作者Severine (赛非茵)
看板Stock
标题[标的] APPS.US 财报
时间Thu May 25 22:51:12 2023
1. 标的:APPS.US
2. 分类:讨论
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
「我们在2024财年开始时对我们的业务未来感到越来越兴奋,」首席执行官比尔·斯通表
示。「宏观环境风险最近几个季度对广告支出产生了不利影响,但我们开始看到稳定和广
告客户重新建立信心,这有助於我们在三月季度签订了几项重要的战略需求合作夥伴关系
。与此同时,Digital Turbine在几个关键增长项目方面取得了显着进展。我们相信,在
市场上有越来越多的需求,我们拥有创新的新解决方案,例如DT Hub和SingleTap,并且
我们独特地有能力以大规模和全球范围为我们的合作夥伴和广告客户提供这些增值解决方
案。」
目前表现-42%
4. 进退场机制:
(非长期投资者,必须有停损机制。讨论、心得类免填)
仅为讨论
--
※ 发信站: 批踢踢实业坊(ptt.cc), 来自: 118.160.98.142 (台湾)
※ 文章网址: https://webptt.com/cn.aspx?n=bbs/Stock/M.1685026274.A.DE9.html
1F:嘘 yychiuchang : 那些新创软体业不敢买,赔过,适合赌徒压身家 05/25 22:55
2F:推 rayccccc : abc大的APPS 05/25 22:56
3F:→ tales1216 : 套牢甜点,我也有一份 05/25 23:00
4F:推 f204137 : 当年的毛票 一个一个殒落... 05/25 23:01
5F:推 sussj : abc大三大爱股,UPST, APPS, SQ 05/25 23:08
6F:推 Akitsukineko: 越来越兴奋! 05/25 23:11
7F:推 hduek153 : abc那时候早就清光这只了吧 05/25 23:11
8F:→ harry317 : 好惨 05/25 23:15
9F:嘘 yychiuchang : 买过SQ,还好小买,-20%马上停损,不然现在更惨 05/25 23:15
10F:→ erain : 还好我前几天13块时 出了2/3 05/25 23:15
11F:→ gobo : 没空 05/25 23:17
12F:→ StrikeBee : 腰斩→膝盖斩→脚趾头斩 05/25 23:21
13F:推 GODEOMN : 不知道要套多久了 05/25 23:34
14F:嘘 TISH12311 : 昨天刚买 先吃-42% 05/26 01:21
15F:推 j65p4m3 : 这膝盖斩了吧 05/26 01:27
16F:嘘 lafayee : ABC 你还好吗 05/26 02:42
17F:推 donkilu : 怎麽又腰斩... 05/26 04:19
18F:→ mdkn35 : abc大大早说要出清罗 应该没留太多 05/26 07:43
19F:→ mdkn35 : 反倒是UPST... 05/26 07:44
20F:→ LMgogo : 这没救惹 05/26 10:06
21F:推 pony82 : 前天8.25入一些赌赌看,昨晚开杀5%想说凉了,没想到 05/27 13:07
22F:→ pony82 : 大爆V 05/27 13:07