Digital Turbine Reports Strong Q3 Earnings Growth
Digital Turbine Inc. shares fell 5.47% as the stock hit a 20-day low amid a broader market decline, with the Nasdaq-100 down 2.31% and the S&P 500 down 0.96%.
Despite the stock's decline, Digital Turbine reported a significant revenue growth of 12% year-over-year for Q3, reaching $151.4 million, and a notable earnings per share (EPS) of $0.18, surpassing analyst expectations of $0.12. The company also raised its fiscal 2026 revenue guidance to between $553 million and $558 million, reflecting strong demand in the mobile advertising market and improved operational efficiency.
The positive earnings report and raised guidance indicate a strong financial position for Digital Turbine, which may attract investor interest despite the current stock price decline.
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- Digital Turbine Growth: Digital Turbine's stock rose 20% as FQ3 revenue increased 12% year-over-year, with non-GAAP adjusted EBITDA soaring 76% to $38.8 million, and FY2026 revenue guidance set at $553 million to $558 million, exceeding market expectations and showcasing improved operational leverage.
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- Earnings Beat: Super Micro Computer reported Q2 earnings of $0.69 per share, surpassing the analyst consensus of $0.49 by 41.68%, indicating a significant improvement in profitability that boosts investor confidence.
- Significant Revenue Growth: The quarterly revenue reached $12.68 billion, exceeding the market estimate of $10.22 billion and representing a 123.76% increase from $5.68 billion in the same period last year, showcasing the company's strong market performance and growth potential.
- Optimistic Outlook: Super Micro expects Q3 adjusted EPS of $0.60, above the analyst estimate of $0.53, and anticipates revenue in the range of $12.3 billion to $12.6 billion, reflecting confidence in future performance.
- Positive Stock Reaction: In pre-market trading, Super Micro's shares jumped 10.5% to $32.79, indicating a favorable market response to its strong earnings and optimistic outlook.
- Significant Revenue Growth: Digital Turbine's total revenue for Q3 reached $151.4 million, reflecting a 12% year-over-year increase, with the On Device Solutions segment contributing nearly $100 million, up approximately 9% from last year, indicating strong performance in international markets.
- Substantial EBITDA Improvement: The adjusted EBITDA for the quarter was $38.8 million, representing a 76% year-over-year increase, with an EBITDA margin of 26% and a non-GAAP gross margin of 49%, showcasing significant progress in operational efficiency and profitability.
- Strengthened Financial Position: The company repaid over $41 million in debt during the quarter, reducing its debt leverage ratio from more than 5 turns a year ago to approximately 3 turns, demonstrating efforts to enhance its balance sheet and increase financial flexibility for future growth.
- Optimistic Outlook: Management raised the fiscal 2026 revenue guidance to a range of $553 million to $558 million and adjusted EBITDA guidance to $114 million to $117 million, reflecting confidence in sustained growth, particularly in international expansion and new product adoption.
- Earnings Beat: Take-Two Interactive reported Q3 earnings of $1.23 per share, exceeding the consensus estimate of $0.83 by 47.48%, indicating strong profitability and market confidence.
- Revenue Growth: The company achieved quarterly revenue of $1.76 billion, surpassing analyst expectations of $1.59 billion and up from $1.37 billion year-over-year, reflecting the sustained popularity of its product lineup.
- Optimistic Outlook: CEO Strauss Zelnick stated that due to outstanding performance across all labels, the company is raising its net bookings outlook for fiscal 2026, projecting record levels for fiscal 2027, which will enhance profitability and financial flexibility.
- Positive Stock Reaction: Following the earnings report, Take-Two's stock rose 4.63% to $221.99 in after-hours trading, reflecting increased market confidence in its growth potential.
- Earnings Beat: Digital Turbine reported Q3 earnings of $0.18 per share, surpassing analyst expectations of $0.12 by 56.52%, indicating a significant improvement in profitability and boosting market confidence in future growth.
- Revenue Growth: The quarterly revenue reached $151.4 million, exceeding the Street estimate of $145.73 million, demonstrating robust revenue growth amid strong market demand and solidifying the company's market position.
- EBITDA Surge: Non-GAAP adjusted EBITDA was $38.8 million, reflecting a 76% year-over-year increase, showcasing the company's success in cost control and operational efficiency, which enhances investor confidence in its profitability.
- Positive Outlook: The company raised its fiscal 2026 revenue outlook to a range of $553 million to $558 million, indicating management's confidence in future business growth, which may attract more investor interest in its stock.
- Significant Revenue Growth: Digital Turbine's total revenue for Q3 reached $151.4 million, reflecting a 12% year-over-year increase from $134.6 million in Q3 2025, showcasing the company's strong demand and execution in the mobile advertising market.
- Net Income Turnaround: The company reported a GAAP net income of $5.1 million for Q3, translating to an EPS of $0.03, a remarkable recovery from a net loss of $23.1 million and an EPS loss of $0.22 in the same quarter of 2025, indicating a substantial improvement in financial health.
- Non-GAAP Adjusted Net Income: For Q3, the non-GAAP adjusted net income was $21.7 million, with an EPS of $0.18, significantly up from $14.2 million and $0.13 per share in Q3 2025, reflecting enhanced profitability and operational performance.
- EBITDA Surge: The non-GAAP adjusted EBITDA for Q3 soared to $38.8 million, representing a 76% increase compared to $22.0 million in Q3 2025, underscoring the company's advancements in operational efficiency and cost management.











