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Digital Turbine, Inc.(APPS)与LiveRamp Holdings, Inc.(RAMP)财务数据对比。点击上方公司名可切换其他公司
LiveRamp Holdings, Inc.的季度营收约是Digital Turbine, Inc.的1.4倍($212.2M vs $151.4M),LiveRamp Holdings, Inc.净利率更高(18.8% vs 3.4%,领先15.4%),Digital Turbine, Inc.同比增速更快(12.4% vs 8.6%),过去两年Digital Turbine, Inc.的营收复合增速更高(16.2% vs 11.1%)
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。
LiveRamp Holdings, Inc.是一家美国SaaS企业,核心业务为提供数据连接平台,服务涵盖数据导入、线下数据线上迁移等能力,助力企业开展营销相关的数据应用,为品牌及营销从业者的数字化运营提供技术支撑。
APPS vs RAMP — 直观对比
营收规模更大
RAMP
是对方的1.4倍
$151.4M
营收增速更快
APPS
高出3.9%
8.6%
净利率更高
RAMP
高出15.4%
3.4%
两年增速更快
APPS
近两年复合增速
11.1%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $151.4M | $212.2M |
| 净利润 | $5.1M | $39.9M |
| 毛利率 | 57.4% | 71.9% |
| 营业利润率 | 14.3% | 18.6% |
| 净利率 | 3.4% | 18.8% |
| 营收同比 | 12.4% | 8.6% |
| 净利润同比 | 122.1% | 255.7% |
| 每股收益(稀释后) | $0.03 | $0.62 |
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
RAMP
| Q4 25 | $151.4M | $212.2M | ||
| Q3 25 | $140.4M | $199.8M | ||
| Q2 25 | $130.9M | $194.8M | ||
| Q1 25 | $119.2M | $188.7M | ||
| Q4 24 | $134.6M | $195.4M | ||
| Q3 24 | $118.7M | $185.5M | ||
| Q2 24 | $118.0M | $176.0M | ||
| Q1 24 | $112.2M | $171.9M |
净利润
APPS
RAMP
| Q4 25 | $5.1M | $39.9M | ||
| Q3 25 | $-21.4M | $27.4M | ||
| Q2 25 | $-14.1M | $7.7M | ||
| Q1 25 | $-18.8M | $-6.3M | ||
| Q4 24 | $-23.1M | $11.2M | ||
| Q3 24 | $-25.0M | $1.7M | ||
| Q2 24 | $-25.2M | $-7.5M | ||
| Q1 24 | $-236.5M | $-5.4M |
毛利率
APPS
RAMP
| Q4 25 | 57.4% | 71.9% | ||
| Q3 25 | 55.1% | 70.2% | ||
| Q2 25 | 55.6% | 70.1% | ||
| Q1 25 | 55.4% | 69.3% | ||
| Q4 24 | 48.0% | 71.9% | ||
| Q3 24 | 52.6% | 72.4% | ||
| Q2 24 | 52.7% | 70.6% | ||
| Q1 24 | 52.3% | 72.2% |
营业利润率
APPS
RAMP
| Q4 25 | 14.3% | 18.6% | ||
| Q3 25 | 4.7% | 10.7% | ||
| Q2 25 | -3.6% | 3.7% | ||
| Q1 25 | -9.8% | -6.1% | ||
| Q4 24 | -9.5% | 7.5% | ||
| Q3 24 | -11.4% | 4.0% | ||
| Q2 24 | -13.6% | -3.0% | ||
| Q1 24 | -185.2% | -8.3% |
净利率
APPS
RAMP
| Q4 25 | 3.4% | 18.8% | ||
| Q3 25 | -15.2% | 13.7% | ||
| Q2 25 | -10.8% | 4.0% | ||
| Q1 25 | -15.8% | -3.3% | ||
| Q4 24 | -17.2% | 5.7% | ||
| Q3 24 | -21.0% | 0.9% | ||
| Q2 24 | -21.3% | -4.3% | ||
| Q1 24 | -210.7% | -3.1% |
每股收益(稀释后)
APPS
RAMP
| Q4 25 | $0.03 | $0.62 | ||
| Q3 25 | $-0.20 | $0.42 | ||
| Q2 25 | $-0.13 | $0.12 | ||
| Q1 25 | $-0.18 | $-0.10 | ||
| Q4 24 | $-0.22 | $0.17 | ||
| Q3 24 | $-0.24 | $0.03 | ||
| Q2 24 | $-0.25 | $-0.11 | ||
| Q1 24 | $-2.33 | $-0.09 |
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 | $403.4M |
| 总债务越低越好 | $355.0M | — |
| 股东权益账面价值 | $194.6M | $962.3M |
| 总资产 | $858.2M | $1.3B |
| 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
RAMP
| Q4 25 | $40.2M | $403.4M | ||
| Q3 25 | $38.8M | $376.9M | ||
| Q2 25 | $33.4M | $371.1M | ||
| Q1 25 | $39.4M | $420.8M | ||
| Q4 24 | $34.6M | $384.3M | ||
| Q3 24 | $32.1M | $348.4M | ||
| Q2 24 | $35.0M | $342.7M | ||
| Q1 24 | $32.9M | $368.9M |
总债务
APPS
RAMP
| 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
RAMP
| Q4 25 | $194.6M | $962.3M | ||
| Q3 25 | $148.1M | $943.8M | ||
| Q2 25 | $152.3M | $947.8M | ||
| Q1 25 | $154.0M | $948.9M | ||
| Q4 24 | $163.6M | $957.7M | ||
| Q3 24 | $182.4M | $932.1M | ||
| Q2 24 | $196.0M | $951.9M | ||
| Q1 24 | $213.9M | $949.1M |
总资产
APPS
RAMP
| Q4 25 | $858.2M | $1.3B | ||
| Q3 25 | $818.7M | $1.2B | ||
| Q2 25 | $818.4M | $1.2B | ||
| Q1 25 | $812.9M | $1.3B | ||
| Q4 24 | $839.7M | $1.3B | ||
| Q3 24 | $844.5M | $1.2B | ||
| Q2 24 | $860.2M | $1.2B | ||
| Q1 24 | $865.5M | $1.2B |
负债/权益比
APPS
RAMP
| 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 | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | 0.1% |
| 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
APPS
RAMP
| Q4 25 | $14.2M | — | ||
| Q3 25 | $14.5M | $57.4M | ||
| Q2 25 | $8.8M | $-15.8M | ||
| Q1 25 | $11.9M | — | ||
| Q4 24 | $10.4M | $45.1M | ||
| Q3 24 | $-8.7M | $55.6M | ||
| Q2 24 | $-1.4M | $-9.3M | ||
| Q1 24 | $28.7M | — |
自由现金流
APPS
RAMP
| Q4 25 | — | — | ||
| Q3 25 | — | $56.8M | ||
| Q2 25 | — | $-16.2M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $44.8M | ||
| Q3 24 | — | $55.4M | ||
| Q2 24 | — | $-9.6M | ||
| Q1 24 | — | — |
自由现金流率
APPS
RAMP
| Q4 25 | — | — | ||
| Q3 25 | — | 28.4% | ||
| Q2 25 | — | -8.3% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 22.9% | ||
| Q3 24 | — | 29.8% | ||
| Q2 24 | — | -5.4% | ||
| Q1 24 | — | — |
资本支出强度
APPS
RAMP
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 0.1% | ||
| Q3 24 | — | 0.1% | ||
| Q2 24 | — | 0.1% | ||
| Q1 24 | — | 1.0% |
现金转化率
APPS
RAMP
| Q4 25 | 2.78× | — | ||
| Q3 25 | — | 2.09× | ||
| Q2 25 | — | -2.04× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 4.02× | ||
| Q3 24 | — | 32.10× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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% |
RAMP
暂无分部数据