Applovin Q4 Revenue Soars 66% to $1.65B, EPS Beats at $3.24
Applovin reported Q4 EPS of $3.24 vs. $2.95 estimate and revenue of $1.65 billion, a 66% annual increase beating forecasts. It generated $1.31 billion in operating and free cash flow, repurchased $481.7 million of shares, held $2.49 billion cash and guided Q1 revenue of $1.74–1.77 billion.
1. Fourth-Quarter Financial Results
Applovin delivered Q4 EPS of $3.24, exceeding the $2.95 consensus, and $1.65 billion in revenue, ahead of the $1.60 billion estimate, representing 66% year-over-year growth.
2. Cash Flow and Share Repurchases
Operating cash flow and free cash flow both reached $1.31 billion; the company deployed $481.7 million to buy back shares and ended the quarter with $2.49 billion in cash and equivalents.
3. First-Quarter Revenue Guidance
Management forecast Q1 revenue of $1.74 billion to $1.77 billion, materially above the $1.69 billion consensus, indicating sustained top-line momentum.
4. Analyst Consensus and Technical Indicators
Analysts maintain a Buy consensus with an average price target of $701.71; the stock trades 16.3% below its 20-day SMA and 30.5% below its 50-day SMA, signaling near-term bearish pressure despite longer-term gains.