Digital Turbine (NasdaqCM:APPS) Q2 2026 Earnings Call November 04, 2025 04:30 PM ET Speaker3Good afternoon and welcome to the Digital Turbine Fiscal 2026 Second Quarter Financial Results Conference Call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's presentation, there'll be an opportunity to ask questions. To join the question queue, you may press star, then one on your telephone keypa ...

市场整体表现 - 美国股市在2025年11月4日出现显著下跌，主要股指全部收跌，投资者情绪从年内领涨的科技和人工智能板块转向，反映出对估值和市场可能出现回调的担忧 [1] - 标普500指数下跌1.2%，收于6,771点；道琼斯工业平均指数下跌0.5%（约238点），收于47,085点；以科技股为主的纳斯达克综合指数跌幅最大，达2%，收于23,348点 [2] - 市场“恐慌指数”Cboe波动率指数（VIX）大幅上涨10%至18.9，表明投资者担忧情绪加剧，此次回调发生在标普500指数自5月至10月底大幅上涨22.8%之后 [2] 宏观经济背景 - 持续的美国政府停摆推迟了关键官方经济数据的发布，导致经济前景缺乏清晰度，市场将更关注私营部门数据 [1][3] - 供应管理协会（ISM）调查显示制造业持续收缩，10月制造业PMI从9月的49.1降至48.7，为连续第八个月处于收缩区间 [4] - 本周全球多家央行将公布利率决议，包括英国、澳大利亚、巴西、瑞典、挪威和马来西亚，美联储的短期货币政策在数据缺失背景下存在不确定性 [4] 主要个股及板块动态 - 科技与人工智能板块承压，Palantir Technologies股价大跌7.9%，尽管其三季度业绩超预期并上调全年营收指引，但受累于高估值担忧及投资者Michael Burry的做空立场 [5] - 其他AI相关股票也面临压力，英伟达股价由涨转跌，收跌4%，微软股价下跌1% [5] - Uber Technologies股价下挫6.3%，尽管其盈利、营收和总预订量均超预期 [5] - 百胜餐饮集团股价大涨6.1%，因其旗下塔可贝尔业务推动强劲季度业绩，并考虑出售其必胜客业务 [5] - 制药股方面，诺和诺德股价下跌1%，而礼来公司股价微涨1%，此前有报告称白宫可能就降低Medicare客户的GLP-1减肥药价格达成协议 [5] - 特斯拉盘前下跌2.6%，受避险情绪及挪威主权财富基金反对CEO埃隆·马斯克薪酬方案的消息影响 [5] 盘后财报动态 - Advanced Micro Devices公布三季度业绩，分析师共识预期每股收益为0.97美元，同比增长27.63% [10] - Arista Networks公布业绩，分析师共识预期每股收益为0.65美元，同比增长14.04% [10] - Amgen公布业绩，分析师共识预期每股收益为5.00美元，同比下跌10.39% [10] - Axon Enterprise因三季度业绩不及预期，盘后股价暴跌20%，尽管其每股收益共识预期为0.07美元 [10] - Digital Turbine在公布2026财年二季度业绩后，盘后股价大涨22% [10] - Upstart Holdings因三季度业绩不及预期，盘后下跌6% [10]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-35958 DIGITAL TURBINE, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware 22-2267658 (State or Other Jurisdiction of Incorporation or Organi ...

Digital Turbine (NASDAQ: APPS) delivered a decisive earnings beat on Tuesday, crushing expectations on both revenue and adjusted earnings while raising full-year guidance. ...

Digital Turbine Reports Fiscal 2026 Second Quarter Financial Results Second Quarter Revenue Totaled $140.4 Million, Representing Year-over-Year Growth of 18% Second Quarter GAAP Net Loss of $21.4 Million and GAAP EPS of ($0.20); Second Quarter Non-GAAP Adjusted Net Income of $16.5 Million and Non-GAAP Adjusted EPS of $0.15 1 1 Second Quarter Non-GAAP Adjusted EBITDA Totaled $27.2 Million, Representing Year-over-Year Growth of 78% 2 Austin, TX – November 4, 2025 – Digital Turbine, Inc. (Nasdaq: APPS) announc ...

Accessibility StatementSkip Navigation Second  Quarter Revenue Totaled $140.4 Million, Representing Year-over-Year Growth of 18% Second  Quarter Non-GAAP Adjusted EBITDA Totaled $27.2 Million, Representing Year-over-Year Growth of 78% AUSTIN, Texas, Nov. 4, 2025 /PRNewswire/ -- Digital Turbine, Inc. (Nasdaq: APPS) announced financial results for the fiscal second quarter ended September 30, 2025. Recent Financial Highlights: "Our September quarter showcased accelerating business momentum," said Bill Ston ...

Accessibility StatementSkip Navigation AUSTIN, Texas, Oct. 21, 2025 /PRNewswire/ -- Digital Turbine, Inc. (Nasdaq: APPS), a global mobile platform company, announced it will host a conference call and webcast to discuss its fiscal 2026 second quarter financial results and operating progress on Tuesday, November 4, at 4:30pm ET/1:30pm PT. The call, hosted by Digital Turbine's Chief Executive Officer Bill Stone and Chief Financial Officer Steve Lasher, can be accessed via webcast link: https://app.webinar.n ...

投资策略 - 专注于价格合理且可能长期跑赢市场的成长型和动量型股票 [1] - 采用长期投资优质股票的策略 并使用期权等衍生工具进行操作 [1] - 曾在2009年3月金融危机底部建议投资者买入 期间标普500指数上涨367% 纳斯达克指数上涨685% [1] 持仓披露 - 通过股票所有权、期权或其他衍生工具持有META的多头头寸 [2] - 文章内容为作者个人观点 未获得除Seeking Alpha外任何形式的补偿 [2] - 与提及股票的公司不存在任何业务关系 [2] 内容性质说明 - 文章仅提供信息参考 不构成股票买卖的招揽或推荐 [3] - 作者非注册投资顾问 投资者需根据自身情况独立研究或咨询专业顾问 [3] - 投资股票存在风险 可能导致本金损失 [3] 平台免责声明 - 过往业绩不代表未来表现 不提供任何投资适用性建议 [4] - 发表的观点可能不代表Seeking Alpha整体立场 [4] - 平台非持牌证券交易商、经纪商或美国投资顾问/投行 分析师团队包含未获机构认证的第三方作者 [4]

债务融资与财务表现 - 公司成功获得4.3亿美元四年期定期贷款信贷额度 用于全额偿还2026年8月到期的旧信贷设施[1][2] - 债务期限延长为战略执行提供资金支持 包括平台创新、运营效率提升和全球移动体验交付[2] - 首席财务官表示再融资结合业绩改善 为公司增长路径提供执行保障[3] 财务指引调整 - 2026财年收入指引区间下限上调至5.3-5.35亿美元 原指引为5.25-5.35亿美元[3][4] - 非GAAP调整后EBITDA指引区间下限上调至9200-9500万美元 原指引为9000-9500万美元[3][4] - 指引调整基于强劲第一季度业绩和加速业务增长势头[3] 业务概况 - 公司为移动运营商、广告商和出版商提供端到端移动体验解决方案 业务覆盖北美及全球市场[6] - 平台专注于简化合作伙伴的用户识别、获取和货币化流程 实现多设备多方式消费者连接[6] 非GAAP指标说明 - 调整后EBITDA剔除股权激励、折旧摊销、利息收支、业务转型成本等16项非现金或特殊项目[5] - 因股价波动导致股权激励费用难以精确预测 公司未提供GAAP净收入展望[4]

AI软件股市场表现 - AI软件股在周三延续本周跌势 [1] - Palantir股价下跌超过7.4% [1] - SoundHound AI股价下跌超过8.9% [1] - Figma Inc股价下跌超过1.7% [1] - Adobe股价下跌0.76% [1] - Digital Turbine股价下跌超过1.8% [1]