AppLovin Corp

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

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AppLovin Corp reports strong Q4 earnings, eyes growth in Connected TV

AppLovin Corp's Q4 2022 earnings call highlighted strong financial performance, strategic growth initiatives, and a focus on long-term decisions. The company is optimistic about expanding into new platforms like Connected TV and driving EBITDA growth with new initiatives. Challenges include adapting to changing metrics and addressing potential impacts of industry policies.

AppLovin Corp reports strong Q1 performance and guides growth

AppLovin Corp's Q1 2023 earnings call showcased robust financial performance, particularly in the software platform segment, with positive growth indicators.
While challenges such as forward-looking statements and non-GAAP measures were noted, the company's strengths in technology upgrades and financial stability position it well for future opportunities.
Overall, AppLovin Corp's strategic initiatives, strong financials, and guidance for Q2 '23 signal a promising outlook for continued growth and value creation.

AppLovin Corp surpasses Q2 guidance with strong financial performance

AppLovin Corp delivered a strong Q2 performance, exceeding revenue and adjusted EBITDA guidance, driven by the AXON 2.0 technology upgrade.
Record software platform revenue, high margins, and solid free cash flow showcased the company's financial strength and operational efficiency.
While facing challenges in margin improvements and competitive dynamics, AppLovin Corp has opportunities for growth through technological innovation and strategic investments.

AppLovin Corp reports record Q3 earnings driven by AI success

AppLovin Corp's Q3 2023 earnings call showcased exceptional financial performance, with record revenue and adjusted EBITDA driven by the success of AXON 2. While the CFO transition was announced, the company remains well-positioned for growth with strong software platform revenue and free cash flow generation. Analyst questions highlighted key areas of interest, including revenue growth drivers and competition impact.

AppLovin Corp exceeds Q4 expectations, eyes growth in new markets

AppLovin Corp delivered exceptional Q4 2023 results, surpassing guidance and demonstrating strong financial performance and strategic initiatives.
The company's focus on core AI technologies, efficient execution, and expansion into new markets positions it well for continued growth and value creation.
While facing challenges in non-gaming business growth, AppLovin remains optimistic about opportunities in CTV, non-gaming industries, and performance-based ad buying.
Investments in technology, talent, and market expansion underscore AppLovin's commitment to driving innovation and capturing new revenue streams.

AppLovin Corp achieves record revenue and explores new growth avenues

AppLovin Corp's Q1 performance reflects robust revenue and margin growth.
Strengths lie in successful products, market leadership, and strategic expansions.
Challenges include market understanding, competition, and sustaining growth momentum.
Opportunities exist in new verticals, market expansion, and leveraging MAX marketplace.

AppLovin Corp posts stellar Q2 results, eyes strategic growth opportunities

AppLovin Corp delivered a robust performance in Q2 2024, driven by strong revenue, margin, and free cash flow growth.
The company's strategic focus on transparency, capital allocation, and revenue guidance underscores a commitment to sustainable growth.
While challenges exist in maintaining margins and navigating market dynamics, AppLovin Corp is well-positioned to capitalize on opportunities through innovation and strategic initiatives.

AppLovin reports stellar Q3 results, eyes e-commerce growth opportunities

AppLovin's Q3 2024 earnings call highlighted robust financial performance, strong team culture, and a focus on organic growth and technology innovation.
The company's shift to an annual shareholder letter format, coupled with solid revenue and EBITDA figures, reflects a strategic approach to stakeholder communication and financial transparency.
Despite potential challenges in capital allocation and market expansion, AppLovin remains optimistic about future growth opportunities and the positive impact of their innovative technology platforms.

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APP's solid performance and optimistic guidance indicate stabilization, with a focus on margin management and the rollout of AXON 2.0 technology for potential growth. I expect improved growth for the remainder of FY23, supported by a favorable mobile gaming environment, while marketing costs for new game launches may temporarily impact margins. Despite trading at a discount compared to the S&P 500 due to near-term market weaknesses, APP's long-term prospects in the digital ad industry warrant a premium.

AppLovin: Fundamentals Stabilizing And Should Trade At Premium To Market In The Long Term

New guide details best practices and use cases for impression tracking so app marketers can gain campaign visibility to better measure and optimize overall performance SAN FRANCISCO , June 13, 2023 /PRNewswire/ -- The measurement and analytics suite Adjust today released " A Mobile Marketer's Playbook for View-Through Attribution ", detailing best practices for implementing this trending attribution method. View-Through Attribution (VTA), commonly known as impression tracking, helps marketers better analyze and optimize campaign performance, increase ROI and ultimately drive more revenue.

View-Through Attribution Report From Adjust Reveals Complex Relationship Between Clicks, Installs And Impressions

C3.ai

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Palantir Technologies

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AI Has Helped These 5 Growth Stocks (Not Named Nvidia) Double So Far in 2023. Is There More to Come?

AppLovin is facing challenges from market headwinds, Apple's ATT initiative, and Unity's ironSource acquisition. Connected TV and monetization solutions for carriers and OEMs are large opportunities, which could help to offset headwinds. AppLovin's valuation is modest, particularly on a cash flow basis, but an improvement in the macro environment will likely be needed for the stock to move higher.

AppLovin: Strong Cash Flows, Uncertain Prospects

PALO ALTO, Calif.--(BUSINESS WIRE)--AppLovin Corporation (NASDAQ: APP) (“AppLovin” or the “Company”), a leading marketing platform, today announced that KKR Denali Holdings L.P. (“KKR”) entered into an agreement with GQG Partners LLC (“GQG”), a leading global equity investment boutique, to sell 15,000,000 shares of AppLovin's Class A common stock in a direct placement to client accounts managed by GQG. The transaction is expected to close on June 9, 2023. KKR will receive all of the proceeds fr.

AppLovin Announces GQG Purchase of 15 Million Shares of Class A Common Stock from KKR

PALO ALTO, Calif.--(BUSINESS WIRE)--Array, AppLovin's (NASDAQ: APP) suite of solutions for OEMs and telecom carriers, today announced that it has broadened its strategic partnership with OPPO, a global leading smart device brand. Together, the companies are addressing mobile app discoverability by providing OPPO device users with seamless on-device experiences and hyper-relevant app recommendations when searching for and downloading apps. Array will also be providing its technology and access t.

AppLovin Array Extends Global Partnership with OPPO to Deliver Best-in-Class Mobile App Recommendations For Users

AppLovin Corp. shares rallied again Wednesday after a Wall Street analyst upgraded the stock and said the app-monetization company's advancements in artificial intelligence puts it ahead of the competition.

AppLovin stock roars as analyst sees an edge from AI in struggling mobile-ad market

Shares of AppLovin NYSE: APP have finally bottomed. After correcting more than 90%, the stock price, valuation and outlook have aligned in a way that will be meaningful to investors.

The Bottom Is In For AppLovin; Reversal Is Next

Unity Software

AppLovin Corp. and Unity Software Inc. shares rallied Thursday after both app-monetization companies turned in better-than-expected results and forecasts late Wednesday, but analysts were cautious about how fast the mobile ad market was recovering.

AppLovin, Unity stocks soar as investors see mobile-ad market bottoming, but analysts are still cautious

AppLovin beat management's guidance for revenue and adjusted profitability. The app business is slow right now, but management believes it has an ace up its sleeve for future growth.

Why AppLovin Stock Soared Higher Today

The mobile app technology company beat first-quarter revenue expectations and delivered positive guidance for the current quarter.

Applovin Stock Is Soaring. It's Too Cheap to Ignore, Analyst Says.

AppLovin Corporation (NASDAQ:APP ) Q1 2023 Earnings Conference Call May 10, 2023 5:00 PM ET Company Participants David Hsiao - Head of IR Adam Foroughi - CEO & Co-Founder Herald Chen - President & CFO Conference Call Participants Martin Yang - Oppenheimer Ralph Schackart - William Blair David Pang - Stifel Franco Granda - D.A. Davidson David Hsiao Welcome, everyone, to the AppLovin earnings call for the first quarter ended March 31, 2023.

AppLovin Corporation (APP) Q1 2023 Earnings Call Transcript

AppLovin (APP) came out with a quarterly loss of $0.01 per share versus the Zacks Consensus Estimate of $0.05. This compares to earnings of $0.18 per share a year ago.

AppLovin (APP) Reports Q1 Loss, Tops Revenue Estimates

AppLovin Corp. APP shares rallied Wednesday after the app-monetization company's revenue and forecast topped Wall Street expectations. AppLovin shares rallied 8% after-hours, following a 1.6% gain to close at $28.74.

AppLovin stock surges as revenue, outlook beat Street estimates

PALO ALTO, Calif.--(BUSINESS WIRE)--AppLovin Corporation (NASDAQ: APP) (“AppLovin”), a leading marketing platform, today announced financial results for the quarter ended March 31, 2023 and posted a Shareholder Letter at investors.applovin.com. Webcast and Conference Calls AppLovin will host a webinar today at 2:00 PM PT / 5:00 PM ET, during which management will discuss first quarter 2023 results and provide commentary on business performance. A question-and-answer session will follow the prep.

AppLovin Announces First Quarter 2023 Financial Results

PALO ALTO, Calif.--(BUSINESS WIRE)--AppLovin Corporation (NASDAQ: APP) (“AppLovin”), a leading marketing platform, is bringing performance-based buying to connected TV (CTV) within its powerful mobile user acquisition platform, AppDiscovery. App marketers can now tap into massive CTV supply across hundreds of free ad-supported streaming TV (FAST) apps and 3,000+ channels from a single source of access and only pay for installs. CTV will be the fastest-growing medium this year, with ad spending.

AppLovin's Performance-Based Buying for CTV Advertising Delivers New Incremental Channel for Scalable App Growth

PALO ALTO, Calif.--(BUSINESS WIRE)--AppLovin Corporation (NASDAQ: APP) (“AppLovin”), a leading marketing platform, announced today that Google's bidding open beta as an SDK buyer will be available to all publishers via AppLovin's MAX platform. Publishers who use MAX already benefit from the largest selection of network bidders and DSPs and can now take advantage of this powerful revenue opportunity, while driving operational efficiency and reducing technical overhead. “Bidding represents the mo.

AppLovin Expands Google Bidding's Open Beta To All MAX Publishers

AppLovin Corporation went public in April, 2021, raising around $2 billion in gross proceeds. The firm provides user-growth software and services to mobile application publishers.

AppLovin May Not Like 2023 Despite 2022 Rightsizing Efforts

PALO ALTO, Calif.--(BUSINESS WIRE)--AppLovin Corporation, (NASDAQ: APP) (“AppLovin” or the “Company”) a leading marketing software platform, today announced it will report financial results for the first quarter of 2023 on Wednesday, May 10, 2023 after the U.S. stock market closes. An accompanying webinar will take place at 2:00 PM PT / 5:00 PM ET on May 10, 2023 during which management will discuss quarterly results, as well as provide commentary on business performance.

AppLovin to Announce First Quarter 2023 Results

Adjust's Mobile App Trends ebook provides key insights for developers and marketers to drive strategic growth in the year ahead SAN FRANCISCO , March 28, 2023 /PRNewswire/ -- Mobile marketing analytics suite  Adjust today released its annual Mobile App Trends report , detailing upward momentum for e-commerce, fintech and gaming apps thus far in 2023, despite economic headwinds. While 2022 marked the industry's first ever slowdown, 2023 early indicators show a turnaround is already well underway — with mobile app installs trending upward in e-commerce (+4%), fintech (+13%), and gaming (+10%) against their 2022 averages.

New Report From Adjust Shows Positive Early Momentum For E-commerce, Fintech, And Gaming Mobile Apps In 2023

Adjust's new solution ensures that app marketers never miss a beat with highly customizable alerts allowing them to monitor key metrics and take swift, strategic action SAN FRANCISCO , March 20, 2023 /PRNewswire/ -- With businesses under increased pressure to maximize marketing efficiencies, mobile marketing analytics suite Adjust  today unveiled Pulse , a monitoring and alerting solution that empowers marketers with essential insights to know when to optimize their mobile campaign performance. Pulse enables marketers to easily create highly customizable alerts and reduce the noise of unhelpful updates so they can immediately focus on what matters.

Adjust Unveils Pulse: Smart Alerts For Marketers to Optimize Mobile Campaigns

SVB Financial Group

Though the Federal Reserve stated on Sunday that Silicon Valley Bank's depositors, both uninsured and insured, will be made whole, several more tech firms disclosed their exposure to SVB over the weekend.

Life360, Sezzle, Unity and AppLovin disclose exposure to SVB in new statements

Investors need to pay close attention to AppLovin (APP) stock based on the movements in the options market lately.

Is the Options Market Predicting a Spike in AppLovin (APP) Stock?

PALO ALTO, Calif.--(BUSINESS WIRE)--AppLovin Corporation (NASDAQ: APP) (“AppLovin”), a leading marketing platform, today issued the following statement regarding the closure of Silicon Valley Bank (“SVB”) by the California Department of Financial Protection and Innovation (“CDFPI”) and appointment of the Federal Deposit Insurance Corporation (“FDIC”) as receiver of SVB.

AppLovin Confirms Minimal Exposure to Silicon Valley Bank

Mobile advertising and app monetization platform provider AppLovin Co. (NASDAQ: APP) stock gapped nicely on its Q4 2022 earnings release. Applovin provides app developers tools and services to grow and monetize their apps with users and advertisers.

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