Applovin Corp Stock Price, News & Analysis

AppLovin (NASDAQ: APP) reported outstanding Q2 2025 financial results, with revenue surging 77% to $1.26 billion. The company achieved remarkable net income growth of 164% to $820 million, while Adjusted EBITDA nearly doubled to $1.02 billion.

Key developments include the sale of its Apps business to Tripledot Studios for $400 million in cash plus 20% equity stake, and significant shareholder returns through the repurchase of 0.9 million shares for $341 million. The company provided strong Q3 2025 guidance, projecting revenue between $1.32-1.34 billion and Adjusted EBITDA of $1.07-1.09 billion.

Adjust (NYSE:APP) has released its Shopping App Insights 2025 report, revealing significant shifts in mobile commerce trends. While global e-commerce app installs declined 14% YoY in H1 2025, session engagement increased 2%, suggesting a focus on quality over quantity in user acquisition.

The report highlights a 29% increase in global reattribution share for e-commerce apps, indicating brands are prioritizing re-engagement of existing users. Latin America led market growth with 18% increase in installs and 27% in sessions, while mature markets showed signs of saturation. Marketplace apps demonstrated stronger user engagement, driving 60% of sessions despite representing only 20% of installs.

The global cost per install reached $0.99 in Q1 2025, with shopping apps at $1.01 and marketplace apps at $0.89. Apps averaged 7 partners in H1 2025, up from 6 in 2023, reflecting increased channel diversification.

Wurl and TVision have released a groundbreaking report analyzing the relationship between emotional alignment and ad attention in streaming TV. The study, examining over 50 advertiser campaigns, reveals that emotionally aligned ads achieved 2.4x higher attention, with viewer attention increasing from 27% to 66% when ads matched the content's emotional context.

The research comes as streaming TV experiences significant growth, with an 18% year-over-year increase in CTV ad impressions. The study found that emotional alignment delivers consistent attention benefits regardless of ad length, whether 15 or 30 seconds.

Wurl (NASDAQ:APP) has announced a strategic collaboration with Prime Video to launch a new Live TV channel called Prime in Germany. The channel will focus on delivering premium Prime Video entertainment content to German audiences.

Through Wurl's Global FAST Pass solution, Prime Video will be able to launch, monetize, and analyze channel performance. The collaboration includes cloud-based software and scheduling services, with Wurl's Programming Strategy team optimizing channel scheduling. Additionally, the partnership will feature daily Wimbledon tournament highlights on the new channel.

Wurl currently powers over 4 billion monthly viewing hours across hundreds of channels on more than 50 streaming platforms worldwide.

AppLovin (NASDAQ: APP), a leading marketing platform, has scheduled its Q2 2025 earnings release for August 6, 2025 after market close. The company will host a webinar at 2:00 PM PT / 5:00 PM ET on the same day.

The earnings webinar will feature CEO and Co-founder Adam Foroughi and CFO Matthew Stumpf, who will discuss quarterly results and business performance. Investors can access the webinar through the company's investor relations website or via webinar registration, with a replay available afterward.

AppLovin (NASDAQ: APP) has completed the sale of its mobile gaming business to Tripledot Studios for $400.0 million in cash and approximately 20% equity stake in Tripledot's fully-diluted equity. The transaction, which closed on June 30, 2025, includes the divestment of 10 game studios and their popular mobile gaming franchises.

The divested studios include Athena Studio, Belka Games, Clipwire Games, Leyi, Lion Studios, Machine Zone, Magic Tavern, PeopleFun, Zenlife Games, and Zeroo Gravity. These studios are known for developing popular mobile games such as Hexa Sort, Wordscapes, Clockmaker, Cooking Madness, West Game, and Project Makeover.

The transaction, initially announced on May 7, 2025, allows AppLovin to streamline its operations and focus on its core marketing platform business.

Adjust has launched the beta version of Growth Copilot, an AI-powered app growth partner designed to revolutionize how marketers optimize their app performance. The tool enables marketers to access instant performance insights across channels, campaigns, and KPIs through direct questioning, eliminating the need for complex data analysis.

Growth Copilot's key features include transforming reporting into actionable insights, enhancing team productivity through tool integration, and providing goal-aligned decision-making. The platform specializes in diagnosing performance changes, identifying top/low performing creatives, detecting anomalies, and uncovering actionable insights. Age of Learning has already reported significant time savings using the tool for report generation.

AppLovin (NASDAQ: APP) reported strong Q1 2025 financial results with total revenue reaching $1.48 billion, up 40% year-over-year. The company's advertising revenue surged 71% to $1.16 billion, while Apps revenue declined 14% to $325 million. Net income more than doubled to $576.4 million, up 144% from Q1 2024. The company generated $832 million in operating cash flow and $826 million in Free Cash Flow. AppLovin announced plans to sell its mobile gaming business to Tripledot Studios for $400 million in cash plus a 20% stake in Tripledot. The company repurchased 3.4 million shares for $1.2 billion during Q1. For Q2 2025, AppLovin forecasts advertising revenue between $1.195-$1.215 billion with an expected Adjusted EBITDA margin of 81%.

Tradr ETFs has announced the launch of two new single stock leveraged ETFs: APPX and QBTX. These innovative funds are designed to deliver 200% of the daily performance of AppLovin Corp. (APP) and D-Wave Quantum Systems (QBTS) respectively.

The ETFs represent the first-ever leveraged products tied to these underlying stocks, allowing traders to capitalize on daily stock price movements without using margin accounts. These additions expand Tradr's lineup to nine leveraged ETFs, following their 2022 pioneering launches of single-stock ETFs for Tesla and Nvidia.

The funds target sophisticated investors and professional traders, offering exposure to advertising technology and quantum computing sectors through accessible brokerage accounts, eliminating the need for margin trading or complex options strategies.