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Applovin Corporation(APP)2025年第四季度及全年业绩公告「NASDAQ」(英文版)(8页).pdf

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1、AppLovin Announces Fourth Quarter and Full Year 2025 Financial ResultsPALO ALTO February 11,2026 AppLovin Corporation(NASDAQ:APP)(“AppLovin”),a leading marketing platform,today announced financial results for the quarter and full year ended December31,2025 and posted a financial update on its Invest

2、or Relations website located at https:/.Fourth Quarter and Full Year 2025 Financial Highlights:December 31,December 31,(In millions,except percentages)20252024%Change20252024%ChangeRevenue$1,658$99966%$5,481$3,22470%Net Income$1,102$59984%$3,334$1,580111%Net Income from Continuing Operations$1,102$5

3、9685%$3,433$1,590116%Adjusted EBITDA$1,399$77082%$4,512$2,41287%Quarter EndedYear EndedAdditional Financial Highlights:Net cash from operating activities was$1.31 billion and$3.97 billion,and Free Cash Flowwas$1.31 billion and$3.95 billion for the fourth quarter and full year 2025,respectively.Durin

4、g the fourth quarter and full year 2025,we repurchased and withheld 0.8 million and6.4 million of our Class A common stock,for a total cost of$481.7 million and$2.58 billion,respectively1.At the end of 4Q 2025,we had 338 million shares of our Class A and Class Bcommon stock outstanding.First Quarter

5、 2026 Financial Guidance Summary21Q26(In millions,except percentages)LowHighRevenue$1,745$1,775Adjusted EBITDA1,4651,495Adjusted EBITDA Margin84%84%11Includes repurchased shares as well as withholdings upon net share settlement of vested equity awards.Total cost includes repurchase costs,including c

6、ommissions and fees,as wellas cash paid in connection with tax withholding and remittance obligations upon net share settlement2 We have not provided the forward-looking GAAP equivalents for forward-looking non-GAAP metrics,specifically Adjusted EBITDA and Adjusted EBITDA margin,or a GAAPreconciliat

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1. **2025年业绩大幅增长**:全年营收54.81亿美元(同比+70%),净利润33.34亿美元(同比+111%);Q4营收16.58亿美元(同比+66%),净利润11.02亿美元(同比+84%)。 2. **现金流强劲**:全年自由现金流39.52亿美元,Q4自由现金流13.09亿美元;全年经营现金流39.71亿美元。 3. **股票回购**:2025年回购640万股,总成本25.8亿美元;年末流通股3.383亿股。 4. **2026年指引**:Q1营收预期17.45-17.75亿美元,调整后EBITDA预期14.65-14.95亿美元(毛利率84%)。 5. **非GAAP指标**:调整后EBITDA全年45.12亿美元(同比+87%),Q4为13.99亿美元(同比+82%)。
**AppLovin业绩如何?** **2026年营收预测?** **现金流表现怎样?**
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