Digital Turbine, Inc. (APPS) Q2 2025 Earnings Call Transcript Summary
Digital Turbine, Inc. (APPS) Q2 2025 Earnings Call Transcript Summary
GAAP loss was $25 million, reflecting ongoing strategic investments and operational adjustments.The following is a summary of the Digital Turbine, Inc. (APPS) Q2 2025 Earnings Call Transcript:
以下是Digital Turbine, Inc. (APPS) 2025財年第二季度業績會議電話記錄摘要：
Financial Performance:
財務表現:
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.
Digital Turbine報告了2025財年第二季度營業收入爲$11900萬，與上一季度相比略有增長。
本季度EBITDA爲$1530萬，與上一季度相比有所改善。
按照GAAP標準，本季度虧損爲$2500萬，反映了持續進行的戰略投資和運營調整。
顯著的財務舉措包括一個預計每年將實現超過$2500萬成本節約的轉型計劃，增強運營效率和現金流。
Business Progress:
業務進展：
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.
Digital Turbine已與美國一級運營商簽署了一項多年協議，擴大了其設備範圍。
成功擴大國際ODS營業收入，同比增長近25%，展示了市場滲透的有效性。
推出了增強版SDK競標功能，顯示了廣告技術方面的進展。
在AGP供應的持續多樣化過程中，從遊戲應用擴展到非遊戲應用，非遊戲應用的DTX營業收入同比翻番。
Opportunities:
機會：
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.
通過諸如ONE Store等夥伴關係，拓展替代應用分發策略，使digital turbine能夠利用推動市場多樣化的監管變革。
利用第一方數據和新的人工智能技術來增強廣告能力並增長品牌營業收入。
在應用分發和廣告技術方面進行戰略性增強，旨在推動未來營收增長，利用新的市場法規和技術進步。
Risks:
風險：
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.
美國市場設備銷售持續下滑，加上軟件更新減少影響了營業收入。
在交易所上老式的績效廣告表現不佳，需要大幅提升以保持競爭力。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
