AI营销平台AppLovin(APP.US)夜盘跌5.2%,报433美元。
消息面上,AppLovin去年第四季度业绩表现强劲,营收同比增长66%至16.6亿美元,高于分析师预期的16亿美元;调整后EBITDA同比增长82%至14亿美元,EBITDA利润率为84%;每股收益3.24美元,超过分析师预期的2.95美元。展望今年首季,公司预计营收将在17.45亿至17.75亿美元之间,EBITDA利润率将维持在84%的高位。
AppLovin联合创始人兼CEO Adam Foroughi CEO强硬回应称市场情绪与现实脱节,强调AI带来的内容爆发将使公司的流量分发能力更加稀缺,并指出竞价密度的增加反而提升了平台收益。(格隆汇)
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