业绩会总结年第二季度业绩会

ThefollowingisasummaryoftheAppLovinCorporation(APP)Q22024EarningsCallTranscript:

FinancialPerformance:

AppLovinreportedatotalQ2revenueof$1.08billion,a44%increasefromthesame-periodlastyear.

AdjustedEBITDAwas$601millionwitha56%margin,markingan80%increaseyear-over-year.

Softwareplatformrevenuewas$711million,growing91%fromthepreviousyear,demonstratingan87%flowthroughofrevenuefromthepriorquarter.

Appsrevenuereached$369million,a7%increasefromlastyear,with$81millioninadjustedEBITDA.

BusinessProgress:

Expandedsoftwarebusinessby5%quarter-over-quarterwithongoingimprovementsintechnologymodels.

Launchedpilotwebadvertisingcampaignsfore-commerceshopsthisquarter,broadeningdemandoutsideofgamingintonewverticals.

Planstoscaleintensivelybehindthewebadvertisingproduct.

Strengtheningofthebalancesheetandstrategicsharerepurchasescontinue,withsignificantcapitalallocatedtomanagingshares.

Opportunities:

GrowthindemandforAI-enabledmarketingplatforms,drivenbyadvancementsintechnologyandexpansionintonewadvertisingverticalsbeyondgaming,suchase-commerce.

Managementplansforsignificantinvestmentinorganicgrowthinitiativestosupporttechnologicaladvancementsandventureintonewbusinessareas.

Risks:

Slowergrowthinthemobilegamingmarket;however,thecompanyseesthisasalesserconstraintontheirsoftwarebusinessopportunities.

Moredetails:ApplovinIR

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