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Digital Turbine, Inc. (APPS) CEO Bill Stone Presents at 24th Annual Needham Growth Conference (Transcript)
2022-01-12 18:42
Digital Turbine, Inc. (NASDAQ:APPS) 24th Annual Needham Growth Conference January 12, 2022 10:45 AM ET Company Participants Bill Stone - CEO Conference Call Participants Laura Martin - Needham & Company Laura Martin Good morning. Welcome to the third day of the 2022 Needham Growth Conference, now in its 24th year. My name is Laura Martin; I'm the senior media and internet analyst at Needham & Company. Our format today is a presentation with Q&A at end. As Bill talks, you might want to type in your questions ...
Digital Turbine(APPS) - 2022 Q2 - Earnings Call Transcript
2021-11-03 00:08
Digital Turbine, Inc. (NASDAQ:APPS) Q2 2022 Results Conference Call November 2, 2021 4:30 PM ET Company Participants Brian Bartholomew - Senior Vice President, Capital Markets and Strategy Bill Stone - Chief Executive Officer Barrett Garrison - Executive Vice President and Chief Financial Officer Conference Call Participants Anthony Stoss - Craig-Hallum Tim Horan - Oppenheimer Darren Aftahi - Roth Capital Partners Austin Moldow - Canaccord Tim Nollen - Macquarie Chris Quintero - Macquarie Allen Klee - Maxim ...
Digital Turbine, Inc. (APPS) CEO Bill Stone on Jefferies Virtual Software Conference (Transcript)
2021-09-15 23:31
Key Points Company and Industry Overview - **Company**: Digital Turbine, Inc. (NASDAQ:APPS) - **Industry**: Mobile advertising and app monetization - **Focus**: Providing end-to-end solutions for advertisers and app publishers to monetize mobile devices throughout their lifecycle Core Views and Arguments - **Market Growth**: The mobile advertising market is expected to grow from $300 billion to $0.5 trillion over the next few years. - **Tailwinds**: - **Secular Trends**: Increasing app usage and media dollars following consumer attention. - **Regulatory Environment**: Favorable regulations promoting customer choice and competition. - **Growth Drivers**: - **Device Footprint**: Expanding reach to more devices, including Android, iOS, connected TVs, wearables, and automobiles. - **Product Offerings**: Diversifying product portfolio to include app discovery, content discovery, brand advertising, and programmatic advertising. - **Media Partnerships**: Building relationships with advertisers, brands, and app publishers to create a robust ecosystem. Other Important Points - **Acquisitions**: Digital Turbine has acquired companies like Mobile Posse, Appreciate, Fyber, and AdColony to expand its capabilities and reach. - **SingleTap**: A product that simplifies app installation by allowing users to download apps in the background while staying in their current app experience. - **Synergies**: The company is seeing encouraging results from synergies between its acquired companies, including cross-selling opportunities and improved customer relationships. - **Unique Selling Proposition**: - **On-device Access**: Direct access to devices without going through intermediaries. - **Transparency and Independence**: Offering full independence and transparency to publishers. - **One-stop Shop**: Providing a comprehensive suite of solutions for advertisers and app publishers. Financials - **Revenue Growth**: Digital Turbine has experienced significant revenue growth, with a hockey stick chart showing acceleration over the past few years. - **Operating Leverage**: The company's business model provides strong operating leverage, with gross profit growing faster than revenue. - **Revenue Per Device**: Revenue per device has increased by 50% year-over-year, indicating strong demand for the company's solutions.
Digital Turbine(APPS) - 2022 Q1 - Earnings Call Transcript
2021-08-10 00:38
Digital Turbine, Inc. (NASDAQ:APPS) Q1 2022 Earnings Conference Call August 9, 2021 4:30 PM ET Company Participants Brian Bartholomew – Senior Vice President, Capital Markets and Strategy Bill Stone – Chief Executive Officer Barrett Garrison – Executive Vice President and Chief Financial Officer Conference Call Participants Darren Aftahi – ROTH Capital Partners Austin Moldow – Canaccord Allen Klee – Maxim Group Dennis LaValle – Lantern Anthony Stoss – Craig-Hallum Operator Good day, and welcome to the Digit ...
Digital Turbine(APPS) - 2021 Q4 - Earnings Call Transcript
2021-06-02 02:57
Digital Turbine, Inc. (NASDAQ:APPS) Q4 2021 Earnings Conference Call June 1, 2021 4:30 PM ET Company Participants Brian Bartholomew - Senior Vice President, Capital Markets, IR Bill Stone - Chief Executive Officer Barrett Garrison - Chief Financial Officer Conference Call Participants Anthony Stoss - Craig-Hallum Tim Horan - Oppenheimer Darren Aftahi - ROTH Capital Partners Austin Moldow - Canaccord Allen Klee - Maxim Group Operator Good day. And welcome to Digital Turbine Reports Fourth Quarter and Fiscal ...
Digital Turbine, Inc. (APPS) CEO Bill Stone Presents at 16th Annual Needham Virtual Technology & Media Conference Call (Transcript)
2021-05-18 21:36
Digital Turbine, Inc. (NASDAQ:APPS) 16th Annual Needham Virtual Technology & Media Conference May 18, 2021 1:30 PM ET Company Participants Bill Stone - Chief Executive Officer Conference Call Participants Vincent Kover - Needham & Company Bill Stone Hey, thanksÂ… Vincent Kover Good afternoon. I'm sorry to cut you off there, Bill. Good afternoon to everyone in attendance today. My name is Vincent Kover from the institutional equity team at Needham & Company. I have the pleasure this afternoon to introduce Di ...