Thread by @InvestiAnalyst

Pre-Earnings Watch👉: $APPS

Digital Turbine, a platform provider for building apps, enabling content discovery and mobile digital ads

Why I'm bullish L-T:
1/ They have a strong competitive position within the mobile operator-advertiser niche for android devices.

Cont'd -

2/ $APPS Growth Pillars:
- SingleTap is a new product where a user can automatically download an app in a single-tap without visiting the actual app
- Mobile Posse: Product that goes natively on a phone and includes news, sports, ads etc.
- 5G roll-out and Increased phone ads

3/ $APPS software is installed on over 450M+ phones, and this total is increasing by 20M phones per month

$APPS is increasingly building additional revenue streams, such as providing content for carriers such as Sprint

Major clients include Samsung, AT&T, Verizon, Uber.

4/ $APPS currently has over 10M+ monetizable daily users (DAUs) for its Content Media products

- There is still so much growth for android to grow in emerging countries and further penetration with manufacturers like Samsung,

Ranks for having one of the best employee cultures.

5/ $APPS
Analyst Earnings Expectation:
• 250% earnings growth
• 109% quarterly rev. growth on Revs of $75M
• EPS: $0.17
• GM expansion

I'll be watching for:
- Impact of the acquisition of Mobile Posse
- Talk of additional growth drivers

I don't care what the stock does AH