AppLovin said revenue for the quarter ended June 30, 2025 was $1,259 million, up 77% from $711 million in the prior-year quarter. Net income for the same quarter was $820 million, and net income from continuing operations was $772 million.

1. 01

   AppLovin said revenue for the quarter ended June 30, 2025 was $1,259 million, up 77% from $711 million in the prior-year quarter. Net income for the same quarter was $820 million, and net income from continuing operations was $772 million.

2. 02

   The company said Adjusted EBITDA for Q2 was $1,018 million, up 99% from $511 million in the prior-year quarter, and Adjusted EBITDA margin was 81% compared with 72% in the prior-year quarter.

3. 03

   AppLovin said net cash from operating activities for Q2 was $772 million and Free Cash Flow was $768 million. During the same quarter, the company repurchased and withheld 0.9 million shares of Class A common stock for a total cost of $341 million.

4. 04

   The company said it completed the sale of its Apps business to Tripledot Studios on June 30, 2025 for $400 million in cash, subject to closing adjustments, and equity consideration representing approximately 20% of Tripledot's fully-diluted equity at the time of closing. Revenue guidance for Q3 is $1,320 million to $1,340 million.

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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