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Digital Turbine, Inc.（APPS）与Ribbon Communications Inc.（RBBN）财务数据对比。点击上方公司名可切换其他公司
Ribbon Communications Inc.的季度营收约是Digital Turbine, Inc.的1.1倍（$162.6M vs $151.4M），Ribbon Communications Inc.净利率更高（54.8% vs 3.4%，领先51.4%），Digital Turbine, Inc.同比增速更快（12.4% vs -10.3%），过去两年Digital Turbine, Inc.的营收复合增速更高（16.2% vs -8.1%）
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。
睿宾通信公司（Ribbon Communications Inc.）主要为电信运营商、企业及关键基础设施领域提供软件、IP与光网络解决方案。公司于2017年由Genband与Sonus Networks合并成立，总部位于美国得克萨斯州普莱诺，是一家上市科技企业。
APPS vs RBBN — 直观对比
营收规模更大
RBBN
是对方的1.1倍
$151.4M
营收增速更快
APPS
高出22.8%
-10.3%
净利率更高
RBBN
高出51.4%
3.4%
两年增速更快
APPS
近两年复合增速
-8.1%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $151.4M | $162.6M |
| 净利润 | $5.1M | $89.1M |
| 毛利率 | 57.4% | 42.9% |
| 营业利润率 | 14.3% | — |
| 净利率 | 3.4% | 54.8% |
| 营收同比 | 12.4% | -10.3% |
| 净利润同比 | 122.1% | — |
| 每股收益（稀释后） | $0.03 | $0.50 |
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APPSRBBN
| Q1 26 | — | $162.6M | ||
| Q4 25 | $151.4M | $227.3M | ||
| Q3 25 | $140.4M | $215.4M | ||
| Q2 25 | $130.9M | $220.6M | ||
| Q1 25 | $119.2M | $181.3M | ||
| Q4 24 | $134.6M | $251.4M | ||
| Q3 24 | $118.7M | $210.2M | ||
| Q2 24 | $118.0M | $192.6M |
净利润APPSRBBN
| Q1 26 | — | $89.1M | ||
| Q4 25 | $5.1M | — | ||
| Q3 25 | $-21.4M | $-12.1M | ||
| Q2 25 | $-14.1M | $-11.1M | ||
| Q1 25 | $-18.8M | $-26.2M | ||
| Q4 24 | $-23.1M | — | ||
| Q3 24 | $-25.0M | $-13.4M | ||
| Q2 24 | $-25.2M | $-16.8M |
毛利率APPSRBBN
| Q1 26 | — | 42.9% | ||
| Q4 25 | 57.4% | 53.3% | ||
| Q3 25 | 55.1% | 50.1% | ||
| Q2 25 | 55.6% | 49.6% | ||
| Q1 25 | 55.4% | 45.4% | ||
| Q4 24 | 48.0% | 55.7% | ||
| Q3 24 | 52.6% | 52.1% | ||
| Q2 24 | 52.7% | 50.8% |
营业利润率APPSRBBN
| Q1 26 | — | — | ||
| Q4 25 | 14.3% | 4.1% | ||
| Q3 25 | 4.7% | 1.3% | ||
| Q2 25 | -3.6% | 1.9% | ||
| Q1 25 | -9.8% | -10.8% | ||
| Q4 24 | -9.5% | 13.2% | ||
| Q3 24 | -11.4% | -0.4% | ||
| Q2 24 | -13.6% | -1.0% |
净利率APPSRBBN
| Q1 26 | — | 54.8% | ||
| Q4 25 | 3.4% | — | ||
| Q3 25 | -15.2% | -5.6% | ||
| Q2 25 | -10.8% | -5.0% | ||
| Q1 25 | -15.8% | -14.5% | ||
| Q4 24 | -17.2% | — | ||
| Q3 24 | -21.0% | -6.4% | ||
| Q2 24 | -21.3% | -8.7% |
每股收益（稀释后）APPSRBBN
| Q1 26 | — | $0.50 | ||
| Q4 25 | $0.03 | $0.50 | ||
| Q3 25 | $-0.20 | $-0.07 | ||
| Q2 25 | $-0.13 | $-0.06 | ||
| Q1 25 | $-0.18 | $-0.15 | ||
| Q4 24 | $-0.22 | $0.05 | ||
| Q3 24 | $-0.24 | $-0.08 | ||
| Q2 24 | $-0.25 | $-0.10 |
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 | $67.6M |
| 总债务越低越好 | $355.0M | — |
| 股东权益账面价值 | $194.6M | $419.1M |
| 总资产 | $858.2M | — |
| 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APPSRBBN
| Q1 26 | — | $67.6M | ||
| Q4 25 | $40.2M | $96.4M | ||
| Q3 25 | $38.8M | $74.8M | ||
| Q2 25 | $33.4M | $60.5M | ||
| Q1 25 | $39.4M | $71.2M | ||
| Q4 24 | $34.6M | $87.8M | ||
| Q3 24 | $32.1M | $37.2M | ||
| Q2 24 | $35.0M | $64.6M |
总债务APPSRBBN
| Q1 26 | — | — | ||
| Q4 25 | $355.0M | $342.1M | ||
| Q3 25 | $396.4M | $344.3M | ||
| Q2 25 | $400.5M | $346.5M | ||
| Q1 25 | $408.7M | $347.4M | ||
| Q4 24 | $408.2M | $348.3M | ||
| Q3 24 | $407.6M | $349.1M | ||
| Q2 24 | $393.8M | $350.0M |
股东权益APPSRBBN
| Q1 26 | — | $419.1M | ||
| Q4 25 | $194.6M | $449.0M | ||
| Q3 25 | $148.1M | $360.1M | ||
| Q2 25 | $152.3M | $370.4M | ||
| Q1 25 | $154.0M | $381.8M | ||
| Q4 24 | $163.6M | $404.6M | ||
| Q3 24 | $182.4M | $395.5M | ||
| Q2 24 | $196.0M | $405.0M |
总资产APPSRBBN
| Q1 26 | — | — | ||
| Q4 25 | $858.2M | $1.2B | ||
| Q3 25 | $818.7M | $1.1B | ||
| Q2 25 | $818.4M | $1.1B | ||
| Q1 25 | $812.9M | $1.1B | ||
| Q4 24 | $839.7M | $1.2B | ||
| Q3 24 | $844.5M | $1.1B | ||
| Q2 24 | $860.2M | $1.1B |
负债/权益比APPSRBBN
| Q1 26 | — | — | ||
| Q4 25 | 1.82× | 0.76× | ||
| Q3 25 | 2.68× | 0.96× | ||
| Q2 25 | 2.63× | 0.94× | ||
| Q1 25 | 2.65× | 0.91× | ||
| Q4 24 | 2.50× | 0.86× | ||
| Q3 24 | 2.24× | 0.88× | ||
| Q2 24 | 2.01× | 0.86× |
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 | — | — |
| 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APPSRBBN
| Q1 26 | — | — | ||
| Q4 25 | $14.2M | $29.2M | ||
| Q3 25 | $14.5M | $26.5M | ||
| Q2 25 | $8.8M | $-795.0K | ||
| Q1 25 | $11.9M | $-3.5M | ||
| Q4 24 | $10.4M | $61.8M | ||
| Q3 24 | $-8.7M | $-14.8M | ||
| Q2 24 | $-1.4M | $-9.8M |
自由现金流APPSRBBN
| Q1 26 | — | — | ||
| Q4 25 | — | $27.3M | ||
| Q3 25 | — | $21.0M | ||
| Q2 25 | — | $-6.5M | ||
| Q1 25 | — | $-15.7M | ||
| Q4 24 | — | $53.8M | ||
| Q3 24 | — | $-23.7M | ||
| Q2 24 | — | $-12.9M |
自由现金流率APPSRBBN
| Q1 26 | — | — | ||
| Q4 25 | — | 12.0% | ||
| Q3 25 | — | 9.7% | ||
| Q2 25 | — | -2.9% | ||
| Q1 25 | — | -8.7% | ||
| Q4 24 | — | 21.4% | ||
| Q3 24 | — | -11.3% | ||
| Q2 24 | — | -6.7% |
资本支出强度APPSRBBN
| Q1 26 | — | — | ||
| Q4 25 | — | 0.9% | ||
| Q3 25 | — | 2.6% | ||
| Q2 25 | — | 2.6% | ||
| Q1 25 | — | 6.7% | ||
| Q4 24 | — | 3.2% | ||
| Q3 24 | — | 4.2% | ||
| Q2 24 | — | 1.6% |
现金转化率APPSRBBN
| Q1 26 | — | — | ||
| Q4 25 | 2.78× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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% |
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
