AppLovin ( APP ) delivered another blowout quarter, solidifying its position as one of the most profitable and efficiently run companies in the market today. The firm reported earnings of $2.45 per share, topping estimates of $2.37, on revenue of $1.41 billion, above expectations of $1.34 billion.
AppLovin Corp (NASDAQ:APP) was last seen up 0.5% to trade at $619.50, after the company posted better-than-expected third-quarter earnings of $2.45 per share on revenue of $1.41 billion and lifted its current-quarter revenue guidance.
AppLovin delivered another strong quarter, with revenue and net income surpassing consensus and demonstrating exceptional operating leverage. APP's Q3 revenue surged 68% YoY, while free cash flow nearly doubled, prompting a $3.2 billion increase in share repurchase authorization. Management issued upbeat Q4 guidance, citing multiple structural catalysts and conservatively omitting several promising growth drivers from forecasts.
AppLovin Corporation ( APP ) Q3 2025 Earnings Call November 5, 2025 5:00 PM EST Company Participants David Hsiao - Head of Investor Relations Adam Foroughi - Co-Founder, CEO & Chairperson Matt Stumpf - Chief Financial Officer Conference Call Participants James Heaney - Jefferies LLC, Research Division Omar Dessouky - BofA Securities, Research Division Jason Bazinet - Citigroup Inc., Research Division William Lampen - BTIG, LLC, Research Division Alec Brondolo - Wells Fargo Securities, LLC, Research Division Vasily Karasyov - Cannonball Research, LLC Matthew Cost - Morgan Stanley, Research Division Benjamin Black - Deutsche Bank AG, Research Division Christopher Kuntarich - UBS Investment Bank, Research Division Robert Sanderson - Loop Capital Markets LLC, Research Division Martin Yang - Oppenheimer & Co. Inc., Research Division James Callahan - Piper Sandler & Co., Research Division Nathaniel Schindler - Scotiabank Global Banking and Markets, Research Division Presentation David Hsiao Head of Investor Relations Welcome to AppLovin's earnings call for the third quarter ended September 30, 2025. I'm David Hsiao, Head of Investor Relations.
AppLovin (APP) came out with quarterly earnings of $2.45 per share, beating the Zacks Consensus Estimate of $2.37 per share. This compares to earnings of $1.25 per share a year ago.
The advertising company posted a profit of $835.5 million, or $2.45 a share, in the quarter ended Sept. 30, compared with $434.4 million, or $1.25 a share, a year earlier.
AppLovin stock performed well following a strong earnings outlook. Ciena stock's outperformance during the quarter was driven primarily by the strength in cloud providers' demand. Celestica reported positive quarterly results driven primarily by strong networking switch demand.
AppLovin (APP) possesses solid growth attributes, which could help it handily outperform the market.
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
After hitting an all-time high of $525.15 in February, AppLovin Corp.'s (NASDAQ: APP) share price tumbled more than 35% due to a pending class action lawsuit and to short seller reports.
Wedbush analysts believe AppLovin Corp (NASDAQ:APP) has repeatedly proven that its phenomenal growth will continue for the foreseeable future, while calling its profit margins “staggering”. Applovin will report its third quarter 2025 financial results on November 5.
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