APP

2025Q4AMC

Applovin Corp primary · COMMUNICATION SERVICES · ADVERTISING AGENCIES

Report 2026-02-11 · Fiscal end 2025-12-31 · Features as of 2026-02-11

← Earnings history

Pre-Earnings Data

Expectations & setup

Street

Consensus EPS3.11
Consensus rev—
EPS high—
EPS low—
Dispersion—
Analysts—
EPS rev net 7d—
EPS rev net 30d—
Consensus Δ 7d—
Consensus Δ 30d—

Options

Implied move7.0%
IV front—
P/C full—
P/C front—
Features as of2026-02-11

Run-up

Close—
Ret 5d+17.9%
Ret 10d-15.8%
Ret 20d-31.7%
Ret 30d-34.6%

Post-Earnings Data

Results & reaction

Print

Actual EPS
3.48Beat
Estimated EPS3.11
Actual revenue
1.7B
Surprise %+11.9%
Beat / missBeat
Beat streak 44
Beat streak 86

Reaction

1-day stock reaction-9.2%
Implied vs actual

Implied 7.0%Actual 11.6%

Gap reaction-11.6%
Day result-19.7%
Next-day upNo
Realized / IV1.66×

Post tape

Post 5d+14.1%
Post 10d+18.5%
Post volume18.8M
Vol ×10d2.13×
Vol ×20d2.49×
Post range9.9%