"AppLovin (NASDAQ: APP) has been one of 2025's standout stock market winners. The ad-technology company helps mobile apps in gaming and beyond acquire users and monetize them with its artificial intelligence (AI)-driven Axon engine and Max mediation platform. Shares have sprinted to record highs in recent weeks, and the stock just joined the S&P 500. That momentum continued Monday, ahead of a new self-serve product opening up the platform to more advertisers. The stock was up about 5.5% as of 2:30 p.m. ET on Monday."
"Starting with fundamentals, AppLovin is executing at a high level. In the second quarter of 2025, revenue jumped 77% year over year to $1.26 billion as the company's ad tools continued to gain traction. Profitability scaled even faster: Adjusted EBITDA nearly doubled to $1.02 billion, good for an 81% margin. Net cash from operating activities was $772 million in the quarter, and free cash flow was $768 million. Management also repurchased and withheld 0.9 million shares for a total cost of $341 million."
AppLovin reported strong execution with second-quarter 2025 revenue up 77% year over year to $1.26 billion and adjusted EBITDA nearly doubling to $1.02 billion, yielding an 81% margin. Operating cash flow totaled $772 million and free cash flow was $768 million in the quarter. Management repurchased and withheld 0.9 million shares for $341 million. The company guided third-quarter revenue between $1.32 billion and $1.34 billion while targeting another 81% adjusted EBITDA margin. AppLovin closed the sale of its first-party Apps business to Tripledot Studios for $400 million in cash plus equity. A soft launch of the self-serve Axon Ads Manager is set for Oct. 1, and the stock has rallied to record highs, joining the S&P 500.
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