Digital Turbine's Q4 Earnings: Shaky Business Model or Temporary Setback?
Portfolio Pulse from Anusuya Lahiri
Digital Turbine reported a 24% YoY revenue decline in Q4, beating consensus but missing adjusted EPS estimates. Analysts have mixed ratings and lowered price targets for the stock, which is trading lower. The company's business model has low visibility and is lagging behind competitors like Meta Platforms, Applovin, The Trade Desk, and Unity Software.

May 25, 2023 | 4:54 pm
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POSITIVE IMPACT
Digital Turbine's Q4 results show it lagging behind competitors like Applovin. This may indicate a more favorable position for Applovin in the market.
Digital Turbine's Q4 results show it lagging behind competitors like Applovin. This may indicate a more favorable position for Applovin in the market, as Digital Turbine's struggles could potentially lead to more market share for Applovin.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 50
POSITIVE IMPACT
Digital Turbine's Q4 results show it lagging behind competitors like Meta Platforms. This may indicate a more favorable position for Meta Platforms in the market.
Digital Turbine's Q4 results show it lagging behind competitors like Meta Platforms. This may indicate a more favorable position for Meta Platforms in the market, as Digital Turbine's struggles could potentially lead to more market share for Meta Platforms.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 50
POSITIVE IMPACT
Digital Turbine's Q4 results show it lagging behind competitors like The Trade Desk. This may indicate a more favorable position for The Trade Desk in the market.
Digital Turbine's Q4 results show it lagging behind competitors like The Trade Desk. This may indicate a more favorable position for The Trade Desk in the market, as Digital Turbine's struggles could potentially lead to more market share for The Trade Desk.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 50
POSITIVE IMPACT
Digital Turbine's Q4 results show it lagging behind competitors like Unity Software. This may indicate a more favorable position for Unity Software in the market.
Digital Turbine's Q4 results show it lagging behind competitors like Unity Software. This may indicate a more favorable position for Unity Software in the market, as Digital Turbine's struggles could potentially lead to more market share for Unity Software.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 50
NEGATIVE IMPACT
Digital Turbine's Q4 results show a revenue decline and missed EPS estimates, leading to mixed analyst ratings and lowered price targets. The stock is trading lower and lagging behind competitors.
Digital Turbine's Q4 results show a revenue decline and missed EPS estimates, which has led to mixed analyst ratings and lowered price targets. The stock is trading lower and is lagging behind competitors like Meta Platforms, Applovin, The Trade Desk, and Unity Software. This negative performance and outlook are likely to impact the stock price in the short term.
CONFIDENCE 90
IMPORTANCE 90
RELEVANCE 100