The strong Q4 beat and above-consensus FY2027 guidance suggest accelerating organic growth in the App Growth Platform segment and expanding margins. Traders should watch for further upside during the earnings call at 4:30pm ET, particularly on App Growth Platform sustainability and free cash flow trajectory. The raised guidance validates the turnaround narrative and may drive multiple expansion.
Price Chart
Executive Summary
Digital Turbine reported Q4 FY2026 revenue of $142.5M (+20% YoY) and non-GAAP adjusted EPS of $0.16, above the Street consensus of $0.04. The company guided FY2027 revenue to $630-650M (vs. ~$553-558M prior guidance midpoint) and adjusted EBITDA to $135-145M, representing continued top-line acceleration and margin expansion. Revenue growth was driven by 57% App Growth Platform segment growth, and full-year FY2026 revenue hit $565.3M (+15% YoY) with adjusted EBITDA of $122.5M (+69% YoY). The strong beat and raised guidance signal ongoing operational momentum.
Key Financial Metrics
Key Facts
- Q4 FY2026 revenue $142.5M, +20% YoY vs $119.2M
- Non-GAAP adjusted EPS $0.16 vs Street consensus $0.04 (300% beat)
- App Growth Platform revenue $52.1M, +57% YoY
- FY2027 guidance: revenue $630-650M, adjusted EBITDA $135-145M
- Full-year FY2026 revenue $565.3M (+15% YoY), adjusted EBITDA $122.5M (+69% YoY)
- Non-GAAP gross margin expanded to 50% from 48% in Q4 prior year
- GAAP net loss narrowed to $7.3M in Q4 vs $18.8M prior year
Financial Impact
EPS beat of 300% on $0.04 consensus; revenue beat of ~7% on $133.2M consensus; FY2027 revenue guidance midpoint $640M represents ~13% growth from FY2026 actual $565.3M
Risk Factors
- On Device Solutions grew only 5% YoY, indicating core carrier preload revenue remains sluggish
- GAAP net loss persists despite narrowing, driven by interest expense and amortization
- Free cash flow turned negative at -$3.0M in Q4 (vs +$5.5M prior year quarter)
- Heavy debt load ($360.9M total debt net) limits financial flexibility
- History of net losses and $725.2M accumulated deficit
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-038067 |
| Document: apps-20260526.htm | 0001628280-26-038067 |
| Document: 0001628280-26-038067-index-headers.html | 0001628280-26-038067 |
| Document: 0001628280-26-038067-index.html | 0001628280-26-038067 |
| Document: 0001628280-26-038067.txt | 0001628280-26-038067 |
| 8-K Data (Synthetic) | 0001628280-26-038067 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 19, 2026 8d ago | Press Release | $9.57 | awaiting T+60 | awaiting T+60 | $10.17 (+6.27%) |
Sep 24, 2026 4w ago | 8-K | $10.88 | awaiting T+60 | awaiting T+60 | $10.17 (−6.53%) |
Aug 15, 2026 10w ago | Institutional Cluster | $12.24 | awaiting T+60 | awaiting T+60 | $10.17 (−16.91%) |
Jul 21, 2026 14w ago | Press Release | $9.18 | awaiting T+60 | awaiting T+60 | $10.17 (+10.78%) |
May 26, 2026 22w ago | 8-K | $6.68 $10.71 | ▲ +60.33% | ▲ +58.45% | $10.17 (+52.25%) |
Apr 7, 2026 29w ago | Court Ruling | $3.02 $12.71 | ▲ +320.86% | ▲ +307.59% | $10.17 (+236.75%) |
US Market Status
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