APP

2025Q2AMC

Applovin Corp primary · COMMUNICATION SERVICES · ADVERTISING AGENCIES

Report 2025-08-06 · Fiscal end 2025-06-30 · Features as of 2025-08-06

← Earnings history

Pre-Earnings Data

Expectations & setup

Street

Consensus EPS2.32
Consensus rev—
EPS high—
EPS low—
Dispersion—
Analysts—
EPS rev net 7d—
EPS rev net 30d—
Consensus Δ 7d—
Consensus Δ 30d—

Options

Implied move6.7%
IV front—
P/C full—
P/C front—
Features as of2025-08-06

Run-up

Close—
Ret 5d+7.5%
Ret 10d+7.9%
Ret 20d+10.7%
Ret 30d+11.8%

Post-Earnings Data

Results & reaction

Print

Actual EPS
2.36Beat
Estimated EPS2.32
Actual revenue
1.3B
Surprise %+1.7%
Beat / missBeat
Beat streak 44
Beat streak 84

Reaction

1-day stock reaction+10.1%
Implied vs actual

Implied 6.7%Actual 1.7%

Gap reaction+1.7%
Day result+12.0%
Next-day upYes
Realized / IV0.25×

Post tape

Post 5d-0.9%
Post 10d-4.2%
Post volume20.7M
Vol ×10d3.96×
Vol ×20d4.26×
Post range17.3%