Digital Turbine Inc (LTS:0A6A)
$ 3.225 0.1061 (3.4%) Market Cap: 334.02 Mil Enterprise Value: 698.06 Mil PE Ratio: 0 PB Ratio: 1.63 GF Score: 69/100

Digital Turbine Inc at Oppenheimer Technology, Internet & Communications Conference (Virtual) Transcript

Aug 11, 2021 / 12:15PM GMT
Release Date Price: $58.16 (-3.77%)
Tim Horan
Oppenheimer & Co. - Analyst

Good morning, everybody. Bright and early. Thanks to all of you for attending our third and final day here of our usual Boston conference. It's obviously virtual; next year we'll see you on purpose -- in person and on purpose. Tim Horan, I am the cloud and communications analyst at Oppenheimer.

My pleasure to host what's been one of the most exciting companies I followed in frankly a long time, of the CEO of Digital Turbine, Bill Stone. Bill has just done a phenomenal job with this Company. They just reported results 2 days ago. 100% organic volume growth. And this is not a small company. We are getting up -- getting close to $1.5 billion in revenue. I frankly have never seen a company be able to grow 100% with this level of revenue, frankly, or even close.

The Company is also frankly trading at a pretty large discount to a bunch of its peers and other companies in this sector. It's only 4 times revenue by my estimate on next year. Consensus estimates, I'm not sure where they are at, but in that kind of range. And I think actually my revenue

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