Digital Turbine Q4 2026 Earnings Call Transcript - Digital Turbine (NASDAQ:APPS)
Digital Turbine (NASDAQ:APPS) reported fiscal 2026 revenue of $565.3 million, up 15% year over year, and adjusted EBITDA of $122.5 million, up 69%. Q4 GAAP net loss was $7.3 million ($0.06/share) versus non-GAAP net income of $19.7 million ($0.16/share). For fiscal 2027, it guided revenue of $630–$650 million and adjusted EBITDA of $135–$145 million. CFO Steve Lasher will depart; Josh Kinsel becomes interim CFO.
Guidance and strong FY2026 operating leverage (adj. EBITDA +69% YoY) set a clear near-term earnings trajectory for APPS.
Digital Turbine reported FY2026 revenue of $565.3M (+15% YoY) and guided FY2027 revenue $630M-$650M with adjusted EBITDA $135M-$145M.
Likely positive bias for APPS as traders reprice FY2027 growth/EBITDA expectations, though execution risk remains given AI-driven narrative.
Background
This is a transcript recap of Digital Turbine’s Q4/FY2026 earnings call, including FY2026 performance, FY2027 guidance, and an executive transition.
Why it matters
Traders can update models using the disclosed FY2027 revenue and adjusted EBITDA ranges and assess whether the company’s AI/first-party-data strategy is translating into durable operating leverage.
Market relevance
The transcript provides fresh, tradable guidance ranges and confirms continued double-digit growth expectations alongside accelerated adjusted EBITDA.
Market effects
Reinforces the mobile ad/monetization and on-device distribution theme that AI and first-party data can improve targeting and efficiency.
No explicit regional demand changes disclosed; impact is primarily company-specific.
Mentions global devices and international partner supply, suggesting broader international monetization tailwinds.
Alternative perspectives
AI and app-market tailwinds may be partially macro/industry-driven; the key question is whether advertiser demand and per-device economics can sustain margins into FY2027.
CFO departure (Steve Lasher) and interim CFO transition could add near-term uncertainty around financial controls/forecasting even with improved results.
Key entities
- companyDigital Turbine
Reported FY2026 revenue $565.3M (+15% YoY), adj. EBITDA $122.5M (+69% YoY), and issued FY2027 guidance (revenue $630M-$650M; adj. EBITDA $135M-$145M).
- executiveSteve Lasher
CFO announced departure; Josh Kinsel assumes interim CFO duties.
- executiveJosh Kinsel
Chief Accounting Officer taking interim CFO responsibilities.
