Overview
- Digital Turbine reported a fiscal Q4 non‑GAAP EPS of $0.16 and revenue of $142.5 million, topping Wall Street estimates and showing a clear operating inflection.
- The company issued FY2027 guidance for revenue of $630 million to $650 million and adjusted EBITDA of $135 million to $145 million, which is above prior analyst consensus.
- The App Growth Platform led the rebound with $52.1 million in net revenue, up 57% year over year, while On‑Device Solutions produced $91 million, up 5% year over year.
- Management credited improved use of unique first‑party data and new AI tools and partnerships for better monetization and the stronger outlook, and said the June quarter is off to a positive start.
- CFO Steve Lasher is stepping down with Chief Accounting Officer Josh Kinsell named interim CFO, and the stock has shown extreme volatility—rising sharply in trading—so investors will watch execution on guidance and the finance leadership search.