Companies /Technology
Digital Turbine Inc
NASDAQ: APPS Software - Application
$10.08
▲ $0.28 (+2.86%) today
Markets open · 9:57am ET

Digital Turbine (APPS) Q3 2025 Earnings

Reported Feb 5, 2025, 4:08pm ET · SEC source
$0.13
Beat +116.67%
EPS · est. $0.06
$134.6M
Beat +8.86%
Revenue · est. $123.7M
−34.0%
Trailing market
APPS vs S&P since report
4 quarters
Consecutive EPS beats

How Did APPS Stock React to Q3 2025 Earnings?

% change · around the report
−30%0+30%Feb 5Feb 6report 4:08pm ETearnings+0.3%+41.1%
−30%0+30%Feb 5Feb 6earnings+0.3%+41.1%
APPS +41.1%S&P 500 +0.3%
−30%0+30%Feb 5Feb 6report 4:08pm ETearnings+0.5%+41.1%
−30%0+30%Feb 5Feb 6earnings+0.5%+41.1%
APPS +41.1%NASDAQ +0.5%
0+40%+80%+120%Feb 4Feb 13report 4:08pm ETearnings+0.8%+107.8%
0+40%+80%+120%Feb 4Feb 13earnings+0.8%+107.8%
APPS +107.8%S&P 500 +0.8%
0+40%+80%+120%Feb 4Feb 13report 4:08pm ETearnings+1.5%+107.8%
0+40%+80%+120%Feb 4Feb 13earnings+1.5%+107.8%
APPS +107.8%NASDAQ +1.5%
+96.46%
Day of report
−1.80%
Next session
+30.66%
One week
−42.28%
30 days

S&P 500 over the same 30 days: −8.31%.

Did APPS Beat Earnings? Q3 2025 Results

Yes. Digital Turbine reported Q3 2025 earnings of $0.13 a share on Feb 5, 2025, beating the $0.06 consensus estimate by 116.7%. Revenue was $134.6M against a $123.7M estimate.

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

“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.”

Digital Turbine CEO, on the earnings call

What Was Digital Turbine's Outlook in Q3 2025?

Digital Turbine raised its fiscal year 2025 annual guidance. The company now expects revenue of $485 million to $490 million and non-GAAP adjusted EBITDA of $69 million to $71 million. Management indicated this implies year-over-year revenue growth in the March quarter (fiscal Q4 2025) with more material year-over-year growth in EBITDA.

APPS YoY Financials

Q3 2025 vs Q3 2024 · SEC filings Q3 2024 Q3 2025
$0$50.0M$100.0M$118.7M$134.6MRevenue$-12,050,458$-12,753,000Operating Income$-21,533,234$-23,131,000Net Income
$0$50.0M$100.0MRevenueOperating IncomeNet Income
APPS income statement, Q3 2025 versus Q3 2024
Metric Q3 2025 Q3 2024 Year over year
Revenue $134.6M $118.7M +13.4%
Operating Income −$12.8M −$12.1M +5.8%
Net Income −$23.1M −$21.5M +7.4%

APPS Revenue by Segment

On Device Solutions$91.7M−3.0%
App Growth Platform$44.2M−10.0%

Figures from SEC filings and company reports. Not investment advice.