joining Thanks, Brian, our all and thank you for tonight. call
to future role specifically, some our business. in and wanted conclude and some and fiscal real-time my with and state future our start our AI provide I the today business commentary about machine operational results, current the 'XX out closing of commentary on of thoughts learning our
and revenue, our million closed $XXX of First, $X.XX the EBITDA fiscal turning year of We EPS. results. non-GAAP of $XXX to million 'XX with
and gross of reported XX%. margins we EBITDA addition, margins of XX% In
we our of growth. increased year will execution, view new equate sequential and stated that And first relationships the trends to date, the the of this media seeing products these are macro stability on recent all our previously, are trough positive we that is business. And the to in combined of environment As improved with calendar expectations factors. is our half
is strategic was change an the the on March demand also accrete results included do a quarter a our in drive agreement advantages timing that our help We publisher. for to unique of margins strategic expected publisher Also these app incremental in contracts for signed inventory in with and the demand us.
a the outlook prior impact the previous Our that to anticipated portion contract March from quarter. of economics
have of a is we're from agreement revenues of the that on This business majority the fundamentals will detail realized now. operations and in the However, be a remarks. provide that timing more his will as economic positive strictly impact benefit in total fiscal right agreements actually and issue, this these from our contract and unchanged. in the expected and are profits year Barrett
million on XXX global U.S., our saw Ignite We over On a which put past year-over-year. a our business. to technology decline over percent year, Turning devices devices year-over-year. in is we the in double-digit increase the X% Device But
New were have device the we in U.S. lowest seen XXXX. since the sales
continued year-over-year headwinds U.S. device and our per both the or pleased revenue demand RPD progress despite from on scale U.S., the of demand able our however, being our rates publishers our sequentially double-digit and products. I that more OEM supply, in operator and increased by was driven better on in positive declines rates volume platform. figures and device Offsetting to for X U.S., nearly And was Chinese
year. our growth that SingleTap DSP In direct utilized I to the this last March was for growth showing double-digit pleased return to quarter year on we particular, see installs, from
SingleTap of to be DSP major progress licensing continued our the we growth the drivers Progress into one also as expect our current year. We fiscal with business.
many quarter. the all top We're are XX current double expectations March have gaming was will June SingleTap running of XXXX, volume double March such install welcomed as quarter our FunPlus. PlayerX licensing and in grossing and the from quarter excited customers Our to
and expansion expanded Additionally, partners additional the encouraged of of SingleTap titles our Amazon as traffic such also high-profile apps, our sources. by and both number who more implementations the adding across Epic, a portfolio we're volume of
excited Google Marketplace Google Turbine expanding brands expected our integrations and the X all Google's and launch also where We're of Digital within about ecosystem. publishers Tier jointly both are
We have Cloud Google SingleTap partners pipeline a the of adopt healthy looking Google and through to Marketplace.
do that we're pilots I today, licensing, their pleased the and time months. Bigger running excited in And SingleTap made product we've will want the material them investors market it networks SingleTap expect is fit social strong. next the our remind for companies to report SingleTap to large generation. that licensing picture take revenue media while finally, begin to to multiple over about while progress And have with few I'm prospects, revenue to get very is generating first
It's the time to is of replicate taken not telcos scale. news technology, is providers, given but to OEMs complexity, attribution moat to the complexity get operational this bringing The the more the management. and and On together coordination many Device good of established, like publishers, just than advertisers, difficult once moving parts tight we scale, but us all at requiring very that has
the here. those and the early our days operator another and Dynamic and of It one on. ramped trends layered and sequential growth days business on Install of OEMs. nice carriers early where mobile similar expanded launched seeing emerge we with breadth only to It's slot depth or and so then as but we're a Similar we on X added very
was App 'XX Growth revenue or down fiscal business, the fiscal X% On to from 'XX. AGP Platform
as revenue calendar the we we these of since improving the to trough beginning the However, expect seen year. AGP be results trends our for have business
the on. so we integration as With compared like of part and strides machine SDK in acquisitions our improvements business we bidding, made is has And technology fruit complete, our to things major expect learning, of that video this the benefit AI last scale now largely our to year. our our that the bear execution now rendering and
voice with more add our mediation demand integrate our our to bidding Google solution, as FairBid, see share we continue should into to pleased publisher also was that I supply. of improve
Turning enhancements licensing mentioned tech And we've and want new on I future. a we're product few earlier and Device. moments in We build as ad positioned to our SingleTap our operator a and I growth new strategic for On prior relationships. our remarks my our calls, Stores believe to mentioned our the on both On want Shopify spend highlighting opportunities. uniquely we growth relationships drivers. with to App also technology, publisher OEM Device solutions
our first app international We a with four and U.S. also have strong stores launched now very have operators alternative pipeline.
is will payments, sideloading EU points applications changing to apps provide of pain for We managing iOS its of as also its global in to thrust And vision, additional there this future of operating curation is to platform, installing it specific stores. app A preparing achieve part believe and of port support the Apple their regulatory to new will example easier environment vision. be some making including the are the the versions the a system. solving, micro this managing apps publishers market we to regulations
X Aptoide's will alternative all over XXX million actually an million SingleTap making store downloads which easier store make and port an step in installs consumers. with apps in manage payments, took things installs has taking app called it app today. XX this easier position for billion equity we're running like efforts these apps. approximately on On and Aptoide, users, accelerating in we to We're our alternative capabilities And area. Combining company the SingleTap first
into also alternative over foray also by in-app a purchasing billion by tech with the The market, global and which first further assets market here is expect leverage billion a this U.S., our $XX us today market And today. app XXXX. grow stores it over to app the $XXX but with billion will it's to our addressable supported advertising us help help will applications revenue, ad in-app stores in $XXX
this future deeper, we're position able Device create business present together, app all You'll because DT variants this our of partners. see business on that tie relationships On DT the and with hub And and GamesHub, on. to Hub things as whether with the to us so strategic and more and refer DT of publishers, to exclusivity our be past, uniqueness like hub, our our and
to secured weather, gaming various on. tens as current social such year of that bookings verticals for of of this many And and so millions media, revenue end, we've fiscal dollars across
benefit publishers revenues. DSPs and and our with of On alternative our Device an SingleTap to And through route Dynamic leveraging future on. also whether validation our benefit, the our footprint, market, the has provide DT Installs, that's strategic hub, so the derisking and not benefit will new financial a We platform this but DT app just of
they nevertheless a And finally, and components while present moments investors. terms few discussing and are to been of future over I the have I for bit AI learning our it wanted in before I machine And these spend getting to now, strategies our right a press strategies. overhyped and think Barrett, important do are turn past,
built Our models business upon using and deliver dynamic OEM was our first-party partners. a carrier from actually to to learning ago, machine decade experiences users creating data based
learning use or AI machine model SingleTap We our ML and large LLM-based continue AI and to leveraging automate content in to media platform. optimize our help content our models curate business, us and workflows language optimize ad business, to conversational
including are privacy-preserving experiences audiences. as recommendation AI engines upon a tailored our in based port specific applications technology to build continue to our business We'll that as business, foundational and leverage curated we AI hubs
with factors AI are learning. and The is that three to important machine there takeaway for investors success winning key
of Internet. uniqueness data sets. on that to on or Turbine's for data learning the foundational The access run Ignite have leverage us using material devices first present other user data who globally data quality us generally third-party enables anonymized to protect the data either and to Device players privacy. and billion Companies first-party the machine a have unique over advantages and AI algorithms, for is on which sale quantity, access that available to over Digital will X models On with is is core
in the segments We're quality investment these models. science the is second learning both the of the DT machine engineers, in Europe network. in teams here all data States, building The dedicated models and our of and across United doubling
the commercially deliver being final end The actual is the used application to to component user. value
hub content use learning SingleTap, specific all and offerings stakeholders of enhanced are like end applications across operators our value OEMs app cases AI bringing Our machine and all of publishers. and media to users, and
separate I AI success for to hyperbole future be of able on well both society and value in these practical of learning, and modeling to for factors machine should look our actual three and of the bullish machine offered. very the new applications cases storytelling but delivering AI that these all investors as have We're at from of being companies data be technologies Investors for marketplace. and large, and learning caution use how unique is the will as success
future for And in of that catalysts improvement the the in our growth. as I've environment marked conclusion, I'm a stabilization seen team with proud of will macro execution our combined be
unchanged advertising Our remains for addressable is market that $XXX billion, into payments in-app over even than the future. the outlook for long for term mobile the as the larger is market total addressable
I to our a structure enormous that business and addition products drive to growing this model of and opportunity favorable us. to a investors from operating addressable leverage attack remind want, the market, and regulatory front in to environment customers in enormous we our profitable want cost have revenues market
over With it Barrett turn that, concludes that the numbers. through take my prepared to you and I'll remarks, to
