美股频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 2月12日，AI营销平台AppLovin(APP.US)夜盘跌5.2%，报433美元。 消息面上，AppLovin去年第四季度业绩表现强劲，营收同比增长66%至16.6亿美元，高于分析师预期的 16亿美元；调整后EBITDA同比增长82%至14亿美元，EBITDA利润率为84%；每股收益3.24美元，超过 分析师预期的2.95美元。展望今年首季，公司预计营收将在17.45亿至17.75亿美元之间，EBITDA利润率 将维持在84%的高位。AppLovin联合创始人兼CEO Adam Foroughi CEO强硬回应称市场情绪与现实脱 节，强调AI带来的内容爆发将使公司的流量分发能力更加稀缺，并指出竞价密度的增加反而提升了平 台收益。 ...

AI营销平台AppLovin(APP.US)夜盘跌5.2%，报433美元。 本文源自：金融界AI电报 ...

消息面上，AppLovin去年第四季度业绩表现强劲，营收同比增长66%至16.6亿美元，高于分析师预期的 16亿美元；调整后EBITDA同比增长82%至14亿美元，EBITDA利润率为84%；每股收益3.24美元，超过 分析师预期的2.95美元。展望今年首季，公司预计营收将在17.45亿至17.75亿美元之间，EBITDA利润率 将维持在84%的高位。 AppLovin联合创始人兼CEO Adam Foroughi CEO强硬回应称市场情绪与现实脱节，强调AI带来的内容 爆发将使公司的流量分发能力更加稀缺，并指出竞价密度的增加反而提升了平台收益。(格隆汇) AI营销平台AppLovin(APP.US)夜盘跌5.2%，报433美元。 ...

Market Overview - Major U.S. indices closed lower, with the Dow Jones Industrial Average down 0.13% to 50,121.40, the S&P 500 finishing flat at 6,941.47, and the Nasdaq falling 0.16% to 23,066.46 [1] AppLovin Corporation - AppLovin stock decreased by 3.41% to close at $456.81, trading between an intraday high of $471.97 and a low of $438.18, remaining below its 52-week peak of $745.61 but above its 52-week low of $200.50 [2] McDonald's - McDonald's shares fell 0.85% to finish at $323.21, with an intraday high of $325.20 and a low of $320.81, just under its 52-week high of $328.06 and above its 52-week low of $283.47 [2] Cisco Systems - Cisco Systems stock eased 0.84% to close at $85.54, trading between an intraday high of $87.14 and a low of $85.12, hovering near a 52-week high of $88.18 and well above a 52-week low of $52.11; in after-hours trading, the stock fell 7.3% to $79.26 [3] - Cisco projected third-quarter revenue between $15.4 billion and $15.6 billion, exceeding estimates of $15.18 billion, and adjusted earnings of $1.02 to $1.04 per share, compared to estimates of $1.03 per share; the company also raised its fiscal 2026 revenue guidance to $61.20 billion to $61.7 billion from a prior outlook of $60.20 billion to $61 billion [4] QuantumScape Corporation - QuantumScape stock declined 1.34% to end at $8.82, with an intraday high of $9.13 and a low of $8.60, trading well below its 52-week high of $19.07 but above its 52-week low of $3.40; shares fell nearly 10.5% to $7.89 in extended trading [5] - The company reported a fourth-quarter loss of 17 cents per share, better than the expected 18-cent loss; capital expenditures totaled $12.3 million for the fourth quarter and $36.3 million for the full year 2025, with customer billings reaching $19.5 million for the year [6] AST SpaceMobile - AST SpaceMobile shares increased by 0.68% to close at $96.92, trading between a session high of $102.85 and a low of $93.20, still below its 52-week high of $129.87 but far above its 52-week low of $18.22 [7] - Cisco stock has a Momentum ranking in the 81st percentile and a Value ranking in the 18th percentile according to Benzinga Edge Stock Rankings [7]

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 ...