Digital Turbine (APPS) Earnings Date & Reports

Key Takeaways

• Digital Turbine (NASDAQ: APPS) is scheduled to report its fiscal 2027 second quarter results after the market close on November 9, 2026, after rescheduling its earnings call from November 2.
• Wall Street consensus calls for non-GAAP (non-Generally Accepted Accounting Principles) adjusted earnings per share (EPS) of about $0.17 on revenue of roughly $166.75 million.
• Those estimates imply solid year-over-year growth from the prior-year quarter's $0.15 in adjusted EPS and $140.38 million in revenue.
• The company enters the print with momentum: last quarter it beat consensus EPS by $0.05 and raised its full-year guidance.
• The App Growth Platform remains the key growth driver, expanding more than 50% year over year in recent quarters.
• Investors will watch for updated full-year guidance and any read on AI-driven ad-tech demand and margins.
• For more on Digital Turbine's Major News, Today's Price Move, Price Targets, and Forecast, explore the dedicated pages.
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Earnings Context and Why It Matters

Digital Turbine is a mobile platform company whose two segments — On Device Solutions and the App Growth Platform — connect app developers, advertisers, carriers, and device makers. The fiscal 2027 second quarter report will test whether the company's turnaround, powered by AI-driven ad targeting and first-party data, can extend a streak of consecutive beats. Over the trailing eight quarters, Digital Turbine has topped consensus EPS estimates five times, and last quarter management raised full-year revenue and adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) guidance. For investors, this report is a checkpoint on execution, margin expansion, and whether demand from brand advertisers and alternative app distribution remains robust.

Earnings Expectations

Analysts expect Digital Turbine to report non-GAAP adjusted EPS of approximately $0.17 for the fiscal 2027 second quarter, alongside revenue near $166.75 million. That compares with adjusted EPS of $0.15 and revenue of $140.38 million in the same quarter a year ago, implying roughly 13% EPS growth and 19% revenue growth.

The company has a strong recent track record against estimates. In its most recent quarter (fiscal 2027 Q1, reported August 4, 2026), Digital Turbine delivered adjusted EPS of $0.19, beating the $0.14 consensus by $0.05, while revenue of $165.98 million cleared expectations of roughly $150 million. Revenue rose 27% year over year, led by a 56% jump in the App Growth Platform, and adjusted EBITDA climbed 69% to $42.5 million.

Following that beat, management raised its full-year fiscal 2027 outlook to revenue of $650 million–$670 million and adjusted EBITDA of $145 million–$155 million. Key metrics investors will monitor include segment-level growth, non-GAAP gross margin (50% last quarter), adjusted EBITDA margin, free cash flow, and net leverage, which improved to about 2.5x from more than 5x a year earlier.

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Market Reaction and Investor Sentiment

Sentiment heading into the print is cautiously optimistic but not euphoric. Digital Turbine shares rallied sharply after recent beats, and analysts have turned more constructive: Roth Capital resumed coverage with a Buy rating in mid-October 2026, and RBC Capital issued an Outperform rating with a $15 price target in late September. The consensus analyst rating stands at Strong Buy, with an average price target well above current levels.

Still, the stock has faded from its summer highs, and the setup carries meaningful risk. Digital Turbine's five-year beta of roughly 2.97 reflects volatility well above the broader market, and short interest sits near 9.6% of shares outstanding — a sign that skeptics remain active. A weak guide or softer-than-expected App Growth Platform momentum could trigger outsized price moves given the stock's elevated sensitivity to earnings news.

Forward Outlook and Key Factors to Monitor

Investors should first watch whether Digital Turbine reaffirms, raises, or trims its fiscal 2027 guidance for revenue of $650 million–$670 million and adjusted EBITDA of $145 million–$155 million. Any change will frame expectations for the remainder of the fiscal year.

Margin trends will be a second focus. Non-GAAP gross margin reached 50% last quarter, and adjusted EBITDA margin expanded to 25.6%. Whether the company can sustain that profitability while funding AI and data initiatives will be a key test of operating leverage.

Demand signals in the App Growth Platform and On Device Solutions segments also matter. The App Growth Platform has posted back-to-back quarters of more than 50% growth, driven by brand advertising and its DT Exchange business. Continued momentum in alternative app distribution and AI-enhanced ad targeting would support the growth narrative.

Finally, monitor balance-sheet progress and leadership continuity. Net leverage has improved meaningfully, but the company still carries notable debt, and its chief financial officer announced a departure earlier this year — a transition worth watching alongside any commentary on cash flow and cost discipline.

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