Are there any changes to the company’s guidance on user growth, ad spend or CPM trends that could impact future revenue? | APP (Aug 06, 2025) | Candlesense
APP

Are there any changes to the company’s guidance on user growth, ad spend or CPM trends that could impact future revenue?

Short answer:

The press release you’ve provided does not contain any explicit update or change to AppLovin’s guidance on user‑growth, advertising‑spend (ad spend) or cost‑per‑thousand‑impressions (CPM) trends. Consequently, no specific guidance shifts that could affect future revenue are disclosed in the excerpt you shared.

Why this is the case

Element in the news release What the release says
Revenue numbers The only quantitative data shown is a fragment of the revenue line (“$ 1,25
”)—the rest is missing.
User‑growth guidance No statement about projected active‑user counts, user‑growth rates, or any change to prior expectations.
Ad‑spend guidance No mention of planned changes to ad‑spend targets, budgets, or advertiser‑spend expectations.
CPM trends No reference to cost‑per‑thousand‑impressions (CPM) trends, expectations, or revisions.
Future‑revenue outlook The release does not contain a forward‑looking “Guidance” section (e.g., “We expect 2025 revenue to be 
” or “We anticipate CPM to
”) that would affect revenue forecasts.

Implications for future revenue analysis

  • No new guidance → analysts must rely on prior guidance, historical trends, and other public disclosures to model future revenue.
  • Potential data gap → the press release may include a detailed “Management Discussion & Outlook” section elsewhere (e.g., the full earnings release or the investor‑relations webpage). For a definitive answer, the full press release or the accompanying investor‑presentation should be reviewed.
  • If guidance is missing → the absence itself could be a neutral signal (i.e., no material change to the outlook), but it also means there is no new information to adjust revenue forecasts at this time.

What you can do next

  1. Visit the Investor Relations site (https://investors.applovin.com) and look for the full Q2 2025 earnings release or the “Investor Presentation” for that quarter—those documents typically contain a “Guidance” section.
  2. Check the “Management’s Discussion and Analysis” (MD&A) portion of the filing for any mention of:
    • Expected user‑base growth (e.g., monthly active users, DAU/MAU trends)
    • Expected ad‑spend outlook (e.g., “We anticipate ad spend growth of X% YoY”)
    • CPM expectations (e.g., “CPM is expected to increase by Y% due to
”)
  3. If still unavailable, consider reviewing the latest 10‑Q filing (Form 10‑Q for Q2 2025) as it often contains forward‑looking statements and guidance updates.

Bottom line: Based on the excerpt you’ve posted, there are no disclosed changes to user‑growth, ad‑spend, or CPM guidance that would affect future revenue. To determine whether any such guidance exists, you’ll need to locate the complete earnings release or the accompanying investor presentation.

Other Questions About This News

How did each business segment (e.g., advertising, marketplace, services) perform, and what are the drivers behind the revenue changes? What were the actual revenue and year‑over‑year growth figures for Q2 2025 and the six‑month period, and how do they compare to analyst expectations? What were the key risk factors or challenges highlighted in the earnings release (e.g., pricing pressure, competition, regulatory issues)? Did the company provide guidance for Q3 2025 and full‑year 2025 revenue, earnings, and margins? If so, what are the numbers and implied growth rates? What were the reported earnings per share (EPS) and adjusted EPS for the quarter, and how do they compare to consensus estimates? What is the consensus analyst rating and target price for APP, and how does the new data affect those metrics? What is the outlook for margins and expense management for the remainder of 2025, especially regarding R&D and SG&A spending? What are the current gross margin, operating margin, and net profit margin, and how have they evolved quarter‑over‑quarter and year‑over‑year? Are there any upcoming catalysts (product launches, strategic partnerships, M&A) that could materially affect future performance? How does the updated valuation (price‑to‑sales, price‑to‑earnings, EV/EBITDA) compare to peers in the ad‑tech/marketing platform space? What was the cash flow from operations and free cash flow for the quarter, and how does it align with the company's capital allocation plan? How did the stock react immediately after the release and what does the order‑flow/recent trading volume indicate about market sentiment?