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Digital Turbine, Inc.（APPS）与Bandwidth Inc.（BAND）财务数据对比。点击上方公司名可切换其他公司
Bandwidth Inc.的季度营收约是Digital Turbine, Inc.的1.4倍（$208.8M vs $151.4M），Digital Turbine, Inc.净利率更高（3.4% vs 1.9%，领先1.5%），Bandwidth Inc.同比增速更快（20.1% vs 12.4%），过去两年Digital Turbine, Inc.的营收复合增速更高（16.2% vs 9.7%）
Digital Turbine是一家全球移动广告科技企业，为移动运营商、设备厂商及应用开发者提供端到端的应用变现、用户获取和定向广告解决方案，业务覆盖北美、欧洲、亚太地区，服务电信、移动科技、消费应用等多个核心领域。
Bandwidth Inc.是一家通信平台即服务提供商，依托自有全球IP语音网络，为客户提供语音、短信及应急服务相关的软件API产品，帮助开发者便捷集成通信功能，全球客户可借助其方案快速搭建符合需求的通信服务体系。
APPS vs BAND — 直观对比
营收规模更大
BAND
是对方的1.4倍
$151.4M
营收增速更快
BAND
高出7.7%
12.4%
净利率更高
APPS
高出1.5%
1.9%
两年增速更快
APPS
近两年复合增速
9.7%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $151.4M | $208.8M |
| 净利润 | $5.1M | $4.0M |
| 毛利率 | 57.4% | 37.3% |
| 营业利润率 | 14.3% | 60.5% |
| 净利率 | 3.4% | 1.9% |
| 营收同比 | 12.4% | 20.1% |
| 净利润同比 | 122.1% | 200.0% |
| 每股收益（稀释后） | $0.03 | $-0.08 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收APPSBAND
| Q1 26 | — | $208.8M | ||
| Q4 25 | $151.4M | $207.7M | ||
| Q3 25 | $140.4M | $191.9M | ||
| Q2 25 | $130.9M | $180.0M | ||
| Q1 25 | $119.2M | $174.2M | ||
| Q4 24 | $134.6M | $210.0M | ||
| Q3 24 | $118.7M | $193.9M | ||
| Q2 24 | $118.0M | $173.6M |
净利润APPSBAND
| Q1 26 | — | $4.0M | ||
| Q4 25 | $5.1M | — | ||
| Q3 25 | $-21.4M | $-1.2M | ||
| Q2 25 | $-14.1M | $-4.9M | ||
| Q1 25 | $-18.8M | $-3.7M | ||
| Q4 24 | $-23.1M | — | ||
| Q3 24 | $-25.0M | $413.0K | ||
| Q2 24 | $-25.2M | $4.1M |
毛利率APPSBAND
| Q1 26 | — | 37.3% | ||
| Q4 25 | 57.4% | 37.6% | ||
| Q3 25 | 55.1% | 38.5% | ||
| Q2 25 | 55.6% | 39.8% | ||
| Q1 25 | 55.4% | 41.0% | ||
| Q4 24 | 48.0% | 36.4% | ||
| Q3 24 | 52.6% | 37.7% | ||
| Q2 24 | 52.7% | 37.3% |
营业利润率APPSBAND
| Q1 26 | — | 60.5% | ||
| Q4 25 | 14.3% | -1.9% | ||
| Q3 25 | 4.7% | -1.0% | ||
| Q2 25 | -3.6% | -2.1% | ||
| Q1 25 | -9.8% | -2.7% | ||
| Q4 24 | -9.5% | -1.3% | ||
| Q3 24 | -11.4% | -0.5% | ||
| Q2 24 | -13.6% | -3.5% |
净利率APPSBAND
| Q1 26 | — | 1.9% | ||
| Q4 25 | 3.4% | — | ||
| Q3 25 | -15.2% | -0.6% | ||
| Q2 25 | -10.8% | -2.7% | ||
| Q1 25 | -15.8% | -2.1% | ||
| Q4 24 | -17.2% | — | ||
| Q3 24 | -21.0% | 0.2% | ||
| Q2 24 | -21.3% | 2.3% |
每股收益（稀释后）APPSBAND
| Q1 26 | — | $-0.08 | ||
| Q4 25 | $0.03 | $-0.10 | ||
| Q3 25 | $-0.20 | $-0.04 | ||
| Q2 25 | $-0.13 | $-0.16 | ||
| Q1 25 | $-0.18 | $-0.13 | ||
| Q4 24 | $-0.22 | $0.27 | ||
| Q3 24 | $-0.24 | $0.01 | ||
| Q2 24 | $-0.25 | $-0.17 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $40.2M | $47.3M |
| 总债务越低越好 | $355.0M | — |
| 股东权益账面价值 | $194.6M | $405.7M |
| 总资产 | $858.2M | $984.2M |
| 负债/权益比越低杠杆越低 | 1.82× | — |
8季度趋势，按日历期对齐
现金及短期投资APPSBAND
| Q1 26 | — | $47.3M | ||
| Q4 25 | $40.2M | $111.3M | ||
| Q3 25 | $38.8M | $80.4M | ||
| Q2 25 | $33.4M | $68.1M | ||
| Q1 25 | $39.4M | $41.7M | ||
| Q4 24 | $34.6M | $83.8M | ||
| Q3 24 | $32.1M | $79.9M | ||
| Q2 24 | $35.0M | $76.4M |
总债务APPSBAND
| Q1 26 | — | — | ||
| Q4 25 | $355.0M | — | ||
| Q3 25 | $396.4M | — | ||
| Q2 25 | $400.5M | — | ||
| Q1 25 | $408.7M | — | ||
| Q4 24 | $408.2M | — | ||
| Q3 24 | $407.6M | — | ||
| Q2 24 | $393.8M | — |
股东权益APPSBAND
| Q1 26 | — | $405.7M | ||
| Q4 25 | $194.6M | $400.0M | ||
| Q3 25 | $148.1M | $392.7M | ||
| Q2 25 | $152.3M | $384.5M | ||
| Q1 25 | $154.0M | $345.4M | ||
| Q4 24 | $163.6M | $312.5M | ||
| Q3 24 | $182.4M | $336.6M | ||
| Q2 24 | $196.0M | $307.4M |
总资产APPSBAND
| Q1 26 | — | $984.2M | ||
| Q4 25 | $858.2M | $1.1B | ||
| Q3 25 | $818.7M | $1.0B | ||
| Q2 25 | $818.4M | $1.0B | ||
| Q1 25 | $812.9M | $964.4M | ||
| Q4 24 | $839.7M | $989.2M | ||
| Q3 24 | $844.5M | $1.0B | ||
| Q2 24 | $860.2M | $1.0B |
负债/权益比APPSBAND
| Q1 26 | — | — | ||
| Q4 25 | 1.82× | — | ||
| Q3 25 | 2.68× | — | ||
| Q2 25 | 2.63× | — | ||
| Q1 25 | 2.65× | — | ||
| Q4 24 | 2.50× | — | ||
| Q3 24 | 2.24× | — | ||
| Q2 24 | 2.01× | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $14.2M | — |
| 自由现金流经营现金流 - 资本支出 | — | $-1.0M |
| 自由现金流率自由现金流/营收 | — | -0.5% |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 2.78× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流APPSBAND
| Q1 26 | — | — | ||
| Q4 25 | $14.2M | $38.6M | ||
| Q3 25 | $14.5M | $22.2M | ||
| Q2 25 | $8.8M | $31.7M | ||
| Q1 25 | $11.9M | $-3.1M | ||
| Q4 24 | $10.4M | $36.5M | ||
| Q3 24 | $-8.7M | $20.5M | ||
| Q2 24 | $-1.4M | $24.4M |
自由现金流APPSBAND
| Q1 26 | — | $-1.0M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
自由现金流率APPSBAND
| Q1 26 | — | -0.5% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金转化率APPSBAND
| Q1 26 | — | — | ||
| Q4 25 | 2.78× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 49.55× | ||
| Q2 24 | — | 6.03× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
APPS
| On Device Solutions | $99.6M | 66% |
| App Growth Platform | $52.6M | 35% |
BAND
暂无分部数据
