AppLovin Q4 Earnings Highlights

$APP (-6,81 %)

🔹 Revenue: $1.37B (Est. $1.264B) 🟢; UP +44% YoY

🔹 Adj EBITDA: $848M (Est. $762.41M) 🟢; UP +78% YoY

🔹 Net Income: $599M (Est. $436.39M) 🟢; UP +248% YoY

Q1'25 Guidance:

🔹 Revenue: $1.36B-$1.39B (Est. $1.319B) 🟢

🔹 Adjusted EBITDA: $855M-$885M (Est. $792.34M) 🟢

🔹 Adjusted EBITDA Margin: 63%-64%

Q4'24 Segment Highlights:

🔹 Advertising Revenue: $999M (Est. $893.99M) 🟢; UP +73% YoY

🔹 Adjusted EBITDA: $777M; UP +85% YoY

🔹 Apps Revenue: $373M (Est. $370.49M) 🟡; DOWN -1% YoY

Adjusted EBITDA: $71M; UP +27% YoY

Cash Flow & Shareholder Updates:

🔹 Free Cash Flow: $695M (Est. $543.93M) 🟢; FY 2024: $2.1B

🔹 Share Buybacks: $0.5B in Q4; FY 2024: $2.1B, retiring 25.7M shares

🔹 Cash and Cash Equivalents: Not provided (Est. $1.013B)

Management Commentary:

🔸 CEO Comments:

"2024 marked a year of exceptional growth for AppLovin, as we achieved record-breaking revenue and profitability while continuing to innovate in advertising technology and app monetization. We enter 2025 with strong momentum and significant opportunities ahead."

Carles@Carles

1Sem.

Nuts.

Up 1.100% since I bought

Already 9% of my portfolio

I hate concetrated risks and valuation is rich, but they’re leaders on a very interesting market and this is only going to accentuate their dominant position…

Thoughts? 😂 (probably being greedy at this point, but I’m don’t think I’ll be selling)

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Erik@dividend_hero_100

My biggest mistake on the stock market so far was selling App for 114. I could get angry about it every day.

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SemiGrowth@SemiGrowth

@dividend_hero_100 hey, i had that with NVIDIA, i got out for 190 pre-split and since then i've been holding stocks longer when they run. That worked out well with APP, otherwise I would certainly have sold long ago. The next opportunity will come and then you'll do better