强劲业绩表现与市场情绪脱节，AppLovin夜盘跌超5%

Core Viewpoint - AppLovin reported strong Q4 performance with significant revenue and EBITDA growth, exceeding analyst expectations, despite a decline in stock price [1] Financial Performance - Revenue for Q4 increased by 66% year-over-year to $1.66 billion, surpassing analyst expectations of $1.6 billion [1] - Adjusted EBITDA rose by 82% year-over-year to $1.4 billion, with an EBITDA margin of 84% [1] - Earnings per share reached $3.24, exceeding the analyst forecast of $2.95 [1] Future Outlook - For Q1, AppLovin expects revenue to be between $1.745 billion and $1.775 billion, maintaining a high EBITDA margin of 84% [1] - CEO Adam Foroughi emphasized the disconnect between market sentiment and the company's strong fundamentals, highlighting the potential of AI in enhancing content distribution [1]