Overview
- Digital Turbine reported a fiscal fourth-quarter beat on Wednesday, May 27, 2026, with non-GAAP EPS of $0.16 and revenue of $142.5 million that exceeded Wall Street estimates.
- The company issued FY2027 revenue guidance of $630 million to $650 million and projected adjusted EBITDA of $135 million to $145 million, both above prior analyst expectations.
- Growth was driven by the App Growth Platform, which delivered $52.1 million in net revenue, up 57% year over year, while On Device Solutions produced $91 million, up 5% year over year.
- CFO Steve Lasher is stepping down and Chief Accounting Officer Josh Kinsell will serve as interim CFO, and shares jumped sharply in intraday trading after the results and guidance were released.
- Management attributes stronger margins and momentum to better use of first-party data and new AI tools, leaving investors focused on whether the company can sustain App Growth Platform growth, execute on the FY27 plan, and name a permanent finance chief in coming quarters.