作者 Severine (賽非茵)
標題 [標的] APPS.US 財報
時間 Thu May 25 22:51:12 2023



1. 標的:APPS.US

2. 分類:討論

3. 分析/正文:

Fourth Quarter Revenue Totaled $140.1 Million and Fiscal 2023 Revenue Totaled
$665.9 Million

Fiscal 2023 GAAP Net Income of $16.9 Million and GAAP EPS of $0.16;
Fiscal 2023 Non-GAAP Adjusted Net Income1 of $117.4 Million
and Non GAAP EPS of $1.15

Fiscal 2023 Non-GAAP Adjusted EBITDA2 of $163.2 Million

AUSTIN, Texas, May 24, 2023 /PRNewswire/ -- Digital Turbine, Inc. (APPS)
announced financial results for the fiscal fourth quarter ended March 31,
2023.

Recent Financial Highlights:

Fiscal fourth quarter of 2023 revenue totaled $140.1 million representing a
24% decline year-over-year as compared to the fiscal fourth quarter of 2022.

GAAP net loss for the fiscal fourth quarter of 2023 was $13.9 million, or
($0.14) per share, as compared to GAAP net income for the fiscal fourth
quarter of 2022 of $20.1 million, or $0.19 per share. Non-GAAP adjusted net
income1 for the fiscal fourth quarter of 2023 was $13.6 million, or $0.14 per
share, as compared to Non-GAAP adjusted net income1 of $41.0 million, or
$0.39 per share, in the fiscal fourth quarter of 2022.

GAAP net income for fiscal year 2023 was $16.9 million, or $0.16 per share,
as compared to GAAP net income for fiscal year 2022 of $35.6 million, or
$0.35 per share. Non-GAAP adjusted net income1 for fiscal year 2023 was
$117.4 million, or $1.15 per share, as compared to Non-GAAP adjusted net
income1 for fiscal year 2022 of $170.6 million, or $1.66 per share.

Non-GAAP adjusted EBITDA2 for the fiscal fourth quarter of 2023 was $23.1
million, as compared to Non-GAAP adjusted EBITDA2 for the fiscal fourth
quarter of 2022 of $50.4 million. Non-GAAP adjusted EBITDA2 for fiscal year
2023 was $163.2 million, as compared to Non-GAAP adjusted EBITDA2 for fiscal
year 2022 of $195.2 million.

---

"We begin fiscal 2024 feeling increasingly excited about the future of our
business," said Bill Stone, CEO. "Macro headwinds have adversely impacted
overall ad spending in recent quarters, but we are starting to see
stabilization and renewed confidence among advertisers, which helped us to
sign several notable strategic demand partnerships in the March quarter.
Meanwhile, we have made significant progress with respect to several of our
key growth initiatives at Digital Turbine. We believe that we have the
innovative new solutions, such as the DT Hub and SingleTap, for which there
is growing demand in the marketplace, and that we are uniquely positioned to
deliver these value-added solutions for our partners and advertisers on a
large and global scale."

Fiscal 2023 Fourth Quarter Financial Results

Total revenue for the fourth quarter of fiscal 2023 was $140.1 million.
Total On Device Solutions revenue before intercompany eliminations was $96.9
million. Total App Growth Platform revenue before intercompany eliminations
was $45.0 million.

GAAP net loss for the fourth quarter of fiscal 2023 was $13.9 million, or
($0.14) per share.  Non-GAAP adjusted net income1 for the fourth quarter of
fiscal 2023 was $13.6 million, or $0.14 per share, as compared to Non-GAAP
adjusted net income1 of $41.0 million, or $0.39 per share in the fourth
quarter of fiscal 2022.

Non-GAAP adjusted EBITDA2 for the fourth quarter of fiscal 2023 was $23.1
million, as compared to Non-GAAP adjusted EBITDA2 for the fourth quarter of
fiscal 2022 of $50.4 million.

Full Year Fiscal 2023 Financial Results

Total revenue for fiscal 2023 was $665.9 million, representing a 11% decline
as compared to fiscal year 2022. Total On Device Solutions revenue before
intercompany eliminations was $420.3 million. Total App Growth Platform
revenue before intercompany eliminations was $253.0 million.

GAAP net income for fiscal year 2023 was $16.9 million, or $0.16 per share,
as compared to GAAP net income for fiscal year 2022 of $35.6 million, or
$0.35 per share. Non-GAAP adjusted net income1 for fiscal year 2023 was
$117.4 million, or $1.15 per share, as compared to Non-GAAP adjusted net
income1 for fiscal year 2022 of $170.6 million, or $1.66 per share.

Non-GAAP adjusted EBITDA2 for fiscal year 2023 was $163.2 million, as
compared to Non-GAAP adjusted EBITDA2 for fiscal year 2022 of $195.2 million.
The reconciliations between GAAP and Non-GAAP financial results for all
referenced periods are provided in the tables immediately following the
Unaudited Consolidated Statements of Cash Flows below.

Business Outlook

Based on information available as of May 24, 2023, and considering the
ongoing uncertainties in the macro environment, the Company currently expects
the following for the first quarter of fiscal 2024:

Revenue of between $140 million and $145 million
Non-GAAP adjusted EBITDA2 of between $23 million and $25 million
Non-GAAP adjusted EPS1 of between $0.11 and $0.13, based on approximately 102
million diluted shares outstanding and an effective tax rate of 25% on
Non-GAAP adjusted net income1

It is not reasonably practicable to provide a business outlook for GAAP net
income because the Company cannot reasonably estimate the changes in
stock-based compensation expense, which is directly impacted by changes in
the Company's stock price, or other items that are difficult to predict with
precision.


CEO表示

「我們在2024財年開始時對我們的業務未來感到越來越興奮,」首席執行官比爾· 斯通表
示。「宏觀環境風險最近幾個季度對廣告支出產生了不利影響,但我們開始看到穩定和廣
告客戶重新建立信心,這有助於我們在三月季度簽訂了幾項重要的戰略需求合作夥伴關係
。與此同時,Digital Turbine在幾個關鍵增長項目方面取得了顯著進展。我們相信,在
市場上有越來越多的需求,我們擁有創新的新解決方案,例如DT Hub和SingleTap,並且
我們獨特地有能力以大規模和全球範圍為我們的合作夥伴和廣告客戶提供這些增值解決方
案。」


目前表現-42%

4. 進退場機制:(非長期投資者,必須有停損機制。討論、心得類免填)

僅為討論

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※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 118.160.98.142 (臺灣)
※ 作者: Severine 2023-05-25 22:51:12
※ 文章代碼(AID): #1aRtNYtf (Stock)
※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1685026274.A.DE9.html
yychiuchang: 那些新創軟體業不敢買,賠過,適合賭徒壓身家1F 05/25 22:55
rayccccc: abc大的APPS2F 05/25 22:56
tales1216: 套牢甜點,我也有一份3F 05/25 23:00
f204137: 當年的毛票 一個一個殞落...4F 05/25 23:01
sussj: abc大三大愛股,UPST, APPS, SQ5F 05/25 23:08
Akitsukineko: 越來越興奮!6F 05/25 23:11
hduek153: abc那時候早就清光這隻了吧7F 05/25 23:11
harry317: 好慘8F 05/25 23:15
yychiuchang: 買過SQ,還好小買,-20%馬上停損,不然現在更慘9F 05/25 23:15
erain: 還好我前幾天13塊時 出了2/310F 05/25 23:15
gobo: 沒空11F 05/25 23:17
StrikeBee: 腰斬→膝蓋斬→腳趾頭斬12F 05/25 23:21
GODEOMN: 不知道要套多久了13F 05/25 23:34
TISH12311: 昨天剛買 先吃-42%14F 05/26 01:21
j65p4m3: 這膝蓋斬了吧15F 05/26 01:27
lafayee: ABC 你還好嗎16F 05/26 02:42
donkilu: 怎麼又腰斬...17F 05/26 04:19
mdkn35: abc大大早說要出清囉 應該沒留太多
反倒是UPST...18F 05/26 07:43
LMgogo: 這沒救惹20F 05/26 10:06

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