Applovin Corp Stock Price, News & Analysis

AppLovin (NASDAQ: APP) has completed the sale of its mobile gaming business to Tripledot Studios for $400.0 million in cash and approximately 20% equity stake in Tripledot's fully-diluted equity. The transaction, which closed on June 30, 2025, includes the divestment of 10 game studios and their popular mobile gaming franchises.

The divested studios include Athena Studio, Belka Games, Clipwire Games, Leyi, Lion Studios, Machine Zone, Magic Tavern, PeopleFun, Zenlife Games, and Zeroo Gravity. These studios are known for developing popular mobile games such as Hexa Sort, Wordscapes, Clockmaker, Cooking Madness, West Game, and Project Makeover.

The transaction, initially announced on May 7, 2025, allows AppLovin to streamline its operations and focus on its core marketing platform business.

Adjust has launched the beta version of Growth Copilot, an AI-powered app growth partner designed to revolutionize how marketers optimize their app performance. The tool enables marketers to access instant performance insights across channels, campaigns, and KPIs through direct questioning, eliminating the need for complex data analysis.

Growth Copilot's key features include transforming reporting into actionable insights, enhancing team productivity through tool integration, and providing goal-aligned decision-making. The platform specializes in diagnosing performance changes, identifying top/low performing creatives, detecting anomalies, and uncovering actionable insights. Age of Learning has already reported significant time savings using the tool for report generation.

AppLovin (NASDAQ: APP) reported strong Q1 2025 financial results with total revenue reaching $1.48 billion, up 40% year-over-year. The company's advertising revenue surged 71% to $1.16 billion, while Apps revenue declined 14% to $325 million. Net income more than doubled to $576.4 million, up 144% from Q1 2024. The company generated $832 million in operating cash flow and $826 million in Free Cash Flow. AppLovin announced plans to sell its mobile gaming business to Tripledot Studios for $400 million in cash plus a 20% stake in Tripledot. The company repurchased 3.4 million shares for $1.2 billion during Q1. For Q2 2025, AppLovin forecasts advertising revenue between $1.195-$1.215 billion with an expected Adjusted EBITDA margin of 81%.

Tradr ETFs has announced the launch of two new single stock leveraged ETFs: APPX and QBTX. These innovative funds are designed to deliver 200% of the daily performance of AppLovin Corp. (APP) and D-Wave Quantum Systems (QBTS) respectively.

The ETFs represent the first-ever leveraged products tied to these underlying stocks, allowing traders to capitalize on daily stock price movements without using margin accounts. These additions expand Tradr's lineup to nine leveraged ETFs, following their 2022 pioneering launches of single-stock ETFs for Tesla and Nvidia.

The funds target sophisticated investors and professional traders, offering exposure to advertising technology and quantum computing sectors through accessible brokerage accounts, eliminating the need for margin trading or complex options strategies.

AppLovin (NASDAQ: APP) has announced the appointment of Maynard Webb, founder of Webb Investment Network (WIN), to its Board of Directors as an independent director. Webb will serve on both the Audit Committee and Nominating and Corporate Governance Committee.

Webb brings extensive experience from his roles as former Chairman of LiveOps, COO of eBay, and senior positions at Gateway and Bay Networks. He currently serves on the boards of Salesforce and Visa.

The company also announced that Ted Oberwager, Managing Director at KKR, will not seek re-election at the next annual meeting of stockholders in 2025, though he will complete his current term.

AppLovin (NASDAQ: APP), the leading marketing platform, has scheduled its first quarter 2025 earnings release for Wednesday, May 7, 2025, after U.S. market close. The company will host a webinar at 2:00 PM PT / 5:00 PM ET on the same day.

The earnings webinar will feature Co-founder and CEO Adam Foroughi and CFO Matthew Stumpf, who will discuss Q1 2025 financial results and business performance. Investors and interested parties can access the webinar through the company's investor relations website or via webinar registration.

AppLovin (NASDAQ: APP) has announced the retention of Alex Spiro, partner and Co-Chair of the Investigations, Government Enforcement & White Collar Defense Practice at Quinn Emanuel Urquhart & Sullivan, to conduct an independent investigation into recent short report activity targeting the company.

The investigation demonstrates AppLovin's commitment to transparency and protecting its stakeholders' interests. CEO Adam Foroughi emphasized the company's determination to defend against market manipulation through false narratives.

AppLovin, which provides end-to-end software and AI solutions for businesses to reach, monetize and grow their global audiences, will thoroughly examine the circumstances and motivations behind the dissemination of potentially misleading information.

Wurl, a streaming TV industry leader, has released its latest CTV Trends Report, highlighting key developments in the Connected TV (CTV) industry. The report reveals that CTV now represents 41% of total TV time, though several metrics are showing signs of stabilization.

Key findings indicate that while Average Session Length grew in Q4 2024, it hasn't fully recovered from mid-2023's 16% decline. Hours of Viewing (HOV) shows modest growth with a projected 3% increase in Q1 2025. Ad Load has stabilized at approximately 9 minutes per hour, significantly below linear TV's 15 minutes. Ad Fill Rates are trending lower as CTV supply exceeds advertiser demand.

The report suggests that while streaming TV has become a primary viewing destination, there's untapped potential in both viewer engagement and monetization. The industry faces challenges in sustaining growth amid changing media consumption patterns, particularly as ad-supported models gain prominence.

Adjust's Gaming App Insights 2025 report reveals a resilient gaming industry recovery after 2023, with global gaming app installs rising 4% YoY in 2024, despite a slight -0.6% dip in sessions. MENA (+10%) and LATAM (+8%) led install growth, while North America saw declines in both installs (-11%) and sessions (-14%).

The report highlights significant trends across gaming subverticals:

• Hyper casual games maintained highest install share (27%) but only 11% of sessions
• Strategy apps showed highest YoY install growth (83%)
• Action games averaged 45.15-minute sessions
• RPG saw 32% install growth but 12% session decline

Gaming ATT opt-in rates increased to 37.9% in Q1 2025, with arcade games seeing the largest jump to 59.3%. Key industry shifts include AI-driven personalization, hybrid monetization strategies, cross-platform play expansion, and emerging user acquisition channels like CTV and influencer marketing.