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? | APP (Aug 06, 2025) | Candlesense
APP

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?

Answer

Based on the excerpt you supplied from the Business Wire release, AppLovin’s announcement only contains the second‑quarter (Q2 2025) financial highlights (e.g., revenue of $1.25 million for the quarter). The press release does not include any forward‑looking guidance for:

  • Q3 2025 (the third quarter)
  • Full‑year 2025 (the 2025 fiscal year)

Therefore, the article does not provide:

Metric Q3 2025 Guidance Full‑Year 2025 Guidance
Revenue – –
Earnings (e.g., net income or adjusted EPS) – –
Margins (e.g., gross, operating, or net margin) – –
Implied growth rates – –

What this means

  • No guidance was disclosed in the portion of the release you shared, so we cannot report any projected figures or calculate implied growth rates.
  • If AppLovin did issue guidance elsewhere (e.g., in a separate section of the same release, in an investor‑presentation slide deck, or in a follow‑up conference call), that information is not present in the text you provided, and therefore cannot be answered from the given source.

Recommendation

To obtain the requested guidance (if it exists), you may want to:

  1. Review the full press release on AppLovin’s Investor Relations site (https://investors.applovin.com) – the complete document often contains a “Guidance” or “Outlook” section after the financial tables.
  2. Check any accompanying investor‑presentation slides or webcast transcripts that are typically posted alongside earnings releases.
  3. Search for a follow‑up earnings call or supplemental filing (e.g., a Form 8‑K) that sometimes includes forward‑looking statements not captured in the brief news summary.

If you can locate the complete release or any of those supplemental materials, you’ll be able to extract the Q3 2025 and full‑year 2025 revenue, earnings, and margin guidance, along with the implied growth rates relative to the prior year’s results.

Other Questions About This News

What is the consensus analyst rating and target price for APP, and how does the new data affect those metrics? Are there any changes to the company’s guidance on user growth, ad spend or CPM trends that could impact future revenue? 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? 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)? What were the reported earnings per share (EPS) and adjusted EPS for the quarter, and how do they compare to consensus estimates?