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 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?