Digital Turbine Reports Fiscal 2026 Fourth Quarter and Fiscal Year 2026 Financial Results
StockNews.AI · 2 hours
AI Summary
Digital Turbine reported Q4 FY2026 revenue of $142.5M, up 20% year over year, and guided FY2027 revenue of $630-650M with EBITDA of $135-145M. The company posted a FY2026 revenue of $565.3M (+15%) and Non-GAAP EBITDA of $122.5M (+69%), driven by its App Growth Platform (+57% in Q4) and AI-powered data monetization. The positive guidance underscores momentum in the advertising platform ecosystem and potential margin expansion, though GAAP losses persist.
Sentiment Rationale
Strong Q4 revenue growth and elevated FY2027 guidance suggest meaningful fundamentals upside and potential multiple expansion on non-GAAP profitability. The 57% growth in App Growth Platform indicates a higher-growth revenue mix, while AI-driven data monetization could improve margins. Key risk is continued GAAP losses and stock-based comp, but the guidance implies durable demand and-scale potential.
Trading Thesis
Bullish on APPS into FY2027 guidance; 6–12 month upside.
Market-Moving
- FY2027 revenue guidance raised to $630-650M, implying multiple-year growth trajectory.
- Non-GAAP EBITDA guidance of $135-145M supports margin expansion around growth.
- App Growth Platform delivered 57% YoY growth in Q4, shifting mix to higher-growth segments.
- CEO highlights AI tools and first-party data monetization as growth accelerants.
Key Facts
- Q4 2026 revenue $142.5M, up 20% YoY.
- FY2026 revenue $565.3M, +15%; Non-GAAP EBITDA $122.5M, +69%.
- Q4 Non-GAAP net income $19.7M; Non-GAAP EPS $0.16.
- App Growth Platform revenue $52.1M, +57%; On Device Solutions $91.0M, +5%.
- FY2027 guidance: revenue $630-650M; Non-GAAP EBITDA $135-145M.
Companies Mentioned
- Digital Turbine, Inc. (APPS): Reported FY2026 results; guide above estimates; AI/data monetization cited as growth engine; potential multiple expansion as profitability improves on non-GAAP metrics.
Earnings
Earnings: Digital Turbine's release centers on quarterly/yearly results and forward guidance; the focus on App Growth Platform growth, AI data monetization, and FY2027 targets aligns with ongoing profitability normalization via non-GAAP measures, despite GAAP losses.