APPS Digital Turbine Inc

$APPS this stock was not priced for perfection in the first place, this drop doesn't make any sense, and they just compressed a bit QoQ, but YoY EBITDA rose 46%. It will go back to $10.

$APPS good luck today everyone, really looking forward to the er call to clear up a few questions. Its time to clear up some more debt and keep on crushing it. See yall at 4:30🍻

$APPS No matter what they report after the bell today, don't forget that p/s is currently only 1.88x. What that means is the company is significantly undervalued, therefore a small miss won't do much damage and a big beat can double the stock while still keeping it in undervalued territory. APPS is not inflated by any measure.

$APPS I’m still going to have my Old Fashioned. Regardless. I thought the earning we very good and the compressed margin is because a less profitable portion of the business is growing by such a massive percentage it’s skewing the overall margin down. The drop is short lived - onward and upwards. Although I will say - I had plans for some of my huge profits that will need to wait.

$APPS Seems like a good market day for an ER. Really glad it wasn’t last week. See you at $15 near future.

$APPS Amidst all of this, it's a 2nd quarter in a row that ODS comes in strong. This quarter was +20%, even stronger than last quarter. That was an unexpected surprise. Plus now they've signed yet another tier 1 carrier. I think the market is being a little short sighted here. The company has been perfect 8 quarters in a row. This margin hiccup will be short-lived.

$APPS I thought it was pretty significant that ODS saw 20% growth and ACCELERATING. Plus they signed another Tier 1 carrier soon after Orange. Wasn't the market crying about sluggish ODS not long ago? This market is maniacal and can't make up it's mind on what is good and what isn't. DT is going in the right direction.

$APPS i originally bought this stock around 13 in tbe beginning and rode it all the way to 100+ Watched it come down down down and started buying again in the 2s round 1 this stock was a nobody , this time the fundmentals are way stronger and this stock should climb nicely as they build this company . im not saying we are going back to 100 but it should still be a nice ride as digital turbine matures into itself and grows

$APPS Wishing everyone celebrating a very Happy Diwali! May the festival of lights bring new beginnings, strong partnerships, and a year of growth for you, your teams, and your families. I say this is a sign for what's coming tomorrow

$APPS The stock has forward momentum from the previous earnings calls. If we learn today that momentum is accelerating that in itself will have an impact. Bill Stone said “Momentum begets momentum.” The Orange Deal, and other deals will be producing more and more momentum. It will be interesting to hear if there are any new developments.

$APPS I have just placed a buy order for 5,000 shares at 8.30 for tomorrow's session. I just cant ignore this discount.🤑

$APPS they are making tons of progress , this is just a blip in time and will get corrected. meanwhile its onward and upward just gonna take a little longer . overall this was a great earnings call

$APPS So not over $180M but $178M almost 28% yoy and raised guidance to $690M. Starting to feel as rigged as the elections.

$APPS everyone calm down, margins weren’t great but drop was extended with too many calls. Paper hands have been cleared out. Expect a dip tmrw and rally to 10+

$APPS $APPS I think they are super conservative guiding EBITDA because new CFO is coming in. Would be bad leadership to guide aggressively without his consent. CRO + CTO manage revenue. CFO manages margins. Has anybody thought about it? Josh Kinsell didn't know what he was doing.

$APPS Margins didn't actually disappoint. Last Q EBITDA margin was exceptionally high. EBITDA Margins have been volatile around 20% since turnaround. At the beginning of fiscal year they guided 21-23% EBITDA margin for FY26. Nothing has changed, just revenue is growing at around 22% EBITDA margin. New CFO Lentz gonna work on margins.

$APPS Strong quarter, but not without *some* apprehension (price action overblown, however). Revenue rises to circa $179M, beating by 7%. Adjusted EBITDA up 46% year over year, and management raised annual revs guidance by $20 million. Gross margins shrank (obvi not ideal), EBITDA nearly flat, and they didn't raise profit outlook. Guidance even suggests a mildly softer second half. So, the issue isn't whether DT can grow; it's whether that growth is turning into enough profit (what the market actually wants). Then there's the balance sheet: $385 million in debt at interest rates near 12%, plus recent acct. corrections that don't inspire confidence. Those are real risks, but IMO they don't justify a 20% plus stock collapse after that Q. The turnaround looks real, but more needs to be done to prove it's not losing steam nor is financially fragile. New CFO has opportunity to be a big impact. As might a refi, if they can find the right lender. Flight's on course, just very turbulent.

$APPS back to where we were before the delayed earnings. Glad I picked up some in the low 9s

$APPS total overlill on a stock that had a margin shift but beat all around and growing . this will correct itself

$APPS Market clearly was treating the big beautiful turnaround as 100% confirmed, when the reality of margins and debt loomed. I still have no doubt this company is hugely undervalued, just maybe not as high of a ceiling as we all thought. Getting back to the $20-$40 range seems like more of an uphil battle than yesterday. Still here, still rocking.