Key Takeaways APPs Axon 2 has quadrupled ad spend and helped achieve a $10B run rate from gaming clients alone.Q1 2025 revenues rose 40%, EBITDA jumped 83%, and net income soared 144% year over year.APP trades at a 34.56 forward P/E, but earnings estimates are falling, and stock momentum has slowed.AppLovin Corporation (APP) has established itself as a dominant force in the mobile advertising landscape, largely due to the transformative capabilities of its advanced AI engine, Axon 2. Since its launch in the ...

Applovin (APP) Q4 2024 Earnings Call February 12, 2025 05:00 PM ET Company Participants David Hsiao - Head of Investor RealtionsAdam Foroughi - Co Founder and Chief Executive OfficerMatt Stumpf - Chief Financial OfficerClark Lampen - Managing DirectorRob Sanderson - Managing DirectorJim Callahan - Vice President - Equity ResearchJames Heaney - SVP - Equity ResearchChris Kuntarich - Internet Equity ResearchAlec Brondolo - Director - Equity ResearchArsenije Matovic - Senior Equity Research Associate Conferenc ...