AppLovin Q4 Preview: Analysts See 18.1% Revenue Growth to $1.62B, EPS $3.07

APPAPP

AppLovin reported Q3 revenue of $1.41 billion, up 17.3% year-over-year and 4.5% above estimates, and analysts forecast Q4 revenue of $1.62 billion, up 18.1%, with adjusted EPS of $3.07. The stock has fallen 26.9% over the past month, compared with a 17.9% decline among sales-and-marketing software peers.

1. Q4 Earnings Preview

AppLovin will report Q4 earnings this Wednesday after market close, with analysts projecting 18.1% year-over-year revenue growth to $1.62 billion and adjusted EPS of $3.07.

2. Prior Quarter Performance

In the prior quarter, AppLovin generated $1.41 billion in revenue, up 17.3% year-over-year, surpassing consensus by 4.5% and beating EBITDA forecasts.

3. Analyst Estimates

Analysts have maintained their revenue and earnings estimates over the past month, reflecting stable expectations despite three revenue misses in the last two years.

4. Peer Comparisons and Outlook

Sales-and-marketing software peers LiveRamp and ZoomInfo posted Q4 revenue increases of 8.6% and 3.2% respectively, while sector stocks fell 17.9% last month and AppLovin shares declined 26.9%.

Sources

F