Applovin Corp - Ordinary Shares - Class A
APP
Market Cap$226.57B
Close$
Earnings Call Q2 2025
August 6, 2025 - AI Summary
Strong Revenue Growth: AppLovin reported a significant year-over-year revenue increase of 77%, reaching approximately $1.260 billion in Q2 2025. Adjusted EBITDA nearly doubled to $1.020 billion, achieving an impressive 81% adjusted EBITDA margin, driven primarily by the core gaming advertising business.
Market Expansion and New Platform Launch: The company is set to launch its self-service AXON ads manager on October 1, 2025, which will allow for greater accessibility and efficiency for advertisers. This expansion aims to tap into both U.S. and international markets, transitioning from a primarily gaming-centered focus to include e-commerce and other verticals, with ambitions for sustained 20%-30% year-over-year growth.
Manageable Challenges in E-commerce Segment: Although e-commerce is expected to be a growing portion of the business, the company has restricted onboarding of new e-commerce clients to refine its platform, which temporarily limited growth rates. Currently, e-commerce represents around 10% of revenue, with expectations for growth as the platform is improved and expanded.
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$83.46
87.8% downside
Current Fair Value
87.8% downsideOvervalued by 87.8% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $226.57 Billion |
|---|---|
| Enterprise Value | $228.93 Billion |
| Dividend Yield | $- (-) |
| Earnings per Share | $4.68 |
| Beta | 2.44 |
| Outstanding Shares | 338,617,184 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 93.36 |
|---|---|
| PEG | 71.75 |
| Price to Sales | 45.58 |
| Price to Book Ratio | 227.88 |
| Enterprise Value to Revenue | 43.08 |
| Enterprise Value to EBIT | 83.22 |
| Enterprise Value to Net Income | 98 |
| Total Debt to Enterprise | 0.02 |
| Debt to Equity | 3.05 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About Applovin Corp
902 employees
CEO: Adam Foroughi AppLovin’s global technology platform provides developers a powerful, integrated set of solutions to grow their businesses. AppLovin enables developers to market, monetize, analyze and publish their apps. Its studios create popular, imme...