2Dยท

๐ƒ๐ข๐ ๐ข๐ญ๐š๐ฅ ๐“๐ฎ๐ซ๐›๐ข๐ง๐ž ๐…๐ข๐ฌ๐œ๐š๐ฅ ๐๐Ÿ ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ•: ๐‘๐ž๐ฏ๐ž๐ง๐ฎ๐ž ๐‰๐ฎ๐ฆ๐ฉ๐ฌ ๐Ÿ๐Ÿ•%, ๐€๐๐ฃ๐ฎ๐ฌ๐ญ๐ž๐ ๐„๐๐ˆ๐“๐ƒ๐€ ๐’๐ฎ๐ซ๐ ๐ž๐ฌ ๐Ÿ’๐Ÿ”%,

$APPS (+4,62ย %)

โ €

๐Ÿ“Š ๐‘๐ž๐ฌ๐ฎ๐ฅ๐ญ๐ฌ

โ€ข Revenue: $178.7M (+27% YoY)

โ€ข GAAP EPS: $0.06 vs. -$0.20 YoY

โ€ข Adjusted EPS: $0.18 vs. $0.15 YoY

โ€ข GAAP Net Income: $10.3M vs. -$21.4M YoY

โ€ข Adjusted EBITDA: $39.8M (+46% YoY)

โ€ข Free Cash Flow: $10.5M

โ €

๐ŸŽฏ ๐†๐ฎ๐ข๐๐š๐ง๐œ๐ž (๐…๐˜๐Ÿ๐ŸŽ๐Ÿ๐Ÿ•)

โ€ข Revenue: $670Mโ€“$690M

โ€ข Adjusted EBITDA: $145Mโ€“$155M

โ €

๐Ÿ“Œ ๐Š๐ž๐ฒ ๐“๐š๐ค๐ž๐š๐ฐ๐š๐ฒ๐ฌ

โ€ข On Device Solutions revenue increased 20% YoY to $115.6M

โ€ข App Growth Platform revenue surged 42% YoY to $63.5M

โ€ข GAAP operating income rose to $20.3M from $6.5M YoY

โ€ข Both business segments delivered at least 20% growth, supported by stronger partner adoption and advertiser spending

โ€ข AI-driven platform improvements and operating leverage contributed to EBITDA growth outpacing revenue

โ€ข Revised prior-period financials to correct understated revenue-share expenses, including $3.5M in fiscal Q1 2027; no impact on previously reported operating cash flow or debt covenant compliance

3
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