APP Earnings Prediction
The chart below shows how APP performed 10 days before and after its earnings report, based on data from the past quarters. Typically, APP sees a +3.00% change in stock price 10 days leading up to the earnings, and a +15.54% change 10 days following the report. On the earnings day itself, the stock moves by -1.00%. This data can give you a slight idea of what to expect for the next quarter's release.
APP Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
1.20B
38.64%
10.94%
Gross Margin
77.50%
11.78%
4.96%
Operating Margin
44.89%
108.02%
22.89%
Net Margin
36.25%
188.39%
26.31%
EPS
1.25
316.67%
40.45%
No Data Available
APP Earnings Analysis
Applovin Corporation Class A Common Stock Corporation (APP.O) Earnings Conference Call
Positive
Revenue Surge 39%: Total revenue reached $1.2 billion, marking a 39% increase year-over-year.
Adjusted EBITDA Performance: Adjusted EBITDA of $722 million achieved a 60% adjusted EBITDA margin.
Free Cash Flow Surge: Generated $545 million in free cash flow, up 182% year-over-year.
Revenue and Margin Growth: The software platform generated $835 million in revenue, achieving a 78% margin and growing 66% year-over-year.
Q4 Revenue and EBITDA Target: The company expects to deliver between $1.24 billion and $1.26 billion in revenue for Q4, targeting a 60% adjusted EBITDA margin.
Negative
E-commerce Pilot Phase: The company is still in the pilot phase for e-commerce, indicating limited revenue contribution at this stage.
E-commerce Financial Impact: Despite a strong performance in gaming, the e-commerce segment has not yet made a significant financial impact.
Software Flow-Through Reduction: The company anticipates a slight reduction in software flow-through due to increased costs related to PSUs and data center capacity.
Apps Revenue Stagnation: The Apps revenue for the quarter was $363 million, representing only a 1% increase from last year, indicating stagnation in growth.
E-commerce Growth Concerns: The company has not disclosed any new partnerships or significant expansions in the e-commerce space, suggesting a lack of growth opportunities.
APP FAQs
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APP Earning Call Sentiment
AppLovin Corporation (APP) Q3 2024 Earnings Call Transcript
1.0x
00:00
00:00
APP.O
-5.53%Positive
The earnings call summary reveals strong financial performance with a 39% revenue increase and a 72% adjusted EBITDA growth. The share repurchase program enhances shareholder value, and guidance aligns with optimistic future outlooks. Despite competitive risks and supply chain challenges, the company shows resilience with strategic investments and expansion plans. The Q&A section confirms the focus on organic growth and confidence in technology advancements, although some management responses lacked clarity. Overall, the positive financial metrics and strategic initiatives suggest a positive stock price movement, especially if the market cap is small.