AppLovin Q4 EPS Tops by 12%, Revenue $1.66B Beats Estimates
AppLovin reported Q4 adjusted EPS of $3.24, topping estimates by 12.1% and up from $1.73 year-over-year, while revenue climbed 21% to $1.66 billion, exceeding consensus by 2.9%. The company has surpassed EPS estimates for four consecutive quarters despite shares falling nearly 30% YTD versus the S&P 500's 1.4% gain.
1. Q4 Financial Results
AppLovin delivered adjusted EPS of $3.24 in Q4, beating the consensus by 12.1% and rising from $1.73 a year ago. Revenue jumped 21% to $1.66 billion, topping estimates by 2.9%.
2. Consecutive Estimate Beats
This marks the fourth straight quarter the company has surpassed EPS estimates, reflecting consistent operational momentum through strengthened monetization and ad tech offerings.
3. Stock Performance and Outlook
Shares have dropped nearly 30% year-to-date against the S&P 500’s 1.4% gain, even as Wall Street anticipates Q1 earnings of $3.14 per share on $1.69 billion in revenue.