Investor Presentation
October 2020
Safe Harbor Statement
This presentation includes "forward-looking statements" within the meaning of the U.S. federal securities laws.
Statements in this news release that are not statements of historical fact and that concern future results from operations, financial position, economic conditions, product releases and any other statement that may be construed as a prediction of future performance or events, including financial projections and growth in various products are forward-looking statements that speak only as of the date made and which involve known and unknown risks, uncertainties and other factors which may, should one or more of these risks uncertainties or other factors materialize, cause actual results to differ materially from those expressed or implied by such statements. These factors and risks include risks associated with Ignite adoption among existing customers (including the impact of possible delays with major carrier and OEM partners in the roll out for mobile phones deploying Ignite); actual mobile device sales and sell-through where Ignite is deployed is out of our control; new customer adoption and time to revenue with new carrier and OEM partners is subject to delays and factors out of our control; risks associated with fluctuations in the number of Ignite slots across US carrier partners; the challenges, given the Company's comparatively small size, to expand the combined Company's global reach, accelerate growth and create a scalable, low-capex business model that drives
EBITDA (as well as Adjusted EBITDA); varying and often unpredictable levels of orders; the challenges inherent in technology development necessary to maintain the Company's competitive advantage such as adherence to release schedules and the costs and time required for finalization and gaining market acceptance of new products; changes in economic conditions and market demand; rapid and complex changes occurring in the mobile marketplace; pricing and other activities by competitors; derivative and warrant liabilities on our balance sheet will fluctuate as our stock price moves and will also produce changes in our income statement; these fluctuations and changes might materially impact our reported GAAP financials in an adverse manner, particularly if our stock price were to rise; technology management risk as the Company needs to adapt to complex specifications of different carriers and the management of a complex technology platform given the Company's relatively limited resources; and other risks including those described from time to time in Digital Turbine's filings on Forms 10-K and 10-Q with the Securities and Exchange Commission (SEC), press releases and other communications. You should not place undue reliance on these forward-looking statements. The Company does not undertake to update forward-looking statements, whether as a result of new information, future events or otherwise, except as required by law.
Confidential. © 2020 Digital Turbine, Inc. | 2
Agenda
01 Company Overview
02 Platform Overview
03 Real-Time Update
Recent Performance
COVID-19 Impact
04 Financial Summary
05 Q&A
Confidential. © 2020 Digital Turbine, Inc. | 3
A Platform for Simplified App & Content Discovery
Multiple Marketplace Trends Support Opportunity to Monetize Better App and Content Discovery
CONSUMERS
Apps are Ingrained in our Lives
2.7 M apps in Google Play Store while average user has 30 apps on device using 10 per day
ADVERTISERS
Fraud is an Increasing Issue
The rising cost of fraud for mobile app marketers is estimated to be $1.6B for the first half of 2020
OPERATORS & OEMS
The Device UI/UX is Fertile Ground
Despite control over the device UX, Operators and OEMs are a small fraction of Global App Install and Content Market
Content Discovery is Increasing
50% of the time consumers unlock their phone, they're simply looking for something interesting.
The Install Market
Continues to Grow
Global app install ad spend is estimated to be $76B in 2020 and forecasted to reach >$118B in 2022
Channel Diversification
Rapidly growing market is fostering spend diversification to other channels and platforms for faster non-incremental growth
Confidential. © 2020 Digital Turbine, Inc. | 4
This is an excerpt of the original content. To continue reading it, access the original document here.
Attachments
- Original document
- Permalink
Disclaimer
Digital Turbine Inc. published this content on 21 October 2020 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 21 October 2020 16:44:05 UTC