Will Top-Line Improvement Benefit AppLovin's Q4 Earnings?

Core Insights - AppLovin Corporation (APP) is expected to announce its fourth-quarter 2024 financial results on February 12, with strong year-over-year revenue growth anticipated, primarily from its Software Platform segment [1] Revenue Projections - The consensus estimate for Software Platform revenues is $892.7 million, reflecting a substantial 54.8% increase year-over-year, driven by the advanced AXON 2.0 technology [2] - Total revenues for AppLovin are projected to reach $1.26 billion, indicating a robust 32.3% increase from the same quarter last year, highlighting the effectiveness of strategic expansion efforts [3] Profitability Expectations - The consensus estimate for Software Platform's adjusted EBITDA is $683.7 million, indicating remarkable 62.7% year-over-year growth, while total adjusted EBITDA is projected to rise 35.5% year-over-year [4] Earnings Per Share - Earnings per share (EPS) are expected to show a massive 161.2% increase, with the Zacks Consensus Estimate at $1.28, reinforcing AppLovin's position in the digital advertising and gaming industries [5]