NASDAQ$APP
Applovin Corp · Q2 2025 earnings
Q2 2025 earnings · · After market close · Investor relations
Briefing
AppLovin reported Q2 2025 revenue of $1.26B with net income of $820M and diluted EPS of $2.39.
Revenue rose to $1.26 billion on strength in its advertising software platform. Net income was $820 million; diluted EPS was $2.39. Operating leverage and AXON 2.0 adoption supported margins.
- Q2 revenue $1.26B.
- Net income $820M; diluted EPS $2.39.
- Advertising platform drove year-over-year growth.
- Continued investment in AI and international expansion.
Headline financials
Revenue & EPS history
AppLovin · Revenue · Quarterly
$1.26B
Forward guidance
Digital platforms cite user growth, product investment, and margin expansion targets.
Tailwinds
- Core platform engagement and monetization trends.
- Operating leverage and share repurchase capacity.
Headwinds
- Competition and regulatory scrutiny in key markets.
- Macro and FX can pressure growth rates.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q2 2025
+9.6%
Avg return
Earnings day
+13.8%
Avg return
5 days after
+19.8%
Avg return
30 days after
62%
16 / 26 earnings
Positive
+49.2%
Q3 2024
Best reaction
-19.7%
Q4 2025
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | +2.5% | +4.3% | +19.0% | |
| Q4 2025 | -19.7% | -17.6% | +0.4% | |
| Q3 2025 | -3.5% | -3.6% | +12.1% | |
| Q2 2025 | +12.0% | +19.6% | +25.5% | |
| Q1 2025 | +11.7% | +22.0% | +37.7% | |
| Q4 2024 | +24.0% | +30.4% | -23.0% | |
| Q3 2024 | +49.2% | +73.4% | +143.1% | |
| Q2 2024 | +11.2% | +8.3% | +22.6% | |
| Q1 2024 | +9.9% | +12.0% | +6.3% | |
| Q4 2023 | +27.6% | +30.6% | +37.7% | |
| Q3 2023 | -3.0% | +1.3% | -8.6% | |
| Q2 2023 | +23.8% | +32.3% | +40.2% | |
| Q1 2023 | +26.9% | +30.6% | +30.8% | |
| Q4 2022 | +25.4% | +23.4% | -4.2% | |
| Q3 2022 | +7.2% | +1.2% | -31.8% | |
| Q2 2022 | -4.3% | -6.8% | -23.0% | |
| Q1 2022 | +26.7% | +28.9% | +24.6% | |
| Q4 2019 | -5.1% | +7.7% | +10.4% | |
| Q4 2021 | -15.1% | -15.5% | -27.9% | |
| Q3 2020 | -10.5% | -8.2% | -21.1% | |
| Q3 2021 | +10.9% | -0.8% | -12.5% | |
| Q2 2020 | -1.9% | +12.0% | +35.8% | |
| Q2 2021 | -0.4% | -2.3% | +35.3% | |
| Q1 2020 | +25.2% | +29.6% | +65.3% | |
| Q4 2020 | +25.2% | +29.6% | +65.3% | |
| Q1 2021 | -6.7% | +16.8% | +54.2% | |
| Q2 2015 | — | — | — | |
| Q1 2015 | — | — | — |
Discussion
Share your read of this quarter. Sign-in carries your eToro identity.
Join the conversation
Sign in with eToro to post your read of this quarter and vote on others'.
Sign in with eToro