APPS Digital Turbine Inc

$APPS It's all good. The idiots thought they were smart selling at $3.00 and dropping it to high $2s. I don't mind this pattern anymore cz $11.00 is the new $3.00. More fun watching this silly game from this level. Soon it will be the same story from $20.00 dropping to $19.00 🚀🚀🚀

$APPS another senior hire. Ex-ironSource and Unity. I noticed a lot of emphasis for hiring on former partnership people.

$APPS People bitching about DT's stock crash 2023-24 should k ow that operating leverage works in both directions. (Positive/negative) DT’s fixed-cost model = high operating leverage. Above ~$150M/q rev: +10% rev growth→ +30-40% EBITDA growth -> stock explodes, as long as rev growth expands Below $150M/q or decelerating: same math in reverse → stock crash. Now past the threshold. Expect +20% rev growth to drive ~+60% EBITDA/FCF upside in the coming months

$APPS RBC Capital initiated coverage on Digital Turbine with an outperform rating and set a price target of $15.00. "Analyst Matthew Swanson said the firm views mobile in-app as an under-monetized format with advantages in both viewability and attention relative to the desktop and mobile display and video markets it is displacing. Digital Turbine’s focus on brand spend and its OEM relationships both create a differentiated exposure to a market that has seen its TAM continue to expand, according to the analyst" "RBC Capital sees the company as attractively valued and consensus estimates currently as overly conservative."

$APPS the current forecast for the quarter is around $166M which is what we did last quarter. How do we not beat that… even just coming in at 166 is still almost 20% growth y/y

$APPS Basic research has all positive indications for some serious business traction taking place. This could be the next AMD like turnaround Good luck & I do believe we’re going to be in the $20-$30 range shortly

$APPS The interview I posted yesterday needs to be watched a few times over. DT is on to something and the next several ERs once again should prove that the flywheel is working.

$APPS Last time I bought this at 4 and sold at 8 cause...doubled up! Shortly after it went on that monster run. 🤮🤮🤮 This time I bought at 3 and I'm not selling, maybe ever. Just out of spite for the last time.

$APPS the volatility behind this stock is just incredible. Being holding this stock since it was 2 dollars when market cap was only roughly 300M.. and will hold firmly until it get at least to 100 usd. Looking forward for next quarterly earnings because the potential behind it is incredible. But as we all know things in business can go good or bad but the management behind it is doing a great job in the last 2 years 🚀

$APPS OG longs - it feels like we have come so far from the low single digits and that’s awesome, but then you realize we are still only at 1.4B market cap! Just getting started!

$APPS we are a refi, partnership, or new analyst coverage away from this absolutely exploding…

$APPS "Digital Turbine drew fresh attention from both momentum and valuation screens. Recent coverage points to improving cash flow, higher earnings estimates, and a stock that still screens as cheap versus peers." Growth, Momentum and Value. Still Crazy after all these years ha.

$APPS It took that informative interview to open up people’s eyes. Wait till the next earnings (if we remain publicly traded) for the ultimate business acceleration confirmation. Like all December call strikes up to 16 a share and commons - Good luck to all the patient who deserve what’s coming Even the directors have yet to sell a share!

$APPS A wave of new innovation could be released with the app store monopolies going away. DT could ride this wave and in a few years we will look back and possibly see it as a pivotal moment.

$APPS Well, I wasn't wrong when I said the coil was tightening and a big move was about to occur. Unfortunately that move was to the downside.

$APPS big question is : will we get any positive PRs in next four weeks before ER to counter negative macro news like rate hikes ? I predict 178 plus revenues this quarter and raised guidance.

$APPS it's been basically range bound from $10-$12 for the past 6 weeks. Coil looks to be getting tighter. Breakout could be coming soon

$APPS Oh, I would say that was a collective action to keep a lid on the SP. Clearly we are gonna run in the near future… once all the players have their positions set.

$APPS The business momentum will rocket the shares higher and higher with every upcoming earnings report. Within 24 months i believe we might breach 100 per share if were not bought out. The CEO is a pleasure to listen to - This guy has a clear vision for his business. Feels and understands his industry. Most important he built a attack plan to take his company places.

$APPS new PT over MGNI, between 33 and 43$ is raising the stock, if thats the effect of the new PT raised due to Google anti adtech monopoly resolution, thats neat for us too! Not fully priced in it seems!!!!