AppLovin and peers report mixed Q2 advertising software results

Earnings
โดย Yahoo Finance·US·Read original
Summary · why it matters

AppLovin and five other advertising software stocks reported mixed second-quarter results, with group revenues beating analyst estimates by 1.5% while next-quarter guidance came in 2.6% below expectations. AppLovin posted revenue of $1.92 billion, up 52.8% year over year but missing estimates by 1.2%, and its stock fell 24.2% since reporting. PubMatic was the standout, with revenue of $78.59 million, up 10.5% and beating estimates by 13.7%, sending its shares up 30.8%. DoubleVerify revenue rose 2.5% to $193.8 million, missing estimates by 4.2%, while The Trade Desk revenue grew 3% to $715.1 million, missing by 4.9% and issuing weak guidance. LiveRamp revenue increased 9.8% to $214 million, meeting estimates, but it lost one enterprise customer paying over $1 million annually.

Impact on stocks 5

Communication Services± Mixed · 2 stocks
Pubmatic Inc
PUBM
▲ PositiveCapitalrelevance

Revenue beat estimates by 13.7% and shares rose 30.8%.

Trade Desk Inc
TTD
▼ NegativeCapitalrelevance

Revenue missed estimates and issued weak guidance.

Artificial Intelligence▼ · 1 stocks
Applovin Corp
APP
▼ NegativeCapitalrelevance

Revenue missed estimates and stock fell 24.2%.

Information Technology▼ · 1 stocks
Cloud & Digital Infrastructure▲ · 1 stocks
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