Companies /Technology

Digital Turbine Inc

NASDAQ: APPS Software - Application
$11.80
▲ $0.74 (+6.69%) today
Markets closed · 4:56pm ET

Q4 2026 Earnings

Reported May 26, 2026, 4:05pm ET · SEC source
$0.16
Beat +88.24%
EPS · est. $0.09
$142.5M
Beat +7.00%
Revenue · est. $133.2M
+94.5%
Beating market
APPS vs S&P since report
4 quarters
Consecutive EPS beats

Market Reaction

% change · around the report
0+20%+40%May 26May 27report 4:05pm ETearnings−0.0%+24.5%
0+20%+40%May 26May 27earnings−0.0%+24.5%
APPS +24.5%S&P 500 −0.0%
0+20%+40%May 26May 27report 4:05pm ETearnings−0.3%+24.5%
0+20%+40%May 26May 27earnings−0.3%+24.5%
APPS +24.5%NASDAQ −0.3%
0+30%+60%May 26Jun 3report 4:05pm ETearnings+0.1%+56.0%
0+30%+60%May 26Jun 3earnings+0.1%+56.0%
APPS +56.0%S&P 500 +0.1%
0+30%+60%May 26Jun 3report 4:05pm ETearnings+1.4%+56.0%
0+30%+60%May 26Jun 3earnings+1.4%+56.0%
APPS +56.0%NASDAQ +1.4%
+38.88%
Day of report
+25.82%
Next session
+29.79%
One week
+93.26%
30 days

S&P 500 over the same 30 days: −1.26%.

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 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

“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.”

Digital Turbine CEO, on the earnings call

Forward Guidance & Outlook

For fiscal year 2027, Digital Turbine expects revenue of between $630 million and $650 million and non-GAAP adjusted EBITDA of between $135 million and $145 million. Management noted the guidance is above current market estimates, reflecting confidence in ongoing business momentum. The company did not provide GAAP net income guidance due to the difficulty of predicting stock-based compensation expense and other variable items.

APPS YoY Financials

Q4 2026 vs Q4 2025 · SEC filings Q4 2025 Q4 2026
$0$50.0M$100.0M$150.0M$119.1M$142.5MRevenue$3.6M$10.5MOperating Income$-4,558,723$-7,340,000Net Income
$0$50.0M$100.0M$150.0MRevenueOperating IncomeNet Income

APPS Revenue by Segment

On Device Solutions$91.0M+5.0%
App Growth Platform$52.1M+57.0%

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