2J·

𝐃𝐢𝐠𝐢𝐭𝐚𝐥 𝐓𝐮𝐫𝐛𝐢𝐧𝐞 𝐅𝐢𝐬𝐜𝐚𝐥 𝐐𝟐 𝟐𝟎𝟐𝟕: 𝐑𝐞𝐯𝐞𝐧𝐮𝐞 𝐉𝐮𝐦𝐩𝐬 𝟐𝟕%, 𝐀𝐝𝐣𝐮𝐬𝐭𝐞𝐝 𝐄𝐁𝐈𝐓𝐃𝐀 𝐒𝐮𝐫𝐠𝐞𝐬 𝟒𝟔%,

$APPS (+7,69 %)

⠀

📊 𝐑𝐞𝐬𝐮𝐥𝐭𝐬

• Revenue: $178.7M (+27% YoY)

• GAAP EPS: $0.06 vs. -$0.20 YoY

• Adjusted EPS: $0.18 vs. $0.15 YoY

• GAAP Net Income: $10.3M vs. -$21.4M YoY

• Adjusted EBITDA: $39.8M (+46% YoY)

• Free Cash Flow: $10.5M

⠀

🎯 𝐆𝐮𝐢𝐝𝐚𝐧𝐜𝐞 (𝐅𝐘𝟐𝟎𝟐𝟕)

• Revenue: $670M–$690M

• Adjusted EBITDA: $145M–$155M

⠀

📌 𝐊𝐞𝐲 𝐓𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬

• On Device Solutions revenue increased 20% YoY to $115.6M

• App Growth Platform revenue surged 42% YoY to $63.5M

• GAAP operating income rose to $20.3M from $6.5M YoY

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

• AI-driven platform improvements and operating leverage contributed to EBITDA growth outpacing revenue

• 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

Aktien Stammtisch

@Aktien_Stammtisch

5Mo·

𝐃𝐢𝐠𝐢𝐭𝐚𝐥 𝐓𝐮𝐫𝐛𝐢𝐧𝐞: 𝐒𝐭𝐫𝐨𝐧𝐠 𝐐𝟒 𝐆𝐫𝐨𝐰𝐭𝐡, 𝐆𝐮𝐢𝐝𝐞𝐬 𝐀𝐛𝐨𝐯𝐞 𝐄𝐬𝐭𝐢𝐦𝐚𝐭𝐞𝐬

$APPS (+7,69 %)

📊 𝐑𝐞𝐬𝐮𝐥𝐭𝐬

• Revenue: $142.5M (Est. $133.23M) ✅

• Adj. EPS: $0.16 (Est. $0.09) ✅

• Adj. EBITDA: $31.4M, +53% YoY

• FY26 Revenue: $565.3M (Est. $555.93M) ✅

• FY26 Adj. EPS: $0.56 (Est. $0.40) ✅

⠀

🎯 𝐆𝐮𝐢𝐝𝐚𝐧𝐜𝐞

• FY27 Revenue: $630M–$650M (Est. $618.95M) ✅

• FY27 Adj. EBITDA: $135M–$145M

⠀

📌 𝐊𝐞𝐲 𝐓𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬

• Returned to double-digit revenue and EBITDA growth

• App Growth Platform revenue surged 57% YoY

• Gross margin expansion and balance sheet improvement continued

• AI tools and first-party data strategy highlighted as major future growth driver

⠀

💬 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐂𝐨𝐦𝐦𝐞𝐧𝐭𝐚𝐫𝐲

“Fiscal 2026 was a successful year for Digital Turbine.”

3

Christian

@Lunzi

1Année·

💡 High-Risk, High-Reward: Digital Turbine (APPS)

🚀 Why Digital Turbine?

Digital Turbine ($APPS (+7,69 %) ) is a company that enables app developers to place their applications directly on smartphones without going through traditional app stores. With the growing importance of mobile advertising and direct app installs, the growth potential could be significant.

📊 Current key financial figures:

- Total revenue for the 2024 financial year: USD 544.5 million.

- Revenue in the On Device Solutions segment: USD 370.1 million.

- Revenue in the App Growth Platform segment: USD 178.8 million.

🔥 Opportunities:

- Growing market: Increasing demand for mobile advertising solutions.

- Partnerships: Cooperation with major mobile providers.

- Technology: Unique product offerings in the area of app distribution.

⚠️ Risks:

- Dependencies: Strong ties to large mobile communications partners.

- Competition: Intense competition in the AdTech sector.

- Volatility: High fluctuations in the share price.

💭 My opinion:

Digital Turbine offers an interesting but risky investment. The opportunities in the mobile advertising market are great, but potential investors should weigh up the risks carefully. I will personally add it to my portfolio.

How do you see it? Do you have APPS on your radar? 👀📊

#Aktien
#Investment
#HighRiskHighReward
#DigitalTurbine
#AdTech

3

Tobias

@Schnurrmurr

3Année·

What do you think about $APPS (+7,69 %) ? Very cyclical, has been punished a lot and rightly so, but do you think a tour turnaround is possible?

10 Commentaires

user13@user13

3Année

Müll

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WallStreetMan

@WallStreetMan

3Année·

Dealing with losses - Keep or Sell?

Hello dear community,

I am new here on getquin and wanted to start a discussion on the topic of dealing with losses.

I myself, like many others probably, started investing after the Corona crash and got influenced by the growth-above-all preachers. Since I'm in my mid-20s and my goal is long-term capital accumulation, I quickly bought stocks that were wildly overvalued at the time, like $NET (+3,31 %) , $SQ (-0,13 %) , $APPS (+7,69 %) or $PLTR (+1,95 %) I bought.

Due to professional stress, I had traded less actively in the past year and just let the portfolio run. The result is a stock portfolio 25% in the red, which was fortunately cushioned somewhat by my base investments in ETFs (80% of my total investment). Nevertheless, I am now faced with the decision whether to sell such deep red things or not? The goal of these investments is still capital generation.

I would be interested to know how you deal with such values and what are your worst investments so far?

In the sense, despite unpleasant topic, on a good exchange 🤙

#growth
#stockpicking

6 Commentaires

Staatsmann@Staatsmann

3Année

$NET and $PLTR are both tech stocks that have suffered anyway due to the market environment. In the end, you have to think: Are you convinced of the investment case? If so, why are you thinking about selling? If you are no longer convinced, out with it 🤷🏼‍♂️

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