AppLovin Shares Fall Despite Strong Fundamentals Evercore checks (note dated Mar 31, 2026) find AppLovin's sell-off contrasts with fundamentals; shares down ~15% YTD vs Nasdaq ~+6% (Seeking Alpha).

AppLovin Shares Fall Despite Strong Fundamentals: Evercore checks (note dated Mar 31, 2026) find AppLovin's sell-off contrasts with fundamentals; shares down ~15% YTD vs Nasdaq ~+6% (Seeking Alpha). 👈 Read full analysis #AppLovin #Investing #StockMarket #TechStocks #FinancialNews

AppLovin Stock Moves After Analysts’ March 28 Note Yahoo Finance published analysts' notes on AppLovin (APP) on Mar 28, 2026, highlighting wide price-target dispersion and renewed focus on CPM recovery and UA efficiency.

AppLovin Stock Moves After Analysts’ March 28 Note: Yahoo Finance published analysts' notes on AppLovin (APP) on Mar 28, 2026, highlighting wide price-target dispersion and renewed focus on CPM recovery and… 👈 Read full analysis #AppLovin #StockMarket #FinanceNews #InvestmentInsights #MarketAnalysis

Top 5 Stocks to Buy the Dip in 2026 (AI Crash = Hidden Opportunity?) Master the art of Forex trading with Kakiforex.com. Discover expert insights, strategies, and analysis to excel in the currency market

Top 5 Stocks to Buy the Dip in 2026 (AI Crash = Hidden Opportunity?)
www.kakiforex.com/2026/03/top-... #Investing2026 #StockMarketCrash #BuyTheDip #AIRevolution #PassiveIncome #WealthBuilding #CyberSecurity #Datadog #Cloudflare #Zscaler #CrowdStrike #AppLovin #Wahed #MalaysiaInvesting

JPMorgan verbreekt relatie met Chinese investeerder door KYC-bezwaren Key takeaways JPMorgan Chase & Co. beëindigde onlangs de relatie met de Chinese investeerder Tang Hao, die een aanzienlijk belang heeft in het Amerikaanse ad-tech-bedrijf AppLovin Corp. De bank nam deze beslissing na zorgen over de naleving van de regels voor cliëntenonderzoek. Onderzoek naar investering De investering van Tang in AppLovin, gewaardeerd op meer dan […]

JPMorgan verbreekt relatie met Chinese investeerder door KYC-bezwaren #JPMorgan #KYC #Investeringen #AppLovin #ChineseInvesteerder

モバイルゲームが購買に与える影響とは？AppLovinの調査結果から読み解く新たな消費者チャネル AppLovinが発表した調査によると、モバイルゲームは新たな消費者チャネルとしての地位を確立。購買行動に与える影響や広告効果を探ります。

モバイルゲームが購買に与える影響とは？AppLovinの調査結果から読み解く新たな消費者チャネル #KANTAR #AXON #AppLovin

AppLovinが発表した調査によると、モバイルゲームは新たな消費者チャネルとしての地位を確立。購買行動に与える影響や広告効果を探ります。

Applovin FCF % QoQ:

• 2022: negative → positive
• 2023: 20–40%
• 2024–25: climbs to 50–80%

That’s a profitability inflection few SaaS companies pull off.

#Applovin #FreeCashFlow #SaaS

Winter Is Here Adding to Palantir and AppLovin in the Middle of a Software Wreck

Winter Is Here: Adding to $PLTR and $APP in the Middle of a Software Wreck:
#investing #Stocks #wallstreet #NASDAQ #SaaS #AI #finance #Palantir #AppLovin #Stockmarket #SaaS $cat $qqq $spy $igv
open.substack.com/pub/rigatoni...

AppLovin delivers $1.66B quarter as AI models power 66% revenue surge AppLovin reports Q4 earnings of $3.24 per share on $1.66 billion revenue with 84% EBITDA margins, demonstrating rare combination of hyper-growth and profitability.

AppLovin delivers $1.66B quarter as AI models power 66% revenue surge #AppLovin #AI #RevenueSurge #Finance #EarningsReport

AppLovin delivers $1.66B quarter as AI models power 66% revenue surge AppLovin reports Q4 earnings of $3.24 per share on $1.66 billion revenue with 84% EBITDA margins, demonstrating rare combination of hyper-growth and profitability.

AppLovin delivers $1.66B quarter as AI models power 66% revenue surge #AppLovin #AI #RevenueSurge #Finance #EarningsReport

Morgan Stanley notes Meta Audience Network has been a "longtime bidder" in AppLovin's ad supply and "incremental bidding activity on IDFA traffic is not new."

#APP #AppLovin #APPStock #AppLovinStock #AdTech

AppLovin is entering the chat. 💬 They are pitching their AXON AI engine as the best alternative to the Meta/Google duopoly for ecommerce scale.

#AdTech #Ecommerce #AppLovin #Google

AI Jitters Ignite Tech Rout: Dow Dives 600 as Software Stocks Crumble Tech shares cratered as AI disruption fears resurfaced, sending Nasdaq down 1.5%, Dow over 600 points below 50,000, and S&P...

#FinancePro #AI #disruption #AppLovin #stock #Cisco #earnings […]

[Original post on webpronews.com]

AppLovin projects 5%–7% sequential revenue growth in Q1, driven by its internal AI models.

CEO Adam Foroughi said, “What's fueling that growth is our own AI models.”

#APP #AppLovin #APPStock #AppLovinStock #AdTech

AppLovin revenue growth:

• 2022: turns negative
• 2023: inflection, ends at 36%
• 2024: sustained 40–50%
• 2025: normalises to high-teens

That’s a turnaround that stuck.

#Applovin #RevenueGrowth #SaaS

AppLovin CEO defends business model as transparency questions mount AppLovin CEO addresses platform scale and business model questions as marketers question ad verification capabilities and transparency practices.

AppLovin CEO defends business model as transparency questions mount #AppLovin #DigitalMarketing #AdTransparency #BusinessModel #MarketingInsights

AppLovin CEO defends business model as transparency questions mount AppLovin CEO addresses platform scale and business model questions as marketers question ad verification capabilities and transparency practices.

AppLovin CEO defends business model as transparency questions mount #AppLovin #DigitalMarketing #AdTransparency #BusinessModel #MarketingInsights

AppLovin revenue growth:

• 2022: deceleration → negative
• 2023: inflection, ends at 36%
• 2024: sustained 40–50% growth
• 2025: normalises to high-teens

That’s a real turnaround, not a dead-cat bounce.

#AppLovin #RevenueGrowth #SaaS

The Future of Lean Tech Companies How Palantir and AppLovin Have Discovered Revenue Increases Without Job Hiring

Check out my new post on how #Palantir and #AppLovin have discovered revenue increases without job hiring.
Hopefully Substack get's their audio option to start working again.
#Investing #stocks #finance #wallstreet #stockmarket open.substack.com/pub/rigatoni...

new substack post coming tomorrow morning #Palantir #AppLovin #stocks #investing #Nasdaq

AppsFlyer index shows AppLovin, TikTok closing gap with market leaders AppsFlyer's 2025 Performance Index analyzed 16.2 billion installs across 88 media sources, revealing tighter competition as iOS ad spend rises significantly.

AppsFlyer index shows AppLovin, TikTok closing gap with market leaders #AppsFlyer #AppLovin #TikTok #DigitalMarketing #Advertising

AppsFlyer index shows AppLovin, TikTok closing gap with market leaders AppsFlyer's 2025 Performance Index analyzed 16.2 billion installs across 88 media sources, revealing tighter competition as iOS ad spend rises significantly.

AppsFlyer index shows AppLovin, TikTok closing gap with market leaders #AppsFlyer #AppLovin #TikTok #DigitalMarketing #Advertising

AppLovin posts 68% revenue growth in third quarter as AI platform gains AppLovin reports $1.4 billion quarterly revenue fueled by gaming advertising model improvements and self-service platform launch.

AppLovin posts 68% revenue growth in third quarter as AI platform gains #AppLovin #RevenueGrowth #AIGrowth #GamingIndustry #Advertising

AppLovin posts 68% revenue growth in third quarter as AI platform gains AppLovin reports $1.4 billion quarterly revenue fueled by gaming advertising model improvements and self-service platform launch.

AppLovin posts 68% revenue growth in third quarter as AI platform gains #AppLovin #RevenueGrowth #AIGrowth #GamingIndustry #Advertising

Key points from #APP #AppLovin’s Third Quarter 2025 Earnings Call:

Financial Performance: Q3 revenue hit $1,405M, up 68% YoY, driven by gaming model upgrades. Adjusted EBITDA reached $1,158M (up 79% YoY) with an 82% margin and strong 95% QoQ flow-through.

Thoughts on #AppLovin Earnings Report #APP:
🟢Positive
• Revenue $1,405M (+68% YoY, +11.6% QoQ); beat by +4.9%; EPS $2.45 beat by +2.1%; GM 87.6% (+10.1pp YoY), Operating Margin 76.8% (+32.2pp YoY), Net Margin 59.5% (+23.2pp YoY).

#AppLovin #APP Q3'25 Results:
↗️$1,405.0M rev (+17.3% YoY, +11.6% QoQ) beat est by 4.9%
↗️GM (87.6%, +10.1 PPs YoY)
↗️Operating Margin (76.8%, +32.2 PPs YoY)🟢
↗️FCF Margin (75.0%, +29.0 PPs YoY)🟢
↗️Net Margin (59.5%, +23.2 PPs YoY)
↗️EPS $2.45 beat est by 2.1%🟢

Software Platform

SaaS go-to-market efficiency is slipping fast.

Median CAC payback → 29mo (Q2 ‘23) → 35mo (Q2 ‘25)

Applovin + Palantir are outliers, but most SaaS names are spending more and growing slower.

Full breakdown here - https://youtu.be/Y4Jd6o-AGPQ

#CACpayback #SaaS #Applovin

#Applovin #APP Q3'25 Results:
↗️$1,405.0M rev (+17.3% YoY, +11.6% QoQ) beat est by 4.9%
↗️GM (87.6%, +10.1 PPs YoY)
↗️Operating Margin (76.8%, +32.2 PPs YoY)🟢
↗️FCF Margin (75.0%, +29.0 PPs YoY)🟢
↗️Net Margin (59.5%, +23.2 PPs YoY)
↗️EPS $2.45 beat est by 2.1%🟢

Software Platform

#AppLovin #APP Q3'25 Earnings Preview

Consensus Estimates:
Revenue $1,340M (+60.4% YoY)
EPS $2.40 (+84.6% YoY)

If $APP beat estimates by 3.4% (same as last quarter) Q3'25 Revenue Growth will be +65.8% YoY

Management Guidance:
Q3'25 $1,320 - $1,340M guide (+59.2% YoY)

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Learn why #Quantcast, #Wix, #Equativ, #Adjust, #ironSource, #AppLovin, #TomTom and #Criteo have switched workloads from #Redis to #Aerospike for superior performance and lower TCO.

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