Applovin（纪要）：对与 Meta 的竞争极具信心

海豚研究02-13

以下为海豚君整理的AppLovin(APP.US)FY25 Q4的财报电话会纪要，财报解读请移步《Applovin：鬼故事压身，好成绩也扛不住？》一、财报核心信息回顾1. 股东回报：全年回购640万股，总额$25.8亿。2. 业绩指引a. 营收预测：$17.45 亿 - $17.75 亿（环比增长 5%-7%）。b. 利润预测：Adjusted EBITDA 约为 $14.65 亿 - $...

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