Digital Turbine, Inc.

Company Details:

Company Symbol: APPS
Sector: Technology
Company Rating:

Related Research

  • 08/08/17 Update APPS ($1.10, Buy; $1.40 PT): Reports F1Q18 Beat on Strong GS8 Adoption and Expense Leverage; Introducing FY19 Estimates, PT Remains $1.40
  • 08/07/17 Morning Note B. Riley AM Note: AMC, AOSL, ARTX, AUXO, CNK, CYTX, DRAD, NLST, ON, NVDA, PRMW, RELY, VPG, VRS, VSAT; Internet (APPS, GDDY, TRUE)
  • 08/07/17 Update Earnings Preview: Week of August 7, 2017 – APPS, GDDY, TRUE
  • 06/15/17 Update APPS ($0.98, Buy; $1.40 PT): Reports F4Q17 Beat Due to Strength in North America; Stars Aligning on Rev, GM and Opex Creating Nice Inflection Point; Increasing Estimates, PT to $1.40
  • 06/15/17 Morning Note B. Riley AM Note: APPS, KEM, MPAA, NAME (downgrade), VRS; Focus List Update (BV, CARB, IMAX, KTOS, LITE, MRVL, OOMA, TRUE)
  • 06/13/17 Morning Note B. Riley AM Note: AOSL, APPS, AVGO, IMAX, INTC, IVAC, JCP, JIVE (discontinuation), MRVL, ON
  • 06/13/17 Update APPS ($0.99, Buy; $1.15 PT): Earnings Preview: Expect In Line to Slight Beat for F4Q17; Many Levers to Growth in FY18
  • 04/07/17 Update APPS ($0.92, Buy; $1.15): New Ad Units, S8 Launch and Expense Cuts/Controls Could Drive Revenue/Margins; Significant Optionality in Ignite Delivers
  • 04/07/17 Morning Note B. Riley AM Note: APPS, NSIT (initiation), RELY, WDFC; Semiconductor Capital Equipment (ALCS, AMAT, KLAC, KLIC, LRXC), Weiser Consumer (COTY, HAS, IPAR, JAKK, MAT, TUP)
  • 02/10/17 Morning Note B. Riley AM Note: APPS, BLKB, CARB, COLM, COTY, INFN, INTC, ITI, MAMS, MCFT, MCHP, MPAA, NVDA, P, RGC, SKX, SONS, TIVO, TYL, VSAT, WEB, YELP; Software (CSOD, GUID, TYPE)
  • 02/09/17 Update APPS ($0.71, Buy; $1.15 PT): F3Q17 Rev Miss/AEBITDA In Line; Restructuring to Reduce Cash Burn; June Q in Focus Now; Reducing Estimates and PT Declines to $1.15
  • 02/06/17 Update Industry Update: Internet Earnings Preview: Week of February 6, 2017 (AKAM, APPS, LLNW, P, WEB, YELP)
  • 02/06/17 Morning Note B. Riley AM Note: AVGO, CLX, IPHI, KIRK, SBH, SWKS, TUES, VSAT; Internet (AKAM, APPS, LLNW, P, WEB, YELP), Semiconductors (AOSL, INTC, MCHP, NVDA, ON, TXN), Semi. Cap. Equipment (CAMT, FORM)
  • 11/10/16 Morning Note B. Riley AM Note: ADI, APPS, ARTX, COTY, CROX, CTS (initiation), EKSO, EXAR, FC, GSM, HCHC, IDSY, IPAR, ITI, JCP, MPAA (upgrade), MRVL, NLST, NVTR, PFSW, RELY, SPA, TUBE, WYY; Focus List Update
  • 11/10/16 Update APPS ($0.75, Buy; $1.25 PT): F2Q17 Miss But O&O Outperformed; CY1Q17 Ramp Expectation Looks Doable And Cost Containment is Practical; Reducing Est and PT Declines from $1.35 to $1.25
  • 11/08/16 Morning Note B. Riley AM Note: AMC, AMRK, BOOT, CALD, CAMT, CKEC, CTSO, DMD, DTSI, ELNK, FARM, FC, FN, FTD, HCHC, IPAR, MCHP, NCMI, NMRX, NVRO, ON, PFSW, RTEC, SPA; Internet (APPS, DMD, NAME, TUBE)
  • 11/07/16 Update Industry Update - Internet Earnings Preview for Week of November 7, 2016 – DMD, NAME, APPS, TUBE
  • 10/12/16 Morning Note B. Riley AM Note: ABTL, APPS, AVGO, DMRC, IEC, INTC, JBL, KEM, MRVL, MXIM, RELY, SWKS; The Weiser Consumer (JAKK, MAT, NWL, SBH)
  • 10/12/16 Update APPS ($0.88, Buy; $1.35 PT): Adjusting Model for Financing; Changing Estimates for Interest Expense; Reducing PT from $1.70 to $1.35 Due to Dilution
  • 08/10/16 Update APPS ($1.12, Buy; $1.70 PT): Mixed Q and Model Building to a Solid CY4Q; Pace of New Business Wins has Improved Materially; Debt Consolidation is “Imminent” and Could be the Next Catalyst
  • 08/10/16 Morning Note B. Riley AM Note: APPS, CNK, ELNK, FNJN, HCHC, HDSN, HEAR, IPAR, LITE, MPAA (downgrade), MWW (downgrade), NAME, RDNT, RELY, ROG, VIAV, VPG, VSAT, YELP; Boardsport (DECK, NKE, VFC)
  • 08/05/16 Morning Note B. Riley AM Note: ABTL, CBR, CSOD, CVU, DCO, DMD, EMKR, FTD, HEAR, IDSY, IEC, III, IMMR, ITI, KE, KTOS, KW, LGF, LIOX, MRVL, MWW, NMRX, NVDA, PBH, PFSW, REIS, TACT, TREC, TROX, TRUE, UEIC; Internet (APPS, NAME, YELP), Optical Components (IPHI, LITE, NPTN)
  • 08/05/16 Update Industry Update: Internet Earnings Preview of Week of August 8, 2016 – APPS, NAME, YELP
  • 06/28/16 Update Industry Update - Internet: Assessing Brexit Exposure to Coverage Universe (AKAM, ABTL, APPS, BCOV, DMD, GDDY, GOOGL, GRPN, LLNW, P, NAME, RUBI, TRUE, WEB, XOXO, YELP, YHOO)
  • 06/14/16 Update APPS ($1.07, Buy; $1.70 PT): Mixed Q but No Guidance Provided Due to Inherent Unpredictability In Model; Underlying Fundamentals Look Strong
  • 06/14/16 Morning Note B. Riley AM Note: APPS, IDCC, INTC; Boardsport (DECK, NKE, VFC)
  • 06/10/16 Update APPS ($1.04, Buy; $1.70 PT): FY4Q16 Earnings Preview: Expect In Line w/Pre-Announcement, FY17 Guidance a Catalyst
  • 06/10/16 Morning Note B. Riley AM Note: AMAT, APPS, CARB, CHKE, JCP, PCOM, PLXS, ROVI, STMP, WEB
  • 05/26/16 Morning Note B. Riley AM Note: AMAT, APPS, LGF, LRCX, RUBI, SWKS
  • 05/09/16 Morning Note B. Riley AM Note: AMRK, APPS, ARTX, CLRO, CROX, DCO, MFLX, NLS, NVDA, RDEN, REIS, STMP, VPG, WYY, YELP; Exhibitors (AMC, CKEC, CNK, DWA, IMAX, LGF, MCS, NCMI, RGC), Internet (DMD, NAME), Optical Components (CIEN, FN, FNSR, IPHI, LITE, NPTN, OCLR)
  • 04/13/16 Morning Note B. Riley AM Note: APPS, ASML, BOOT, DMD, IDCC, INTC, LLTC, LRCX, MCFT, MXIM, OUTR; Exhibitors (AMC, CKEC, CNK, DWA, IMAX, LGF, MCS, NCMI, RGC), Optical Components (FNSR, IPHI, LITE), The Weiser Consumer (CL, JAKK, MAT, NWL, PG, PRGO, WDFC)
  • 04/13/16 Update APPS ($0.75, Buy; $1.70 PT): Preannounces Shortfall on Previously Disclosed Issues; Liquidity Not an Issue; Reducing Estimates and PT
  • 03/15/16 Morning Note B. Riley AM Note: APPS, ARTX, AVP, DCO, FLWS, GES, IPAR, MCHP, OUTR, PFSW, RDNT, RELY, RUBI
  • 03/15/16 Update APPS ($1.27, Buy; $2.20 PT): Presentation Unveils Mixed Trends; Reducing Estimates as One Carrier Slows Deployment
  • 02/10/16 Update APPS ($1.28, Buy; $2.40 PT): Mixed Q but Underlying Trends are Strengthening; Inflection Point in FY1Q17
  • 02/10/16 Morning Note B. Riley AM Note: ACW, AKAM, AMRK, APPS, BHE, BLKB, CALD, ELNK, EVOL, KIRK, LLNW, MPAA, MTSN, MXIM, RGC, RNWK, SKX, TXN, UTEK, VSAT; Boardsports (DECK, NKE, VFC), Semi. Cap. Equipment (CSCD, FORM), Shoes (COLM, DECK, RCKY, VFC, WWW)
  • 02/08/16 Morning Note B. Riley AM Note: AEO, AMRK, CSOD, EL, FARM, LGF, LIOX, MRVL, ON, RDEN, SBH, SPA; Internet (AKAM, APPS, BCOV, GRPN, LLNW, P, WEB, YELP), Semi. Cap. Equipment (CAMT, COHU, MTSN)
  • 02/05/16 Update Industry Update: Internet - Earnings Preview for Week of February 8, 2016
  • 02/02/16 Morning Note B. Riley AM Note: APPS, CAMP, CKEC, COTY, DECK, ELNK, FN, GOOGL, HEAR, KE, LITE, MAT, NSSC, RLD, RTEC
  • 01/29/16 Update APPS ($1.09, Buy; $2.40 PT): Reducing Estimates as Samsung Loses Share and Indicates Higher Mix of Lower end Phones / Increased Competition; PT Declines from $2.50 to $2.40
  • 01/29/16 Morning Note B. Riley AM Note: APPS, BC, COHR, FLEX, FLWS, HZO, KLAC, LGF, MAT, NSSC, NTCT, SIMO, SWKS, TNAV, UA, VIAV
  • 12/15/15 Update APPS ($1.25, Buy; $2.50 PT): Guides Down as Volumes Did not Keep Pace with Solid Unit Economics; New Lowered Estimates are Sufficiently Conservative; PT Declines from $3.00 to $2.50
  • 12/15/15 Morning Note B. Riley AM Note: APPS, BCOV, MCS, NWL, ON, RTEC
  • 11/24/15 Morning Note B. Riley AM Note: APPS, BRCM, CAMT, GES, NLS, PBH, PRGO, SLAB, SPCB, SWKS, TRUE, VNCE; Boardsports (DECK, NKE, VFC), Shoes (BOOT, COLM, DECK, RCKY, VFC, WWW)
  • 11/10/15 Update APPS ($1.58, Buy; $3.00 PT): Beats Though Guidance Will be Updated in 30 Days; Thesis Unchanged as We See Increased Product Traction; Reducing Estimates and PT Declines from $3.30 to $3.00
  • 11/10/15 Morning Note B. Riley AM Note: APPS, ARTX, CKEC, DTSI, HEAR, III, IPAR, LGF, LIOX, MPAA, NAME, NCMI, NSSC, RDNT, RELY, RLD, RNWK, RTEC, SBH, TYPE, VSAT, WYY; Boardsports/Shoes Retail Surveys, The Weiser Consumer (COTY, EL, FLWS, FTD, NTRI, NWL, PBH)
  • 11/06/15 Morning Note B. Riley AM Note: ABTL, AOSL, BRKS, CALD, CNK, COTY, CROX, CVU, DMD, DWA, EMKR, EXAR, FARM, GSM, KE, KTOS, KW, LITE, NVDA, PBH, PLXS, RELY, RNWK, STMP, SWKS, TACT, TROX, TRUE, UEIC; Internet (APPS, NAME)
  • 11/06/15 Update Industry Update: Internet Earnings Preview - Week of November 9, 2015
  • 10/09/15 Morning Note BR AM Note: APPS, ATNY, AVP,FLEX, JBL, LLTC, MEI, NCMI, PRGO, RELY, Mitch's Board Sport Report (COLM, VFC); Mitch's Shoe Review (BOOT, COLM, DECK, RCKY, VFC, WWW)
  • 10/08/15 Initiation of Coverage APPS ($1.92, Buy; $3.30 PT): Inflecting Volumes and Unit Economics Augur for High Margin Growth on this Undervalued Name; Initiating Coverage with Buy and $3.30 PT