The chart below shows how APPS performed 10 days before and after its earnings report, based on data from the past quarters. Typically, APPS sees a +1.93% change in stock price 10 days leading up to the earnings, and a +11.78% change 10 days following the report. On the earnings day itself, the stock moves by -0.92%. This data can give you a slight idea of what to expect for the next quarter's release.
Positive
Quarterly Revenue Increase: Revenue of $135 million, representing a 13% sequential increase from the previous quarter.
EBITDA Growth Projection: Adjusted EBITDA of $22 million, with guidance for nearly 50% growth in the upcoming quarter.
International Revenue Surge: On-Device international revenues increased by 100% year-over-year, driven by strong advertiser demand.
Revenue Growth Highlights: AGP business revenues reached $44 million, with a 17% sequential growth and a 34% year-on-year growth in brand spending.
Positive Free Cash Flow: Achieved $6.4 million in positive free cash flow, reflecting improved business performance and working capital efficiency.
Negative
ODS Segment Revenue Decline: Revenue from the ODS segment was $91.7 million, down 3% compared to the same period last year, indicating a decline in year-over-year performance.
Gross Margin Decline: Consolidated gross margin decreased to 44%, down from 45% in Q2 and 46% in Q3 of the prior year, reflecting a negative trend in profitability.
Net Loss Increase: GAAP net loss was $23.1 million or $0.22 per share, compared to a net loss of $0.14 per share in the prior year, highlighting worsening financial performance.
Cash Flow and Liquidity: Despite achieving $6.4 million in free cash flow, the overall cash balance only increased by $2.5 million from the previous quarter, suggesting limited liquidity improvement.
Device Volume Decline: US device volumes continued to show softness, impacting overall revenue growth and indicating challenges in the domestic market.
Digital Turbine, Inc. (NASDAQ:APPS) Q3 2025 Earnings Call Transcript
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