Digital Turbine, Inc. reported a significant improvement in its financial performance for the three months ended December 31, 2025, with net revenue reaching $151.4 million, a 12.4% increase from $134.6 million in the same period last year. For the nine months ending December 31, 2025, revenue also rose by 13.8% to $422.7 million compared to $371.4 million in the prior year. The company achieved a net income of $5.1 million for the quarter, a stark contrast to a net loss of $23.1 million in the same quarter of 2024. This turnaround reflects a substantial recovery in operational efficiency and revenue generation.
The company’s operational costs decreased by 12% to $129.7 million for the three months ended December 31, 2025, compared to $147.4 million in the previous year. Notably, general and administrative expenses saw a significant reduction of 32.5%, dropping to $28.9 million from $42.8 million. This reduction was attributed to lower stock-based compensation and a decrease in depreciation and amortization expenses. The company also reported a decrease in revenue share costs, which fell by 7.9% to $64.4 million, indicating a shift towards higher-margin product lines.
Strategically, Digital Turbine has been active in expanding its market presence and capabilities. The company completed the acquisition of One Store International in November 2024, which is expected to enhance its app distribution capabilities in Europe. Additionally, the company has been implementing a transformation program aimed at improving operational efficiencies and reducing costs, which included workforce reductions in late 2024 and early 2025. As of December 31, 2025, the company reported a total employee headcount of 1,200, reflecting ongoing adjustments to align with its strategic goals.
Geographically, the company has seen growth in its On Device Solutions (ODS) and App Growth Platform (AGP) segments, with ODS revenue increasing by 8.5% and AGP revenue rising by 18.9% in the latest quarter. The Asia Pacific and China regions have been particularly strong performers, contributing to the overall revenue growth. The company’s cash and cash equivalents stood at approximately $40.4 million as of December 31, 2025, providing a solid liquidity position to support ongoing operations and strategic initiatives.
Looking ahead, Digital Turbine remains cautious about macroeconomic conditions, including inflation and geopolitical tensions, which could impact consumer demand and device sales. The company is actively exploring refinancing options for its debt obligations under the Financing Agreement, which totals $375 million. Management expressed confidence that existing cash flows and potential refinancing would be sufficient to meet operational needs over the next year, although they acknowledged the inherent uncertainties in the current economic environment.
About Digital Turbine, Inc.
Digital Turbine, Inc. is a mobile growth platform providing end-to-end solutions for app discovery, advertising, user acquisition, and monetization. Its services target wireless carriers, OEMs, app developers, and advertisers worldwide, leveraging proprietary technology to enhance content delivery and advertising efficiency. The company operates through segments focused on on-device solutions and app growth, competing with major industry players to facilitate mobile content distribution and digital advertising.
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