Digital Turbine Delivers Strong Q1, Lifts Full-Year Outlook — Revenue Climbs 27%, EBITDA Surges 69%
APPS has more than doubled off its 52-week low of $2.74.
Summary
Fiscal Q1 2027 revenue hit $166M (+27% YoY) and adjusted EBITDA reached $42.5M (+69% YoY), prompting Digital Turbine to raise full-year guidance. The App Growth Platform powered the beat with 56% growth, fueled by AI partnerships.
Key Events · Earnings and Guidance · APPS
-
Q1 Revenue +27% to $166M
Total revenue reached $166.0 million, up 27% year-over-year, driven by 56% growth in the App Growth Platform segment to $56.6 million.
-
Adjusted EBITDA +69% to $42.5M
Non-GAAP adjusted EBITDA hit $42.5 million, a 69% increase from $25.1 million a year ago, with margin expansion reflecting operating leverage.
-
Full-Year Guidance Raised
Management lifted FY2027 revenue guidance to $650–$670 million and adjusted EBITDA to $145–$155 million, up from prior implied ranges, citing strong execution and AI tailwinds.
-
AI Partnerships Fuel Growth
CEO Bill Stone highlighted AI tools optimizing ad yields and attracting new partners, building on recent collaborations with Databricks, Google Cloud, and Orange.
Analysis · APPS · Real Estate & Construction
A standout fiscal Q1 2027 puts Digital Turbine firmly on the map: revenue jumped 27% to $166 million while adjusted EBITDA soared 69% to $42.5 million. The App Growth Platform segment was the star, expanding 56% on the back of AI-driven ad optimization. Reflecting confidence in sustained momentum, management raised full-year guidance to $650–$670 million in revenue and $145–$155 million in adjusted EBITDA. The move follows a series of strategic AI partnerships and the recent AdColony divestiture, which sharpens focus on higher-growth areas. Both the quarterly beat and the upgraded outlook materially exceed prior expectations and reinforce the turnaround narrative.
At the time of this filing, APPS was trading at $11.05 on NASDAQ in the Real Estate & Construction sector, with a market capitalization of approximately $1.2B. The 52-week trading range was $2.74 to $13.60. This filing was assessed with positive market sentiment and an importance score of 9 out of 10.