AppLovin(APP.US) delivered a high score in the third quarter: revenue surged 69%, cash flow is abundant, and they threw a staggering $3.2 billion for share repurchases.

Digital advertising technology company AppLovin(APP.US) reported better-than-expected financial performance in the third quarter of 2025 and provided a positive outlook for the fourth quarter. The financial report shows that AppLovin's revenue reached 14.1 billion US dollars in the third quarter, a year-on-year increase of 68.9%, exceeding expectations by 70 million US dollars; earnings per share were 2.45 US dollars, higher than the market's expectation of 2.39 US dollars. Net profit was 835.5 million US dollars, exceeding the previous expectation of 826.5 million US dollars. Following the announcement of the results, AppLovin's stock price rose nearly 7% in after-hours trading. The company generated net cash from operating activities of 10.5 billion US dollars and free cash flow of 10.5 billion US dollars in the third quarter. In the third quarter, AppLovin repurchased and held 1.3 million shares of Class A common stock, with a total cost of 571 million US dollars. The board also added an additional 3.2 billion US dollars in stock repurchase authorization. Looking ahead, AppLovin expects fourth-quarter revenue to be between 15.7 billion US dollars and 16 billion US dollars, higher than the previous expectation of 15.5 billion US dollars. The company expects the adjusted EBITDA profit margin to be between 82% and 83%.