AppLovin Corp

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

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AppLovin Corp reports strong Q4 earnings, eyes growth in Connected TV

AppLovin Corp's Q4 2022 earnings call highlighted strong financial performance, strategic growth initiatives, and a focus on long-term decisions. The company is optimistic about expanding into new platforms like Connected TV and driving EBITDA growth with new initiatives. Challenges include adapting to changing metrics and addressing potential impacts of industry policies.

AppLovin Corp reports strong Q1 performance and guides growth

AppLovin Corp's Q1 2023 earnings call showcased robust financial performance, particularly in the software platform segment, with positive growth indicators.
While challenges such as forward-looking statements and non-GAAP measures were noted, the company's strengths in technology upgrades and financial stability position it well for future opportunities.
Overall, AppLovin Corp's strategic initiatives, strong financials, and guidance for Q2 '23 signal a promising outlook for continued growth and value creation.

AppLovin Corp surpasses Q2 guidance with strong financial performance

AppLovin Corp delivered a strong Q2 performance, exceeding revenue and adjusted EBITDA guidance, driven by the AXON 2.0 technology upgrade.
Record software platform revenue, high margins, and solid free cash flow showcased the company's financial strength and operational efficiency.
While facing challenges in margin improvements and competitive dynamics, AppLovin Corp has opportunities for growth through technological innovation and strategic investments.

AppLovin Corp reports record Q3 earnings driven by AI success

AppLovin Corp's Q3 2023 earnings call showcased exceptional financial performance, with record revenue and adjusted EBITDA driven by the success of AXON 2. While the CFO transition was announced, the company remains well-positioned for growth with strong software platform revenue and free cash flow generation. Analyst questions highlighted key areas of interest, including revenue growth drivers and competition impact.

AppLovin Corp exceeds Q4 expectations, eyes growth in new markets

AppLovin Corp delivered exceptional Q4 2023 results, surpassing guidance and demonstrating strong financial performance and strategic initiatives.
The company's focus on core AI technologies, efficient execution, and expansion into new markets positions it well for continued growth and value creation.
While facing challenges in non-gaming business growth, AppLovin remains optimistic about opportunities in CTV, non-gaming industries, and performance-based ad buying.
Investments in technology, talent, and market expansion underscore AppLovin's commitment to driving innovation and capturing new revenue streams.

AppLovin Corp achieves record revenue and explores new growth avenues

AppLovin Corp's Q1 performance reflects robust revenue and margin growth.
Strengths lie in successful products, market leadership, and strategic expansions.
Challenges include market understanding, competition, and sustaining growth momentum.
Opportunities exist in new verticals, market expansion, and leveraging MAX marketplace.

AppLovin Corp posts stellar Q2 results, eyes strategic growth opportunities

AppLovin Corp delivered a robust performance in Q2 2024, driven by strong revenue, margin, and free cash flow growth.
The company's strategic focus on transparency, capital allocation, and revenue guidance underscores a commitment to sustainable growth.
While challenges exist in maintaining margins and navigating market dynamics, AppLovin Corp is well-positioned to capitalize on opportunities through innovation and strategic initiatives.

AppLovin reports stellar Q3 results, eyes e-commerce growth opportunities

AppLovin's Q3 2024 earnings call highlighted robust financial performance, strong team culture, and a focus on organic growth and technology innovation.
The company's shift to an annual shareholder letter format, coupled with solid revenue and EBITDA figures, reflects a strategic approach to stakeholder communication and financial transparency.
Despite potential challenges in capital allocation and market expansion, AppLovin remains optimistic about future growth opportunities and the positive impact of their innovative technology platforms.

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GLDD, TPC, APP, HY and ODP have been added to the Zacks Rank #1 (Strong Buy) List on May 13, 2024.

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AppLovin surged after reporting its fourth straight earnings beat, and the large-cap growth stock is up more than 300% in the past year. According to consensus estimates, the Company's EPS is projected to grow +192% in Q224 and +175 in FY24. AppLovin's profitability crushes the sector, highlighted by EBITDA margin TTM of 34% and Levered FCF margin of 30%.

AppLovin: Remains A 'Strong Buy' After Post-Earnings Surge (SA Quant)

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AppLovin grew revenue fast and delivered a huge profit. Growth during the past year was catalyzed by the launch of its new software, and the initial benefit of this may be wearing off, giving way to a more moderate growth rate.

Why AppLovin Stock Was Soaring High Today

App monetization company AppLovin (APP) posted quarterly results that topped Wall Street estimates and issued an upbeat current-quarter earnings and sales outlook amid signs of a rebound in the app advertising market, sending its shares soaring more than 14% in premarket trading Thursday morning.

AppLovin Stock Soars As Earnings Top Estimates Amid App Advertising Recovery

The headline numbers for AppLovin (APP) give insight into how the company performed in the quarter ended March 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

AppLovin (APP) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates

AppLovin (APP) came out with quarterly earnings of $0.67 per share, beating the Zacks Consensus Estimate of $0.57 per share. This compares to loss of $0.01 per share a year ago.

AppLovin (APP) Tops Q1 Earnings and Revenue Estimates

AppLovin Corporation (NASDAQ:APP ) Q1 2024 Earnings Conference Call May 8, 2024 5:00 PM ET Company Participants David Hsiao - Head of IR Adam Foroughi - Chairman, Co-Founder & CEO Matt Stumpf - CFO Conference Call Participants Clark Lampen - BTIG Ralph Schackart - William Blair Jason Bazinet - Citi Omar Dessouky - BofA Tim Nolan - Macquarie Eric Sheridan - Goldman Sachs Ed Alter - Jefferies Vasily Karasyov - Cannonball Martin Yang - OpCo David Hsiao Welcome everyone to the AppLovin Earnings Call for the First Quarter Ended March 31, 2024. I'm David Hsiao, Head of Investor Relations.

AppLovin Corporation (APP) Q1 2024 Earnings Call Transcript

Mobile app marketing platform AppLovin smashed Wall Street's targets for the first quarter and guided higher for the current period.

AppLovin Stock Jumps On Q1 Beat As Advertising Market Improves

Investors were liking the latest numbers from AppLovin Corp. on Wednesday, as its stock headed higher in the extended session.

AppLovin's stock gains as earnings highlight improvements in app ad market

PALO ALTO, Calif.--(BUSINESS WIRE)--AppLovin Corporation (NASDAQ: APP) (“AppLovin”), a leading marketing platform, today announced financial results for the first quarter ended March 31, 2024 and posted a letter to its shareholders on its Investor Relations website located at https://investors.applovin.com. Webcast and Conference Calls AppLovin will host a webinar today at 2:00 PM PT / 5:00 PM ET, during which management will discuss the Company's first quarter 2024 results and provide commenta.

AppLovin Announces First Quarter 2024 Financial Results

AppLovin (APP) is seeing favorable earnings estimate revision activity and has a positive Zacks Earnings ESP heading into earnings season.

Why Earnings Season Could Be Great for AppLovin (APP)

We expect AppLovin (APP) to report strong top and bottom lines in the first quarter of 2024.

Should You Buy AppLovin (APP) Stock Ahead of Q1 Earnings?

Besides Wall Street's top -and-bottom-line estimates for AppLovin (APP), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended March 2024.

Wall Street's Insights Into Key Metrics Ahead of AppLovin (APP) Q1 Earnings

AppLovin (APP) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

AppLovin (APP) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

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AppLovin (APP) closed the most recent trading day at $66.63, moving -0.25% from the previous trading session.

AppLovin (APP) Stock Sinks As Market Gains: Here's Why

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AppLovin's 2023 earnings were solid, with revenues up 17% and accelerated growth in the Software Platform Segment. AppLovin is outperforming its competitors in the AdTech industry, with significant growth compared to The Trade Desk and Innovid. Based on a discounted cash flow valuation, AppLovin's stock has a 97% premium over its current price, with a 70% probability of increasing in value.

AppLovin: Reinforcing My Assumptions About A Bullish Business Potential

AppLovin's rally has been incredible since the start of the new bull market. The company has a unique mix of AI-powered digital ad services paired with its in-house mobile game studios.

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Revenue growth might be decelerating, but it is still expanding by more than double digits.

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Adjust InSight empowers and advises marketers to make privacy-first, data-driven, ROI-positive decisions SAN FRANCISCO , April 17, 2024 /PRNewswire/ -- Today, leading measurement and analytics company Adjust unveiled InSight , a machine learning and AI-powered measurement solution giving marketers a data-driven lens to evaluate campaign effectiveness. With the introduction of Adjust's InSight, marketers can now benefit from incrementality analysis to measure the impact that particular marketing actions, such as budget increases, have on ROI.

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AppLovin launched its new AI software and immediately experienced head-turning growth. Xometry's gross profit margin is going up, indicating that its AI software is ready to disrupt a market worth more than $200 billion.

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