Core Viewpoint - AppLovin Corporation is expected to report strong year-over-year revenue growth in its first-quarter 2025 results, primarily driven by the expansion of its Software Platform segment [1] Revenue Estimates - The consensus estimate for Software Platform revenues is $1.05 billion, reflecting a significant 54.3% increase compared to the prior-year quarter, driven by the AXON 2.0 technology [2] - Total revenues for AppLovin are projected to reach $1.38 billion, indicating a robust 30.2% increase from the year-ago quarter, highlighting the effectiveness of strategic expansion efforts [3] Profitability Expectations - The consensus estimate for Software Platform's adjusted EBITDA is $829.4 million, implying a 68.6% year-over-year growth, while the overall adjusted EBITDA for AppLovin is expected to decrease by 16.8% year over year [4] Earnings Per Share - Earnings per share are anticipated to show a substantial 116.4% increase, with the Zacks Consensus Estimate at $1.45, underscoring AppLovin's ability to leverage its technology-driven business model [5]

Core Insights - Two senior Meta executives, Dan Neary and Kate Hamill, are leaving the company after over a decade in leadership roles, with Neary's departure marking the end of an era for Meta's Asia-Pacific operations [1][3][6] - Neary oversaw Meta's expansion in key international markets, contributing to the growth of over a billion accounts across its platforms in Asia [2][3] - Hamill will join Pinterest as vice president of enterprise sales for North America, having played a significant role in strengthening Meta's advertising relationships [4][5] Group 1: Dan Neary's Departure - Neary joined Meta in 2013 and announced his departure in a LinkedIn post, reflecting on a "12-year run" that significantly contributed to the company's growth in the Asia-Pacific region [1][2] - He oversaw Meta's expansion in major markets such as Australia, Southeast Asia, and Greater China, and expressed gratitude for the journey from a small office in Singapore to a leading position in the region [2][3] - Asia is now Meta's largest user base, with over a billion accounts across Facebook, Instagram, and WhatsApp, making it a crucial driver of business messaging and performance ad revenue [3] Group 2: Kate Hamill's Departure - Hamill, who spent 13 years at Meta, will start her new role at Pinterest on April 7, overseeing revenue and sales teams in the US and Canada [4] - She was instrumental in managing Meta's advertising relationships across various sectors and contributed to the development of AI-driven advertising tools [5] - Her departure is significant as she played a key role in enhancing Meta's connections with major US advertisers during a period of rapid growth in its advertising business [5]