Q3 25 EPS
$0.13
BEAT +116.67%
Est. $0.06
Q3 25 Revenue
$134.6M
BEAT +8.86%
Est. $123.7M
vs S&P Since Q3 25
+211.6%
BEATING MARKET
APPS +235.6% vs S&P +24.0%
Market Reaction
Did APPS Beat Earnings? Q3 2025 Results
Digital Turbine delivered a standout fiscal third quarter, posting non-GAAP adjusted EPS of $0.13 against a consensus estimate of just $0.06, a beat of more than 116%, while revenue of $134.64 million topped the $123.68 million Wall Street expected a… Read more Digital Turbine delivered a standout fiscal third quarter, posting non-GAAP adjusted EPS of $0.13 against a consensus estimate of just $0.06, a beat of more than 116%, while revenue of $134.64 million topped the $123.68 million Wall Street expected and climbed 13.4% year-over-year, driven by strong advertiser and publisher demand for its On-Device product offerings and accelerating agency and brand spending on the App Growth Platform. The results sent shares surging nearly 72% in the session following the report, reflecting the degree to which the quarter exceeded expectations. Non-GAAP adjusted EBITDA came in at $22.00 million, a 44% sequential improvement, as the company's profit-optimization initiatives began showing tangible results in operating performance and free cash flow generation. Management raised its full fiscal year 2025 outlook, now guiding for revenue of $485 million to $490 million and non-GAAP adjusted EBITDA of $69 million to $71 million, with CEO Bill Stone signaling that year-over-year revenue growth is expected to resume in the March quarter alongside more material EBITDA expansion.
Key Takeaways
- • Strong advertiser and publisher demand for On-Device product offerings
- • Continuing growth in spending from leading advertising agencies and brand advertisers on App Growth Platform
- • Transformational profit-optimization measures driving improved operating performance
- • 13% sequential revenue growth quarter-over-quarter
- • 44% sequential increase in non-GAAP adjusted EBITDA
APPS YoY Financials
Q3 2025 vs Q3 2024, source: SEC Filings
APPS Revenue by Segment
With YoY comparisons, source: SEC Filings
“Our financial results exceeded our expectations in the December quarter with improved execution and the enactment of transformational profit-optimization measures driving improved operating performance and free cash flow.”
— Bill Stone, Q3 2025 Earnings Press Release
APPS Earnings Trends
APPS vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
APPS EPS Trend
Earnings per share: estimate vs actual
APPS Revenue Trend
Quarterly revenue: estimate vs actual
APPS Quarterly Results
9 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q4 26 BEAT FY | $0.09 | $0.16 | +88.24% | $142.5M | +7.00% |
| FY Full Year | $0.40 | $0.56 | +41.77% | $565.3M | +1.68% |
| Q3 26 BEAT | $0.12 | $0.18 | +56.52% | $151.4M | +3.89% |
| Q2 26 BEAT | $0.05 | $0.15 | +200.00% | $140.4M | +10.53% |
| Q1 26 MISS | $0.08 | $0.05 | -37.50% | $130.9M | +7.37% |
| Q4 25 BEAT FY | $0.04 | $0.10 | +150.00% | $119.2M | +2.16% |
| FY Full Year | — | $0.35 | — | $490.5M | — |
| Q3 25 BEAT | $0.06 | $0.13 | +116.67% | $134.6M | +8.86% |
| Q2 25 MISS | $0.06 | $0.05 | -16.67% | $118.7M | -5.66% |
| Q1 25 BEAT | $0.04 | $0.07 | +75.00% | $118.0M | +1.69% |
| Q4 24 BEAT FY | $0.07 | $0.12 | +71.43% | $112.2M | -4.65% |
| FY Full Year | — | $0.58 | — | $544.5M | — |