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AppLovin Corp. Class A (DE:6RV)
:6RV
Germany Market

AppLovin (6RV) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
May 07, 2025
TBA Not Confirmed
Period Ending
2025 (Q1)
Consensus EPS Forecast
1.37
Last Year’s EPS
0.64
Same Quarter Last Year
Based on 18 Analysts Ratings
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Earnings Call Summary

Earnings Call Date:Feb 12, 2025
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% Change Since: 12.18%
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Next Earnings Date:May 07, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted significant revenue growth and successful expansion into new advertising categories beyond gaming, including ecommerce. The company also announced a strategic sale of its Apps business to focus on its advertising platform. Despite increased data center costs and a slight decline in Apps revenue, the company maintained strong profitability and provided a positive financial outlook for the next quarter.
Company Guidance
In the earnings call for AppLovin's fourth quarter and full-year results ending December 31, 2024, the company provided optimistic guidance for the future, highlighting a significant transition in their business model. The company achieved a 44% increase in total revenue year-over-year, reaching $1.37 billion, and a 78% increase in adjusted EBITDA to $848 million, with a 62% adjusted EBITDA margin. For the first quarter of 2025, AppLovin expects the Advertising business to generate between $1.030 billion and $1.050 billion in revenue, with adjusted EBITDA ranging from $805 million to $825 million, targeting a margin of 78% to 79%. The company anticipates Apps revenue to be between $325 million and $335 million, with adjusted EBITDA between $50 million and $60 million. A key focus will be on expanding their ecommerce category and rolling out automated tools to enhance accessibility and scale. AppLovin is poised to divest its Apps business, aiming to close the transaction by Q2 2025, signaling a strategic shift towards concentrating fully on their advertising platform. They highlighted their favorite metric, adjusted EBITDA per employee, which stood at approximately $3 million in Q4 for the Advertising business, emphasizing their commitment to operational efficiency and lean growth.
Record Revenue Growth
Total revenue increased by 44% year-over-year to $1.37 billion for the quarter, with adjusted EBITDA rising 78% to $848 million.
Strong Free Cash Flow
Generated $695 million in free cash flow, up 105% year-over-year, with a 28% quarter-over-quarter increase.
Successful Expansion Beyond Gaming
Captured meaningful holiday shopping advertising dollars and expanded advertising categories beyond gaming, including positive early outcomes for ecommerce advertisers.
Sale of Apps Business
Signed a term sheet to sell the Apps business for a total consideration of $900 million, including $500 million in cash.
High Adjusted EBITDA Margin
Achieved an adjusted EBITDA margin of 62% for the quarter.
Strong Financial Guidance
Guidance for Q1 2025 predicts $1.030 billion to $1.050 billion in advertising revenue with adjusted EBITDA between $805 million and $825 million, maintaining a 78% to 79% margin.
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AppLovin (DE:6RV) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

DE:6RV Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
May 07, 20252025 (Q1)
1.37 / -
0.639
Feb 12, 20252024 (Q4)
1.19 / 1.65
0.467253.06% (+1.18)
Nov 06, 20242024 (Q3)
0.88 / 1.19
0.286316.67% (+0.91)
Aug 07, 20242024 (Q2)
0.71 / 0.85
0.21304.55% (+0.64)
May 08, 20242024 (Q1)
0.54 / 0.64
-0.016800.00% (+0.65)
Feb 14, 20242023 (Q4)
0.33 / 0.47
-0.2333.33% (+0.67)
Nov 08, 20232023 (Q3)
0.26 / 0.29
0.057400.00% (+0.23)
Aug 09, 20232023 (Q2)
0.07 / 0.21
-0.057466.67% (+0.27)
May 10, 20232023 (Q1)
0.07 / >-0.01
-0.29696.77% (+0.29)
Feb 08, 20232022 (Q4)
0.05 / -0.20
0.076-362.50% (-0.28)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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DE:6RV Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 12, 2025€368.25€440.40+19.59%
Nov 06, 2024€158.00€220.00+39.24%
Aug 07, 2024€65.40€70.15+7.26%
May 08, 2024€69.00€79.00+14.49%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ

When does AppLovin Corp. Class A (DE:6RV) report earnings?
AppLovin Corp. Class A (DE:6RV) is schdueled to report earning on May 07, 2025, TBA Not Confirmed.
    What is AppLovin Corp. Class A (DE:6RV) earnings time?
    AppLovin Corp. Class A (DE:6RV) earnings time is at May 07, 2025, TBA Not Confirmed.
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is the P/E ratio of AppLovin Corp. Class A stock?
          The P/E ratio of AppLovin is N/A.
            What is DE:6RV EPS forecast?
            DE:6RV EPS forecast for the fiscal quarter 2025 (Q1) is 1.37.
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