APPLOVIN’S Q4 2024—$APP BLASTS OFF WITH AI-AD SURGE
APPLOVIN’S Q4 2024—
APP BLASTS OFF WITH AI-AD SURGE
(1/9)
Good evening, Tradingview! AppLovin’s Q4 2024 earnings hit—1.37B revenue, up 44% YoY, crushing 1.26B estimates 📈🔥. AI-powered AXON drives a 37% stock pop. Let’s unpackAPP’s monster quarter! 🚀
(2/9) – REVENUE & EARNINGS
• Q4 Revenue: 1.37B, +44% YoY (953.3M Q4 ‘23) 💥
• Ad Revenue: 999.5M, +73% YoY
• Apps Revenue: 373.3M, -1% YoY 📊
• EPS: $1.73, beats $1.24 est.
• Net Income: 599.2M, +248% YoY
(3/9) – BIG MOVES
• Stock Surge: +37% post-earnings (Feb 13) 🌍
• Buybacks: 2.1B retired 25.7M shares in ‘24 🚗
• Debt Play: 3.55B notes issued Nov ‘24 💸
• Q1 ‘25 Guide: $1.355-1.385B, tops 1.32B est.
(4/9) – SECTOR SHOWDOWN
• Market Cap: 175B (Feb 13) 🌟
• Trailing P/E: 116 vs. TTD (50), META (33)
• Growth: 44% YoY beats TTD (26%), META (19%)
• 1Y Stock: +1,000%, 2Y: +3,000%
Premium price, growth screams value!
(5/9) – RISKS TO FLAG
• Valuation: 116 P/E—high stakes, no misses 📉
• Debt: 3.51B vs. 567.6M cash—leverage looms ⚠️
• AI Rivals: Google, Meta eye AXON’s turf 🏛️
• Regs & Economy: Ad spend cuts lurk
(6/9) – SWOT: STRENGTHS
• Growth: 44% revenue, 599M profit soars 🌟
• Margins: 62% EBITDA, 2.1B FCF in ‘24 🔍
• AXON: 73% ad surge—AI’s the champ 🚦
APP’s a profit powerhouse!
(7/9) – SWOT: WEAKNESSES & OPPORTUNITIES
• Weaknesses: Apps dip (-1%), 3.51B debt 💸
• Opportunities: E-commerce ads, AI edge, acquisitions 🌍
CanAPP turn risks into riches?
(8/9) –APP’s Q4 stuns—where’s it headed?
1️⃣ Bullish—AI keeps it soaring.
2️⃣ Neutral—Growth holds, risks balance.
3️⃣ Bearish—Valuation bites back.
Vote below! 🗳️👇
(9/9) – FINAL TAKEAWAY
AppLovin’s Q4 dazzles—1.37B revenue, 599M profit, stock blazing 🌍🪙. High P/E, but AI growth shines. Debt and rivals loom—gem or peak?
APP BLASTS OFF WITH AI-AD SURGE(1/9)
Good evening, Tradingview! AppLovin’s Q4 2024 earnings hit—1.37B revenue, up 44% YoY, crushing 1.26B estimates 📈🔥. AI-powered AXON drives a 37% stock pop. Let’s unpack
APP’s monster quarter! 🚀 (2/9) – REVENUE & EARNINGS
• Q4 Revenue: 1.37B, +44% YoY (953.3M Q4 ‘23) 💥
• Ad Revenue: 999.5M, +73% YoY
• Apps Revenue: 373.3M, -1% YoY 📊
• EPS: $1.73, beats $1.24 est.
• Net Income: 599.2M, +248% YoY
(3/9) – BIG MOVES
• Stock Surge: +37% post-earnings (Feb 13) 🌍
• Buybacks: 2.1B retired 25.7M shares in ‘24 🚗
• Debt Play: 3.55B notes issued Nov ‘24 💸
• Q1 ‘25 Guide: $1.355-1.385B, tops 1.32B est.
(4/9) – SECTOR SHOWDOWN
• Market Cap: 175B (Feb 13) 🌟
• Trailing P/E: 116 vs. TTD (50), META (33)
• Growth: 44% YoY beats TTD (26%), META (19%)
• 1Y Stock: +1,000%, 2Y: +3,000%
Premium price, growth screams value!
(5/9) – RISKS TO FLAG
• Valuation: 116 P/E—high stakes, no misses 📉
• Debt: 3.51B vs. 567.6M cash—leverage looms ⚠️
• AI Rivals: Google, Meta eye AXON’s turf 🏛️
• Regs & Economy: Ad spend cuts lurk
(6/9) – SWOT: STRENGTHS
• Growth: 44% revenue, 599M profit soars 🌟
• Margins: 62% EBITDA, 2.1B FCF in ‘24 🔍
• AXON: 73% ad surge—AI’s the champ 🚦
APP’s a profit powerhouse! (7/9) – SWOT: WEAKNESSES & OPPORTUNITIES
• Weaknesses: Apps dip (-1%), 3.51B debt 💸
• Opportunities: E-commerce ads, AI edge, acquisitions 🌍
Can
APP turn risks into riches? (8/9) –
APP’s Q4 stuns—where’s it headed?1️⃣ Bullish—AI keeps it soaring.
2️⃣ Neutral—Growth holds, risks balance.
3️⃣ Bearish—Valuation bites back.
Vote below! 🗳️👇
(9/9) – FINAL TAKEAWAY
AppLovin’s Q4 dazzles—1.37B revenue, 599M profit, stock blazing 🌍🪙. High P/E, but AI growth shines. Debt and rivals loom—gem or peak?
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.
⚡️ Request a trial or subscribe to our premium🛠️tools at ➡️DCAlpha.net
All scripts & content provided by DCAChampion are for informational & educational purposes only.
All scripts & content provided by DCAChampion are for informational & educational purposes only.
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.