The earnings call reflects both positive and negative developments. While there is strong international growth and strategic partnerships indicating potential future success, there are significant challenges with declining U.S. device volumes, underperformance in the exchange business, and negative cash flow. The company's transformation initiatives and cost reductions are positive steps, but the immediate outlook remains mixed.

Company Guidance

During the Digital Turbine Fiscal 2025 Second Quarter Earnings Conference Call, the company provided several key financial metrics and strategic guidance for the future. The company reported $119 million in revenue and $15.3 million in EBITDA for Q2, with a slight sequential increase in revenue. Despite international on-device solutions (ODS) revenues improving by nearly 25% year-over-year, the overall results were below expectations due to declines in legacy businesses. The company aims to cut over $25 million in annual costs to become leaner and enhance cash flow, while simultaneously investing in strategic growth areas. They forecast fiscal year 2025 revenue between $475 million and $485 million and adjusted EBITDA between $65 million and $70 million. Digital Turbine is focusing on expanding device relationships, improving product portfolios, and leveraging first-party data to drive growth, with a significant emphasis on alternative app distribution and brand advertising.

Strong International ODS Revenue Growth

International ODS revenues improved nearly 25% year-over-year, driven by better revenue per device (RPDs) and new supply offsetting legacy U.S. supply.

AGP Business Growth

Double-digit sequential growth with year-over-year growth up over 25% in the AGP business. Investments in brands leveraging first-party data have shown solid growth.

Multiyear Agreement with New Tier 1 U.S. Operator

Signed a multiyear agreement with a Tier 1 U.S. operator for a variety of services, expected to be a growth catalyst in 2025.

Cost Reduction Initiatives

Initiated a transformation project to take out more than $25 million of annual costs to become leaner and improve cash flow. Achieved $15 million in annualized cost savings in the current quarter.

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Digital Turbine (APPS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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APPS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 11, 2025	2025 (Q3)	-0.01 / -	0.15	―	―	―
Nov 06, 2024	2025 (Q2)	0.06 / 0.05	0.13	-61.54% (-0.08)	―
Aug 07, 2024	2025 (Q1)	0.03 / 0.07	0.18	-61.11% (-0.11)	―
May 28, 2024	2024 (Q4)	0.07 / 0.12	0.14	-14.29% (-0.02)	―
Feb 07, 2024	2024 (Q3)	0.17 / 0.15	0.29	-48.28% (-0.14)	―
Nov 08, 2023	2024 (Q2)	0.14 / 0.13	0.34	-61.76% (-0.21)	―
Aug 08, 2023	2024 (Q1)	0.13 / 0.18	0.38	-52.63% (-0.20)	―
May 24, 2023	2023 (Q4)	0.18 / 0.14	0.39	-64.10% (-0.25)	―
Feb 08, 2023	2023 (Q3)	0.37 / 0.29	0.49	-40.82% (-0.20)	―
Nov 09, 2022	2023 (Q2)	0.33 / 0.34	0.44	-22.73% (-0.10)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

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APPS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 06, 2024	$3.24	$1.79	-44.75%
Aug 07, 2024	$1.78	$2.88	+61.80%
May 28, 2024	$2.24	$1.86	-16.96%
Feb 07, 2024	$5.04	$3.81	-24.40%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

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