Roblox Corporation (NYSE:RBLX) shares held steady Wednesday after acquisition news tied to the in-game advertising market. • Roblox stock is gaining positive traction. Why are RBLX shares climbing?Super League Enterprise Inc. (NASDAQ:SLE) , which partners with Roblox, acquired marketing technology firm Let's Bounce to strengthen measurable advertising inside gaming and UGC platforms.The headlines come as Roblox said it would require all users to complete a private age check to access chat, starting in the U ...

Core Viewpoint - AppLovin Corporation (APP) is expected to report strong year-over-year growth in earnings and revenues for Q1 2025, with earnings estimated at $1.45, reflecting a 116.4% increase, and revenues projected at $1.38 billion, indicating a 30.2% growth from the previous year [1][12]. Financial Performance - The consensus estimate for Software Platform revenues is $1.05 billion, suggesting a 54.3% year-over-year growth, while Apps revenues are expected to decline by 12.7% to $331.7 million [8]. - Adjusted EBITDA for the Software Platform is estimated at $829.4 million, indicating a 68.6% year-over-year growth, whereas APP's overall adjusted EBITDA is expected to decrease by 16.8% [9]. - In the fourth quarter of 2024, APP reported a 44% year-over-year revenue increase and a 78% year-over-year rise in adjusted EBITDA, showcasing strong operational efficiency [11]. Market Position and Growth - APP's stock has increased by 300% over the past year, significantly outperforming the broader industry, which gained 27% [10]. - The company has a strong earnings surprise history, having surpassed the Zacks Consensus Estimate in all trailing four quarters with an average surprise of 23.5% [3][4]. Strategic Focus - AppLovin continues to leverage its AXON 2.0 technology and expand within the gaming and in-app advertising sectors, positioning itself for sustained growth [11][13]. - Management has guided for $1.4 billion in sales for Q1 2025, slightly above the Zacks Consensus Estimate of $1.37 billion, indicating confidence in continued performance [12]. Investment Outlook - Despite the strong growth trajectory, the absence of a positive Earnings ESP and potential volatility in App revenues suggest a cautious approach for investors [16]. - The company’s consistent earnings beats and leadership in mobile advertising make it an attractive long-term investment option [15][16].