Aug 11, 2021 / 12:15PM GMT
Tim Horan - Oppenheimer & Co. - Analyst
Good morning, everybody. Bright and early. Thanks to all of you for attending our third and final day here of our usual Boston conference. It's obviously virtual; next year we'll see you on purpose -- in person and on purpose. Tim Horan, I am the cloud and communications analyst at Oppenheimer.
My pleasure to host what's been one of the most exciting companies I followed in frankly a long time, of the CEO of Digital Turbine, Bill Stone. Bill has just done a phenomenal job with this Company. They just reported results 2 days ago. 100% organic volume growth. And this is not a small company. We are getting up -- getting close to $1.5 billion in revenue. I frankly have never seen a company be able to grow 100% with this level of revenue, frankly, or even close.
The Company is also frankly trading at a pretty large discount to a bunch of its peers and other companies in this sector. It's only 4 times revenue by my estimate on next year. Consensus estimates, I'm not sure where they are at, but in that kind of range. And I think actually my revenue
Digital Turbine Inc at Oppenheimer Technology, Internet & Communications Conference (Virtual) Transcript
Feb 06, 2024
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