Applovin可谓用强劲业绩证明：Anthropic刮起的代理式AI智能体风潮所引发的"软件股末日"市场论调纯属过于放大恐慌情绪。 聚焦于"AI+数字广告"的AI应用领军者Applovin(APP.US)在美东时间周三美股盘后公布截至2025年12月31日的2025财年第四季度以及全年业 绩，该公司公布的实际业绩以及未来营收展望均轻松超出近日大幅上修后的华尔街分析师平均预期。随着全球资金近年来持续涌向AI算力基础设 施与AI应用软件板块，Applovin股价2024年涨幅高达712%，2025年涨幅高达110%，这背后不仅得益于投资者们押注AI应用加速渗透至各行 各业带来的估值提升，更加得益于Applovin强劲业绩增速。 对于全球软件股投资者而言， Applovin可谓用强劲业绩回应做空势力，并且有力证明：Anthropic刮起的代理式AI智能体风潮所引发的"软件股 末日"市场论调纯属过于放大恐慌情绪，并且市场在这轮软件股超级抛售浪潮中完全错杀了那些聚焦"AI+核心操作流程"且基本面强劲的平台型 软件巨头们。 聚焦于代理式工作流的AI 智能体对"可自动化的白领任务"确实构成估值冲击(所以功能型SaaS软件 ...

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Applovin最新公布的Q4业绩显示，该公司总营收实现约16.58亿美元，超出华尔街分析师们近期不断上调的平均营收预期——即大约16.1亿美元，意味着实现 同比大幅增长66%;GAAP准则下的净利润约11亿美元，同比大幅增长84%;第四季度GAAP准则下的每股收益为3.24美元，远远高于华尔街分析师们平均预期 的约2.96美元，以及上年同期的1.73美元。 non-GAAP准则下，该公司调整后EBITDA约为13.99亿美元，同比大幅增长82%。 智通财经APP获悉，聚焦于"AI+数字广告"的AI应用领军者Applovin(APP.US)在美东时间周三美股盘后公布截至2025年12月31日的2025财年第四季度以及全 年业绩，该公司公布的实际业绩以及未来营收展望均轻松超出近日大幅上修后的华尔街分析师平均预期。随着全球资金近年来持续涌向AI算力基础设施与 AI应用软件板块，Applovin股价2024年涨幅高达712%，2025年涨幅高达110%，这背后不仅得益于投资者们押注AI应用加速渗透至各行各业带来的估值提 升，更加得益于Applovin强劲业绩增速。 对于全球软件股投资者而言，Applovin可谓用强 ...

AppLovin (APP) came out with quarterly earnings of $3.24 per share, beating the Zacks Consensus Estimate of $2.89 per share. This compares to earnings of $1.73 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +12.12%. A quarter ago, it was expected that this mobile app technology company would post earnings of $2.37 per share when it actually produced earnings of $2.45, delivering a surprise of +3.38%.Over the last four quarter ...

Financial Data and Key Metrics Changes - Revenue in Q4 was $1.66 billion, up 66% year-over-year, driven by technology advancements and seasonal strength [12] - Adjusted EBITDA was $1.4 billion, up 82% year-over-year, representing an 84% margin, with margins expanding over 700 basis points from the same period last year [12][14] - Free Cash Flow for the quarter was $1.31 billion, an 88% increase year-over-year, growing the cash balance to $2.5 billion [14][15] - For the full year, revenue reached $5.48 billion, growing 70% year-over-year, with Adjusted EBITDA at $4.51 billion, up 87% year-over-year [14] Business Line Data and Key Metrics Changes - The e-commerce initiative is performing well, with significant increases in spend from existing customers and new customers coming in from the referral program [20][21] - The self-service platform for e-commerce was launched, allowing smaller businesses to participate without high minimum GMV requirements [48] Market Data and Key Metrics Changes - The MAX auction is critical for the ecosystem, with increased competition leading to improved economics for publishers [7][8] - The gaming market is expected to continue growing rapidly, with strong performance from competitors like Unity and Liftoff [102] Company Strategy and Development Direction - The company focuses on leveraging AI to enhance its platform and improve monetization for publishers [5][9] - The strategy includes helping smaller businesses scale, similar to how the company supported indie gaming developers [50] - The company aims to maintain its competitive edge through continuous innovation and strong advertising solutions [62][84] Management's Comments on Operating Environment and Future Outlook - Management acknowledges market volatility but emphasizes strong internal performance and growth potential [5][11] - The company is optimistic about future growth, expecting sequential revenue growth in Q1 2026 between $1.745 billion and $1.775 billion [16] Other Important Information - The company repurchased approximately 800,000 shares for $482 million in Q4, with a total of 6.4 million shares repurchased for $2.58 billion in the full year [15] - The company has a remaining share repurchase authorization of approximately $3.28 billion [15] Q&A Session Summary Question: E-commerce opportunity and self-service launch - Management noted that the e-commerce business is performing well, with significant increases in spend from existing customers and new customers from the referral program [20][21] Question: Automation of ad creatives - Management indicated that they are still early in the automation process but are piloting generative AI tools to help customers create ads more efficiently [26][27] Question: Black box nature of the model - Management acknowledged the challenges in providing clear metrics but emphasized the potential for growth as they open the platform to more advertisers [33][35] Question: Impact of AI on the business - Management believes that AI will lower content creation costs, leading to an explosion of content, which will enhance the value of their discovery platform [43][44] Question: Changes in customer types due to self-service - Management confirmed that the self-service launch has allowed smaller businesses to enter the platform, leading to direct performance tracking and growth [48][49] Question: Marketing investment and growth expectations - Management is cautious about ramping up marketing until they have the necessary tools in place, but they are optimistic about future growth based on current metrics [67][69]

Applovin (NasdaqGS:APP) Q4 2025 Earnings call February 11, 2026 05:00 PM ET Company ParticipantsAdam Foroughi - Co-Founder, CEO, and ChairpersonBenjamin Black - Managing Director and Co-Head of Internet Equity ResearchDavid Hsiao - Head of Investor RelationsJames Heaney - Equity Research SVPJim Callahan - VP of Internet Equity ResearchMatt Stumpf - CFOMatthew Cost - Executive Director in Equity ResearchRobert Coolbrith - Senior Managing Director in Internet ResearchVasily Karasyov - Founder and Managing Mem ...

Applovin (NasdaqGS:APP) Q4 2025 Earnings call February 11, 2026 05:00 PM ET Speaker6Welcome to AppLovin's earnings call for the fourth quarter and year ended December 31, 2025. I'm David Hsiao, Head of Investor Relations. Joining me today to discuss our results are Adam Foroughi, our Co-founder, CEO, and Chairperson, and Matt Stumpf, our CFO. Please note, our SEC filings to date, as well as our financial update and press release discussing our fourth quarter and annual performance, are available at investor ...

AppLovin misses quarterly revenue estimates amid advertising competition | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]Feb 11 (Reuters) - Marketing platform AppLovin [(APP.O), opens new tab] missed market estimates for fourth-quarter sales on Wednesday, indicating tepid demand for its advertising services amid increasing competition and an uncertain macroeconomic environment.Companies ranging from Big Tech to up-and-coming advert ...

The advertising company reported revenue surged 66% to $1.66 billion, compared with $599.2 million a year ago ...

Exhibit 99.1 AppLovin Announces Fourth Quarter and Full Year 2025 Financial Results PALO ALTO – February 11, 2026 – AppLovin Corporation (NASDAQ: APP) ("AppLovin"), a leading marketing platform, today announced financial results for the quarter and full year ended December 31, 2025 and posted a financial update on its Investor Relations website located at https://investors.applovin.com. Fourth Quarter and Full Year 2025 Financial Highlights: | | Quarter Ended | | | Year Ended | | | | --- | --- | --- | --- | ...