Shares of AppLovin Corporation (APP) surged a massive 36.26% in the pre-market trading session on Thursday, February 13, 2025. The mobile app technology company's stock soared after it reported stellar fourth-quarter 2024 earnings, significantly exceeding analysts' expectations for earnings and revenue, driven by robust growth in its AI-powered advertising solutions.
For the quarter ended December 31, 2024, AppLovin reported record revenue of $1.37 billion, up a remarkable 44% year-over-year, surpassing the consensus estimate of $1.26 billion. The company's earnings per share (EPS) came in at $1.73, marking a 253% increase from the prior year and significantly higher than the expected $1.25.
The company's impressive performance can be attributed to the growing popularity of its AI-driven ad targeting and optimization solutions, particularly the Axon 2.0 ad engine, within the mobile gaming and app markets. According to analysts, AppLovin's Axon 2.0 AI engine has helped the company capture a significant share of the $15 billion mobile gaming advertising spend, driving its recent outsized results.
In addition to the robust Q4 numbers, AppLovin provided a strong outlook for the first quarter of 2025. The company expects revenue to be between $1.36 billion and $1.39 billion, ahead of analyst estimates of $1.32 billion. AppLovin's management highlighted the potential for further growth, driven by ongoing advancements in AI technology and personalized advertising experiences.
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