Digital Turbine, Inc. · NASDAQ:APPS

Digital Turbine — Investor Presentation (June 2023)

22 slides from Digital Turbine's investor presentation, June 2023

  1. Slide 1: Company Overview

    Company Overview June 2023 © 2023 Digital Turbine, Inc. | 1

  2. Slide 2: Agenda

    Agenda 01 Company & Platform Overview 02 Real-Time Update 03 Financial Summary © 2023 Digital Turbine, Inc. | 2

  3. Slide 3: Safe Harbor Statement

    Safe Harbor Statement This presentation includes "forward-looking statements" within the meaning of the U.S. federal securities laws. adversely affect our revenue; we may be subject to legal liability associated with providing mobile and online services; Statements in this presentation that are not s

  4. Slide 4: Company & Platform Overview

    Company & Platform Overview © 2023 Digital Turbine, Inc. | 4

  5. Slide 5: A Multi-Hundred Billion Dollar Opportunity Has Been Created As Mobile Devices Have Become The Most Used Device

    A Multi-Hundred Billion Dollar Opportunity Has Been Created As Mobile Devices Have Become The Most Used Device 478 ● Unique combination of R 1 4.3% 445 massive scale and growth 5Y CAG 412 341 ● Resilient throughout macroeconomic challenges 227 228 ● Regulatory tailwinds unlock new growth opportuniti

  6. Slide 6: This Mobile Ecosystem is Seen as Having Key Stakeholders

    This Mobile Ecosystem is Seen as Having 4 Key Stakeholders Ad Dollars and Tech Investment Have Followed Eyeballs to Create a Multi-Hundred Billion Dollar Opportunity App Advertisers Tech want to “Enablers” get on device DEMAND App Publishers SUPPLY want revenue Tech once on device In Apps put ad-tec

  7. Slide 7: Combination of On-Device and In-App Tech Transforms The Mobile Ecosystem Opportunity

    ‘s Combination of On-Device and In-App Tech Transforms The Mobile Ecosystem Opportunity App Publishers App Advertisers ● UA & monetization ● Direct-to-Device UA growth engine ● Single-Tap ● Premium brand ads Programmatic with superior UX ● Store-like Hubs DEMAND SUPPLY Tech On-Device Telecom Partner

  8. Slide 8: Driving Results at Scale Within A Massive Market Opportunity

    Driving Results at Scale Within A Massive Market Opportunity App Publishers App Advertisers +70% 45K+ +750 +5B of top mobile Publisher advertiser Apps installs apps/publishers Partnerships relationships Tech On-Device Telecom Partners Brand Advertisers Tech +800M 40+ In Apps +40 +100s Devices Partne

  9. Slide 9: Delivering Differentiated Value Through Innovative Solutions and Cross-Stakeholder Synergies

    Delivering Differentiated Value Through Innovative Solutions and Cross-Stakeholder Synergies App Advertisers App Publishers Massive scale, Large budgets from diverse audiences chart-topping apps Premium ads, Superior Vast on-device and performance and UX in-app distribution Tech On-Device Telecom Pa

  10. Slide 10: Owning End-to-End In-App Ad Tech Means More Profits For Our Publisher Partners

    Owning End-to-End In-App Ad Tech Means More Profits For Our Publisher Partners ADVERTISER DIGITAL TURBINE OUR APP PUBLISHERS profits from not having to pay fees to third parties make more revenue DSP Fee 3rd Party DSP Fee SSP/Exchange Fee Advertiser Pays DT Remaining Proceeds To Publisher DT Pays Pu

  11. Slide 11: By Sitting At The Heart Of Global Smartphones, Has Unique Upside

    By Sitting At The Heart Of Global Smartphones, Has Unique Upside Access, Control, Scale & Extensibility Drive Operating Leverage DT is a Platform Platforms are Extensible Consistently Massive scale profitable Efficient, scalable Ecosystem enabler operating model Tech On-Device Unique, differentiated

  12. Slide 12: Uniquely Positioned to Lead the Evolution of the App Economy

    is Uniquely Positioned to Lead the Evolution of the App Economy Market Tides Are Changing, Creating an Opportunity for Disruption Market Large Developers Regulatory Tailwinds pushing back Intervention The App The Path Towards Disruption Economy Complete Solution Innovation & Growth Solutions ● Payme

  13. Slide 13: Our Platform and Unique Market Position Unlock New Opportunities

    Our Platform and Unique Market Position Unlock New Opportunities New Products More Devices Advertiser Demand Platform Network Effects © 2023 Digital Turbine, Inc. | 13

  14. Slide 14: Real-Time Update

    Real-Time Update © 2023 Digital Turbine, Inc. | 14

  15. Slide 15: Core Business Growth Despite Macro Headwinds in FY23

    Core Business Growth Despite Macro Headwinds in FY23 Impact of Exit from Non-Strategic Businesses1 Overshadowed Core Business Growth in FY23 Headwinds: ● Comps of non-core businesses ● Macro environment (devices) Tailwinds: ● US Revenue Per Device growth ● DSP SingleTap growth ● AdTech execution 1 N

  16. Slide 16: Key Growth Drivers

    Key Growth Drivers New Products More Devices Advertiser Demand Platform Network Effects ● SingleTap ● New/Expanded ● Performance Licensing Ramping supply partners Expansion ● DT Hub Expansion ● New device types ● Brand Expansion ● AdTech product ● Strategic demand enhancements partnerships © 2023 Di

  17. Slide 17: Financial Summary

    Financial Summary © 2023 Digital Turbine, Inc. | 17

  18. Slide 18: Rapid & Profitable Growth

    Rapid & Profitable Growth Non-GAAP adjusted EBITDA1 CAGR of 207% from FY19 through FY23 Non-GAAP adjusted EBITDA1 Margin Expansion from <10% in FY19 to 25% in FY23 Revenue GAAP Net Income Non-GAAP adjusted EBITDA1 1 See Financial Appendix attached hereto for the definition of Non-GAAP adjusted EBITD

  19. Slide 19: Wrap Up

    Wrap Up © 2023 Digital Turbine, Inc. | 19

  20. Slide 20: The Digital Turbine Summary Investment Thesis

    The Digital Turbine Summary Investment Thesis “We have the software solutions that the market wants in today’s mobile advertising ecosystem, the business model to realize value for shareholders, and the leadership team to deliver results” End-to-end platform uniquely positioned to capitalize on newl

  21. Slide 21: Financial Appendix

    Financial Appendix Non-GAAP adjusted EBITDA Measure Non-GAAP adjusted EBITDA is calculated as GAAP Net Income/(Loss) excluding the following cash and non-cash expenses: stock-based compensation expense, depreciation and amortization, net interest income/(expense), change in fair value of contingent

  22. Slide 22: GAAP Net Income to Non-GAAP Adjusted EBITDA

    GAAP NET INCOME TO NON-GAAP ADJUSTED EBITDA (in millions) (Unaudited) © 2023 Digital Turbine, Inc. | 22

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