Q4 26 EPS
$0.16
BEAT +88.24%
Est. $0.09
Q4 26 Revenue
$142.5M
BEAT +7.00%
Est. $133.2M
vs S&P Since Q4 26
+208.7%
BEATING MARKET
APPS +211.7% vs S&P +3.0%
Full Year 2026 Results
FY 26 EPS
$0.56
BEAT +41.77%
Est. $0.40
FY 26 Revenue
$565.3M
BEAT +1.68%
Est. $555.9M
Market Reaction
Did APPS Beat Earnings? Q4 2026 Results
Digital Turbine delivered a standout fiscal fourth quarter for 2026, posting earnings per share of $0.16 against a consensus estimate of $0.09, an 88.24% beat, while revenue of $142.55 million topped expectations by 7.00% and grew 19.6% year over yea… Read more Digital Turbine delivered a standout fiscal fourth quarter for 2026, posting earnings per share of $0.16 against a consensus estimate of $0.09, an 88.24% beat, while revenue of $142.55 million topped expectations by 7.00% and grew 19.6% year over year. The outperformance was driven in large part by a 57% surge in the App Growth Platform segment, which powered meaningful operating leverage and pushed non-GAAP adjusted EBITDA up 53% to $31.39 million, with gross margins expanding to 50% from 48% a year earlier. The company's GAAP net loss narrowed sharply to $7.34 million from $18.83 million in the prior-year quarter, reflecting improved cost discipline and better monetization through first-party data tools, including AI-driven capabilities that CEO Bill Stone credited as meaningful growth contributors. The stock has already attracted renewed Wall Street attention, with at least one major bank upgrading the shares to a buy rating earlier in the year. Looking ahead, management guided fiscal 2027 revenue of $630 million to $650 million and non-GAAP adjusted EBITDA of $135 million to $145 million, both above consensus at the time of reporting.
Key Takeaways
- • 57% year-over-year growth in App Growth Platform segment revenue
- • More effective utilization of first-party data driving better results for advertisers, publishers, carriers and OEMs
- • Non-GAAP gross profit margin expansion to 50% from 48% year-over-year
- • AI tools and partnerships maximizing value of extensive data array
- • Rapidly expanding global network of advertisers, publishers, carriers and OEMs
APPS YoY Financials
Q4 2026 vs Q4 2025, source: SEC Filings
APPS Revenue by Segment
With YoY comparisons, source: SEC Filings
“Fiscal 2026 was a successful year for Digital Turbine. Emboldened by our upside financial performance and ongoing business momentum, we are pleased to provide guidance above current estimates for fiscal 2027.”
— Bill Stone, Q4 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
10 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 27 BEAT | $0.14 | $0.19 | +35.71% | $166.0M | +10.67% |
| 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 | — |