Q1 26 EPS
$0.05
MISS 37.50%
Est. $0.08
Q1 26 Revenue
$130.9M
BEAT +7.37%
Est. $121.9M
Did APPS Beat Earnings? Q1 2026 Results
Digital Turbine delivered a mixed fiscal first quarter for 2026, posting a revenue beat that masked a meaningful earnings shortfall as shares fell sharply in the session following the report. Revenue climbed 11.0% year-over-year to $130.93 million, c… Read more Digital Turbine delivered a mixed fiscal first quarter for 2026, posting a revenue beat that masked a meaningful earnings shortfall as shares fell sharply in the session following the report. Revenue climbed 11.0% year-over-year to $130.93 million, clearing the $121.94 million consensus by 7.37%, while non-GAAP adjusted EPS of $0.05 fell well short of the $0.08 estimate, a 37.50% miss. The growth story was concentrated in the On Device Solutions segment, which generated $95.45 million in revenue, up 18% year-over-year, as demand for the Ignite platform accelerated, while the App Growth Platform contracted 5% to $36.29 million. Beneath the headline numbers, the picture improved considerably; non-GAAP adjusted EBITDA surged 73% to $25.14 million, and the GAAP net loss narrowed to $14.10 million from $25.16 million a year earlier, reflecting tighter operating cost discipline. Bank of America upgraded the stock after the results, viewing the underlying fundamentals more favorably than the market's initial reaction suggested. Looking ahead, management raised its full-year fiscal 2026 revenue outlook to $525 million to $535 million, with adjusted EBITDA guided to $90 million to $95 million.
Key Takeaways
- • Strong demand for Ignite platform
- • Modestly improved device sales
- • Solid execution across the organization
- • On Device Solutions revenue growth of 18% year-over-year
- • Non-GAAP adjusted EBITDA increased 73% year-over-year to $25.1 million
APPS YoY Financials
Q1 2026 vs Q1 2025, source: SEC Filings
APPS Revenue by Segment
With YoY comparisons, source: SEC Filings
“I was pleased to see our business momentum continue to accelerate in the first quarter. Double-digit revenue growth year-over-year and a corresponding 73% increase in EBITDA during the quarter enable us to confidently raise our outlook for the fiscal year. Strong demand for our Ignite platform, modestly improved device sales, and solid execution across the organization are the key drivers for the improved results. Looking forward, we continue to be excited about our ability to leverage our unique first-party datasets to drive greater performance across our AI/ML platform, the favorable macro set-up for alternative apps distribution, and our focused investment in helping brands to effectively utilize our platform footprint of more than two billion devices worldwide. We believe these will be primary catalysts of future growth.”
— Bill Stone, Q1 2026 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 | — |