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Sep 30, 2025
AppLovin Q3 2025 Earnings Report
AppLovin reported strong revenue and profitability growth in Q3 2025, achieving record levels in net income and free cash flow.
Key Takeaways
AppLovin delivered a strong Q3 2025 with $1.405 billion in revenue and $836 million in net income, supported by robust Adjusted EBITDA margins and significant free cash flow generation.
Revenue grew to $1.405 billion, up from $835 million a year ago.
Net income reached $836 million, nearly doubling from the prior year.
Free cash flow totaled $1.049 billion for the quarter.
Adjusted EBITDA margin expanded to 82%, indicating strong operating efficiency.
Forward Guidance
AppLovin expects Q4 2025 revenue between $1.57B and $1.6B and Adjusted EBITDA between $1.29B and $1.32B, reflecting continued growth momentum.
Positive Outlook
- Revenue guidance points to continued strong top-line growth.
- Adjusted EBITDA expected to further expand in Q4.
- High margin profile with strong operating leverage.
- Increased share repurchase authorization shows confidence.
- Robust demand across marketing and AI solutions.
Challenges Ahead
- No GAAP EPS guidance provided for Q4.
- High stock-based compensation continues to impact expenses.
- Market volatility could affect advertising budgets.
- Competition in adtech and AI markets remains strong.
- Macroeconomic uncertainty may weigh on future growth.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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