AppLovin (APP), that most sprightly of adtech jesters, has once again pirouetted past the daggers hurled by short-sellers, its revenue leaping like a court jester’s cap in a gale. The stock, now inflated by more than 500% in twelve months, dances onward, leaving skeptics in a spin. Ah, but let us not mistake this for mere fortune-it is a masterclass in theatrical resilience.
Enter the trio of schemers: Fuzzy Panda, Muddy Waters, and Culper, who, with the solemnity of philosophers, have declared war on AppLovin’s Axon 2.0, its AI adtech marvel. “Treason!” they cry, alleging privacy violations and clandestine app installations. Yet, what have they gained but a chorus of yawns from the mighty Alphabet and Apple? One might say their plots are as effective as a screen door on a submarine.
No Intermission in Sight
AppLovin, having shed its legacy app business, now performs as a pure-play adtech virtuoso. Its Q2 revenue, a sum of $1.26 billion, swelled 77%-a crescendo that would make even Mozart envious. Gross margins, now 87.7%, gleam like a polished halberd, while operating costs wither by 29%. The EPS, a figure that vaulted from $0.89 to $2.39, and adjusted EBITDA, doubling to $1 billion, are but the footnotes of this financial farce.
With $772 million in operating cash flow and $768 million in free cash flow, AppLovin’s coffers brim like a miser’s vault. Its net debt, now $2.3 billion, is but a trifle after the sale of its app business. The core gaming ad business, the star of the show, continues to draw crowds, while e-commerce, a fledgling understudy, awaits its turn. The self-serve platform, the company’s next grand act, promises to democratize ad creation-a revolution in a world of kings and beggars.
By October, this platform shall open its arms to advertisers beyond the U.S., where the bulk of its audience resides. A paid marketing campaign looms for next year, though word-of-mouth has been its trusty squire thus far. The company, with its eyes on 2026, plans a global public launch-a finale worthy of a five-act tragedy.
Too Late for the Curtain Call?
Though the stock has scaled Parnassus, its valuation remains a modest jest. A forward P/E of 40.5 and a PEG ratio of 1 suggest the market’s patience is not yet spent. For 2026, the stage is set: self-serve portals, global expansion, and the promise of gaming revenue growth at 20%-30% annually. One might call it a prologue to a sequel.
Short-sellers, those tragicomic figures, still lurk in the shadows, but their murmurs are drowned by the applause of investors. AppLovin’s blend of growth and valuation is a play worth attending-even if one arrives late. The curtain, after all, has not yet fallen. 🎭
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2025-08-11 11:52