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Digital Turbine, Inc.(APPS)与杜比实验室(DLB)财务数据对比。点击上方公司名可切换其他公司
杜比实验室的季度营收约是Digital Turbine, Inc.的2.3倍($346.7M vs $151.4M)。杜比实验室净利率更高(15.4% vs 3.4%,领先12.0%)。Digital Turbine, Inc.同比增速更快(12.4% vs -2.9%)。过去两年Digital Turbine, Inc.的营收复合增速更高(16.2% vs -2.5%)
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。
杜比实验室是一家美国科技企业,专注于音频降噪、音频编码压缩、空间音频及高动态范围(HDR)影像等技术的研发,旗下技术广泛授权给全球各地的消费电子制造商使用,助力终端产品为用户带来更出色的视听体验。
APPS vs DLB — 直观对比
营收规模更大
DLB
是对方的2.3倍
$151.4M
营收增速更快
APPS
高出15.3%
-2.9%
净利率更高
DLB
高出12.0%
3.4%
两年增速更快
APPS
近两年复合增速
-2.5%
损益表 — Q3 2026 vs Q1 2026
| 指标 | ||
|---|---|---|
| 营收 | $151.4M | $346.7M |
| 净利润 | $5.1M | $53.3M |
| 毛利率 | 57.4% | 87.5% |
| 营业利润率 | 14.3% | 17.9% |
| 净利率 | 3.4% | 15.4% |
| 营收同比 | 12.4% | -2.9% |
| 净利润同比 | 122.1% | -21.4% |
| 每股收益(稀释后) | $0.03 | $0.55 |
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
APPS
DLB
| Q4 25 | $151.4M | $346.7M | ||
| Q3 25 | $140.4M | $307.0M | ||
| Q2 25 | $130.9M | $315.5M | ||
| Q1 25 | $119.2M | $369.6M | ||
| Q4 24 | $134.6M | $357.0M | ||
| Q3 24 | $118.7M | $304.8M | ||
| Q2 24 | $118.0M | $288.8M | ||
| Q1 24 | $112.2M | $364.5M |
净利润
APPS
DLB
| Q4 25 | $5.1M | $53.3M | ||
| Q3 25 | $-21.4M | $49.3M | ||
| Q2 25 | $-14.1M | $46.1M | ||
| Q1 25 | $-18.8M | $91.8M | ||
| Q4 24 | $-23.1M | $67.8M | ||
| Q3 24 | $-25.0M | $58.6M | ||
| Q2 24 | $-25.2M | $38.4M | ||
| Q1 24 | $-236.5M | $97.8M |
毛利率
APPS
DLB
| Q4 25 | 57.4% | 87.5% | ||
| Q3 25 | 55.1% | 87.1% | ||
| Q2 25 | 55.6% | 86.1% | ||
| Q1 25 | 55.4% | 90.3% | ||
| Q4 24 | 48.0% | 88.6% | ||
| Q3 24 | 52.6% | 88.8% | ||
| Q2 24 | 52.7% | 87.7% | ||
| Q1 24 | 52.3% | 89.4% |
营业利润率
APPS
DLB
| Q4 25 | 14.3% | 17.9% | ||
| Q3 25 | 4.7% | 9.7% | ||
| Q2 25 | -3.6% | 15.1% | ||
| Q1 25 | -9.8% | 29.2% | ||
| Q4 24 | -9.5% | 22.4% | ||
| Q3 24 | -11.4% | 15.2% | ||
| Q2 24 | -13.6% | 12.7% | ||
| Q1 24 | -185.2% | 29.9% |
净利率
APPS
DLB
| Q4 25 | 3.4% | 15.4% | ||
| Q3 25 | -15.2% | 16.1% | ||
| Q2 25 | -10.8% | 14.6% | ||
| Q1 25 | -15.8% | 24.8% | ||
| Q4 24 | -17.2% | 19.0% | ||
| Q3 24 | -21.0% | 19.2% | ||
| Q2 24 | -21.3% | 13.3% | ||
| Q1 24 | -210.7% | 26.8% |
每股收益(稀释后)
APPS
DLB
| Q4 25 | $0.03 | $0.55 | ||
| Q3 25 | $-0.20 | $0.50 | ||
| Q2 25 | $-0.13 | $0.48 | ||
| Q1 25 | $-0.18 | $0.94 | ||
| Q4 24 | $-0.22 | $0.70 | ||
| Q3 24 | $-0.24 | $0.59 | ||
| Q2 24 | $-0.25 | $0.40 | ||
| Q1 24 | $-2.33 | $1.01 |
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 | $644.6M |
| 总债务越低越好 | $355.0M | — |
| 股东权益账面价值 | $194.6M | $2.6B |
| 总资产 | $858.2M | $3.2B |
| 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
APPS
DLB
| Q4 25 | $40.2M | $644.6M | ||
| Q3 25 | $38.8M | $702.6M | ||
| Q2 25 | $33.4M | $699.3M | ||
| Q1 25 | $39.4M | $626.6M | ||
| Q4 24 | $34.6M | $520.8M | ||
| Q3 24 | $32.1M | $482.0M | ||
| Q2 24 | $35.0M | $869.0M | ||
| Q1 24 | $32.9M | $825.4M |
总债务
APPS
DLB
| 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 | — | ||
| Q1 24 | $383.5M | — |
股东权益
APPS
DLB
| Q4 25 | $194.6M | $2.6B | ||
| Q3 25 | $148.1M | $2.6B | ||
| Q2 25 | $152.3M | $2.6B | ||
| Q1 25 | $154.0M | $2.6B | ||
| Q4 24 | $163.6M | $2.5B | ||
| Q3 24 | $182.4M | $2.5B | ||
| Q2 24 | $196.0M | $2.4B | ||
| Q1 24 | $213.9M | $2.4B |
总资产
APPS
DLB
| Q4 25 | $858.2M | $3.2B | ||
| Q3 25 | $818.7M | $3.2B | ||
| Q2 25 | $818.4M | $3.2B | ||
| Q1 25 | $812.9M | $3.2B | ||
| Q4 24 | $839.7M | $3.2B | ||
| Q3 24 | $844.5M | $3.1B | ||
| Q2 24 | $860.2M | $3.0B | ||
| Q1 24 | $865.5M | $3.0B |
负债/权益比
APPS
DLB
| 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× | — | ||
| Q1 24 | 1.79× | — |
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 | $54.8M |
| 自由现金流经营现金流 - 资本支出 | — | $50.2M |
| 自由现金流率自由现金流/营收 | — | 14.5% |
| 资本支出强度资本支出/营收 | — | 1.3% |
| 现金转化率经营现金流/净利润 | 2.78× | 1.03× |
| 过去12个月自由现金流最近4个季度 | — | $386.0M |
8季度趋势,按日历期对齐
经营现金流
APPS
DLB
| Q4 25 | $14.2M | $54.8M | ||
| Q3 25 | $14.5M | $122.8M | ||
| Q2 25 | $8.8M | $67.7M | ||
| Q1 25 | $11.5M | $174.9M | ||
| Q4 24 | $10.4M | $106.8M | ||
| Q3 24 | $-8.7M | $116.2M | ||
| Q2 24 | $-1.4M | $21.3M | ||
| Q1 24 | $-11.8M | $181.4M |
自由现金流
APPS
DLB
| Q4 25 | — | $50.2M | ||
| Q3 25 | — | $106.6M | ||
| Q2 25 | — | $61.3M | ||
| Q1 25 | — | $168.0M | ||
| Q4 24 | — | $100.0M | ||
| Q3 24 | — | $108.8M | ||
| Q2 24 | — | $13.7M | ||
| Q1 24 | — | $172.5M |
自由现金流率
APPS
DLB
| Q4 25 | — | 14.5% | ||
| Q3 25 | — | 34.7% | ||
| Q2 25 | — | 19.4% | ||
| Q1 25 | — | 45.5% | ||
| Q4 24 | — | 28.0% | ||
| Q3 24 | — | 35.7% | ||
| Q2 24 | — | 4.7% | ||
| Q1 24 | — | 47.3% |
资本支出强度
APPS
DLB
| Q4 25 | — | 1.3% | ||
| Q3 25 | — | 5.3% | ||
| Q2 25 | — | 2.0% | ||
| Q1 25 | — | 1.9% | ||
| Q4 24 | — | 1.9% | ||
| Q3 24 | — | 2.4% | ||
| Q2 24 | — | 2.6% | ||
| Q1 24 | — | 2.4% |
现金转化率
APPS
DLB
| Q4 25 | 2.78× | 1.03× | ||
| Q3 25 | — | 2.49× | ||
| Q2 25 | — | 1.47× | ||
| Q1 25 | — | 1.91× | ||
| Q4 24 | — | 1.57× | ||
| Q3 24 | — | 1.98× | ||
| Q2 24 | — | 0.55× | ||
| Q1 24 | — | 1.85× |
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% |
DLB
| Licensing Brodcast Revenue | $100.3M | 29% |
| Licensing Mobile Revenue | $74.9M | 22% |
| Licensing Other Revenue | $70.2M | 20% |
| Licensing CE Revenue | $45.6M | 13% |
| Licensing PC Revenue | $28.7M | 8% |
| Products And Services | $26.9M | 8% |