广告业务竞争加剧,AppLovin第四季度营收不及预期,盘后股价跌超6%

老虎资讯综合
Feb 12

2月12日, AppLovin Corporation 公布Q4财报,其中营收不及预期,盘后股价跌超6%。

2025年第四季度(Fourth Quarter 2025)

  • 实现净销售额 16.58亿美元,同比增长66%(较2024年第四季度);

  • 实现净利润11.02亿美元,同比增长84%(较2024年第四季度);

  • 经营利润同比增长85%,调整后经营利润同比增长82%

  • 经营活动现金流 13.14亿美元,调整后自由现金流 13.09亿美元,同比分别增长 87%88%

2025年全年(Full Year 2025)

  • 销售同比增长70%

  • 全年经营活动现金流39.71亿美元,调整后自由现金流 39.52亿美元,同比分别增长89%90%

2026年第一季度指引(Q1 2026)

  • 预计净销售额 17.45亿–17.75亿美元,较2025年同期销售增长 27%–29%

  • 预计2026Q1 调整后经营利润为14.65亿–14.95亿美元,调整后经营利润率维持在84%。

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