Digital Turbine Q2 Earnings Call Highlights AI-Led Growth

Digital Turbine (APPS) raised fiscal 2027 revenue guidance to $670-$690M from $650-$670M after a fiscal Q2 beat on both lines. Adjusted EPS came in at $0.18 and revenue hit $178.68M, topping estimates.

The growth engine is the App Growth Platform, where revenues jumped 42% year-over-year. International revenues grew roughly 50%. The company credits stronger advertising demand, AI-powered platform improvements, and international expansion for the raised outlook.

The guidance raise comes with a catch: EBITDA guidance holds at $145-$155M. Management is reinvesting gains into AI capabilities and data infrastructure rather than letting the extra revenue flow through to profit. Interpretation: the $20M lift at both ends of the revenue range is not translating into a higher profit target, so the market may weigh top-line momentum against margin leverage that has yet to show up in the numbers.

The beat itself is clean. Both EPS and revenue cleared consensus, and the two fastest-growing pieces of the business, platform and international, are the ones driving the story.