Core Viewpoint - AppLovin has experienced significant stock price volatility following its Q2 2025 earnings release, with a notable initial drop of 13% in after-hours trading, which later stabilized and even rebounded by over 10% the following day as investors reassessed the results and management's commentary [2][12]. Financial Performance - In Q2 2025, AppLovin reported revenues of approximately $1.26 billion, reflecting a 77% increase compared to Q2 2024, although this figure was below Wall Street's expectation of $1.37 billion [4]. - The diluted earnings per share (EPS) for the quarter was $2.26, exceeding the estimate of $2.05 and representing a substantial 163% increase year-over-year [5]. - The company achieved an EBITDA margin of 81%, a significant improvement from 67.7% in Q1 2025, following the sale of its Apps business [5][6]. - AppLovin's free cash flow margin was just under 61%, with a last-12-months free cash flow margin of 66%, the highest among large-cap U.S. software stocks [6]. E-Commerce Strategy - AppLovin is focusing on expanding into the e-commerce market, reporting an annual run rate of $1 billion with around 600 customers [7]. - The company has intentionally limited the onboarding of new advertisers in e-commerce to enhance product quality, with plans to resume onboarding on October 1, 2025, requiring referrals from existing customers [8][10]. - AppLovin is currently less than 1% penetrated in the e-commerce sector, indicating substantial growth potential [11]. Analyst Outlook - Analysts have raised their price targets for AppLovin, with Morgan Stanley and Piper Sandler setting targets at $480 and $500, respectively, suggesting significant upside potential [13]. - Despite the mixed Q2 results, analysts remain optimistic about AppLovin's future, particularly regarding its e-commerce initiatives [12].

AppLovin (APP)  continued its growing popularity as one of the market’s top momentum stocks after exceeding its Q2 expectations on Wednesday evening.The marketing and technology provider for apps has seen its stock spike as much as +16% in today’s trading session to over $400 a share, sitting on staggering gains of nearly +1000% in the last three years.Blowing away the returns of the broader indexes, it’s certainly a worthy topic of whether investors should chase the post-earnings rally in AppLovin’s stock. ...

AppLovin shares resumed their historic rally on Thursday after the ad-tech company reported better-than-expected earnings for the second quarter.The stock popped 11% and is now up 34% for the year after soaring more than eightfold in 2024. Wall Street has piled into the company due to its growth from artificial intelligence technology that's given advertisers more ways to target users in mobile games.CEO Adam Foroughi suggested on the earnings call that another wave of growth is likely on the way due to the ...

Applovin Corp APP posted upbeat earnings for the second quarter on Wednesday.AppLovin reported second-quarter revenue of $1.26 billion, missing analyst estimates of $1.31 billion, according to Benzinga Pro. The company reported second-quarter earnings of $2.39 per share, beating analyst estimates of $2.04 per share.Applovin shares jumped 13.2% to $442.10 on Thursday.These analysts made changes to their price targets on Applovin following earnings announcement.Piper Sandler analyst James Callahan maintained ...

Analysts highlight the strong results from Applovin Corporation APP in the second quarter and look to what's ahead for the advertising company.The Applovin Analysts: Bank of America Securities analyst Omar Dessouky reiterated a Buy rating on Applovin and maintained a price target of $580.JPMorgan analyst Cory Carpenter maintained a Neutral rating and raised the price target from $400 to $425.Goldman Sachs analyst Eric Sheridan maintained a Neutral rating and raised the price target from $420 to $445.Read Al ...

广告技术平台AppLovin(APP.US)一度涨超16%，最高触及453.76美元，创今年2月以来新高。 消息面上，AppLovin Q2收入达12.59亿美元，同比增长77%，胜市场预期；纯利8.2亿美元，同比飙升 164%；调整后EBITDA为10.18亿美元，同比增长99%；调整后每股盈利2.39美元，优于市场预期的2.32 美元。(格隆汇) ...

在Applovin公布最新业绩报告之前，Facebook与Instagram母公司Meta(META.US)已经在"AI+数字广告"这 一全新的广告投放引擎推动下实现远超预期的强劲业绩增长，并且 Meta将2025年全年资本支出下限从 640亿美元上调至660亿美元，目前预计2025年全年支出将在660亿美元至720亿美元之间 ，可谓彻底凸显 出这家社交媒体巨头基于"AI+数字广告"模式的广告业务强劲增长速度足以支撑其在AI基础设施上的激 进投资强劲。 AppLovin业绩全线超预期，但市场不买账？ Applovin业绩数据显示，截至6月30日的季度，专注于APP营销软件的数字广告营销平台Applovin报告调 整后的每股收益为2.39美元，而华尔街分析师们平均预期约2.32美元。按美国通用会计准则(GAAP)计算 的每股收益为2.28 美元，也高于1.98美元的华尔街平均预期。 GAAP准则下，Applovin第二季度净利润 高达8.20亿美元，实现164%猛烈增幅。 更重要的是， Applovin第二季度营收总计实现12.6亿美元，超越华尔街平均预期的约12.2 亿美元，实现 同比增长17%。 如果不计入 ...

Applovin (APP) Q2 2025 Earnings Call August 06, 2025 05:00 PM ET Company ParticipantsDavid Hsiao - Head of Investor RealtionsAdam Foroughi - Co-Founder, CEO & ChairpersonMatt Stumpf - CFOMatthew Cost - Executive Director - Equity ResearchChris Kuntarich - Internet Equity ResearchJason Bazinet - DirectorClark Lampen - Managing DirectorJames Heaney - SVP - Equity ResearchJim Callahan - VP - Internet Equity ResearchArsenije Matovic - Vice PresidentAlec Brondolo - Director - Equity ResearchConference Call Parti ...

Applovin (APP) Q2 2025 Earnings Call August 06, 2025 05:00 PM ET Speaker0Welcome to AppEleven's earnings call for the second quarter ended 06/30/2025. I'm David Shao, head of investor relations. Joining me today to discuss our results are Adam Farooghi, our cofounder, CEO, and chairperson, and Matt Stump, our CFO. Please note our SEC filings to date as well as our financial update and press release discussing our second quarter performance are available at investors.applovin.com. During today's call, we wil ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40325 AppLovin Corporation (Exact name of registrant as specified in its charter) (State or other jurisdiction of ...