AlphAIAlphAI — Financial news for AI agents
fool.com$APPS

Digital Turbine (APPS) Q2 2027 Earnings Call Transcript

Digital Turbine (APPS) reported Q2 2027 revenue of $178.7M, up 27% YoY, with AppGrowth Platform revenue growing 42% and On Device Solutions revenue up 20%. Adjusted EBITDA rose 46% to $39.8M. The company raised its full-year revenue guidance to $670M-$690M and maintained adjusted EBITDA guidance. Net leverage ratio improved to 2.3x from 4.0x YoY. Management highlighted growth in international markets and non-gaming advertiser spend.

Original reporting
fool.com
Published Nov 10, 2026, 1:40 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 10, 2026, 2:03 AM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
About AlphAI AI DeskScoring methodologyReport an issue
Digital Turbine (APPS) Q2 2027 Earnings Call Transcript — source image
Source · fool.com
Decision brief

The 30-second read

$APPSBullishHigh
01

Why it matters

The earnings beat and guidance raise expectations for continued top‑line momentum, supporting a bullish stance on the stock.

02

Market read

First‑time earnings disclosure with raised guidance provides a clear catalyst for short‑term price movement.

03

What to watch

Supply‑chain headwinds from DRAM pricing and macro device‑volume slowdown could pressure future growth.

Relevance 8/10Novelty 8/10Timing: post‑earnings today

Background

Digital Turbine reported its fiscal Q2 2027 results, highlighting revenue growth across On‑Device Solutions and AppGrowth Platform, and announced a new CFO appointment.

Company-level read

Ticker impact

$APPSBullishHigh confidence
Context

Q2 2027 earnings release with 27% revenue growth, raised FY revenue guidance to $670‑$690M and strong profit metrics.

Expected impact

upward pressure as investors price in higher revenue outlook and improved leverage.

Evidence & confidence

Guidance lift and strong margins are fresh, material information that can move the stock in the near term.

Market effects

Sector

Digital advertising and mobile app monetization sector may see broader optimism from Digital Turbine's growth.

Regional

U.S. tech and ad‑tech stocks could benefit from the upbeat earnings trend.

Global

Limited to U.S. markets; no immediate global macro effect.

Counterpoint

What could challenge this read

Higher guidance may already be priced in; execution risk on AI investments could temper upside.

Key entities

  • company
    Digital Turbine, Inc.

    Mobile advertising platform provider (ticker APPS).

  • executive
    Bill Stone

    CEO of Digital Turbine.

  • executive
    Daniel Lenz

    New CFO appointed effective Nov 2026.

Read at source← All news

StoryDigital Turbine posts 27% revenue growth, margin shrink and unchanged profit outlook, shares plunge

Also covered by

5 outlets

Related articles

$HIMSMed

4 Post-Earnings Losers Drawing Unusual Options Volume

Hims & Hers Health (HIMS), GeneDx (WGS), Groupon (GRPN), and Digital Turbine (APPS) are down 19.3%, 16.8%, 25.1%, and 35.1% respectively, after earnings reports. HIMS reported a loss and lowered guidance. WGS beat estimates but lowered outlook. GRPN missed estimates. APPS beat estimates but had weak margins. Options volume is high, with bearish sentiment for most.

finance.yahoo.com
$APPSHighAI 8/10

Why is Digital Turbine stock plunging today?

Digital Turbine (APPS) stock fell 36% to $7.23 despite beating Q2 FY2027 revenue and EPS estimates. Concerns stem from shrinking margins, a $3.5M revenue restatement, and unchanged profit guidance. The broader market also declined due to higher-than-expected inflation data.

investing.com
$APPSHighAI 8/10

Digital Turbine Plunges 23% Despite Revenue Beat as Margins Shrink and Profit Outlook Stays Put; Unity Slides 2%, AppLovin Dips

Digital Turbine (APPS) fell 23% despite a Q2 revenue beat of $178.7M (up 27% YoY) and raised revenue guidance to $670M-$690M. Adjusted EBITDA guidance remained unchanged at $145M-$155M, with gross margins shrinking to 43% from 47%. The company also disclosed a $3.5M understated revenue share expense revision. Peers Unity (U) and AppLovin (APP) also declined but less sharply.

247wallst.com
$APPSMed

Digital Turbine Inc (APPS) (Q2 2027) Earnings Call Highlights: Revenue Jumps 27% as AI

Digital Turbine Inc (APPS) reported a 27% revenue increase in Q2 2027, but non-GAAP gross margin declined to 43% due to higher costs. The company reinvested profits into AI and data, keeping EBITDA guidance unchanged. Macro headwinds and supply chain issues may constrain growth. CEO William Stone emphasized long-term investments in data and AI, expecting them to drive future growth. AGP growth is driven by both internal initiatives and a shift in ad spending from the open web to mobile.

finance.yahoo.com
$APPSMed

Digital Turbine Q2 Earnings Call Highlights

Digital Turbine (APPS) reported Q2 revenue growth, with international On-Device Solutions up 50% and App Growth Platform revenue at $63.5M, up 42%. Non-GAAP net income was $23.4M, or $0.18 per share. The company expects European expansion and AI investments. GAAP net income was $10.3M, up from a loss a year earlier.

finance.yahoo.com