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X @Ansem
Ansem 🧸💸· 2025-08-15 15:14
RT nairolf (@0xNairolf)if you look closely, the three best consumer chains (abstract, base and solana) we have rn never talk about their architecture or tech stackthey talk about the apps and the experience, that's it nothing more (and it pays off) ...
X @Ansem
Ansem 🧸💸· 2025-08-14 15:24
about to get shilled 999 memes and 2 apps ...
X @Forbes
Forbes· 2025-07-23 14:17
The world's fastest-growing software startup has booked $100 million in annualized revenue in just eight months by using AI to allow anyone to turn their ideas into moneymaking websites and apps. https://t.co/0pZgJIwHU2 ...
Applovin(APP) - 2025 Q1 - Earnings Call Presentation
2025-05-07 22:26
Financial Performance - Revenue was $148 billion, a 40% increase compared to 1Q24[4] - Net Income reached $576 million, resulting in a net margin of 39%, compared to $236 million and a 22% net margin in 1Q24[4] - Adjusted EBITDA increased 83% to $101 billion, with an Adjusted EBITDA margin of 68%[4] - Free Cash Flow was $826 million in 1Q25[4] Segment Performance - Advertising revenue grew 71% to $116 billion[4] - Apps revenue decreased 14% to $325 million[4] - Advertising segment Adjusted EBITDA increased 92% to $943 million, an 81% margin[4] - Apps segment Adjusted EBITDA increased 9% to $62 million, a 19% margin[4] Key Metrics for Apps Segment - Monthly Active Payers (MAPs) decreased from 18 million in 1Q24 to 15 million in 1Q25[15] - Average Revenue per Monthly Active Payer (ARPMAP) increased from $48 in 1Q24 to $52 in 1Q25[15]
Will Top-Line Improvement Benefit AppLovin's Q1 Earnings?
ZACKS· 2025-05-06 15:10
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]
Wall Street's Insights Into Key Metrics Ahead of AppLovin (APP) Q1 Earnings
ZACKS· 2025-05-02 14:21
Core Viewpoint - Wall Street analysts expect AppLovin (APP) to report a significant increase in quarterly earnings and revenues, indicating strong growth potential for the company [1]. Earnings Estimates - Analysts forecast quarterly earnings of $1.45 per share, reflecting a year-over-year increase of 116.4% [1]. - Revenue is anticipated to reach $1.38 billion, showing a 30.2% increase compared to the same quarter last year [1]. - There has been a downward revision of 1.1% in the consensus EPS estimate over the last 30 days, indicating a reassessment by analysts [2]. Revenue Projections - Revenue from the Software Platform is projected to be $1.05 billion, representing a year-over-year increase of 54.3% [5]. - Revenue from Apps is expected to be $331.66 million, indicating a decline of 12.7% year-over-year [5]. - In-App Purchase revenue is estimated at $223.60 million, reflecting a decrease of 13.7% compared to the previous year [5]. - In-App Advertising revenue is projected to be $108.31 million, down 10.2% from the year-ago quarter [6]. Key Metrics - The Average Revenue Per Monthly Active Payer is estimated at $48.32, slightly up from $48 year-over-year [6]. - Segment Adjusted EBITDA for Apps is projected to be $47.20 million, down from $56.75 million in the previous year [6]. - Segment Adjusted EBITDA for the Software Platform is expected to reach $829.36 million, significantly up from $492.02 million year-over-year [7]. Stock Performance - Over the past month, AppLovin shares have increased by 6.7%, contrasting with a -0.5% change in the Zacks S&P 500 composite [7].
Moore Law Encourages AppLovin Corporation Investors to Contact Law Firm
Newsfilter· 2025-04-23 17:47
Core Viewpoint - Moore Law, PLLC is investigating potential claims against AppLovin Corporation based on allegations from securities investment research firms regarding manipulative advertising practices [1][2] Group 1: Allegations Against AppLovin - Culper Research and Fuzzy Panda Research issued short reports alleging that AppLovin is reverse-engineering and exploiting advertising data from Meta Platforms [2] - The reports claim that AppLovin employs manipulative practices to artificially inflate ad click-through and app download rates, including self-clicking ads and design gimmicks that trigger forced downloads [2] Group 2: Market Reaction - Following the release of the investigative reports, the stock price of AppLovin experienced a significant decline, reflecting a nearly 22% drop [3]