Digital Turbine Surges on Strong Results and Upbeat Outlook

Digital Turbine (APPS) exploded higher in post-market trading, soaring around 25%, after the mobile-tech platform delivered results that blew past expectations and raised its full-year fiscal 2026 outlook. The quarter showcased not just a recovery but a meaningful acceleration across its biggest growth engines.

Stronger-Than-Expected Quarter

Digital Turbine’s raised guidance instantly grabbed investor attention:

Revenue Outlook: $540M–$550M, up by about $12.5M
Adjusted EBITDA Outlook: $100M–$105M, up $9M

Management credited the improved outlook to strong international traction, higher brand spending, and the continued rollout of AI-powered ad-tech capabilities across its platform.

What’s Driving the Surge?

International expansion is outperforming internal forecasts, especially in high-growth emerging markets where mobile device activations remain robust.
Brand engagement improved sharply as advertisers leaned into performance-based mobile campaigns.
AI-driven delivery systems are helping optimize placements, improve install rates, and reduce execution friction for app developers.
The company also benefited from renewed OEM partnerships and higher device monetization.

Technology Momentum: SingleTap Shines

CEO Bill Stone highlighted major progress in SingleTap — the company’s one-tap installation technology for apps — calling it one of the fastest-growing pieces of the platform.

He noted that the company saw nearly a 50% quarter-over-quarter jump in SingleTap installs, reflecting stronger adoption among both gaming and non-gaming app developers.

Digital Turbine believes SingleTap is becoming a critical differentiator, especially as privacy changes and user-acquisition costs rise across the mobile ecosystem.

Management Tone: Confident and Upbeat

CFO Stephen Lasher said momentum across the company’s core businesses is “broad-based,” pointing to improving operational efficiency, better partner economics, and rising demand for targeted mobile advertising.

Stone emphasized that the combination of improved performance, global distribution strength, and SingleTap engagement puts the company in a “renewed growth phase” heading into fiscal 2026.

Market Reaction: Massive YTD Outperformance

APPS is now up roughly 250% year-to-date, making it one of the strongest-performing small-cap tech stocks of the year. For comparison, the S&P 500 is up only about 15% over the same period.

Investors view Digital Turbine as a turnaround + growth story, powered by:

A recovery in device and app-install monetization
Expanding AI capabilities
Reaccelerating brand demand
Strategic global partnerships with carriers and OEMs

The latest results reinforce the narrative that Digital Turbine is stabilizing after two volatile years and is now positioned to scale again.