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?
Answer
Based on the excerpt you supplied from AppLovin’s second‑quarter 2025 earnings release, the only concrete financial figure that is actually disclosed is the Q2 2025 revenue amount of $1.25 billion (the press release lists the figure in “millions,” so $1.25 billion = $1,250 million).
All of the other data points that the question asks about—specifically:
| Period | Revenue (actual) | Year‑over‑year (YoY) growth |
|---|---|---|
| Q2 2025 | – (not shown) | – (not shown) |
| Six‑month period ending June 30 2025 | – (not shown) | – (not shown) |
—are not present in the provided snippet. The excerpt cuts off after the “$1,25” line, and the YoY‑change columns for both the quarter and the six‑month period are empty. Consequently, the press release does not give the YoY growth percentages for Q2 2025 or for the six‑month period, nor does it disclose the six‑month revenue total.
Likewise, the article does not mention analyst expectations (e.g., consensus revenue forecasts or expected YoY growth) for either the quarter or the six‑month window. Because those expectations are absent from the supplied text, a direct comparison between the actual results and analyst forecasts cannot be drawn from the information you have provided.
Bottom line
| Metric | Reported in the excerpt? | Value |
|---|---|---|
| Q2 2025 revenue | Yes | $1.25 billion |
| Q2 2025 YoY growth | No | Not available |
| Six‑month revenue (ending June 30 2025) | No | Not available |
| Six‑month YoY growth | No | Not available |
| Analyst expectations (revenue or growth) | No | Not available |
| Comparison to expectations | No | Not possible with the given data |
If you need the missing figures (the six‑month revenue, YoY growth rates, and analyst consensus estimates) you will have to locate the full press release or a more complete news article that includes the complete financial table. Once those numbers are available, a precise “beat/miss” assessment versus analyst expectations can be performed.