Digital Turbine Exceeds Q3 Earnings Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 03 2026
0mins
Should l Buy APPS?
Source: Benzinga
- Earnings Beat: Digital Turbine reported Q3 earnings of $0.18 per share, surpassing analyst expectations of $0.12 by 56.52%, indicating a significant improvement in profitability and boosting market confidence in future growth.
- Revenue Growth: The quarterly revenue reached $151.4 million, exceeding the Street estimate of $145.73 million, demonstrating robust revenue growth amid strong market demand and solidifying the company's market position.
- EBITDA Surge: Non-GAAP adjusted EBITDA was $38.8 million, reflecting a 76% year-over-year increase, showcasing the company's success in cost control and operational efficiency, which enhances investor confidence in its profitability.
- Positive Outlook: The company raised its fiscal 2026 revenue outlook to a range of $553 million to $558 million, indicating management's confidence in future business growth, which may attract more investor interest in its stock.
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Analyst Views on APPS
Wall Street analysts forecast APPS stock price to rise
2 Analyst Rating
1 Buy
1 Hold
0 Sell
Moderate Buy
Current: 4.190
Low
7.50
Averages
8.75
High
10.00
Current: 4.190
Low
7.50
Averages
8.75
High
10.00
About APPS
Digital Turbine, Inc., through its subsidiaries, operates an independent mobile growth platform that levels up the landscape for advertisers, publishers, carriers, and device original equipment manufacturers (OEMs). The Company operates through two segments: On Device Solutions (ODS) and App Growth Platform (AGP). The ODS segment consists of products and services that simplify the discovery and delivery of mobile apps and content media for device end-users. The AGP segment consists of Advertising Solutions and Ad Monetization Solutions. The Company offers end-to-end products and solutions leveraging proprietary technology to all participants in the mobile application ecosystem, enabling brand discovery and advertising, user acquisition and engagement, and operational efficiency for advertisers. In addition, the Company’s products and solutions provide monetization opportunities for OEMs, carriers, and app publishers and developers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Revenue Growth: The quarterly revenue reached $151.4 million, exceeding the Street estimate of $145.73 million, demonstrating robust revenue growth amid strong market demand and solidifying the company's market position.
- EBITDA Surge: Non-GAAP adjusted EBITDA was $38.8 million, reflecting a 76% year-over-year increase, showcasing the company's success in cost control and operational efficiency, which enhances investor confidence in its profitability.
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- Investor Sentiment: Analysts and investors are reassessing their positions on Apple in light of the recent earnings report and its implications for the company's growth.
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- Substantial EBITDA Improvement: The adjusted EBITDA for the quarter was $38.8 million, representing a 76% year-over-year increase, with an EBITDA margin of 26% and a non-GAAP gross margin of 49%, showcasing significant progress in operational efficiency and profitability.
- Strengthened Financial Position: The company repaid over $41 million in debt during the quarter, reducing its debt leverage ratio from more than 5 turns a year ago to approximately 3 turns, demonstrating efforts to enhance its balance sheet and increase financial flexibility for future growth.
- Optimistic Outlook: Management raised the fiscal 2026 revenue guidance to a range of $553 million to $558 million and adjusted EBITDA guidance to $114 million to $117 million, reflecting confidence in sustained growth, particularly in international expansion and new product adoption.
See More
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- Revenue Growth: The company achieved quarterly revenue of $1.76 billion, surpassing analyst expectations of $1.59 billion and up from $1.37 billion year-over-year, reflecting the sustained popularity of its product lineup.
- Optimistic Outlook: CEO Strauss Zelnick stated that due to outstanding performance across all labels, the company is raising its net bookings outlook for fiscal 2026, projecting record levels for fiscal 2027, which will enhance profitability and financial flexibility.
- Positive Stock Reaction: Following the earnings report, Take-Two's stock rose 4.63% to $221.99 in after-hours trading, reflecting increased market confidence in its growth potential.
See More
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- Earnings Beat: Digital Turbine reported Q3 earnings of $0.18 per share, surpassing analyst expectations of $0.12 by 56.52%, indicating a significant improvement in profitability and boosting market confidence in future growth.
- Revenue Growth: The quarterly revenue reached $151.4 million, exceeding the Street estimate of $145.73 million, demonstrating robust revenue growth amid strong market demand and solidifying the company's market position.
- EBITDA Surge: Non-GAAP adjusted EBITDA was $38.8 million, reflecting a 76% year-over-year increase, showcasing the company's success in cost control and operational efficiency, which enhances investor confidence in its profitability.
- Positive Outlook: The company raised its fiscal 2026 revenue outlook to a range of $553 million to $558 million, indicating management's confidence in future business growth, which may attract more investor interest in its stock.
See More
