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
+143.5%
BEATING MARKET
APPS +143.7% vs S&P +0.2%
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 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, 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
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 | — |