Applovin-AppLovin (APP) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - AppLovin reported $1.48 billion in revenue for Q1 2025, a year-over-year increase of 40.3% [1] - The EPS for the same period was$ 1.67, compared to $0.67 a year ago, representing a significant improvement [1] - The revenue exceeded the Zacks Consensus Estimate by 7.70%, while the EPS surprised by 15.17% [1] Financial Performance Metrics - Average Revenue Per Monthly Active Payer was$ 52, surpassing the estimated $48.32 [4] - Monthly Active Payers totaled 1.5 million, slightly below the estimated 1.57 million [4] - Advertising Revenue reached$ 1.16 billion, exceeding the average estimate of $1.05 billion, with a year-over-year change of +70.9% [4] - Apps Revenue was$ 325.05 million, slightly below the estimated $331.66 million, reflecting a -14.4% change year-over-year [4] - In-App Purchase revenue was$ 227.54 million, above the estimate of $223.60 million, showing a -12.2% year-over-year change [4] - In-App Advertising revenue was$ 97.51 million, below the estimate of $108.31 million, with a -19.1% change year-over-year [4] - Segment Adjusted EBITDA for Apps was$ 61.80 million, exceeding the estimate of $47.20 million [4] - Segment Adjusted EBITDA for Advertising was$ 943.23 million, compared to the average estimate of $829.36 million [4] Stock Performance - AppLovin shares returned +29.5% over the past month, outperforming the Zacks S&P 500 composite's +10.6% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market [3]