Digital Turbine posts 46% EBITDA growth as both segments surpass 20% revenue gains
As seen on the 24/7 Wall St. homepage on November 9, 2026.
The resultant 20+% revenue growth in both our ODS segment and AGP segment during the second quarter, along with operating leverage efficiencies, enabled us to achieve 46% adjusted EBITDA growth in the quarter.
Both business lines growing north of 20% at once is new for Digital Turbine, and the cost base barely moved, so profit growth ran more than twice the top line. At a $1.4 billion market cap, that operating leverage is the whole bull case.
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Digital Turbine CEO William Gordon Stone III reported that both the ODS segment and the AGP segment delivered more than 20% revenue growth in the second quarter of fiscal 2027, a simultaneous double-digit acceleration across the company's entire business that management described as a new milestone for the company.
Adjusted EBITDA grew 46% in the quarter, meaning profit expanded at more than twice the pace of revenue. That gap between revenue growth and earnings growth is the clearest signal of operating leverage: costs did not scale with sales, so a larger share of each incremental dollar fell to the bottom line.
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Operating leverage of that magnitude matters especially at Digital Turbine's scale. With a market cap of $1.4 billion, the company is small enough that sustained EBITDA expansion can meaningfully re-rate how investors price the stock, provided the top-line momentum holds across both segments.
The key variable to monitor is whether ODS and AGP can maintain their parallel growth trajectories into the next quarter. A single-quarter alignment of two segments above 20% reflects timing or a favorable mix shift as readily as a durable structural change. Consistency over the following reporting period will determine whether this quarter's leverage story becomes a thesis or a data point.
Sources
Mentioned: APPS