earnings
confidence high
sentiment positive
materiality 0.85
AppLovin Q2 revenue $1.26B (+77% YoY); EBITDA $1.02B; Q3 guidance $1.32-1.34B
AppLovin Corp
2025-Q2 EPS reported
$4.06
revenue$2,417,728,000
- Q2 revenue $1,259M (+77% YoY), net income $820M (+164%), adjusted EBITDA $1,018M (+99%).
- Free cash flow $768M in Q2; repurchased $341M in stock (0.9M shares).
- Completed sale of Apps business to Tripledot for $400M cash plus ~20% equity.
- Q3 guidance: revenue $1,320-1,340M, adjusted EBITDA $1,070-1,090M (81% margin).
item 2.02item 9.01