Will Top-Line Improvement Benefit AppLovin's Q2 Earnings?

AppLovin Corporation APP is set to announce its second-quarter 2025 results on Aug 6, after the bell. The company is expected to report strong year-over-year revenue growth, primarily driven by the strength of its Advertising segment.The consensus estimate for the Advertising revenues is pegged at $1.23 billion, indicating 72% year-over-year growth. This surge is likely to have been fueled by the company’s advanced Axon 2 technology, which enhances ad targeting and optimization. Since its debut, Axon 2 has radically enhanced AppLovin’s ad performance, helping to quadruple advertising spend on its platform. The Zacks Consensus Estimate for AppLovin’s total revenues is expected to reach $1.21 billion, indicating a robust 12.3% increase from the year-ago quarter.AppLovin Corporation Price and EPS Surprise AppLovin Corporation price-eps-surprise | AppLovin Corporation QuoteProfitability is also anticipated to have improved significantly. The consensus estimate for Advertising’s adjusted EBITDA is pegged at $1000 million, implying 92.3% year-over-year growth. Earnings per share are expected to show a massive 123.6% increase, with the Zacks Consensus Estimate at $1.99. These projections highlight AppLovin’s ability to capitalize on its technology-driven business model, reinforcing its position as a leading player in the digital advertising and gaming industries.APP currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.Earnings SnapshotFiserv, Inc. FI reported mixed second-quarter 2025 results, wherein earnings beat the Zacks Consensus Estimate, but revenues missed the same.FI’s adjusted EPS of $2.47 topped the consensus mark by 2.5% and rose 16% year over year. Adjusted revenues of $5.2 billion missed the consensus estimate by a slight margin but gained 1.7% on a year-over-year basis.The Interpublic Group of Companies, Inc. IPG reported impressive second-quarter 2025 results. Both earnings and revenues beat the Zacks Consensus Estimate.IPG’s adjusted earnings of 75 cents per share surpassed the Zacks Consensus Estimate by 36.4% and jumped 23% from the year-ago quarter. Revenues before billable expenses (net revenues) of $2.2 billion beat the consensus estimate by a slight margin but declined 19.8% year over year. Total revenues of $2.5 billion decreased 7.2% year over year but outpaced the Zacks Consensus Estimate of $2.2 billion.Only $1 to See All Zacks' Buys and SellsWe're not kidding.Several years ago, we shocked our members by offering them 30-day access to all our picks for the total sum of only $1. No obligation to spend another cent. Thousands have taken advantage of this opportunity.Thousands did not - they thought there must be a catch. Yes, we do have a reason. We want you to get acquainted with our portfolio services like Surprise Trader, Stocks Under $10, Technology Innovators, and more, that closed 256 positions with double- and triple-digit gains in 2024 alone.See Stocks Now >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Interpublic Group of Companies, Inc. (The) (IPG): Free Stock Analysis Report AppLovin Corporation (APP): Free Stock Analysis Report Fiserv, Inc. (FI): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks