$APPS Digital Turbine (thread)
brings together media and mobile communications by means of advertising to help clients monetize mobile content.
Products: DT Ignite, DT IQ, DT Marketplace, DT Pay.
Their & #39;On Device Media Platform& #39; acts as hub helping users discover new apps..https://abs.twimg.com/emoji/v2/... draggable="false" alt="👇" title="Rückhand Zeigefinger nach unten" aria-label="Emoji: Rückhand Zeigefinger nach unten">https://abs.twimg.com/emoji/v2/... draggable="false" alt="👇" title="Rückhand Zeigefinger nach unten" aria-label="Emoji: Rückhand Zeigefinger nach unten">

and content, for clients to boost revenue, & advertisers to reach users at scale.
A few of the business partners (LT agreements): VZ, ATT, Samsung, LG) *not with T-Mobile/Sprint, yet!
Few top apps they work with: TWTR, FB, WhatsApp,YouTube, BABA, Lazada, TGT, hulu, EA, AMZNhttps://abs.twimg.com/emoji/v2/... draggable="false" alt="👇" title="Rückhand Zeigefinger nach unten" aria-label="Emoji: Rückhand Zeigefinger nach unten">https://abs.twimg.com/emoji/v2/... draggable="false" alt="👇" title="Rückhand Zeigefinger nach unten" aria-label="Emoji: Rückhand Zeigefinger nach unten">

ER was 10/29 very robust numbers:
Qrtly Rev $70.9 million, up YoY 116%
App Media Rev up 50% to 49 Mil
Recent quarters they have had + income but this qrt due to adjustment for & #39;Mobile Posse& #39; acquisition GAAP ER flat
Forward Rev expectations remain VERY high (I see triple digit)..

What& #39;s Mobile Posse? (hint: not our FinTwit posse https://abs.twimg.com/emoji/v2/... draggable="false" alt="🤣" title="Lachend auf dem Boden rollen" aria-label="Emoji: Lachend auf dem Boden rollen">)
On 3/3/20 DT announced purchase of complimentary mobile content discovery and ad platform company - highly profitable business w recurring rev and nice margins. CEO upbeat about MP highly-engaging content discovery products..

Ad-tech is hot! Mobile advertising is still young.
& #39;Globalapp install ad spend est. $76 Billion in 2020 & proj. >$118 Billion in 2022
DT has a long runway, they project a TAM of >$100 Billion!
Stock has seen movement this year from $4 to $40 amidst a very volatile year...

Mgmt has a strong track record in mobile advertising, fintech, and computer systems.
Fun findings: as of May 2019 (couldn& #39;t find update), DT was ranked # 14 App Advertising Platform behind behemoths Google, FB, TWTR, SNAP, Unity (I like this company .. keep doing your thing) ..

Thus, I like the sector, competition is https://abs.twimg.com/emoji/v2/... draggable="false" alt="💪" title="Angespannter Bizeps" aria-label="Emoji: Angespannter Bizeps">but that makes a market. If DT (Digital Turbine=APPS) keeps the hypergrowth I can see more price upside. As depicted, TAM is huge so lots of room to grow.
I have no position. This is not a recommendation. Please do your homework.
GLTA https://abs.twimg.com/emoji/v2/... draggable="false" alt="✌️" title="Siegeshand" aria-label="Emoji: Siegeshand">

Here is where I found the screen grabs
https://ir.digitalturbine.com"> https://ir.digitalturbine.com  under investors. Or the link should be provided. I do this my own learning and to share what I am doing for my process. This is the 5th thread I believe I& #39;ve done so yes it& #39;s raw. Trying to share a little if it helps!