APPS profitable?
Digital Turbine, Inc. (APPS) reported a net loss of $37.7M for fiscal year 2026.
Dividend & Returns
What is APPS's return on equity?
Digital Turbine, Inc. (APPS) has a return on equity (ROE) of -21.8%. Negative ROE indicates the company is unprofitable.
What is Digital Turbine, Inc.'s free cash flow?
Digital Turbine, Inc. (APPS) generated $11.2M in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.