Digital Turbine Inc (APPS) Quarterly and Annual Segment Results by Country and Region - CSIMarket
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Digital Turbine Inc   (NASDAQ: APPS)
    Sector  Conglomerates    Industry Conglomerates
   Industry Conglomerates
   Sector  Conglomerates

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Description of Digital Turbine Inc's Business Segments


Overview of Digital Turbine Inc.

Digital Turbine Inc. is a technology company specializing in mobile marketing and monetization solutions, primarily catering to mobile operators, original equipment manufacturers (OEMs), and advertisers. The company segments its offerings into three primary areas: Advertising, Content, and its operational units O&O (Operator & OEM) Business and A&P (Acquisition & Performance) Business.

Segments and Offerings

1. Advertising
Digital Turbine provides robust advertising solutions designed to help mobile operators and OEMs capitalize on app inventory. This segment includes the following key components:

- O&O Business: Ignite Platform
Ignite is a mobile application management software enabling mobile operators and OEMs to manage the app experience on devices pre- and post-activation. Ignite focuses on:

- Personalization and Control: It allows clients to tailor the application activation process that enhances user experience.
- Monetization Options:
- Cost-Per-Install (CPI): Advertisers pay when their app is installed via the platform.
- Cost-Per-Placement (CPP): Fees are charged for premium placements within the app store.
- Cost-Per-Action (CPA): Revenue is generated based on specific actions taken by users post-installation.
- Delivery Methods: Offers various methods to deliver applications on the first boot of a device, including:
- Wizard: A guided installation process.
- Silent: Background installation without user interaction.
- SDK: Tools for developers to integrate into their applications.
- Direct through Discover: Allowing direct access to advertised apps.
- Notification Features: Provides ongoing updates during the device life-cycle, creating additional revenue opportunities for operators.

Since its introduction, Ignite has supported over 500 million mobile app preloads in various regions, including North America, Latin America, Europe, Asia Pacific, India, and Israel.

2. A&P Business: User Acquisition Network
Formerly known as Appia Core, the A&P business focuses on mobile user acquisition through a demand-side platform (DSP). Key characteristics include:

- Targeted Advertising: Facilitates connection between mobile advertisers and potential app users at optimal times.
- Network Access: The platform operates across a wide syndication network, providing access to ad inventory through:
- Direct relationships with publishers.
- Mobile carriers.
- Mediated partnerships.
- Shared Revenue Model: Revenue generated is distributed among publishers in accordance with contract agreements, ensuring equitable compensation in direct or mediated scenarios.

3. Content Solutions
Digital Turbines content offerings address the needs of mobile operators and content publishers in facilitating seamless mobile commerce:

- Pay API: This API simplifies the billing process between mobile operators and content publishers. It enables publishers to sell content directly to consumers without relying solely on traditional app stores. Key features include:
- Carrier Billing: Allows for direct billing through the carriers network, making it easier for users to purchase content.
- Global Reach: Implemented in markets like Australia, the Philippines, India, and Singapore.

- Marketplace: A white-label solution enabling mobile operators and OEMs to create their own branded content stores. It features:
- Retail Management: Tools for merchandising, reporting, pricing, and promotion of digital goods.
- Content Distribution: Supports a diverse range of categories, including music, applications, wallpapers, videos, and games.
- Deployment Footprint: Successfully launched in various countries, including Australia, the Philippines, Singapore, and Indonesia.

International Operations

Digital Turbine maintains a significant international presence, having launched its Ignite and Pay solutions across multiple regions, thus catering to diverse carrier and OEM networks globally. This extensive reach not only allows the company to tap into growing mobile markets but also positions it as a leader in mobile marketing and app distribution technology. Key regions of operation include:

- North America: Strong partnerships with major carriers and OEMs allow for effective distribution and monetization of applications.
- Latin America: Expanding presence through collaborations with regional mobile operators to enhance user acquisition and content monetization.
- Europe: Engagement with various telecom operators to deploy advertising and content services across multiple markets.
- Asia Pacific and India: Increasing focus on emerging markets, leveraging local partnerships to adapt to regional consumer behavior and preferences.
- Israel: Involvement in tech innovation, potentially enhancing the efficacy of Digital Turbines technology solutions.

Digital Turbine’s commitment to the international market, combined with its diverse range of products and services across advertising and content engagement, positions the company strategically for both growth and expansion in the increasingly mobile-driven world.


Composition of Digital Turbine Inc Revenues by Segments

 
Elimination    -0.51 % of total Revenue
ODS    65.17 % of total Revenue
AGP    34.44 % of total Revenue
United States and Canada    41.11 % of total Revenue
United States and Canada ODS    22.33 % of total Revenue
United States and Canada AGP    18.78 % of total Revenue
Europe Middle East and Africa    28.64 % of total Revenue
Europe Middle East and Africa ODS    20.46 % of total Revenue
Europe Middle East and Africa AGP    8.18 % of total Revenue
Asia Pacific and China    29.31 % of total Revenue
Asia Pacific and China ODS    21.83 % of total Revenue
Asia Pacific and China AGP    7.49 % of total Revenue
Mexico Central America and South America    0.55 % of total Revenue
Mexico Central America and South America ODS    0.55 % of total Revenue

Q3 three months ended (Dec 31 2025)
Revenues by Business Segments Revenues
(in millions $)
%
(of total Revenues)
Elimination -0.77 -0.51 %
ODS 99.56 65.17 %
AGP 52.62 34.44 %
United States and Canada 62.80 41.11 %
United States and Canada ODS 34.11 22.33 %
United States and Canada AGP 28.69 18.78 %
Europe Middle East and Africa 43.75 28.64 %
Europe Middle East and Africa ODS 31.26 20.46 %
Europe Middle East and Africa AGP 12.50 8.18 %
Asia Pacific and China 44.78 29.31 %
Asia Pacific and China ODS 33.34 21.83 %
Asia Pacific and China AGP 11.44 7.49 %
Mexico Central America and South America 0.84 0.55 %
Mexico Central America and South America ODS 0.84 0.55 %
Total 152.77 100 %




Q3 three months ended (Dec 31 2025)
Revenue Growth rates by Segment Y/Y Revenue
%
Q/Q Revenue
%
Elimination - -
ODS 8.52 % 3.21 %
AGP 18.93 % 17.75 %
United States and Canada -1.74 % 9.48 %
United States and Canada ODS -5.47 % -0.21 %
United States and Canada AGP 3.11 % 23.76 %
Europe Middle East and Africa 1.41 % 6.11 %
Europe Middle East and Africa ODS -3.15 % 5.37 %
Europe Middle East and Africa AGP 14.95 % 8.01 %
Asia Pacific and China 62.07 % 7.87 %
Asia Pacific and China ODS 51 % 5.57 %
Asia Pacific and China AGP 106.13 % 15.17 %
Mexico Central America and South America -34.98 % -19.08 %
Mexico Central America and South America ODS -34.78 % -18.38 %
Total 13.89 % 10.67 %




Q3 three months ended (Dec 31 2025)
Income by Business Segments Income
(in millions $)
%
(Profit Margin)
Total 5.11 3.34 %




Q3 three months ended (Dec 31 2025)
Income Growth rates by Segment Y/Y Income
%
Q/Q Income
%
Total - -




Annual Report on Digital Turbine Inc Divisions, Sales by Country

 
Elimination   Elimination Segment contribution to total sales -0.52 % of total Revenue
ODS   ODS Segment contribution to total sales 67.5 % of total Revenue
AGP   AGP Segment contribution to total sales 32.79 % of total Revenue
Europe Middle East and Africa   Europe Middle East and Africa Segment contribution to total sales 28.68 % of total Revenue
Europe Middle East and Africa ODS   Europe Middle East and Africa ODS Segment contribution to total sales 20.22 % of total Revenue
Europe Middle East and Africa AGP   Europe Middle East and Africa AGP Segment contribution to total sales 8.46 % of total Revenue
Asia Pacific and China   Asia Pacific and China Segment contribution to total sales 30.78 % of total Revenue
Asia Pacific and China ODS   Asia Pacific and China ODS Segment contribution to total sales 22.97 % of total Revenue
Asia Pacific and China AGP   Asia Pacific and China AGP Segment contribution to total sales 7.81 % of total Revenue
Mexico Central America and South America   Mexico Central America and South America Segment contribution to total sales 0.64 % of total Revenue
Mexico Central America and South America ODS   Mexico Central America and South America ODS Segment contribution to total sales 0.61 % of total Revenue
Mexico Central America and South America AGP   Mexico Central America and South America AGP Segment contribution to total sales 0.03 % of total Revenue
U S and Canada   U S and Canada Segment contribution to total sales 40.19 % of total Revenue
U S and Canada ODS   U S and Canada ODS Segment contribution to total sales 23.7 % of total Revenue
U S and Canada AGP   U S and Canada AGP Segment contribution to total sales 16.49 % of total Revenue


Twelve months ended 2026
APPS s Annual Revenue by Geography and Business Segments Sales
(in millions $)
%
(of total Sales)
Elimination -2.92 -0.52 %
ODS 382.43 67.5 %
AGP 185.74 32.79 %
Europe Middle East and Africa 162.47 28.68 %
Europe Middle East and Africa ODS 114.53 20.22 %
Europe Middle East and Africa AGP 47.94 8.46 %
Asia Pacific and China 174.38 30.78 %
Asia Pacific and China ODS 130.14 22.97 %
Asia Pacific and China AGP 44.24 7.81 %
Mexico Central America and South America 3.63 0.64 %
Mexico Central America and South America ODS 3.47 0.61 %
Total 566.52 100 %
Mexico Central America and South America AGP 0.17 0.03 %
U S and Canada 227.69 40.19 %
U S and Canada ODS 134.29 23.7 %
U S and Canada AGP 93.40 16.49 %


Twelve months ended 2026
APPS s Annual Income by Country and Business Segments Income
(in millions $)
%
(Profit Margin)
Total -37.73 -

Twelve months ended 2026
Annual Revenue and Income Growth by Country and Business Segments % Y/Y Sales Growth % Y/Y Income Growth
Elimination - -
ODS 11.94 % -
AGP 21.22 % -
United States and Canada - -
United States and Canada ODS - -
United States and Canada AGP - -
Europe Middle East and Africa -0.37 % -
Europe Middle East and Africa ODS -6.32 % -
Europe Middle East and Africa AGP 17.43 % -
Asia Pacific and China 82.63 % -
Asia Pacific and China ODS 67.96 % -
Asia Pacific and China AGP 145.83 % -
Mexico Central America and South America -13.75 % -
Mexico Central America and South America ODS -17.3 % -
Total 15.57 % -
Mexico Central America and South America AGP 730 % -
U S and Canada -1.9 % -
U S and Canada ODS -2.48 % -
U S and Canada AGP -1.05 % -



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