Digital Turbine growth disappoints, but its unique position on phones and margin expansion should provide some counterbalance. Longer-term growth drivers are still in place, with new drivers about to begin, […]
The shares have crashed with the rest of tech but took another lurch down on a slowdown of growth, which is likely to be cyclical in nature. The secular growth […]
Digital Turbine’s stock price has come down a lot, while at the same time the company is solidifying its position and absorbing its acquisitions. SingleTap especially has only scratched the […]
Digital Turbine is selling off on Google cross-app tracking changes. Similar changes by Apple only temporarily affected their iOS business. What’s more, their relationships with carriers provide them with a […]
We were fairly early latching onto the potential of both Trade Desk and Digital Turbine, and share price returns have been stellar on both. We believe the companies are comparable […]
Multiple parts of their business are experiencing hyper-growth. All three recent acquisitions are growing rapidly and are profitable and accretive to profits and cash flow, with cost and revenue synergies […]
Given the tremendous rally, one might think that the smart money was already made in this stock, but we’re only in the early innings. We think this company is on […]
Having amassed a fast and still rapidly growing footprint of 570M mobile phones from 40+ OEMs and operators, the company is acquiring three mobile ad tech companies. The mobile ad […]
A terrific quarter from a terrific company, selling at a terrific valuation. We don’t think one should be overly intimidated by the undoubtedly very steep valuation, growth isn’t going to […]
Another terrific quarter, and the end of their expansion isn’t in sight. Plenty of growth opportunities left, and much of that goes to the bottom line, given the tremendous operational […]