怎么我看到的数据和你不一样?我看到的是Revenue增长66%,是我看错了还是你错了?

本帖于 2026-02-18 05:52:14 时间, 由普通用户 007爸爸 编辑
回答: EPS增速不错,但是Rev增速似乎并不乐观hvhp2026-02-18 04:18:08

我看到24年Q4的Revenue是0.99 B,RevenueQ4增长66%,全年增长70%,相当高了,没几家公司可以做到。AppLovin delivered Q4 revenue of $1.66B (+66% YoY) and Adjusted EBITDA of $1.4B (+82% YoY, 84% margin), capping a year of 70% revenue growth and 87% EBITDA growth. Management guided to Q1 revenue of $1.745–$1.775B (+5–7% QoQ), highlighting continued strength in gaming and e-commerce. The company emphasized its AI-driven differentiation and dismissed competitive concerns, particularly around Meta.

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