Huat99
02-16
$AppLovin Corporation(APP)$ delivered 66% growth & 84% margins, yet the stock dipped. 📉
Is the market mispricing this cash machine?
This infographic breaks down the post-earnings battle:
🐂 Bulls (Score 4.1): Elite fundamentals. $1.4B EBITDA, massive buybacks & AI moat.
🐻 Bears (Score 3.1): Valuation fears, intensifying competition & sentiment.
Fundamentals vs. Fear. Who wins? 👇
@Tiger_comments @TigerObserver @TigerPicks @TigerStars @Daily_Discussion @Tiger_Earnings
Modified in.02-16
SaaS Misss: CoreWeave Faces More Correction?
Salesforce reported Q4 revenue of $11.2 billion, up 12% YoY, its fastest growth in two years, beating expectations. However, FY2027 revenue guidance of $45.8–46.2 billion was slightly below the $46.06 billion consensus. C3.ai announced it will lay off 26% of its global workforce as part of a restructuring plan under new CEO Stephen Echegoyen. CoreWeave hit $5B annual revenue, with backlog (incl. RPO) surging to $66.8B, up 3x YoY. For 2026, capex is set at $30B+—at least triple 2025—while ARR could reach $19B by year-end. Shares fell over 10% after hours.
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Comments

  • Shernice軒嬣 2000
    02-17
    Shernice軒嬣 2000
    Main concern now is AI disruption in adtech, especially in mobile gaming and in-app ads which is AppLovin’s core biz. Investors worry rapid AI improvements could reduce their advantage in ad optimization. Bigger players like Meta and Google, plus newer entrants like CloudX, could pressure margins or bypass platforms like AppLovin.
  • Huat99
    02-17
    Huat99
    🤖 AI-assisted analysis
  • Alex oh
    03-01
    Alex oh

    Great article, would you like to share it?

  • 1419 cyc
    02-19
    1419 cyc
    很棒的文章,你愿意分享吗?
  • Chinny92
    02-18
    Chinny92

    Great article, would you like to share it?

  • Chinny92
    02-18
    Chinny92

    Great article, would you like to share it?

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