AppLovin Corp (NASDAQ:APP) and Roblox Corp (NYSE:RBLX) both announced first-quarter results today. The former topped earnings and revenue estimates, while the latter beat top-line expectations, but missed on the bottom line. Below, let's dive into how these two stocks are responding. APP is up 14.8% at $84.98 at last check, after drawing six price-target hikes, including one from Jefferies to $105 from $93. The shares earlier scored a two-year high of $88.50, after bouncing off support from the $66 in late ...

The launch of its new AI software last year has been an overwhelming success. Shares of app discovery and monetization company AppLovin (APP 18.28%) soared high on Thursday after the company reported financial results for the first quarter of 2024. As of 10:45 a.m. ET, AppLovin stock was up 18% and hitting fresh 52-week highs. Another great quarter driven by software growth The star of the show for AppLovin right now is its AXON software, powered by artificial intelligence (AI). The company's software helps ...

Key Takeaways AppLovin shares soared in premarket trading Thursday morning after the app monetization company topped analysts' first quarter expectations and issued a better-than-expected outlook. The company said it saw an improvement in the app advertising market during the quarter and continues to add innovations to its software. Monitor the $88 level, an area on the chart where AppLovin shares may run into resistance from a key horizontal trendline connecting several technically important price points e ...

AppLovin财报 - AppLovin在2024年第一季度报告的营收为10.6亿美元，同比增长47.9%[1] - 每月活跃付费用户的平均营收为48美元，高于分析师预期的47.12美元[4] - AppLovin的软件平台营收为6.7837亿美元，同比增长91.2%[5] - AppLovin的应用营收为3.7975亿美元，同比增长5.3%[6]

AppLovin (APP) came out with quarterly earnings of $0.67 per share, beating the Zacks Consensus Estimate of $0.57 per share. This compares to loss of $0.01 per share a year ago. These figures are adjusted for non- recurring items. This quarterly report represents an earnings surprise of 17.54%. A quarter ago, it was expected that this mobile app technology company would post earnings of $0.35 per share when it actually produced earnings of $0.49, delivering a surprise of 40%. Over the last four quarters, th ...

财务数据和关键指标变化 - 公司Q1总收入为10.6亿美元,同比增长近50% [15] - 公司Q1调整后EBITDA为5.49亿美元,同比翻倍,保持52%的高毛利率 [15] - 公司Q1自由现金流为3.88亿美元,占调整后EBITDA的71% [15] 各条业务线数据和关键指标变化 - 软件平台业务Q1收入6.78亿美元,同比增长近100%,保持73%的高毛利率 [16] - 软件平台业务Q1调整后EBITDA为4.92亿美元,同比增长超过一倍 [16] - 应用程序业务保持15%的调整后EBITDA毛利率 [18] 各个市场数据和关键指标变化 - 移动广告市场和实时竞价广告持续扩张,为公司业务增长提供支撑 [17] - 公司在移动游戏广告市场占据领先地位,MAX平台业务增长强劲 [104][105] 公司战略和发展方向及行业竞争 - 公司核心AI算法AXON 2持续优化升级,为业务带来持续增长动力 [11][29][30][31][32] - 公司计划将AXON 2技术拓展至电商等新垂直领域,以增加需求多样性 [39][40][41][42][43] - 公司在移动广告领域拥有领先技术,难以被竞争对手复制和赶超 [96][97][98][99][100] 管理层对经营环境和未来前景的评论 - 管理层对公司未来前景表示前所未有的信心和兴奋 [13][22] - 管理层预计公司软件业务长期保持20%-30%的增长 [33][34][35] - 管理层认为公司有多种增长动力,包括增加广告客户、持续优化算法、拓展新垂直领域等 [29][30][31][32][39][40][41][42][43] 问答环节重要的提问和回答 问题1 **Clark Lampen提问** 公司Q1业绩超预期的主要原因是什么 [27][28] **Adam Foroughi回答** 主要是由于算法持续优化升级带来的业务增长 [29][30][31][32] 问题2 **Ralph Schackart提问** 公司将AXON 2技术拓展至非游戏领域的进展如何 [39][40] **Adam Foroughi回答** 公司已开始将AXON 2技术应用于电商等新垂直领域,并将在本季度推出相关产品 [41][42][43] 问题3 **Omar Dessouky提问** 公司MAX平台的头部竞价业务收入规模和增长情况如何 [51][52][53][54][55][56][57][58][59][60] **Adam Foroughi和Matt Stumpf回答** 公司MAX平台头部竞价业务保持良好增长态势,但不会披露具体收入数据 [51][52][53][54][55][56][57][58][59][60]

AppLovin第一季度业绩 - 第一季度每股收益为67美分，营收达到10.6亿美元，远超分析师预期[1][2] - AppLovin在第一季度业绩表现强劲，超出华尔街预期，股价在盘后交易中大涨[1] - AppLovin预测当前季度营收将达到10.6亿至10.8亿美元，高于华尔街对第二季度的预期[3]

财务表现 - 公司在2024年第一季度实现了营收10.58亿美元，同比增长48%[43] - 2024年第一季度净利润为2.36亿美元，较去年同期净亏损4.5百万美元有显著增长[43] - 公司在2024年第一季度的营业收入为33.96亿美元，较去年同期的6.10亿美元有显著增长[60] - 公司在2024年第一季度的净收入为23.62亿美元，较去年同期的亏损4.52亿美元有显著增长[60] - 公司在2024年第一季度的成本和费用中，销售和营销占21%，研发占15%，总成本占收入的比例为68%[61] - 公司在2024年第一季度的净收入占收入的比例为22%[61] 业务发展 - 软件平台收入占总收入的64%，应用收入占总收入的36%[45] - 公司在2024年第一季度拥有1.8百万月活跃付费用户，月均每活跃付费用户收入为48美元[47] - 公司在2024年第一季度实现了105.81亿美元的收入，较去年同期的71.54亿美元有显著增长[60] - 公司计划继续投资于销售和营销以扩大软件平台客户群，并增加品牌知名度[59] - 公司计划继续投资于研发以持续改进软件平台，并开发新的应用程序[59] - 公司预计长期内成本会随着业务和收入的增长而增加[58] - 公司预计长期内成本占收入的比例会随着时间的推移而波动[58] 财务指标 - 调整后的EBITDA为2024年第一季度达到5.49亿美元，较去年同期的2.74亿美元有显著增长[51] - 自由现金流为2024年第一季度达到3.88亿美元，较去年同期的2.83亿美元有增长[51] - 2024年第一季度，公司软件平台收入增长了91%，达到6.7837亿美元，主要受益于AppDiscovery表现的改善，安装量增加了87%[62] - 2024年第一季度，公司应用收入增长了5%，达到3.7974亿美元，其中应用内购买收入增长了3%，应用内广告收入增长了10%[62] - 2024年第一季度，公司软件平台调整后EBITDA增长了125%，达到4.9202亿美元，应用调整后EBITDA增长了3%，达到0.5675亿美元[65] 会计及风险披露 - 公司财报电话会议中提到，关键会计估计是根据历史经验和其他因素做出的，可能会影响资产和负债的报告金额[70] - 2024年第一季度与2023年12月31日年度报告相比，公司的关键会计政策和估计没有发生重大变化[71] - 最近的会计准则公告可以在本季度报告的附注中找到[72] - 公司表示，市场风险的情况与2023年12月31日年度报告中的信息没有发生重大变化[73]

1Q24 Shareholder Letter To Our AppLovin Shareholders: The first quarter marked a strong start to 2024 with outstanding business performance driven by the continued improvement of our AXON technology. We were encouraged to see improvement in the app advertising market with another quarter of year-over-year market growth and a continued shift to real-time bidding. By continuing to innovate and improve our AXON technology, we remain committed to driving growth not just for our company, but for the entire ecosy ...

Investors are always looking for stocks that are poised to beat at earnings season and AppLovin Corporation (APP) may be one such company. The firm has earnings coming up pretty soon, and events are shaping up quite nicely for their report. That is because AppLovin is seeing favorable earnings estimate revision activity as of late, which is generally a precursor to an earnings beat. After all, analysts raising estimates right before earnings — with the most up-to- date information possible — is a pretty goo ...