The following is a summary of the Digital Turbine, Inc. (APPS) Q2 2025 Earnings Call Transcript:

Financial Performance:

• Digital Turbine reported revenue of $119 million for Q2 2025, with a modest sequential increase.

• EBITDA for the quarter was $15.3 million, showing improvement quarter over quarter.

• GAAP loss was $25 million, reflecting ongoing strategic investments and operational adjustments.

• Notable financial initiatives include a transformation program expected to deliver over $25 million in annual cost savings, enhancing operational efficiency and cash flow.

Business Progress:

• Digital Turbine has signed a multiyear agreement with a Tier 1 U.S. operator expanding its device footprint.

• Successful expansion of international ODS revenues by nearly 25% year-over-year, demonstrating effective market penetration.

• Launch of enhanced SDK bidding capabilities, showing progress in ad tech.

• Continued diversification of AGP supply from gaming to non-gaming applications, nearly doubling DTX revenues on non-gaming applications year-over-year.

Opportunities:

• The expansion of alternative app distribution strategies, particularly through partnerships like the ONE Store, positions Digital Turbine to capitalize on regulatory changes promoting market diversity.

• Leveraging first-party data and new AI technologies to enhance advertising capabilities and grow brand revenues.

• Strategic enhancements in app distribution and advertising technologies are set to drive future revenue growth, exploiting new market regulations and technological advancements.

Risks:

• Ongoing decline in device sales in the U.S. market, coupled with reduced software updates impacting revenue.

• Legacy performance advertising on the exchange underperforming, necessitating substantial enhancements to maintain competitiveness.

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