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| AppLovin Q3 Earnings Highlights:


๐Ÿ”น Revenue: $1.20B (Est. $1.13B) ๐ŸŸข; UP +39% YoY

๐Ÿ”น EPS: $1.25 (Est. $0.92) ๐ŸŸข;

๐Ÿ”น Net Income: $434M; UP +300% YoY

๐Ÿ”น Net Margin: 36%, improved from 13% in Q3 2023


Q4 Guidance

๐Ÿ”น Revenue: $1.24B - $1.26B (Est. $1.18B) ๐ŸŸข

๐Ÿ”น Adjusted EBITDA: $740M - $760M

๐Ÿ”น Adjusted EBITDA Margin: 60%


Q3 Software Platform (Advertising):

๐Ÿ”น Revenue: $835M; UP +66% YoY

๐Ÿ”น Adjusted EBITDA Margin: 78%


Apps:

๐Ÿ”น Revenue: $363M; UP +1% YoY


Other Financial Metrics

๐Ÿ”น Adjusted EBITDA: $722M; UP +72% YoY

๐Ÿ”น Adjusted EBITDA Margin: 60%, improved from 49% in Q3 2023

๐Ÿ”น Free Cash Flow: $545M; UP +182% YoY

๐Ÿ”น Monthly Active Payers: 1.6M (DOWN from 1.8M in Q3 2023)

๐Ÿ”น Average Revenue per Monthly Active Payer: $52; UP from $46 in Q3 2023


Business Highlights

๐Ÿ”ธ Software Platform (Advertising) now accounts for the majority of platform revenue, showing substantial growth.

๐Ÿ”ธ Enhanced AXON models through self-learning and technology improvements support greater advertising scale for partners.

๐Ÿ”ธ Board approved a $2.0B increase in share repurchase authorization.


CEO Commentary

๐Ÿ”ธ "We had another fantastic quarter with our AXON models, driven by technology advancements that enable partners to scale effectively. We are proud to play a role in reinvigorating growth within the industry."

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3 Commentaires

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when you think you have the rocket in the depot with Palantir. Then AppLovin passes me by with warp drive
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Is there actually an app where you can see the earnings summarized and when which company publishes figures, I always find it annoying to search for everything?
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