Applovin(US:APP) 智通财经网·2025-11-05 23:21Core Insights - AppLovin's Q3 2025 financial performance and Q4 outlook exceeded expectations, with Q3 revenue reaching $1.41 billion, a year-over-year increase of 68.9%, surpassing expectations by $70 million [1] - The company reported earnings per share of $2.45, above the market expectation of $2.39 [1] - Net profit was $835.5 million, exceeding the previous forecast of $826.5 million [1] - Following the earnings announcement, AppLovin's stock price rose nearly 7% in after-hours trading [1] Financial Performance - Q3 revenue: $1.41 billion, up 68.9% year-over-year [1] - Earnings per share: $2.45, compared to market expectation of $2.39 [1] - Net profit: $835.5 million, exceeding prior expectations [1] - Net cash generated from operating activities: $1.05 billion [1] - Free cash flow: $1.05 billion [1] Shareholder Returns - In Q3, AppLovin repurchased and held 1.3 million shares of Class A common stock at a total cost of $571 million [1] - The board has authorized an additional $3.2 billion for stock repurchases [1] Future Outlook - For Q4, AppLovin expects revenue to be between $1.57 billion and $1.6 billion, higher than the previous expectation of $1.55 billion [1] - The company anticipates an adjusted EBITDA margin of 82% to 83% [1]