Digital Turbine, Inc. (APPS)

Digital Turbine's stock has experienced volatility in the past six months. In June 2025, the company reported its Q4 and FY2025 results, leading to a stock jump followed by a slide. In August 2025, Digital Turbine reported Q1 FY26 earnings, leading to an increase in full-year guidance. In September 2025, Digital Turbine announced the completion of debt refinancing and updated its annual guidance. In November 2025, the company reported strong Q2 FY26 financial results and raised full-year revenue guidance, but the stock retraced its initial jump.

Demand seasonality for Digital Turbine's products and services is influenced by broader mobile app seasonality trends, including holidays, cultural events, and school breaks. The mobile app industry experiences constant evolution influenced by global politics, technological advancements, and holidays, all of which heavily influence user behavior and create potential for seasonal economic booms.

Digital Turbine, Inc. operates as a mobile growth platform, providing solutions for advertisers, publishers, mobile carriers, and OEMs. The company's business is segmented into On Device Solutions (ODS) and App Growth Platform (AGP). ODS focuses on simplifying the discovery and delivery of mobile applications and content directly to end-users through its Application Media Platform, Content Media Platform, and Ignite platform. AGP offers platforms that enable mobile app publishers and developers to monetize their monthly active users through display, native, and video advertising, including DT DSP, DT Offer Wall, Ad Monetization Solutions, SingleTap Technology, DT Ignite Graph, and DTiQ AI Platform.

Digital Turbine, Inc. is headquartered in Austin, Texas, USA, and has a global presence with operations spanning North America, Europe, the Middle East, Africa, the Asia Pacific region, Mexico, Central America, and South America. International revenues, particularly for On Device Solutions, have shown significant growth.

Digital Turbine's brand reputation has shifted from a narrative of an "unloved turnaround" to a more positive sentiment, driven by strong financial performance. The company is increasingly seen as a beneficiary of the industry's transition from "walled garden" advertising models to alternative and direct app distribution. Strategic investments in AI and first-party data are also contributing to a more positive outlook.

Digital Turbine's ownership structure is characterized by a significant institutional presence, holding approximately 60% to 63% of the company's stock. Individual investors hold approximately 30% of the company's stock. Insiders, including CEO Bill Stone, collectively own a smaller percentage.